NIVETHA G
Banking and Finance
Chennai
Summary
Dynamic professional with a proven track record at HDFC ERGO General Insurance Company, excelling in relationship building and operations management. Leveraged expertise in MS Office and customer service to exceed sales goals, streamline processes, and enhance client satisfaction. Demonstrated ability to cultivate key partnerships and implement effective growth strategies, significantly boosting revenue and efficiency.
Overview
6
6
years of professional experience
1
1
Certification
1
1
Language
Work History
Senior Executive
HDFC ERGO General Insurance Company
02.2024 - Current
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
- Demonstrated expert product knowledge during client interactions, addressing questions/concerns confidently and offering solutions tailored specifically for them.
- Analyzed sales data regularly to monitor progress towards goals and make necessary adjustments to strategy as needed.
- Developed key partnerships, resulting in increased lead generation and cross-selling opportunities.
- Implemented CRM system for better customer tracking, leading to improved follow-up processes and higher conversion rates.
- Streamlined operations for increased efficiency by identifying bottlenecks in sales processes and implementing targeted solutions.
- Cultivated a culture of continuous improvement by promoting open communication channels for feedback from all levels within the organization.
Relationship Officer
Axis Bank
07.2021 - 09.2023
- Maintained and built close relationships with customers through regular contact and visits.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
- Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.
- Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
- Collaborated with cross-functional teams to develop new products and services for the bank''s clientele.
- Facilitated meetings and discussions between clients, sales and delivery teams.
- Improved client onboarding experience by streamlining documentation processes and setting clear expectations from the outset.
- Established strong client relationships by conducting regular meetings and providing exceptional customer service.
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
- Maintained strong knowledge of industry trends, sharing insights with clients as part of proactive advisory services.
- Conducted comprehensive financial analyses to identify potential risks and recommend appropriate mitigation strategies to senior management.
Credit Card Sales Executive
IndusInd Bank
03.2020 - 06.2021
- Conducted thorough needs assessments for clients, offering tailored credit card solutions that met their unique financial requirements.
- Implemented effective time management strategies to maximize daily productivity and achieve sales goals consistently.
- Utilized persuasive communication skills when negotiating terms with prospective clients, securing favorable agreements for both parties.
Process Associate
QUSCIENT TECHNOLOGY
03.2019 - 02.2020
- Managed multiple tasks simultaneously, ensuring timely completion of all assignments.
- Communicated effectively with colleagues and supervisors to resolve issues promptly and accurately.
- Participated in regular team meetings, contributing valuable insights toward process enhancements.
- Handled high volumes of incoming work requests professionally while maintaining excellent organization.
Education
Bachelor of Science - Bachelor of Engineering
Government Higher Secondary School
Chengalpattu, India 05.2001 -
Skills
Mail handling
Certification
Banking and finance certification completed on Trinity
Work Preference
Work Type
Full TimeWork Location
On-SiteTimeline
Senior Executive
HDFC ERGO General Insurance Company
02.2024 - Current
Relationship Officer
Axis Bank
07.2021 - 09.2023
Credit Card Sales Executive
IndusInd Bank
03.2020 - 06.2021
Banking and finance certification completed on Trinity
03-2020
Process Associate
QUSCIENT TECHNOLOGY
03.2019 - 02.2020
Bachelor of Science - Bachelor of Engineering
Government Higher Secondary School
05.2001 -
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