Shloka Thadani
CHENNAI
Summary
A self-starter, results-oriented management professional with 3+ years of progressive experience in assisting the organization to deliver a remarkable customer service experience by optimizing support operations, driving effective service, and providing outstanding, timely, obsessed with attention to detail and quality in delivering effective financial services to stakeholders. Utilizes superior communication skills to build meaningful, trusting relationships that exceed client demands. Highly skilled project manager with outstanding team leadership abilities to meet targets consistently. Results-driven Corporate Agency Manager known for high productivity and efficiency in task completion. Skilled in strategic planning, client relationship management, and team leadership. Excel at communication, problem-solving, and adaptability, ensuring success in dynamic business environments.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Corporate Agency Manager
HDFC Life Insurance Company Limited
CHENNAI
2023.04 - Current
- Quoted comprehensive insurance policies equipped to meet client needs.
- Advised existing and prospective clients on different insurance policies.
- Determined insurance requirements by liaising with customers for comprehensive understanding of needs.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared necessary paperwork required to process insurance sales and renewals.
- Reviewed customer history and backgrounds to recommend fiscally responsible products.
- Negotiated terms for insurance contracts to secure best policies.
- Explained complex policy details in non-technical manner.
- Presented and clearly explained insurance policy options based on clients needs and goals.
- Assisted customers facing financial difficulty by creating payment plans and phasing premiums.
- Modified processes and work procedures to facilitate smooth and efficient daily operations and service delivery.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Planned and executed new strategies to increase sales.
- Engaged with customers to better understand needs and deliver excellent service.
- Produced high-volume orders to effectively meet customer demand.
Team Leader
Allset business solutions
CHENNAI
- For Credit Mantri handling Sales of Credit score improving services
- Responsibilities Handled:
- Generating leads
- Meeting or exceeding sales goals
- Negotiating all contracts with prospective clients
- Helping determine pricing schedules for quotes, promotions, and negotiations
- Preparing weekly and monthly reports
- Trained and supervised team to deliver on store sales targets
- Resolved complex customer enquiries, disputes and complaints
- Led staff meetings to delegate tasks, assign workloads and communicate changing priorities
- Offered constructive feedback to employees in response to quality assurance measures
- Planned employee workloads and delegated tasks strategically to meet seasonal fluctuations in demand
- For ICICI Bank Ltd handle process for loans and cards recovery agent
- Responsibilities Handled:
- Keep track of assigned accounts to identify outstanding debts
- Locate and contact debtors to inquire of their payment status
- Negotiate payoff deadlines or payment plans
- Handle questions or complaints
- Investigate and resolve discrepancies
- Create trust relationships with debtors when possible to avoid future issues
- Update account status and database regularly
- Alert superiors of debtors unwilling or unable to pay when necessary
- Comply with requirements when legal action is unavoidable
- Maintain the excel sheet with pivot table and send monthly report to client
- Handle questions and Escalations
- Shloka Thadani
Education
Diploma - Computers Applications
UMA ELECTRONICS, NISM
2016
Bachelor of Commerce -
Sunbeam College for Women
Varanasi, Uttar11.2015
Skills
- Task delegation
- Customer services
- Time management
- Performance Analysis
- Sales Growth
- MS Office
- Organizational Skills
- Customer Relationship Management
- Negotiation and Conflict Resolution
- Interpersonal Skills
- Improving Customer Experience
- Leadership,
- Microsoft excel
- Corporate Communications
- Self-disciplined
- Quick learner
- Problem-solving
- Positive attitude
- Revenue Generation
- Staff Training
- Highly motivated
- Sales management
Certification
- NISM mutual fund distributors certified
Languages
Sindhi
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Tamil
Elementary (A2)
A2
Accomplishments
Awarded as Star performances for FEB-MAR 2024 for archive the Sales Targets.
Timeline
Corporate Agency Manager
HDFC Life Insurance Company Limited
2023.04 - Current
Team Leader
Allset business solutions
Diploma - Computers Applications
UMA ELECTRONICS, NISM
Bachelor of Commerce -
Sunbeam College for Women
- NISM mutual fund distributors certified
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