Rahid Gire
Mumbai
Summary
Dynamic Virtual Relationship Manager at Aditya Birla Sun Life Insurance, adept at wealth and investment planning. Excelled in enhancing customer retention and satisfaction through personalized financial solutions and proactive digital communication. Proven ability to identify cross-sell opportunities, driving revenue growth while fostering strong client relationships.
Overview
2
2
Languages
6
6
years of post-secondary education
4
4
years of professional experience
Work History
Virtual Relationship Manager
Aditya Birla Sun Life Insurance, Thane
Thane
12.2022 - Current
- Manage and grow assigned client portfolios through virtual engagement.
- Provide personalized financial and insurance solutions based on client needs.
- Built strong relationships with clients to understand their financial needs.
- Educated clients on policy features and benefits during consultations to support informed decision-making.
- Enhanced customer retention through timely follow-ups and effective issue resolution.
- Conducted regular follow-ups with clients to ensure ongoing support and service.
- Identify cross-sell opportunities to support revenue growth and client satisfaction.
- Updated customers on policy benefits, market movements, and product changes to enhance client knowledge.
Education
B.Com -
M.S. College of Arts, Science & Commerce - 2021
Mumbra 05.2017 - 06.2021
HSC -
St. Mary’s B.Ed. College -2017
Mumbra 09.2015 - 09.2017
Bharat English High School - 2015
MumbraSkills
- Financial Advisory
- Wealth & Investment Planning
- Cross-Selling
- Customer Service Excellence
- Digital Communication
Languages
English
Beginner (A1)
A1
Hindi, Urdu
First Language
Hobbies
- Playing online games.
- Travelling.
Timeline
Virtual Relationship Manager
Aditya Birla Sun Life Insurance, Thane
12.2022 - Current
B.Com -
M.S. College of Arts, Science & Commerce - 2021
05.2017 - 06.2021
HSC -
St. Mary’s B.Ed. College -2017
09.2015 - 09.2017
Bharat English High School - 2015