Preeti
Aditya Birla Health Insurance Company
Patna
7
years of professional experience
Senior Sales Manager at Aditya Birla Health Insurance, adept at driving business growth through strategic sales initiatives and relationship building. Expert in performance tracking and negotiation, successfully enhancing policy acquisition and corporate partnerships. Proven ability to refine conversion efforts, leading to significant improvements in sales outcomes.
Work History
Senior Sales Manager
2 Years 7 Months- Led sales strategy across retail and partner channels to expand health insurance distribution.
- Managed corporate relationships to strengthen business pipeline and improve policy acquisition.
- Coordinated with cross-functional teams to align proposals, underwriting, and closure activities.
- Reviewed sales performance reports to identify gaps and refine conversion efforts.
Member Relationship Officer
2 Years- Managed credit card member inquiries, resolving account, billing, and service concerns with accuracy.
- Updated customer records in banking systems, ensuring complete and compliant documentation.
- Coordinated issue resolution between members and internal teams for timely service closure.
- Guided cardholders through payment, limit, and transaction-related processes with clear communication.
- Verified customer details and card information before processing service requests.
- Maintained service quality by following banking policies, KYC, and confidentiality standards.
Branch Relationship Banker
2 Years 2 Months- Built customer relationships through personalized banking support and credit card product guidance.
- Managed account servicing, resolving inquiries and ensuring accurate transaction processing.
- Promoted SBI Bank credit card offerings to eligible customers through consultative sales conversations.
- Verified application details and documentation for compliance with banking requirements.
Education
Bachelor of Computer Applications
Higher Secondary
High School Diploma
Skills
Sales coaching
Negotiation expertise
Performance tracking and evaluations
Rapport and relationship building
Business growth and retention
Timeline
Senior Sales Manager
Aditya Birla Health Insurance Company
06.2024 - 01.2027Read More
Member Relationship Officer
Quess Crop ( Axis Bank Credit Card Department)
05.2022 - 05.2024Read More
Branch Relationship Banker
Randstad India Private Ltd ( SBI Bank Credit Card)
03.2020 - 05.2022Read More
College of Commerce
Bachelor of Computer Applications
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B N College
Higher Secondary
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St Joseph High School
High School Diploma
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