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, RJ05.2013
Senior Secondary (12th) - undefined
Rajasthan Board
Bharatpur06.2009
High School (10th) - undefined
Rajasthan Board
Bharatpur, RJ05.2007
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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