NIKITA YADAV
Rewari
Summary
Dynamic Senior Relationship Manager with ICICI Prudential Life Insurance Company, adept at optimizing cash flow and enhancing profitability through strategic investment evaluation and relationship building. Proven track record in exceeding sales targets and fostering client loyalty, leveraging strong portfolio management skills to drive business growth and satisfaction.
Overview
7
7
years of professional experience
Work History
Senior Relationship Manager
ICICI Prudential Life Insurance Company
Bhiwadi
08.2022 - Current
- Optimized cash flow management through effective forecasting and working capital strategies.
- Improved profitability ratios through diligent expense tracking and targeted cost-reduction initiatives.
- Evaluated investment options for company assets, balancing risk with potential returns, to maximize financial performance.
- Resolved client issues promptly, maintaining a high standard of service quality.
Senior Sales Executive
HDB Financial Services, HDFC Bank
Gurgaon
04.2021 - 08.2022
- Exceeded sales targets by effectively managing a diverse portfolio of products and services.
- Consistently monitored sales performance metrics, adjusting tactics as necessary to achieve desired results.
- Utilized multiple marketing strategies to improve profitability.
- Developed strong client relationships to drive sales growth and retention.
- Conducted market analysis to identify new business opportunities and trends.
CRM Manager
SGB IMMUNIS PHARMACEUTICALS PRIVATE LIMITED
Mahendergarh
01.2019 - 04.2021
- Built strong relationships with clients, leading to increased customer satisfaction, and repeat business.
- Increased client base by identifying and pursuing new business opportunities through market research and networking.
- Communicated directly with customers and partners to build strong business networks and relationships.
Education
MASTERS IN HOTEL MANAGEMENT & CATERING TECHNOLOGY - Aviation Management And Operations
CENTRAL UNIVERSITY OF HARYANA
Haryana, India02.2022
BBA - Business Administration And Management
MAHARSHI DAYANAND UNIVERSITY
Rohtak, India12.2018
Skills
- Investment principles
- Investment evaluation
- Portfolio management
- Relationship building
- Sales performance analysis
- Team leadership
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Timeline
Senior Relationship Manager
ICICI Prudential Life Insurance Company
08.2022 - Current
Senior Sales Executive
HDB Financial Services, HDFC Bank
04.2021 - 08.2022
CRM Manager
SGB IMMUNIS PHARMACEUTICALS PRIVATE LIMITED
01.2019 - 04.2021
MASTERS IN HOTEL MANAGEMENT & CATERING TECHNOLOGY - Aviation Management And Operations
CENTRAL UNIVERSITY OF HARYANA
BBA - Business Administration And Management
MAHARSHI DAYANAND UNIVERSITY
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