Open To Work
Pooja Singh
Mumbai
Summary
Experienced banking professional with a strong track record in customer management and regulatory compliance at HSBC Bank. Achieved sales targets consistently while enhancing client relations through effective communication and leadership. Proficient in financial analysis and dispute resolution, driving performance and fostering team collaboration.
Overview
11
11
years of professional experience
Work History
ASST. MANAGER
HSBC BANK
Andheri
02.2023 - Current
- Manage mapped book of client and walk-in customer services.
- Cross-sold life insurance, personal loans, credit cards, general insurance, and account upgrades
- Oversaw branch services, including RTGS, NEFT, and remittance transactions.
- Oversaw branch services, including RTGS, NEFT, and Outward /inward remittance transactions.
- Activated KYC for unclaimed and DEA accounts to ensure compliance with regulations.
- Managed audits and branch RFI deliverables while archiving service documents monthly.
Sen. Corporate Account Manager
Tata AIA Life Insurance Co. Ltd.
07.2019 - 02.2022
- Engaged walk-in clients, generating three quality leads daily for Tata Savings Plan.
- Sourced new policies by analyzing renewal data tailored to client requirements.
- Achieved monthly targets by consistently sourcing new policies.
- Conducted product training sessions to enhance call productivity and service quality.
- Activated branch staff by the 10th of each month to meet performance goals.
- Ensured accurate case logging for prompt issuance within one day.
Yes Premia Relationship Manager
YES BANK LTD.
02.2022 - 01.2022
- Acquired new clients for NTB, NTFD, personal loans, credit cards, business loans, and third-party products like life and health insurance.
- Educated clients about digital platforms and cross-sold products by highlighting features and benefits.
- Managed mapped portfolio and conducted meetings with clients to address queries and build rapport.
- Strengthened client relationships by addressing needs and providing timely resolutions.
- Updated clients regularly on pre-approved offers and service enhancements to maintain engagement.
- Achieved goal sheet parameters by activating on all available products month on month
Senior Relationship Manager
Bajaj Allianz Life Insurance Co. Ltd.
12.2017 - 06.2019
- Managed sales and service operations for existing customers across mapped branches between Malad and Andheri.
- Monitored monthly goal progress to ensure target achievement.
- Activated mandatory compliance processes in all branches to uphold standards.
- Cultivated relationships with branch managers and staff, driving increased call volume.
- Conducted product training sessions for staff to enhance product knowledge.
Representative Associates
Max Life Insurance Co. Ltd.
03.2015 - 11.2017
- Established repository with staff branch, enhancing access to resources for increasing call volume
- Provided exceptional service to existing clients while sourcing additional policies.
- Conducted follow-up on calls and policy renewals, ensuring timely client engagement
- Requested referrals after delivering quality service.
- Monitored assigned goals monthly to ensure targets were met
- Facilitated product training sessions for team members, improving team knowledge and service delivery.
- Prioritized activation of every LG account for enhanced engagement.
- Logged one term policy each month, focusing on increasing cancer policies.
Education
Post Graduation Diploma Banking And Sales - Banking and Finance
IFBI Institute
Bandra East11-2011
B.COM - Malad West
GhanshyamDas Saraf Girls College
Malad West06-2011
HSC - Malad West
GhanshyamDas Saraf Girls College
Malad West06-2008
SSC - Jogeshwari West
Sunflower High School
Jogeshwari West06-2006
Skills
- Customer management
- Adaptable team member
- Leadership
- Task management
- Banking operations
- Regulatory adherence
- Financial analysis
- Dispute resolution
- Effective communication
- Team collaboration
- Leadership skills
- Problem solving
- Communication
- Strong client relations skills
- Banking procedures
- Dispute resolution
Accomplishments
Awarded multiple times for explanatory contributions toward company requirements by answering and selling more term and cancer plans. Awarded many times for achieving the contest. Qualified for the Europe trip in the 2019 contest and promoted in 2020 to a Senior Corporate Account Manager.
Additional Information
Completed Basic computer and tally course - 2006
Post graduation diploma in banking and sales from IFBI institute
Languages
Hindi
Upper Intermediate (B2)
B2
English
Intermediate (B1)
B1
Marathi
Intermediate (B1)
B1
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
HybridRemoteSalary Range
₹120000/yr - ₹200000/yrTimeline
ASST. MANAGER
HSBC BANK
02.2023 - Current
Yes Premia Relationship Manager
YES BANK LTD.
02.2022 - 01.2022
Sen. Corporate Account Manager
Tata AIA Life Insurance Co. Ltd.
07.2019 - 02.2022
Senior Relationship Manager
Bajaj Allianz Life Insurance Co. Ltd.
12.2017 - 06.2019
Representative Associates
Max Life Insurance Co. Ltd.
03.2015 - 11.2017
Post Graduation Diploma Banking And Sales - Banking and Finance
IFBI Institute
B.COM - Malad West
GhanshyamDas Saraf Girls College
HSC - Malad West
GhanshyamDas Saraf Girls College
SSC - Jogeshwari West
Sunflower High School