Shilpa Nagendra Pandey
Mumbai
Summary
Professional, prepared manager with high standards and focus on results. Proven ability to lead teams, adapt to changing needs, and drive performance in multiple locations. Strong skills in strategic planning, operations management, and team collaboration. Known for reliability, flexibility, and results-driven approach.
Overview
9
9
years of professional experience
3
3
Languages
Work History
Deputy Cluster Manager (Bancassurance)
Axis Max Life Insurance Co Ltd.
07.2019 - Current
- Present and explain insurance policy options based upon prospective client needs and personal goals for customized customer service
- Managing branches of axis bank for branch Banking
- Providing sales support for new business and service for existing clients.
- Achieving given targets as per goal sheet on all parameters provided by the company.
- Conducting product training and processing guidelines to increase life insurance business productivity
- Meet new insurance business production goals and objectives as established each month.
- Established strong relationships with key stakeholders, facilitating collaboration and strategic partnerships.
- Developed strategies for business growth, resulting in increased revenue and market share.
Auditor Work
JKUS & Co. LLP CA Firm
08.2016 - 05.2019
- Preparing daily, weekly and monthly reports
- Attending customers calls and sorting client queries accordingly
- Check advantage given by the branch to the various parties
- Understanding client needs, providing exceptional customer service, and Fostering loyalty and satisfaction.
Education
MBA - Pursing - Post Graduate in Markeing Management
Pri L N Welingkar Institute of Management Development & Rese
Mumbai, India 04.2001 -
Bachelor of Commerce -
Chetna Hazarimat Somani College Of Commerce And Economics
Mumbai, India 04.2001 -
Skills
- Communication and Team Skills
- Microsoft Office And Tally ERP 9
- Technical knowledge of product and financial situation market
- Typing speed-40 WPM
- Customer service skills
- Teamwork and collaboration
Accomplishments
- Completed near about 6 years with Axis Max Life Insurance. Receiving 3 Promotion in this duration, From RA to ASM and ASM to Sales Manager Position, SM to Deputy Cluster Manager.
- Achieved 120% of sales target for three consecutive year by implementing innovative sales strategies.
- conducted 10 training session for a bank staff, enhance there product knowledge and sales techniques.
- Maintain 100% Lion Share.
- Received Good ratings from the cluster in all financial year.
Timeline
Deputy Cluster Manager (Bancassurance)
Axis Max Life Insurance Co Ltd.
07.2019 - Current
Auditor Work
JKUS & Co. LLP CA Firm
08.2016 - 05.2019
MBA - Pursing - Post Graduate in Markeing Management
Pri L N Welingkar Institute of Management Development & Rese
04.2001 -
Bachelor of Commerce -
Chetna Hazarimat Somani College Of Commerce And Economics
04.2001 -
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