Shivani Malik
Ludhiana
Summary
To work in an environment where I can learn And Apply my knowledge and skills to the best of my capabilities for serving the organization.
Overview
12
12
years of professional experience
7
7
years of post-secondary education
Work History
Manager- Banc assurance
HDFC ERGO GENERAL INSURANCE CONLTD
Ludhiana
04.2024 - Current
- Building long term relationship with the bank staff by ensuring all their queries are addressed promptly and relevant technical guidance is provided
- Developed training programs for bank staff to improve efficiency and knowledge.
- Meets assigned targets for profitable sales volume through the channel partners Understanding customer needs & offering suitable products
Sales Manager- Banc assurance
Reliance General Insurance Company
Ludhiana
07.2018 - 04.2024
- Establishes productive business through Bank
- Build a good customer base in order to explore opportunities to cross-sell & up-sell
- Coordinating and organizing training for bank staff products, processes and business conversion
Executive- Banc assurance
Bajaj Allianz General Insurance Company
Ludhiana
12.2016 - 02.2018
- To manage relations with Banca partners, especially with the bank employee.
- To close the leads provided by Relationship Manager of Bank Partner.
- Achieving target on conversions Yes bank customers in terms of Sales from new acquisitions.
- Up-selling to the existing customers.
- Relationship & Motivation of branch staff to help generate leads.
- Marketing Promotion Implementation and talking about company updates in terms of new Product, plan or features.
- Implementing new suggestions for improvements in better Customer Experience
Assitant Manager (Retail Branch Banking)
HDFC Bank ltd
03.2014 - 11.2016
- Branch banking CASA(maximum SA acquisition with high variant account)
- Business generation for the various liabilities products via saving accounts, current accounts, trade for-ex, cc limit, Insurance.
- Developed innovative sales programs to increase sales & constantly enhance the quantum of business.
- Enhanced relationships for the bank.
- Organized & executed the promotional activities and events within & outside the branch.
- Directed marketing strategies, business development plans, promotional activities, product development projects.
- Establishes production standards of efficiency, minimum wastage and maximum utilization of resources.
Education
Post Graduate - Master in Arts
PANJAB UNIVERSITY
CHD 04.2010 - 03.2012
Graduate - Bachelor of Arts
D.D JAIN MEMORIAL College
LDH 04.2007 - 03.2010
Passed XII - PSEB
Govt. sen sec School
LDH 04.2005 - 03.2007
10th -
SAINT PATRIC PUBLIC School
LDHSkills
- Prospecting & Lead Generation
- Branch Activation & Engagement
- Product Integration
- Cross-Selling & Up-Selling
- Needs-Based Selling
- Team work
Languages
English, Hindi, Punjabi
First Language
Personal details
- Date of Birth : 07/06/1990
- Marital Status : Married
- Husband Name : Kuvish Malik
- Nationality : Indian
- Address : H NO 1299 Block D model. town extension Ludhiana, Punjab 141002
Timeline
Manager- Banc assurance
HDFC ERGO GENERAL INSURANCE CONLTD
04.2024 - Current
Sales Manager- Banc assurance
Reliance General Insurance Company
07.2018 - 04.2024
Executive- Banc assurance
Bajaj Allianz General Insurance Company
12.2016 - 02.2018
Assitant Manager (Retail Branch Banking)
HDFC Bank ltd
03.2014 - 11.2016
Post Graduate - Master in Arts
PANJAB UNIVERSITY
04.2010 - 03.2012
Graduate - Bachelor of Arts
D.D JAIN MEMORIAL College
04.2007 - 03.2010
Passed XII - PSEB
Govt. sen sec School
04.2005 - 03.2007
10th -
SAINT PATRIC PUBLIC School