Sales and customer relationship professional with expertise in B2B sales, lead generation, and client management. Focused on driving organisational growth through effective insurance advisory services and achieving targets. Dedicated to enhancing customer satisfaction while pursuing continuous professional development.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Proprietor
R.K. TRADERS
08.2023 - Current
Oversaw day-to-day business operations, driving sales activities and enhancing customer service.
Manage business growth through repeat customers and referrals.
Develop and maintain strong relationships with customers and suppliers.
Resolve customer concerns efficiently to maintain customer satisfaction.
Processed customer inquiries, prepared quotations, and ensured timely order fulfillment.
Coordinated purchasing, sales, and delivery activities to streamline operations.
Monitor inventory and ensure timely procurement of products.
Electrical, Plumbing & Hardware Store
Senior Virtual Relationship Manager
ADITYA BIRLA SUN LIFE INSURANCE PVT. LTD.
05.2022 - 04.2023
Achieved assigned sales targets through effective customer engagement and relationship management.
Cultivated strong relationships with customers and corporate clients to enhance loyalty and retention.
Managed inbound and outbound calls to effectively meet customer needs and identify sales opportunities.
Resolved customer queries and service requests within specified timelines.
Coordinated with internal departments to ensure smooth policy processing and customer satisfaction.
Assisted customers in selecting suitable life insurance products based on financial requirements.
Maintained accurate records of customer interactions and sales activities.
Contributed to lead generation and business development by collaborating on targeted initiatives.
Senior Executive
SYMBO INDIA INSURANCE BROKING LTD.
04.2019 - 01.2022
Managed B2B insurance sales and client servicing activities, enhancing client satisfaction and retention for corporate customers.
Coordinated with Relationship Managers and sales teams to identify and capitalise on business opportunities.
Generated and qualified leads, contributing to successful business expansion initiatives.
Supported achievement of departmental sales targets and business objectives.
Built and maintained long-term client relationships to improve retention rates.
Sold insurance solutions by comparing products from multiple insurance providers.
Assisted clients in selecting the most suitable insurance products based on their requirements.
Handled customer communication through emails, calls, and virtual meetings.
Ensured timely resolution of customer issues and policy-related concerns.
Customer Sales Associate
HEXAWARE TECHNOLOGIES LTD.
01.2017 - 12.2018
Achieved individual sales and customer service targets.
Identified customer needs and recommended suitable products and services.
Facilitated customer interactions via calls and support channels to enhance service experience.
Maintained high standards of customer satisfaction and service quality.
Resolved customer complaints promptly, ensuring satisfaction and loyalty.
Coordinated with team members to improve operational efficiency.
Maintained accurate customer records and documentation to support service quality.
Education
Bachelor of Commerce (B.Com) -
Samyak Sankalp College
Kalyan
01-2026
Higher Secondary Certificate (HSC) -
Model College
Kalyan
01-2012
Secondary School Certificate (SSC) -
St. Mary’s High School
Kalyan
01-2010
Skills
B2B sales
Insurance Sales and Advisory
Lead generation
Client retention
Sales Target Achievement
Customer Relationship Management
Customer Service Excellence
Digital Communication
Communication and Negotiation
Team Collaboration
Cross-functional Coordination
Time Management
Problem solving
Creative thinking
Active Learning
Certification
MS-CIT
DTP (Desktop Publishing)
Accomplishments
Experience in insurance sales, customer relationship management, and B2B client servicing.
Successfully managed customer relationships across insurance and service industries.
Experience in lead generation, client acquisition, and sales target achievement.
Strong understanding of life insurance products and insurance comparison advisory.
Proven ability to coordinate with multiple stakeholders and departments for customer satisfaction.
Languages
English
Hindi
Marathi
Disclaimer
I hereby declare that the information provided above is true and correct to the best of my knowledge and belief.