Summary
Overview
Work History
Education
Skills
Software
Timeline
Hi, I’m

MEENU SHARMA

New Delhi
MEENU SHARMA

Summary

Personable Assistant Branch Manager skilled at providing empowering team leadership while ensuring efficient and productive branch operations. Accustomed to offering actionable solutions for process optimization resulting in reduced corporate costs. Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.

Overview

5
years of professional experience

Work History

POLICY ENSURE

ASISTANT BRANCH MANAGER
12.2023 - Current

Job overview


  • Evaluated and negotiated contracts to procure favorable financial terms.
  • Coached and developed branch staff by offering constructive feedback and Product training opportunities.
  • Implemented service improvements to enhance sales cycle.
  • Identified issues, analyzed information and provided solutions to problems.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Strengthened communication skills through regular interactions with others.
  • Educated clients on current promotional offerings and products using persuasive selling tactics.
  • Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
  • Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Generated new sales leads to achieve and exceed monthly sales goals.

IIFL INSURANCE BROKER

Unit Manager
02.2022 - 11.2023

Job overview

  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Implemented data-driven decision-making techniques for better forecasting and target-setting in the sales department.
  • Delivered comprehensive product knowledge training to all team members, ensuring consistent messaging to customers across all touchpoints.
  • Increased unit sales by implementing innovative marketing strategies and effective team management.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.

Religare Health Insurance Company

Agency Manager
01.2021 - 01.2023

Job overview

  • Monitored competitor activity within the industry landscape to maintain a competitive edge in pricing strategies or product offerings where possible.
  • Provided comprehensive product knowledge to customers, ensuring informed decisions were made during the purchasing process.
  • Negotiated favorable contract terms on behalf of the agency through skilled communication techniques combined with thorough knowledge of both company and client objectives.
  • Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.

SBI Credit Cards

SALES MANAGER
01.2019 - 01.2020

Job overview

  • Monitored existing customer accounts for continued creditworthiness based on analysis of past performance and current information.
  • Recommended products and services to meet customers' credit card and banking needs.
  • Implemented credit card account maintenance procedures to determine accuracy of customer information and compliance with federal regulations.
  • Built strong relationships with customers to increase retention and loyalty.
  • Updated client accounts with new information and verified data for informed credit approvals.
  • Kept records of customers' charges and payments.

Education

IGNOU
New Delhi, India

Master of Arts from History
06.2025

University Overview

IGNOU
New Delhi, India

Bachelor of Arts from POLICTICAL
06.2020

University Overview

Skills

  • Client Relationship Management
  • Willing to Learn
  • Staff Development
  • Process Implementation
  • Business development expertise
  • Financial Management
  • Enrolled Agent
  • Insurance Negotiation
  • Revenue Generation
  • Loan product expertise

Software

BASIC KNOWLEDGE OF COMPUTER

Timeline

ASISTANT BRANCH MANAGER
POLICY ENSURE
12.2023 - Current
Unit Manager
IIFL INSURANCE BROKER
02.2022 - 11.2023
Agency Manager
Religare Health Insurance Company
01.2021 - 01.2023
SALES MANAGER
SBI Credit Cards
01.2019 - 01.2020
IGNOU
Master of Arts from History
IGNOU
Bachelor of Arts from POLICTICAL

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