Summary
Overview
Work History
Education
Skills
Accomplishments
Awarded as Topper in the Rural Vertical Fresh Business for FY 2021-22
Certification
Agile Project Management
Timeline
Generic

Pooja S Patil

Insurance Specialist
Hyderabad,India

Summary

A learning focused professional with 7 years of experience in Life and Health Insurance. Proven success in starting and establishing a new branch from the scratch, recruiting, building team and new business development. Skilled in Communication, Interpersonal relationships, Sales Management, Distribution and Channel Sales, Team Leadership and Tactfulness. Expertise in conducting marketing research, analyzing competitor SWOT, Pre & Post sales activities. Skills in administrating marketing related events, seminars, mailers and call campaigns to increase brand awareness.

Overview

7
7
years of professional experience
6
6
years of post-secondary education
4
4
Certifications
4
4
Languages

Work History

Branch Manager

Star Health And Allied Insurance Co. Ltd
Chennai, India
06.2019 - Current
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Boosted sales and customer loyalty through incentive programs.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
  • Implemented service improvements to enhance sales cycle.
  • Maintained friendly and professional customer interactions.
  • Complied with regulatory guidelines and requirements.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Assessed employee performance and developed improvement plans.
  • Engaged employees in business processes with positive motivational techniques.
  • Reduced process bottlenecks by training and coaching employees on practices, procedures and performance strategies.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Launched new training program to boost employee skills and staff retention rate.
  • Developed and delivered polished sales presentations in order to highlight product and service quality.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Gathered and reviewed customer feedback to improve operations.
  • Consulted customers to boost product sales and services.
  • Resolved various issues impacting sales management and business operations.
  • Identified partnership opportunities and established favorable business connections.
  • Generated financial and operational reports to assist management with business strategy.

Financial Services Consultant

ICICI Prudential Life Insurance Co. LTD
Gulbarga, India
08.2015 - 05.2019
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Targeted accounts at senior and executive levels and secured funding for future initiatives.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Offered competitive commercial banking solutions and retail financing options.
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans.
  • Articulated client solutions in terms of ROI.
  • Educated and worked with clients on ROI terms to find accurate solutions.
  • Developed advanced product knowledge to share current information while generating and delivering products quotes.
  • Contacted prospective customers to present service options and explain details.
  • Read financial publications to remain informed about trends affecting market conditions.
  • Provided clients with price quotes on securities and financial information on corporations issuing select securities.
  • Responded to customer questions and concerns or escalated to supervisor for resolution.
  • Accurately processed routine financial transactions such as cash withdrawals and deposits,online payments for customers.
  • Gathered customer information and maintained in CRM database.
  • Drove sales by following up with leads and new customers through outbound calls.
  • Identified customer financial service needs to prepare proposals and sell services.
  • Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Corresponded with customers and conferred with coworkers to answer inquiries, discuss market fluctuations or resolve account problems.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Maintained regular contact with clients to inform about transactions and performance.
  • Computed total holdings, dividends or commissions to allocate appropriate payments to customers.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Discussed financial options with clients and provided informed suggestions.
  • Networked to identify potential new clients and expand geographic territories.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
  • Fostered positive business relationships to promote continued interest in all the banking products and services.
  • Utilized the banking staff to seek out potential customers who can actively invest.
  • Generated leads from customer referrals, industry trade shows and CRM of bank.
  • Boosted financial service sales by using cross-selling techniques.
  • Presented financial plans to clients based on analysis of financial status and goals.
  • Documented customer interactions and relationships using CRM systems.
  • Conducted research to answer questions and handle issues using multiple systems and resources.

Education

MBA - Data Science

Great Lakes Institute Of Management
Chennai
05.2022 - Current

MBA - Human Resources Management

Guru Nanak Dev Engineering College
Bidar
06.2012 - 08.2014

Bachelor of Computer Applications - Computer Applications

Guru Nanak First Grade College
Bidar,India
06.2009 - 05.2012

Skills

    Relationship building and management

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Accomplishments

    Being Awarded as Topper in the Rural Vertical for Retail Fresh Business for FY 2021-22.

Awarded as Topper in the Rural Vertical Fresh Business for FY 2021-22

In the Rural Vertical i had overachieved my branch sales target exceeding by 10% .

Certification

Agile Project Management

Agile Project Management

I have Completed certifications on Agile Project Management, Scrum : The Basics, Scrum : Advanced and Power BI Essential Training from LinkedIn learning.

Timeline

Agile Project Management

09-2022

Scrum : The Basics

09-2022

Scrum : Advanced

09-2022

MBA - Data Science

Great Lakes Institute Of Management
05.2022 - Current

Branch Manager

Star Health And Allied Insurance Co. Ltd
06.2019 - Current

Financial Services Consultant

ICICI Prudential Life Insurance Co. LTD
08.2015 - 05.2019

MBA - Human Resources Management

Guru Nanak Dev Engineering College
06.2012 - 08.2014

Bachelor of Computer Applications - Computer Applications

Guru Nanak First Grade College
06.2009 - 05.2012

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Pooja S PatilInsurance Specialist