NAGHMA SIDDIQUI
Manager at policy bazaar.com
Delhi
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
1
1
Language
Work History
Branch Manager
PolicyBazaar.com
04.2021 - Current
- Handling all NCR and North UP branches of PolicyBazaar.com
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Deal with all kinds of investment, general, life insurance products
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Strong demonstrable sales experience
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Client account officer
INDUSIND BANK LTD.
05.2017 - 02.2021
- Explain to the customers different types of loans and credit options that are available, as well as the terms of those services
- Analyze applicant's financial status, credit, and property evaluations to determine the feasibility of granting loans
- Stay abreast of new types of loans and cards and other financial services and products to better meet customer's needs
- Handle customer complaints and take appropriate action to resolve them
- Provide special services such as investment banking insurance for clients with more specialized needs.
Tele Sales Executive (personal loan and other cross sell product)
HBL GLOBAL Pvt Ltd.
10.2015 - 11.2016
- Prepare all application forms and third party correspondence for new and existing clients subject to a briefing from the Advisor or Client Service Manager
- Maintain a good relationship with the client
- Call, explain and convince the client to acquire the product
- Comply with monthly & weekly targets
- Check and verify KYC docs, salary slip, and banking
- Assist the junior members/fresher in making calls.
Education
M.COM -
JAMIA MILLIA ISLAMIA
B.COM - undefined
UNIVERSITY OF DELHI
SENIOR SECONDARY - undefined
CBSE
SECONDARY - undefined
CBSE
Skills
OPERATING SYSTEM WINDOW XP, WINDOW 7undefined
Special Achievements
- Rewarded by zonal head of INDUSIND BANK for highest sales of the year 2018-2019.
- Rewarded by channel head of INDUSIND Bank for 200% target achievement award.
- Got promoted from account officer to account executive( 2018-19).
- Got promoted from relationship manager to Branch manager in policy bazaar.com (2021-22).
- Rewarded by CEO of policy bazaar for the best employee of the year (2021-22).
Previous Companies
- HBL GLOBAL Pvt Ltd., Tele Sales Executive (personal loan and other cross sell product), Oct 2015 to Nov 2016, Prepare all application forms and third party correspondence for new and existing clients subject to a briefing from the Advisor or Client Service Manager., Maintain a good relationship with the client., Call, explain and convince the client to acquire the product., Comply with monthly & weekly targets., Check and verify KYC docs, salary slip, and banking., Assist the junior members/fresher in making calls.
- INDUSIND BANK LTD., Client account officer may 2017, May 2017 to Feb 2021, Explain to the customers different types of loans and credit options that are available, as well as the terms of those services to call, explain and convince the client acquire the product., Analyze applicant's financial status, credit, and property evaluations to determine feasibility of granting loans., Stay abreast of new types of loans and cards other financial services and products in order to better meet customer's needs., Handle customer complaints and take appropriate action to resolve them., Provide special services such as investment banking insurance for clients with more specialized needs.
Current Company
PolicyBazaar.com, Relationship manager (April 2021), April 2021 to present, Handling all NCR branches of PolicyBazaar.com, Manage team and coach them to achieve their targets, Dealing with all kinds of investment, general, life insurance products, Providing service to branch walk-in customers and generate leads from them, Responsible for managing revenue of the branch, Responsible for coordinating with teams for streamlining processes, End responsible for all marketing and promotional activities related to General, life, term Insurance, and investment products, Meeting targets for cross-sell on existing insurance channels as well as the dedicated Life Insurance & general Insurance channel, Strong demonstrable sales experience, Ability to prioritize projects, communicate progress, and deliver results on time
Preferred Location
Delhi
Preferred Industry
Banking and Insurance Sector
Personal Information
- Father's Name: Arif Siddiqui
- Date of Birth: 04/20/93
- Marital Status: Single
Knowledge Preview
- Good Communication skill
- Domain Knowledge
- Excellent Interpersonal Skills
- Quick Adaptability
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
Judge a man by his questions rather than his answers.
Voltaire
Timeline
Branch Manager
PolicyBazaar.com
04.2021 - Current
Client account officer
INDUSIND BANK LTD.
05.2017 - 02.2021
Tele Sales Executive (personal loan and other cross sell product)
HBL GLOBAL Pvt Ltd.
10.2015 - 11.2016
M.COM -
JAMIA MILLIA ISLAMIA
B.COM - undefined
UNIVERSITY OF DELHI
SENIOR SECONDARY - undefined
CBSE
SECONDARY - undefined
CBSE
Similar Profiles
Hitesh GathwalHitesh Gathwal
Financial Advisor at Policybazaar.comFinancial Advisor at Policybazaar.com
VINAY MSVINAY MS
Assistant Manager -Training & Quality at Policybazaar.comAssistant Manager -Training & Quality at Policybazaar.com
PEEYUSH PAWAN PRAHARAJPEEYUSH PAWAN PRAHARAJ
Customer Sales Advisor at Policybazaar.comCustomer Sales Advisor at Policybazaar.com
AKANKSHA KUSHAWAHAKANKSHA KUSHAWAH
Quality Product Analyst at Policybazaar.comQuality Product Analyst at Policybazaar.com
Mahesh Kumar RajputMahesh Kumar Rajput
Sr. Data Entry Clerk at Access Healthcare Pvt Ltd.Sr. Data Entry Clerk at Access Healthcare Pvt Ltd.