Nelanjana Paul
Kolkata
Summary
I do hereby declare that all the mentioned statement are true & correct to the best
Overview
6
6
years of professional experience
Work History
RMA(Relationship Manager Affluent)
Axis Max Life Insurance
Kolkata
02.2024 - Current
- Building relationship with the SPs
- Generation of leads
- Handling HNI , NRI clients
- Closing deal
- Managed client relationships to ensure satisfaction and retention.
- Conducted needs assessments to tailor insurance solutions for clients.
- Educated clients on policy features and benefits effectively.
- Resolved client inquiries and concerns promptly and professionally.
- Collaborated with sales teams to identify cross-selling opportunities.
- Provided training to new team members on relationship management practices.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed strategies to attract new customers while retaining existing ones.
- Analyzed market trends and identified potential new customers through research activities.
Senior Corporate Agency Manager
HDFC LIFE
Kolkata
12.2019 - Current
- Identification of customer's need and give them proper resolution
- Development of good communication skills through visiting and calling customers
- Giving proper services to the customers and after that selling any particular product.
- Created financial plans for clients and monitored their progress.
- Organized meetings and conferences between senior management and clients.
- Provided training sessions on company policies and procedures for employees.
- Collaborated with agency partner marketing divisions to design and conduct joint marketing events , strategically improving lead generation outcomes.
- Taken Two promotion in the company. Qualified several RNR and Contests.
Education
Bachelor of Arts - B.A English Honours
Gurudas College, Calcutta University
Kolkata 06.2017
Higher Secondary Examination -
W.B.C.H.S.E
Kolkata 04.2014
Secondary Examination -
W.B.B.S.E
Kolkata 04.2012
Skills
- Relationship Building
- Sales Growth
- Staff Training
- Emergency Response
- Schedule Management
- Business Development
- Staff Management
- Customer Service
- Customer Relationship Management
- Teamwork and Collaboration
Hobbies
- Singing
- Painting
Languages
English
Upper Intermediate
B2
Bengali
Upper Intermediate
B2
Hindi
Upper Intermediate
B2
Timeline
RMA(Relationship Manager Affluent)
Axis Max Life Insurance
02.2024 - Current
Senior Corporate Agency Manager
HDFC LIFE
12.2019 - Current
Bachelor of Arts - B.A English Honours
Gurudas College, Calcutta University
Higher Secondary Examination -
W.B.C.H.S.E
Secondary Examination -
W.B.B.S.E