Preeti Kuldeep
Jaipur
Summary
Dynamic Senior Corporate Agency Manager with expertise in driving sales growth through effective communication. Skilled in strategic planning, client relationship management, and team leadership. Excel at communication, problem-solving, and adaptability, ensuring success in dynamic business environments.
Overview
3
3
years of professional experience
Work History
Senior Corporate Agency Manager
HDFC LIFE
Jaipur
07.2024 - Current
- Developed and implemented strategies to increase sales of bancassurance products within the branch network.
- Provided training and guidance to bank staff on bancassurance products, processes and procedures.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Executive Trainee
HDFC LIFE
Jaipur
07.2024 - 07.2025
- Evaluated and pursued sales leads through direct referrals, networking, marketing, cold-calling, and lead databases, resulting in increased client engagement.
- Collaborated with departments to ensure successful service delivery to customers, enhancing overall customer satisfaction.
- Upsold products to policyholders and potential new clients.
- Developed competitive strategies for insurance sales, improving market position within the branch.
Intern
Bank Of America
08.2023 - 09.2023
- Acquired valuable experience in analyzing historical financial performance, conducting SWOT analysis, and developing financial models through an online internship with Bank of America.
Education
Diploma in Corporate Skills -
IIT Bombay
MBA -
NIMS University
JaipurSkills
- Client relationship management
- Lead generation
- Crisis management
- Effective communication
- Multitasking Abilities
- Active listening
- Professional and courteous
Professional Courses and Certifications
- Business Consultant, IIT Bombay
- Internship Certificate, Bank of America
- Business Analyst, IIT Bombay
- Communication, IIT Bombay
- Product Management, IIT Bombay
Achievements
- Received a Letter of Recommendation from IIT Bombay.
- Promoted from Executive Trainee to Senior Corporate Agency Manager.
- Coordinated with IIT Bombay on industry-academia collaboration projects enhancing corporate training modules and expanding professional networks.
Hobbies and Interests
- Technical analysis and market research
- Spiritual learning
- Travelling
Disclaimer
- I do hereby declare that the above mentioned information is true and correct to the best of my knowledge and belief and consent to the processing of my personal data for the purpose of recruitment for the position to which I am applying.
Timeline
Executive Trainee
HDFC LIFE
07.2024 - 07.2025
Senior Corporate Agency Manager
HDFC LIFE
07.2024 - Current
Intern
Bank Of America
08.2023 - 09.2023
Diploma in Corporate Skills -
IIT Bombay
MBA -
NIMS University