Overview
Work History
Education
Skills
Timeline
Generic

Punam Vashistha

Jaipur

Overview

13
13
years of professional experience

Work History

Assistant Territory Manager

Niva Bupa Health Insurance
08.2021 - Current
  • Lead a Team of sales Professional North & west Zone to achieve & exceed sales targets in Branch Banking Relationship with a Team Size 10 ARM/RM/KRM handling Indian Bank & Indian overseas Bank, in Bancassurance Relationship (Rajasthan Gujarat)
  • Resolved any issues that arose during transactions between customers and company personnel.
  • Provided sales support to current customers, as well as developed new customer relationships.
  • Identified areas of improvement within existing processes and procedures.
  • Maintained accurate records of all sales activities within the assigned territory, including cold calls made, appointments scheduled, and meetings attended.
  • Analyzed financial data and prepared monthly reports to track performance against goals.
  • Monitored competitor activity to stay ahead of the competition.
  • Implemented CRM strategies to improve customer engagement and retention.
  • Driving Cluster level contest & Business Promotion Campaign Designed at Circle and Zonal level.

Deputy Manager

HDFC Ergo General insurance
08.2015 - 08.2021
  • Maintained relationships with HDFC Bank Branches, appointments scheduled, and meetings attended.
  • Handled additional duties and responsibilities as required.
  • Managing Sales profitability and target accomplishments for the assigned Branch.
  • Selling Health & General insurance
  • Provide Best Quotation to Customers According to
  • Help bank employees to handle clients queries
  • Identified areas of improvement within existing processes and procedures.
  • Maintained accurate records of all sales activities within the assigned territory, including cold calls made, appointments scheduled, and meetings attended.
  • Created and presented monthly reports to management on sales performance.
  • Achieved company growth and brand development through market expansion and sales.

India First Life Insurance
02.2013 - 10.2015
  • Handled additional duties and responsibilities as required.
  • Resolved escalated customer issues promptly while maintaining positive relationships.
  • Managing Sales profitability and target accomplishments for the assigned Branch.
  • Selling Life insurance products
  • Provide Best Quotation to Customers According to their needs.
  • Help bank employees to handle clients queries

Education

B-tech - undefined

Rajasthan Technical University
Jaipur, RJ
05.2013

Senior Secondary (12th) - undefined

Rajasthan Board
Bharatpur
06.2009

High School (10th) - undefined

Rajasthan Board
Bharatpur, RJ
05.2007

Skills

  • Performance Tracking
  • Sales Pipeline Management
  • Sales expertise
  • Territory Management
  • Business Development
  • Brand Promotion
  • Product and Service Sales
  • Staff Training
  • Customer Relationship Management
  • Goal Setting
  • Business Growth
  • Sales Leadership
  • Business Relationship Management
  • Cross Selling

Timeline

Assistant Territory Manager

Niva Bupa Health Insurance
08.2021 - Current

Deputy Manager

HDFC Ergo General insurance
08.2015 - 08.2021

India First Life Insurance
02.2013 - 10.2015

B-tech - undefined

Rajasthan Technical University

Senior Secondary (12th) - undefined

Rajasthan Board

High School (10th) - undefined

Rajasthan Board

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Punam Vashistha