Shikha Singh
Bhopal
Summary
In quest of challenging assignments in Marketing, Operations, Portfolio Management, Client Relationship Management with a frontline organization in the Financial Services / Investment / Retail / Service sectors.
Management Professional with over 13 years experience in Sales & Marketing, Business Development, and Customer Relationship Management in the Financial Sector. A keen learner & implementer with comprehensive understanding of operations in sales and Marketing. Experience in handling Asset Management Company towards enhancing market penetration, business volumes and growth; in turn contributing towards accomplishment of pre-determined profitability levels and restructuring the portfolio. An effective communicator with excellent team leadership & relationship management skills and strong analytical, problem solving & organizational abilities.
Overview
16
16
years of professional experience
Work History
Senior Territory Manager
BAJAJ ALLIANZ Life Insurance Company
09.2022 - Current
- Joined as an Executive territory manager and promoted to senior territory manger within a period of 12 months, created a MDRT in the calendar year 2023
- Facilitated successful product launches by coordinating efforts between marketing, product development, and sales teams.
- Organized and participated in trade shows, conferences, and other events to raise brand awareness while networking with potential clients.
- Expanded market share by identifying opportunities, conducting competitor analysis, and tailoring product offerings to meet customer needs.
- Increased sales growth by developing strategic plans for territory expansion and relationship building with key clients.
Edelweiss Tokio Life Insurance Company
09.2021 - 08.2022
- To develop and recruitment of business manager and financial advisor
- Implementing effective marketing strategies to generate business
- Meeting customers to settle concerns or disputes and briefing services/ products
Sr. Sales Coordinator (Administration)
Metal Craft Industries
01.2020 - 09.2021
- Responsibilities include supporting sales, ensuring order satisfaction, coordinating with other departments, motivating staff, handling administrative duties, and promoting customer satisfaction
Territory Sales Manager
Royal Sundaram General Insurance Company
08.2017 - 12.2019
- To manage sales done by the executives of Sundaram finance team
- Provide sales support like pendency’s resolution, underwriter approvals and issuance the business etc
- Maintaining strong working relationship with customer by ensuring that their need are met and resolving the complaints in timely manner
PNB MetLife Insurance Company
11.2010 - 08.2017
- Taken three promotion within and left as SBM
- Business generation through agency teams and insurance manager
- Managed a team of 26 people
- Run promotional campaigns for the products in Offices/clubs/Post Offices/ BHEL to promote business
- To improve customer satisfaction level, gave equal attention to every investor and tried to understand what customer wanted according to their investment
- Won Many Awards of Best Achiever of the branch
Unit Manager
ICICI Prudential
10.2008 - 05.2010
- Business generation in assigned territory through sales channels such as: partners, channels, agency teams, direct teams
- Develop new sourcing streams by adding channels/ products
- Managed a team of 20 people
- Run promotional campaigns for the products in Offices/clubs to promote business
- To improve customer satisfaction level, gave equal attention to every investor and tried to understand what customer wanted according to their investment
- Win Best performer of the branch M.P.Nagar
Education
Bechelor of Science -
Dr. Hari Singh Gaur University
Sager, M.P.01.2007
Higher Secondary -
M.P. Board
01.2000
High School -
M.P.
01.1998
Skills
- Sales Presentations
- Sales Planning
- Account Management
- Performance Tracking
Languages
English
Hindi
Jobobjectives
In quest of challenging assignments in Marketing, Operations, Portfolio Management, Client Relationship Management with a frontline organization in the Financial Services / Investment / Retail / Service sectors.
Areaofexposure
Implement competent strategies with a view to penetrate new accounts and expand existing ones for a wide range of Investment products / services., Manage sales & marketing operations; implementing promotional activities promoting company products/ services viz. Equity, Capital market through innovative marketing and persuasion., Coordinating, planning and implementing strategies to assure achievement of agreed-to volume, market share and sales target objectives., Conducting detailed market study to track competitor activities and providing valuable inputs for fine-tuning the selling and the marketing strategies., Manage Customer Centric Operations, provide them with best financial solutions to suit their needs & ensure satisfaction by achieving delivery & service quality norms., Provide value added advice to Corporate and Individual clients ensuring proper product mix and optimizing., Maintain record of current customer information including financial information, status of investment and needs assessment., Provide Sales Support to acquire sales business., Analyse business potential, executing strategies to drive sales, augment turnover and achieve desired targets., Monitor competitor activities and devise effective counter measures., Identify, qualify and pursue business opportunities through market surveys and mapping as per targeted plans as well as through lead generation.
Knowledgeofcomputer
M.S. Office & Basic knowledge.
Personal Information
- Father's Name: B.P. Singh
- Spouse's Name: Deepak Kumar
- Marital Status: Married
Timeline
Senior Territory Manager
BAJAJ ALLIANZ Life Insurance Company
09.2022 - Current
Edelweiss Tokio Life Insurance Company
09.2021 - 08.2022
Sr. Sales Coordinator (Administration)
Metal Craft Industries
01.2020 - 09.2021
Territory Sales Manager
Royal Sundaram General Insurance Company
08.2017 - 12.2019
PNB MetLife Insurance Company
11.2010 - 08.2017
Unit Manager
ICICI Prudential
10.2008 - 05.2010
Higher Secondary -
M.P. Board
High School -
M.P.
Bechelor of Science -
Dr. Hari Singh Gaur University
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