Nilam Gosavi

Key Responsibilities -

• Managing and maintaining strong relationships with existing and prospective customers.
• Cross-selling and up-selling life insurance products based on customer financial goals.
• Conducting customer profiling and need-based sales for accurate product recommendations.
• Coordinating with internal teams for policy processing, documentation, and support. Achieving monthly sales and revenue targets through effective pipeline management.

Achievements :

• Consistently exceeded sales and performance targets.
• Qualified for 1 international and 2 domestic contests.

Career Growth:

Earned two promotions based on strong performance, and business achievements.

• Calculating premiums and determining payment methods.
• Customizing insurance programs according to customer requirements.
• Explaining policy features, benefits, and suitability to customers.
• Maintaining records, managing renewals, and completing policy documentation.
• Attending meetings, training programs, and seminars for product knowledge.

Career Growth:

•Successfully received One promotion based on performance and business achievements.

• Total 11 months experience with 'Axis BANK' in Personal Loan (25th October 2018 to 15th jun 2019) And (December 2019 to March 2020) Home Loan department.( Payroll Of Quess Corp LTD.
• Analyzing and balancing customer financial needs.
• Customer care skills.
• Knowledge of finical product.
• Familiar with private banking standards.
• Planned and executed strategies for achieved goal.
• Ensured adherence to bank privacy policies.
• Data calling and take a follow up the customers.
• Positive lead generation.
• Documentation and File Login process.