RESHMA BHARAKHADA
Mumbai
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
5
5
years of professional experience
Work History
Bancassurance Specialist
HDFC Life Insurance
06.2023 - Current
- Building a strong relationship with the sales team of channel partners.
- Met with customers to provide information about available products and policies.
- Designed presentations and marketing materials to promote insurance products.
- Motivate to Bank Employees for Related life insurance products and Generating leads through bank walk-in.
- Requirements Doing joint calls with bank employees.
- Providing pre and post sales support.
- Conduct regular meetings with bank branches to understand their needs and provide necessary training and support.
- Identify and capitalize on cross-selling opportunities within the bank's customer base.
Sales Manager
Urban Money
10.2022 - 06.2023
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Increased sales revenue by developing and implementing effective sales strategies.
- Assist clients in selecting the most suitable home loan product for their needs
- Guide clients through the application process, including completing necessary paperwork and submitting required documents.
- Ensure timely and accurate processing of loan applications.
- Build and maintain relationships with real estate agents, builders, and other referral sources.
- Stay up to date with industry trends, market conditions, and competitor offerings.
Corporate Account Manager
TATA AIA Life Insurance Company Ltd.
08.2019 - 09.2021
- Analyzing customer needs and identifying cross-sell opportunities.
- Explaining banking and insurance products and processes to customers.
- Assisting customers in choosing the most appropriate financial products.
- Knowing banking and insurance policies to offer the best solutions.
- Building customer relationships and providing after-sales services.
- Improving customer satisfaction and achieving Sales targets.
Education
Bachelor of Management Studies - Finance
Mumbai University
Master of Commerce - Accounting
Mumbai University
H S C - Commerce
Mumbai University
S S C -
Maharashtra Board
Skills
- Problem-Solving
- Product knowledge
- Planning and Coordination
- Communication skills
Languages
English
Hindi
Gujarati
Timeline
Bancassurance Specialist
HDFC Life Insurance
06.2023 - Current
Sales Manager
Urban Money
10.2022 - 06.2023
Corporate Account Manager
TATA AIA Life Insurance Company Ltd.
08.2019 - 09.2021
Bachelor of Management Studies - Finance
Mumbai University
Master of Commerce - Accounting
Mumbai University
H S C - Commerce
Mumbai University
S S C -
Maharashtra Board
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