Jyoti Sharma
Banca Sales or Training
Moga
Summary
Accomplished in driving business growth and fostering customer relationships, my tenure at PNB MetLife exemplifies expertise in Business Development and Sales Leadership. Leveraging strong relationship-building skills, I've significantly enhanced client satisfaction and retention. My strategic approach to training and operational efficiency has catalyzed notable improvements in team performance and sales outcomes. Performance-oriented Sales Leader offering exceptional record of achievement over -2 years career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Territory Manager
PNB MetLife
01.2024 - Current
- Developed strong relationships with key decision-makers, fostering trust and loyalty in the assigned territory.
- Improved customer satisfaction and retention through frequent visits, timely response to inquiries, and effective problem resolution.
- Optimized sales pipeline management through diligent follow-ups on leads, resulting in higher conversion rates across the territory.
- Organized regular training sessions for team members to enhance their product knowledge and overall sales skills.
Cluster Manager
Aditya Birla Sun Life Insurance
02.2023 - 01.2024
- Conducted regular performance evaluations for all employees to recognize achievements, address challenges, and facilitate professional growth.
- Monitored data analytics to identify trends, opportunities, and areas of improvement within the cluster operations.
- Led training initiatives that enhanced employee skills, knowledge base, and productivity levels across various functions within the organization.
- Developed efficient operational processes to optimize resources and improve overall cluster performance.
Training Manager
HDFC Life
06.2022 - 02.2023
- Collaborated with cross-functional teams to develop customized training solutions, ensuring alignment with organizational goals and objectives.
- Collaborated with other departments to align training programs with organizational goals and objectives.
- Improved employee retention rates by creating engaging and interactive learning materials.
- Evaluated the effectiveness of training programs using various assessment tools, providing valuable feedback for continuous improvement initiatives.
Sr Bancaasurance Relationship Manager
Tata Aia Life Insurance
12.2018 - 06.2022
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Relationship Manager
PNB MetLife
12.2015 - 11.2018
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Relationship Manager
BMA Wealth Creation
07.2011 - 10.2015
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Education
BBA - Banking And Financial Support Services
Isbm University
Chandigarh, India 04.2001 -
High School Diploma -
Punjab Board
Ludhiana, India 04.2001 -
Skills
Customer Relationship Management
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Punjabi
Advanced (C1)
Certification
Certified of Train Sales supervisors to train TSST Pnb MetLife
Interests
Treval, music,books reading
Timeline
Certified of Train Sales supervisors to train TSST Pnb MetLife
06-2024
Territory Manager
PNB MetLife
01.2024 - Current
Cluster Manager
Aditya Birla Sun Life Insurance
02.2023 - 01.2024
Training Manager
HDFC Life
06.2022 - 02.2023
Sr Bancaasurance Relationship Manager
Tata Aia Life Insurance
12.2018 - 06.2022
Relationship Manager
PNB MetLife
12.2015 - 11.2018
Relationship Manager
BMA Wealth Creation
07.2011 - 10.2015
BBA - Banking And Financial Support Services
Isbm University
04.2001 -
High School Diploma -
Punjab Board
04.2001 -
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