RUCHA BAYANI
Dhule
Summary
To Work Hard & sincerely for the Institution and To make use of my interpersonal skills to achieve goals of a company that focuses on customer's satisfaction and customer's experience. Skilled professional inspired and motivated to help customers build financial independence.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
ICICI Lombard GIC Ltd
11.2023 - Current
- Lead and Manage affluent client relationships.
- Achieve sales targets and maintain high levels of customer retention.
Senior Agency Manager
Aditya Birla Health Insurance Co. Ltd
12.2022 - 10.2023
- Handled business generation from 8 to 10 Advisors.
- Maintained high engagement levels with Zonal Heads and channel partners.
Agency Manager
H D F C Ergo
11.2021 - 11.2022
Life Planning Officer
Reliance Nippon Life Insurance
12.2019 - 10.2021
Education
B. Ed. -
N M U Jalgaon
04.2014
B. A. -
N M U Jalgaon
04.2012
H S C -
Pune University
02.2008
S S C -
Nasik Board
03.2006
Skills
- Client management
- Relationship building
- Sales strategy
- Financial analysis
- Portfolio management
- Market research
- Business development
- Team leadership
- Conflict resolution
- Customer service
- Performance tracking
Certification
MS-CIT, Maharashtra Knowledge Corporation Ltd.
Accomplishments
- Reliance Nippon Life Insurance - Targets completed successfully.
- HDFC Ergo - Annual Targets achieved 200% on recruitment and Formed a Good Team.
- Aditya Birla Health Insurance - Monthly/Quarterly Achievements completed successfully. Appraisal Nearly Achieved & A Gross premium of 35 Lakhs in 11 months.
- ICICI Lombard - All Contests were achieved and Month on Month Target is Completed comprehensively provided product training and sales support. Built and nurtured relationships with High-Net-Worth Individuals. Last Year 2 Advisors were qualified for foreign trip contest.
Hobbies and Interests
- Reading Books
- Listening Music
- Travelling
Languages
- Marathi
- Hindi
- English
Personal Information
- Date of Birth: 11/15/90
- Gender: Female
- Nationality: India
- Marital Status: Married
- Religion: Brahmin
Timeline
Senior Relationship Manager
ICICI Lombard GIC Ltd
11.2023 - Current
Senior Agency Manager
Aditya Birla Health Insurance Co. Ltd
12.2022 - 10.2023
Agency Manager
H D F C Ergo
11.2021 - 11.2022
Life Planning Officer
Reliance Nippon Life Insurance
12.2019 - 10.2021
B. Ed. -
N M U Jalgaon
B. A. -
N M U Jalgaon
H S C -
Pune University
S S C -
Nasik Board
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