Preeti Gangwar
Bareilly
Summary
A result-oriented professional with 2 years of experience in insurance, Customer Service, and Team Management. An implementer with recognized proficiency in spearheading operations/ business with an aim to accomplish corporate plans & goals successfully. Resourceful at maintaining relationships with clients to achieve quality product and service norms by resolving their service-related critical issues.
Overview
3
3
years of professional experience
Work History
Associate Area Business Manager - Insurance & Marketing
HDFC life insurance company Limited
Bareilly
04.2024 - Current
- Work on assigned leads and generate referrals from every visit that's made to customer
- Achieve sales targets as assigned by the organization month-on-month basis
- Cross sell and up sell life insurance products on customer lifecycle need
- Meeting the customers to solicit insurance products based on appointments in the course of daily activities
- Ensure that reports are maintained/updated regularly on Lead Management System
- Provide accurate updates and requested reports to manager
- Offer best in class sales experience while onboarding customers
Manager - Finance & Marketing
SS Enterprises Private Limited
Bareilly
02.2022 - 03.2024
- Handled operations related to determining financial objectives, preparing & implementing systems, policies & procedures for streamlining the operations
- Maintain Loan Records and monitor costs (prepare Loan budgets, define cost allocations, preparing monthly accruals, and track premium billing)
- Address internal queries, Track and renew existing service contracts
- Anticipate regulatory and market developments (maintain familiarity with legislation and developments in the insurance market) customers
- Track and report sales lead, targets and performance metrics reports
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization
Education
12th - PCM
Saraswati Girls vmic
Bareilly, UPBBA -
Khandelwal college of management science and technology
Bareilly, UP01.2015
UP.D.El.Ed -
Global Law Institute
Bareilly,UP01-2020
Elementary School Teacher -
Jingle Bells Public School
Bareilly,UP01-2022
Skills
- Microsoft Excel
- Microsoft Power point
- Staff training
- Account analysis
- Revenue generation
- Regulatory Compliance
- Communication skills
- Management Skills
- Active Listening skills
- Customer Service Skills
- Networking Skills
- Interpersonal Skills
- Organization Skills
Accomplishments
- Team Leadership Award - Successfully led a team of sales executives to achieve record sales.
- Hit and exceeded sales KPIs by 30% for April, May, and June 2024.
- Sent 100+ cold emails daily, managing to set up calls with 10% of the recipients.
Personal Information
Date of Birth: 12/17/94
Timeline
Associate Area Business Manager - Insurance & Marketing
HDFC life insurance company Limited
04.2024 - Current
Manager - Finance & Marketing
SS Enterprises Private Limited
02.2022 - 03.2024
12th - PCM
Saraswati Girls vmic
BBA -
Khandelwal college of management science and technology
UP.D.El.Ed -
Global Law Institute
Elementary School Teacher -
Jingle Bells Public School
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