To be recognized as a global professional and to remain customer centric and to contribute the best in order to achieve the mission and goals of the company.Experience in financial planning, analysis, and educating clients. Managed portfolios, built strong relationships with clients, and helped them drive profitable growth. Meticulous in strategic planning and consulting.
Overview
8
8
years of professional experience
Work History
<ul><li>Generating leads and convert them into valuable customers</li><li>Identify customer needs and recommend solutions that fit customer requirements the best</li><li>Help in completing the procedure necessary for processing the purchase of the policy Keep in touch with customers to ensure that their policy service requests are managed properly</li><li>Making the customer aware of all the product information and the benefits which the company offers</li></ul>
ICICI PRUDENTIAL LIFE INSURANCE
Bangalore
04.2021 - 06.2024
Generating leads and convert them into valuable customers
Identify customer needs and recommend solutions that fit customer requirements the best
Help in completing the procedure necessary for processing the purchase of the policy Keep in touch with customers to ensure that their policy service requests are managed properly
Making the customer aware of all the product information and the benefits which the company offers
<ul>
<li>As a business development associate, I am helping the company to boost growth and sales.</li>
<li>Conducting market research, developing business strategies, building client relationships, and identifying new business opportunities.</li>
<li>Created marketing materials to promote products and services.</li>
<li>Researched new markets to identify opportunities for growth.</li>
<li>Analyzed data from customer surveys to identify areas of improvement.</li>
<li>Prepared reports detailing sales performance, competitive analysis, and market trends.</li>
</ul>
Surebot Technologies Solutions
Bangalore
07.2019 - 05.2020
As a business development associate, I am helping the company to boost growth and sales.
Conducting market research, developing business strategies, building client relationships, and identifying new business opportunities.
Created marketing materials to promote products and services.
Researched new markets to identify opportunities for growth.
Analyzed data from customer surveys to identify areas of improvement.
Prepared reports detailing sales performance, competitive analysis, and market trends.
<ul>
<li>Oversee restaurant operations and ensure a smooth flow</li>
<li>Maintain a positive restaurant culture</li>
<li>Create work schedules that align with the restaurant's needs</li>
<li>Ensure proper compliance with restaurant hygiene regulations</li>
<li>Train new employees to help them meet the restaurant's expectations</li>
<li>Interact with diners and build positive rapport with different types of people</li>
</ul>
Wok & Grill
Bangalore
02.2016 - 01.2018
Oversee restaurant operations and ensure a smooth flow
Maintain a positive restaurant culture
Create work schedules that align with the restaurant's needs
Ensure proper compliance with restaurant hygiene regulations
Train new employees to help them meet the restaurant's expectations
Interact with diners and build positive rapport with different types of people
Education
BBM -
Bangalore
Bangalore
05.2017
Skills
Investment Management
Financial Advising
Ability to Work in a Team
Excellent Customer Service Skills
Strategic Negotiation Skills
Investment Management
Financial Advising
Ability to Work in a Team
Excellent Customer Service Skills
Strategic Negotiation Skills
Languages
English, Kannada, Tamil, Telugu, Hindi
Accomplishments
Awarded for best performance for the month of January 2021.
Awarded for best performance for the month of June 2021.
Award for outstanding performance Feb 2022.
Award of Excellence for the month of November 2022.
Certificate of Excellencefor the month January 2023.
Certificate for the best permonace for the month of July 2023.
Certificate for Top performer for the month of August 2023.
Certificate top performance for the month of June 2024.
Timeline
<ul><li>Generating leads and convert them into valuable customers</li><li>Identify customer needs and recommend solutions that fit customer requirements the best</li><li>Help in completing the procedure necessary for processing the purchase of the policy Keep in touch with customers to ensure that their policy service requests are managed properly</li><li>Making the customer aware of all the product information and the benefits which the company offers</li></ul>
ICICI PRUDENTIAL LIFE INSURANCE
04.2021 - 06.2024
<ul>
<li>As a business development associate, I am helping the company to boost growth and sales.</li>
<li>Conducting market research, developing business strategies, building client relationships, and identifying new business opportunities.</li>
<li>Created marketing materials to promote products and services.</li>
<li>Researched new markets to identify opportunities for growth.</li>
<li>Analyzed data from customer surveys to identify areas of improvement.</li>
<li>Prepared reports detailing sales performance, competitive analysis, and market trends.</li>
</ul>
Surebot Technologies Solutions
07.2019 - 05.2020
<ul>
<li>Oversee restaurant operations and ensure a smooth flow</li>
<li>Maintain a positive restaurant culture</li>
<li>Create work schedules that align with the restaurant's needs</li>
<li>Ensure proper compliance with restaurant hygiene regulations</li>
<li>Train new employees to help them meet the restaurant's expectations</li>
<li>Interact with diners and build positive rapport with different types of people</li>
</ul>