Lavisha Arora
Meerut
Summary
Dynamic Senior Manager with a proven track record at CANARA HSBC LIFE INSURANCE, excelling in Sales Strategies and team leadership with customer management. HNI Cleint analysis, Adept at data analysis and fostering effective communication across departments and teams for resulting in successful sales. Strategic Investor Relations Manager known for high productivity and efficient task completion.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Manager
CANARA HSBC LIFE INSURANCE
MEERUT
10.2023 - Current
- Managed a team of 10+ employees by providing guidance, setting goals and objectives, delegating tasks, and monitoring performance.
- Cordinating with Bank staff for efficeincy business
- Understading client requirement and finalizing deals as per company norms
- Assigned Targets and cordinates them accordingly
- Recurite and develop my team of advisor and improve the distribution channel of the company
- Motivate and coach my team of L.A.s to meet sales targets.
- Initiated activities to improve B2B Sales
- Analyzed and identified client needs, offered products tailored to thier specific circumstances
- Maintain good relationship with bank managers, staff and cleint as well
Business Development Manager
ICICI PURIDENTIAL LIFE INSURANCE
MEERUT
06.2019 - 10.2023
- Recurite and develop my team of advisor and improve the distribution channel of the company
- Motivate and coach my team of L.A.s to meet sales targets.
- Initiated activities to improve B2B Sales
- Analyzed and identified client needs, offered products tailored to thier specific circumstances
Investor Relations Manager
SHAREKHAN PVT LTD
DELHI
01.2019 - 12.2019
- Understading share market and advising cleints
- Analysing client perseption regarding online trading
- Creating Awareness regarding index and nifty market
- Camparative analise of brokreage firms
Intern
RELIANCE JIO INFOCOM LTD
MEERUT
01.2018 - 07.2018
- Maintain customer database,onboard new clients.
- Coordinate and support to all the team members
- Working on performance improvement and monitoring
Education
MBA - FINANCE AND MARKETING
VIDYA SCHOOL OF BUSINESS
MEERUT04-2019
Bachelor of Computer Applications - Computer Applications Development
VIDYA INSTITUTE OF CREATIVE TEACHING
MEERUT04-2017
High School Diploma -
MEERUT PUBLIC SCHOOL
MEERUT04-2014
Skills
- Project management
- Team leadership
- Effective communication
- Sales strategy
- Customer relationship management
- Data analysis
- Sales channel analytics
- Market analysis
- Innovation management
- Teamwork
- Staff development
- Team collaboration
- Work Planning and Prioritization
Languages
English
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Punjabi
Proficient (C2)
C2
Certification
- Qualify many milestones in sales, in the given time period
- Join as an ERO and be promoted to SM in a year
- Qualified an advisor for MDRT
- Qualified Trad Champion Trophy in FY 2024-25
Timeline
Senior Manager
CANARA HSBC LIFE INSURANCE
10.2023 - Current
Business Development Manager
ICICI PURIDENTIAL LIFE INSURANCE
06.2019 - 10.2023
Investor Relations Manager
SHAREKHAN PVT LTD
01.2019 - 12.2019
Intern
RELIANCE JIO INFOCOM LTD
01.2018 - 07.2018
MBA - FINANCE AND MARKETING
VIDYA SCHOOL OF BUSINESS
Bachelor of Computer Applications - Computer Applications Development
VIDYA INSTITUTE OF CREATIVE TEACHING
High School Diploma -
MEERUT PUBLIC SCHOOL
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