Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
Generic

PUNEET GUPTA

Summary

Dynamic supervisor with a strong record in team leadership and customer relationship management. Skilled in developing sales strategies and conducting data analysis to meet and exceed organizational goals.

Overview

9
9
years of professional experience

Work History

Associate Sales Consultant

Policy Bazaar Insurance Broker Pvt Ltd
06.2024 - Current
  • Conducted client consultations to assess insurance needs and preferences.

Supervisor

Growth Enterprises
01.2024 - 05.2024
  • Managed team of XX employees, ensuring high productivity and quality standards were met.

Supervisor

Shri Bake Bhiri Lal Services
08.2022 - 01.2024
  • Managed team of XX employees, ensuring high productivity and quality standards were met.

Supervisor

ACHIVERS BPO
08.2020 - 07.2022
  • Managed team of XX employees, ensuring high productivity and quality standards were met.

CRM Coordinator

AVON SOLUTION AND LOGISTIC PVT LTD
11.2018 - 07.2020
  • Generated reports on customer interactions for management review.

Back Office Assistant

MP BHAWAN
12.2017 - 09.2018
  • Maintained records of customer interactions and transactions in the database.

Sales Associate

OM INNOVATION
05.2017 - 10.2017
  • Assisted customers in selecting products and provided personalized recommendations.

Education

12TH PASSED - CBSE BOARD

KAMAL MODEL SENIOR SECONDARY SCHOOL
05-2017

10TH PASSED - CBSE BOARD

KAMAL MODEL SENIOR SECONDARY SCHOOL
05-2015

DRA CERTIFIED - Banking and Finance

Indian Institute of Banking & Finance

IRDA CERTIFIED - Insurance

Insurance Regulatory And Development Authority of

Skills

  • Client consultation
  • Sales strategy
  • Customer relationship management
  • Data analysis
  • Product knowledge
  • Team leadership
  • Solution-oriented mindset
  • Time management
  • Active listening
  • Objection handling
  • Goal-oriented mindset
  • Customer retention

Languages

Hindi
First Language
English
Native
Native

Accomplishments

TOP PERFORMER AWARDED IN 2024 IN POLICY BAZAAR INSURANCE BROKER PVT LTD

Timeline

Associate Sales Consultant

Policy Bazaar Insurance Broker Pvt Ltd
06.2024 - Current

Supervisor

Growth Enterprises
01.2024 - 05.2024

Supervisor

Shri Bake Bhiri Lal Services
08.2022 - 01.2024

Supervisor

ACHIVERS BPO
08.2020 - 07.2022

CRM Coordinator

AVON SOLUTION AND LOGISTIC PVT LTD
11.2018 - 07.2020

Back Office Assistant

MP BHAWAN
12.2017 - 09.2018

Sales Associate

OM INNOVATION
05.2017 - 10.2017

12TH PASSED - CBSE BOARD

KAMAL MODEL SENIOR SECONDARY SCHOOL

10TH PASSED - CBSE BOARD

KAMAL MODEL SENIOR SECONDARY SCHOOL

DRA CERTIFIED - Banking and Finance

Indian Institute of Banking & Finance

IRDA CERTIFIED - Insurance

Insurance Regulatory And Development Authority of
PUNEET GUPTA