Pooja Mishra
Gorakhpur
Summary
Insurance Professional with 5.5 years of experience in Direct Marketing Branch Sales and Team Management. Strategic financial professional actively pursuing an Assistant Branch Manager role to utilize 2 years of successful performance in related roles. seeking a challenging role in a reputed firm which gives me opportunities to learn innovate and utilize my interests, skills and strengths in conjunction with organizational goals and objectives.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Reliance Nippon Life Insurance Company
2022.04 - Current
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Conducted weekly team meetings to motivate team members, address concerns, and questions, plan improvements and evaluate progress toward goals and Developed sales strategy to meet established sales objectives.
- Networked with High net-worth individuals (HNI)and attorneys to develop business.
- Implemented process improvements to increase productivity.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Achieved with team goals for sale of Insurance products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise through effective communication.
- Target setting and achieving with team targets on monthly and annual basis.
- Directed promotion and brand loyalty efforts to build direct relationships with customers.
Chief Relationship Manager
Reliance Nippon Life Insurance Company
2021.01 - 2022.03
Branch Relationship Manager
Reliance Nippon Life Insurance Company
2020.01 - 2020.12
Executive Relationship Manager
Reliance Nippon Life Insurance Company
2019.09 - 2019.12
Senior Relationship Manager
Reliance Nippon Life Insurance Company
2019.04 - 2019.08
Key Relationship Manager
Reliance Nippon Life Insurance Company
2019.01 - 2019.03
Senior Relationship Officer
Reliance Nippon Life Insurance Company
2018.08 - 2018.12
Education
Master Of Business Administration - Finance And HR
A.K.T.U University
Lucknow07.2016
Master Of Arts -
Allahabad University
Allahabad07.2014
Bachelor Of Arts -
D.D.U University
Gorakhpur07.2011
U.P Board -
Ayodhya Das Government Inter College
Gorakhpur07.2008
U.P Board -
St. Merry's Higher Secondary School
Gorakhpur07.2006
Skills
- Team Management and Requirements.
- Customer Service and Relationship Management.
- Policy analysis and recommendations.
- Policy Underwriting and Issuance skills.
- Sales expertise.
- Insurance Quoting and Cross - Selling Techniques.
- Time Management and Organization.
- Effective Communication Skills.
- Application processing and attention to details.
- Insurance Regulations and Compliance.
- Business Development.
- Customer retention.
Certification
- Chartered Insurance Goal Planner Certification, AAFM INDIA - 2022.
- Mental Toughness for Business Success Training - 2023.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2023.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2022.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2021.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2020.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2019.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2018.
Awards
- Awarded of Standing Achievement Trophy for Consistently Performing above Averages Sales in a Reliance Nippon Life Company 2018 to 2023.
- Awards of CEO & CDO Club Consistently Outstanding Quality Business Persistency Performing 2019 to 2023.
- Qualifying MDRT 2021.
- Qualifying MDRT 2022.
- Qualifying Domestic Trip.
- Qualifying International Thailand Trip 2022.
- Qualifying CEO CABINET International Bali Trip 2023.
- Qualifying for Standard Champion Performer 2020 to 2022.
Additional Information
- Name - Pooja Mishra
- Father Name - Krishna Kumar
- Mother Name - Maya Devi
- Date of Birth - 25/10/1991
- Marital Status - Unmarried
- Nationality - Indian
- Health - Excellent
- Religion - Hindi
- Languages Known - English,Hindi
Languages
English
Upper intermediate (B2)
Hindi
Advanced (C1)
Declaration..
I hereby declare that above statements are true to the best of my knowledge &
belief.
Timeline
Assistant Branch Manager
Reliance Nippon Life Insurance Company
2022.04 - Current
Chief Relationship Manager
Reliance Nippon Life Insurance Company
2021.01 - 2022.03
Branch Relationship Manager
Reliance Nippon Life Insurance Company
2020.01 - 2020.12
Executive Relationship Manager
Reliance Nippon Life Insurance Company
2019.09 - 2019.12
Senior Relationship Manager
Reliance Nippon Life Insurance Company
2019.04 - 2019.08
Key Relationship Manager
Reliance Nippon Life Insurance Company
2019.01 - 2019.03
Senior Relationship Officer
Reliance Nippon Life Insurance Company
2018.08 - 2018.12
Master Of Business Administration - Finance And HR
A.K.T.U University
Master Of Arts -
Allahabad University
Bachelor Of Arts -
D.D.U University
U.P Board -
Ayodhya Das Government Inter College
U.P Board -
St. Merry's Higher Secondary School
- Chartered Insurance Goal Planner Certification, AAFM INDIA - 2022.
- Mental Toughness for Business Success Training - 2023.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2023.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2022.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2021.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2020.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2019.
- Certified Outstanding Performance, Reliance Nippon Life Insurance - 2018.
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