Priyanka Surve
Bhopal
Summary
Dynamic leader with a proven track record at Kotak Life Insurance, adept in strategic planning and team leadership. Excelled in recruitment, driving agency revenue growth, and enhancing customer satisfaction through innovative insurance solutions. Skilled in negotiation and problem-solving, consistently achieving targets. Demonstrates professionalism and exceptional communication, fostering strong relationships and business development.
Overview
8
8
years of professional experience
Work History
Recruitment and Development Manager
Kotak Life Insurance
Bhopal
2023.11 - Current
- Conducted interviews with potential candidates, assessed their qualifications, and recommended the best suited individuals for the role.
- Organized internal training sessions and workshops to enhance employee skillsets.
- Actively participated in job fairs, conferences, and other industry events to build relationships with potential candidates.
- Scheduled and led interviews with selected candidates.
- Set up meet and greet events to attract interested individuals in person.
Agency Development Manager
Max Life Insurance
Bhopal
2020.12 - 2023.10
- Developed and implemented strategies to increase agency revenue.
- Coordinated with internal teams to ensure successful completion of projects.
- Conducted market research to identify opportunities for growth.
- Built relationships with external partners, vendors, and clients.
- Provided guidance and support on product development initiatives.
- Maintained up-to-date records of all activities related to the agency's operations.
- Organized events such as conferences and workshops to promote awareness about the agency's services.
- Established and met daily targets for telephone or electronic communication and personal visits to clients and prospects to achieve solicitation volume proportionate to revenue targets.
Executive Assistant
Blue Chip Corporate
Gwalior
2017.11 - 2020.11
- Developed insurance policies and programs to meet customer needs.
- Assessed client risk profiles and recommended appropriate coverage plans.
- Provided advice to customers on insurance-related matters.
- Prepared detailed reports summarizing customer requirements and recommendations.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Monitored the performance of existing accounts, including renewals and cancellations.
- Maintained up-to-date knowledge of industry trends and regulations.
Administrative Assistant
Rehan Global Pvt. Ltd.
Gwalior
2016.08 - 2017.10
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Prepared expense reports on behalf of executives in accordance with company policies and procedures.
Education
MBA - Finance
Prestige Institute Of Management
Gwalior2014-06
BBA - Finance
Jiwaji University
Gwalior2011-07
12th - Commerce
Orchid Higher Secondary School
Gwalior2011-04
10th -
Orchid HS School
Gwalior2009-04
Skills
- Strategic Planning
- Recruitment and hiring
- Training and Development
- Team building
- Professionalism
- Customer follow-up
- Policy analysis
- Documentation skills
- Insurance sales strategy
- Communication Skills
- Problem-solving aptitude
- Multitasking
- Business Development
- Negotiation Skills
- Product Knowledge
- Team Leadership
Affiliations
Summer Internship Program:-
Company Name : - Sharekhan
Project Title :- Online trading and Stock broker of Sharekhan Duration Period :- 45 Days
Timeline
Recruitment and Development Manager
Kotak Life Insurance
2023.11 - Current
Agency Development Manager
Max Life Insurance
2020.12 - 2023.10
Executive Assistant
Blue Chip Corporate
2017.11 - 2020.11
Administrative Assistant
Rehan Global Pvt. Ltd.
2016.08 - 2017.10
MBA - Finance
Prestige Institute Of Management
BBA - Finance
Jiwaji University
12th - Commerce
Orchid Higher Secondary School
10th -
Orchid HS School