Pooja Patel D
Bangalore South
Summary
To perform more than the expectation and in turn get immense opportunities for learning and growth through larger roles and responsibilities.
Corporate disciplined in a process oriented organization. Exceptional communication and presentation skills. Good analytical, problem solving and convincing skills. Ability of adopting & working in any kind of atmosphere. Fast learner, Enjoy team wok.
Overview
8
8
years of professional experience
Work History
Senior Priority Relationship Manager
ADITYA BIRLA SUN LIFE INSURANCE
12.2024 - Current
- Generate new customer leads through various channels.
- Proactively identify sales prospects and conduct business development activities.
- Follow up on new leads and referrals to generate business.
- Achieving the monthly sales targets like new business.
- Lead generation from walking customers.
- Top ten CASA Customers Tele-calling.
Senior Business Development Executive
SBI LIFE INSURANCE Co Ltd
09.2022 - 08.2024
- Generate new customer leads through various channels.
- Proactively identify sales prospects and conduct business development activities.
- Follow up on new leads and referrals to generate business.
- Achieving the monthly sales targets like new business Renewal and Persistency.
- Daily top 10 deposit customers Tele-calling.
- Lead generation from walking customers.
- Top ten CASA Customers Tele-calling.
- Achieved 130% YTD New business March 2023 and received certificate of appreciation from president zone 2.
- Achieved 102% YTD Renewal March 2023 and received certificate of appreciation from president zone 2.
- Achieved 1072% protection and received certificate of Shining Stars of Bengaluru Dec 2023.
Relationship Officer
CANARA HSBC OBC LIFE INSURANCE Co Ltd
07.2021 - 08.2022
- Generate new customer leads through various channels.
- Proactively identify sales prospects and conduct business development activities.
- Follow up on new leads and referrals to generate business.
- Achieving the monthly sales targets.
- Daily top 10 deposit customers Tele-calling.
- Lead generation from walking customers.
Account Executive
VRL Media Private Ltd.
03.2017 - 07.2021
- Working as Accounts executive in Advertising Department.
- Reconciliation of bank account statement with that of the party ledger on daily basis.
- Closely Monitoring receiving of sales orders from marketing executives, preparation of sales invoice and execution of the sales.
- Preparation of agencies and stringer commission and verification of incentive given to the agents.
- Preparation of agreement for barter deals with clients after negotiating and finalizing the rates.
- Preparation of bills and verification of rates with contract agreement and taking approvals for the publication.
- Preparing the daily, weekly and monthly reports and MIS for marketing executives to analyze their performance.
- Organizing meetings for marketing executives with higher authorities.
- Prompt and accurate resolution to all clients queries and complaints.
- Got one level promotion from Accounts trainee to Account executive within a year.
Education
M.Com - Financial Accounting
Vidyavardhaka First Grade College
Mysuru01.2016
B.Com -
Maha Rani’s Arts and Commerce College for Women’s
Mysuru01.2014
Class XII -
Girls Junior College
Hiriyur01.2011
Class X -
Girisha High School
Hiriyur01.2009
Skills
- Windows 98
- Windows XP
- Windows 7
- MS Office
- Customer relationship management
- Lead generation
- Problem solving
- Effective communication
- Know your customer
- Internet Explorer
- Chrome
Extracurricular Activities
Co-ordinating & participated in external and internal management fests. Participated in a national conference 'IFRS and CSR' conducted by Vidya Vardhaka College. Participated in international Chinthana science examination and stood at 2nd Place. Attended seminar on 'Personality Development' conducted by Sri Ram College - Delhi. Attended seminar on 'Innovation' conducted by Bharathi Vidya Bhavan college in Mysuru. Participated in throw ball and volleyball competitions in school and at College level.
Disclaimer
I hereby declare that the above written particulars are true, complete and correct to the best of my Knowledge and belief.
Languages
- English
- Hindi
- Kannada
Personal Information
- Title: Corporate disciplined in a process oriented organization., Exceptional communication and presentation skills., Good analytical, problem solving and convincing skills., Ability of adopting & working in any kind of atmosphere., Fast learner, Enjoy team work.
- Date of Birth: 16/12/1993
- Gender: Female
- Nationality: Indian
- Marital Status: Single
Timeline
Senior Priority Relationship Manager
ADITYA BIRLA SUN LIFE INSURANCE
12.2024 - Current
Senior Business Development Executive
SBI LIFE INSURANCE Co Ltd
09.2022 - 08.2024
Relationship Officer
CANARA HSBC OBC LIFE INSURANCE Co Ltd
07.2021 - 08.2022
Account Executive
VRL Media Private Ltd.
03.2017 - 07.2021
M.Com - Financial Accounting
Vidyavardhaka First Grade College
B.Com -
Maha Rani’s Arts and Commerce College for Women’s
Class XII -
Girls Junior College
Class X -
Girisha High School
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