MAMTA DEVI
MOHALI
Summary
Results-driven professional with 10+ years of experience in the insurance and banking industry, specializing in customer relationship management, process improvement, and digital system adoption. Proven ability to Analise Client needs, translate them into business requirements, and collaborate with cross-functional teams to deliver effective solutions. Skilled in using CRM platforms Excel-based reporting and enhance customer satisfaction. Adept at bridging the gap between business stakeholders and IT teams, with a strong foundation in insurance domain knowledge and a growing expertise in business analysis methodologies. Currently pursuing Up-skilling in Business Analysis and BFSI IT systems to transition into a Business Analyst role and contribute to digital transformation initiatives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Sales Manager
Bajaj Allianz General Insurance
08.2021 - Current
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Organized promotional events and interacted with community to increase sales volume.
- Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
- Prepared sales presentations for clients showing success and credibility of products.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Business Development Manager
IndiaFirst Life Insurance Company
05.2017 - 07.2021
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Generated new business with marketing initiatives and strategic plans.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Implemented systems and procedures to increase sales.
Business Manager
Aegon Life Insurance Company
05.2015 - 04.2017
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Oversaw and improved deliveries through proactive coordination of daily operations.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Interacted well with customers to build connections and nurture relationships.
Associate Relationship Manager
DHFL Pramerica Life Insurance Company
08.2014 - 05.2015
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Counselor
Safeway Investments
12.2012 - 07.2014
- Interacted with clients to handle complaints and concerns, report claims and receive payments.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Generated leads through cold-calling, networking and other outreach methods.
- Educated clients on insurance policies and procedures.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Designed presentations and marketing materials to promote insurance products.
- Analyzed risk factors to recommend appropriate coverage levels.
Education
Bachelor of Science - Electrical And Electronics Engineering
Chandigarh Group of Collage
Kharar04-2013
High School Diploma -
Govt. Girls Sr. Sec School
Sirsa04-2009
Skills
- KPI analysis
- Sales operation
- Solution selling
- Client relationship management
- Risk mitigation
- Lead generation
- Market research, forecasting, and analysis
- Excellent communication skills
- Product and service management
- Cold calling
- Business development and planning
Certification
Certificate Of Completion Business Analyst Assessment From LearnTube
Languages
English
Advanced (C1)
Hindi
Bilingual or Proficient (C2)
Punjabi
Bilingual or Proficient (C2)
Timeline
Sales Manager
Bajaj Allianz General Insurance
08.2021 - Current
Business Development Manager
IndiaFirst Life Insurance Company
05.2017 - 07.2021
Business Manager
Aegon Life Insurance Company
05.2015 - 04.2017
Associate Relationship Manager
DHFL Pramerica Life Insurance Company
08.2014 - 05.2015
Counselor
Safeway Investments
12.2012 - 07.2014
Bachelor of Science - Electrical And Electronics Engineering
Chandigarh Group of Collage
High School Diploma -
Govt. Girls Sr. Sec School
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