Shajid Saifi
Meerut
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
3
3
years of professional experience
Work History
Senior Deputy Customer Relationship Manager
Aditya Birla Sun Life Insurance company Ltd.
Meerut
01.2024 - Current
- Existing customer's policy and upsell post need analysis
- Customer retention by maintaining persistency
- Generation of new leads through references
- Self-Devlopment
Unit Manager
ICICI prudential life insurance company Ltd
Meerut
12.2021 - 01.2024
- Identify & recruit the right quality advisors to build a strong advisor base
- Provide training on products, business processes and selling techniques continuously
- Provide assistance to advisors in lead generation, prospecting and business development
- Ensure that advisors provide the right financial solutions to customers as per need analysis and they adhere to required business processes and norms
- Achieve the business target each month for generating new business and advisor recruitment
- Ensure the selling through a team of advisors is aligned to all business quality metrics
- Be the first point of contact for the customer to authenticate the concerns raised and validate with authorities
- Exercise due diligence at the first level to prevent unauthorised/ fraudulent transactions
- Candidates who are willing to be mobile and work across locations will be preferred.
Education
MBA - Marketing, Supply Chaun Managment
IIMT University
Ganganagar, Meerut 09-2020
B.COM - Commerce
CCS University
Meerut 07-2018
Intermediate - Commerce & Math
Subhash Public School Modipuram Meerut
Meerut 06-2012
Skills
- Leadership
- Customer handling
- Good communication
- Time management
- Sales lead generation
- Positive attitude
- Customer relations
- Performance evaluations
- Marketing strategy
- Financial management
- Multitasking Abilities
Languages
Hindi
First Language
English
Intermediate
B1
Timeline
Senior Deputy Customer Relationship Manager
Aditya Birla Sun Life Insurance company Ltd.
01.2024 - Current
Unit Manager
ICICI prudential life insurance company Ltd
12.2021 - 01.2024
MBA - Marketing, Supply Chaun Managment
IIMT University
B.COM - Commerce
CCS University
Intermediate - Commerce & Math
Subhash Public School Modipuram Meerut
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