SAPNA DAHIYA
Gurgaon
Summary
Dynamic Relationship Manager with a proven track record at Policy Bazaar, excelling in problem-solving and effective communication. Successfully met cross-sell targets in insurance channels, enhancing client satisfaction. Adept at building strong relationships and negotiating solutions, driving revenue growth while ensuring exceptional service delivery.
Overview
6
6
years of professional experience
Work History
BDA
Axis Bank
gurgaon
07.2025 - Current
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Completed day-to-day duties accurately and efficiently.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Relationship Manager
Policy Bazaar
gurgaon
12.2024 - 03.2025
- Handle relationships with clints and business partners.
- A typical day of work as a relationship manager involves maintaining communication with clients discussing updates or changes with clients.
- Met targets for cross sell on existing insurance channels as well as the dedicated life insurance & health insurance channel.
Teammate/ C&R / IDV
Taskus
Indore
09.2022 - 06.2024
- Handled day-to-day Dasher's contact via chat, emails, on the call as well.
- Selected the best solution to solve the problem while meeting Dasher call guidelines for service levels.
- As a Collection Process executive, need to identify root causes of payment delays, negotiate payment terms with customer, and make informed decisions to resolve collection issues efficiently.
- Related to identity verification, ensuring smooth and accurate IDV procedures, and addressing customer concerns about the process.
Sales Manager
Bajaj Allianz Life Insurance
jabalpur
07.2021 - 08.2022
- Set and monitored sales goals for the team.
- Facilitated contributed to meeting sales targets and provided sales strategies feedback the professional development of the team and provided customer support.
- Mediated disputes with customers.
Branch Relationship Executive
SBI credit Card
jabalpur
07.2019 - 06.2021
- Generate revenue by promoting and selling credit card products to new and existing customers, while also providing excellent customer service and build strong customer relationships.
- Sitting in the SBI Branch selling every day 4-5 credit card.
- Handle customer queries and resolve issues related to credit card applications.
- Build strong relationships with customers to upsell and cross-sell products.
- Successfully managed various IDV process got appreciation leading to significant improvement in IDV.
Education
MBA - Finance Management
SURESH GYAN VIHAR UNIVERSITY
Jaipur08-2022
PGDCA - Computer
MAKHANLAL CHATURVEDI UNIVERSITY
Bhopal08-2021
B.COM - Commerce
RABINDRANATH TAGORE UNIVERSITY
Bhopal06-2017
Skills
- Problem solving
- Effective communication
- Active listening
- Time management
- Cross-selling strategies
- Identity verification processes
- Customer relationship management
- Client communication
- Revenue generation
- Market analysis
- Problem resolution techniques
- Interpersonal skills
- Calm under pressure
Accomplishments
- Teammate IDV sales manager
- Best employee – 2023
- Achieving - 2021
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
BDA
Axis Bank
07.2025 - Current
Relationship Manager
Policy Bazaar
12.2024 - 03.2025
Teammate/ C&R / IDV
Taskus
09.2022 - 06.2024
Sales Manager
Bajaj Allianz Life Insurance
07.2021 - 08.2022
Branch Relationship Executive
SBI credit Card
07.2019 - 06.2021
MBA - Finance Management
SURESH GYAN VIHAR UNIVERSITY
PGDCA - Computer
MAKHANLAL CHATURVEDI UNIVERSITY
B.COM - Commerce
RABINDRANATH TAGORE UNIVERSITY
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