ROHINIKA Dilip Shahu
Nagpur
Summary
Seeking a challenging and rewarding opportunity with an organization of repute which recognizes & utilizes my true potential while nurturing my financial analytical and technical skills
Overview
10
10
years of professional experience
Work History
Sales Manager
Reliance general insurance company Ltd
12.2022 - Current
Senior Lead
Cholamandalam MS General Insurance Co Ltd
Raipur
05.2019 - 11.2022
- Managing 5 members of team and 3 channel partner’s.
Assistant Manager
Reliance Nippon Life Insurance
12.2018 - 04.2019
- Support the Bank Team in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required
- Spearhead all lead generation initiative from the bank – whether through walk in, data-mining, referrals and others.
- Achieving sales targets
- Increasing productivity of bank branch.
- Achievement of Monthly / Quarterly / Half yearly and Annual Sales Target.
Officer
India Infoline Limited
12.2017 - 11.2018
- Dealing with financial products i,e equity, commodity, insurance, loans, mutual funds.
- Managing all accounting related and admin related work of branch.
- Coordinating with sales team, franchise team for business and give them backend support.
- Coordinating with distributors for cross selling products give them product training.
- Managing all operation work in branch i,e Demat account opening, Mutual fund form completion and same has been send to AMC’s.
- Handling the customers at branch premises and resolving their issues.
- Work on CRM portal.
- Handling customers, franchisee, distributors queries and trying to solve this in the specified time period.
- Coordination with Head Office team & providing the details or the data to them as & when required.
Analyst
Accenture India
10.2015 - 10.2017
- Ensure KYC provided by sales person is correct and approve the same on SFDC.
- Ensure in all the claim forms Signature of the authorized signatory of the Nodal Agency/Master Policy.
- Maintaining & handling of MIS for the total business sourced for 8 branches.
- Handling the our all operation charge of branch and handling 6 member team.
Education
PGDBM -
CV RAMAN UNIVERSITY
01.2016
BBA -
PT.R.S.U
01.2015
Higher Secondary -
CGBSE Board
01.2011
High School -
CGBSE Board
01.2009
Skills
- MS Office
- Windows
- Internet Applications
- Typing
- Flexi cube
- Banking software
- MS Excel
- MS Word
- Filezilla
Languages
English
Advanced
C1
Hindi
Advanced
C1
Telugu
Upper Intermediate
B2
Key Performance Indicators
- Drive sales and achieve targets through the bank branches
- Support the Bank Team in sales efforts
- Engage employees of bank branches in discussions about insurance
- Ensure service requirements are met and customers are satisfied
- Lead generation initiatives from the bank
- Achieving sales targets and activating branches for insurance sales
- Arranging training programs for bank staff
Accomplishments
- Qualified for International and National Trip in FY 2019-2020 (Fateh Reloaded Contest)
- Core Value Champion Award winner in PAN India from JFS Project (Accenture), 03/01/16
- Rising Star awards in zone level in Accenture
- Participation in Singing Competition at school and college level
- Project on customer satisfaction on HONDA with special reference to ANAAL HONDA
Languages
- English
- Hindi
- Telgu
Hobbies and Interests
- Listening to music
- Singing
- Games on Computers
- Watching Movies
- Studying novels
Personal Information
- Date of Birth: 03/13/94
- Marital Status: Married
Disclaimer
I consider myself familiar with my present work. I am also confident of my ability to work in a team. I hereby declare that information furnished above is true to the best of my knowledge.
Timeline
Sales Manager
Reliance general insurance company Ltd
12.2022 - Current
Senior Lead
Cholamandalam MS General Insurance Co Ltd
05.2019 - 11.2022
Assistant Manager
Reliance Nippon Life Insurance
12.2018 - 04.2019
Officer
India Infoline Limited
12.2017 - 11.2018
Analyst
Accenture India
10.2015 - 10.2017
PGDBM -
CV RAMAN UNIVERSITY
BBA -
PT.R.S.U
Higher Secondary -
CGBSE Board
High School -
CGBSE Board