Kuldipkumar Vala
Sales and Banking Specialist
Rajkot
Summary
Experienced insurance sales professional with a proven track record of over three years in the industry. Highly motivated to cultivate and maintain strong communication channels with clients, brokers, and carriers, fostering long-term relationships. Dedicated team player with a strong focus on achieving sales targets and providing exceptional customer service. Committed to staying up-to-date with industry trends and regulations to effectively meet the needs of clients and exceed expectations.
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 5 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
5
5
years of professional experience
3
3
Languages
Work History
Associate Priority Relationship Manager
Aditya Birla Sun Life Insurance Company
07.2023 - Current
- Contributed positively towards the development of a healthy work culture that fostered teamwork and collaboration.
- Maintained up-to-date knowledge of industry trends, regulations, products, and competitor offerings to stay ahead in the market.
Assistant Manager
Max Life Insurance Company
09.2022 - 07.2023
- Customer Advisory Team
- Sales And Service
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
Relationship Officer
HDFC Sales Private Limited
02.2020 - 08.2022
- Customer Service and Sales
- General Insurance, Life Insurance, Mutual Fund, Fixed Deposit Other
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
- Maintained and built close relationships with customers through regular contact and visits.
- Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
- Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.
- Enhanced team productivity by providing ongoing training and support to junior Relationship Officers.
Education
Bachelor of Commerce - Business Management
SAURASHTRA UNIVERSITY
Rajkot, India 04.2001 -
Skills
Portfolio management
Accomplishments
- Resolved product issue through consumer testing.
Timeline
Associate Priority Relationship Manager
Aditya Birla Sun Life Insurance Company
07.2023 - Current
Assistant Manager
Max Life Insurance Company
09.2022 - 07.2023
Relationship Officer
HDFC Sales Private Limited
02.2020 - 08.2022
Bachelor of Commerce - Business Management
SAURASHTRA UNIVERSITY
04.2001 -
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