Palash Pandey
Bilaspur
Summary
Accomplished Executive Branch Relationship Officer at Aditya Birla Sun Life Insurance with a strong background in client relationship management and sales strategy. Skilled in lead generation and insurance product promotion, consistently surpassing revenue targets while adhering to compliance standards. Focused on delivering high-quality service and innovative solutions to foster long-term client relationships.
Overview
3
3
years of professional experience
Work History
Management Trainee
SIS INDIA LIMITED
07.2022 - 12.2023
- Convert the lead and support the sales team member to whom the lead has been assigned.
- Achieve the daily new check-ins and daily leads generation targets assigned to me.
- Attempt to meet the person responsible for security/FM at the site and try to collect his/her visiting cards and other prospect details.
- To actively seek new clients and maintain relationships with existing ones. This involves identifying potential customers, making sales pitches, and negotiating contracts.
- Maintaining high-quality service to retain existing clients and benefit from word-of-mouth referrals.
- Collaborating with other businesses in related fields, such as technology providers or construction companies, to offer comprehensive solutions and expand their reach.
Executive Branch Relationship Officer
ADITYA BIRLA SUN LIFE INSURANCE
Hyderabad
03.2023 - 12.2023
- Generated business for assigned HDFC branch through proactive outreach to new and existing customers.
- Cultivated strong relationships with policyholders through regular communication and support.
- Identified potential clients and promoted insurance products via presentations and consultations.
- Assisted clients with paperwork and documentation for insurance policies.
- Developed sales plans, strategies, and objectives to meet team revenue targets.
- Monitored industry trends and competitor offerings to deliver competitive insurance solutions.
- Ensured compliance with regulatory standards during all operational activities.
Sales Executive
Alpine technologies
06.2021 - 08.2021
- Learnt how to generate leads from social media.
- Learnt how to keep calm while generating leads.
- Maintaining accurate records.
- Attending trade exhibitions, conferences, and meetings.
- Reviewing sales performance.
- Negotiating contracts and packages.
Education
PGDM - Marketing
ICBM-SBE
01.2022
B.A - History, Political Science & Economics
D.P Vipra College
01.2020
XII - Science
C.G State Board
01.2015
X -
CBSE
01.2013
Skills
- Client relationship management
- Sales strategy development
- Insurance promotion
- Compliance monitoring
- Lead generation
- Sales analysis
Accomplishments
- Won best product price in Entrepreneur development program - ICBM-SBE.
- Runner up in Inter school cricket tournament.
- Manager of an NGO named BEZUBAAN BILASPUR.
- Certification in National level Management Quiz.
- Certification in conversion optimizing winning strategy.
- Certification in Sales management strategy.
Attributes
- Team player
- Problem solving
- Communicator
- Interpersonal
- Customer service
Personal Information
- Date of Birth: 10/06/98
- Nationality: Indian
Languages
- English
- Hindi
Hobbies and Interests
- Traveling
- Playing outdoor games
- Feeding animals
Industrial Visits
- Tata Water Plus
- Kwality Photonics
Internship
Alpine technologies, Sales Executive, 06/01/21, 08/01/21, Learnt how to generate leads from social media., Learnt how to keep calm while generating leads.
Timeline
Executive Branch Relationship Officer
ADITYA BIRLA SUN LIFE INSURANCE
03.2023 - 12.2023
Management Trainee
SIS INDIA LIMITED
07.2022 - 12.2023
Sales Executive
Alpine technologies
06.2021 - 08.2021
PGDM - Marketing
ICBM-SBE
B.A - History, Political Science & Economics
D.P Vipra College
XII - Science
C.G State Board
X -
CBSE
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