Shloka Thadani

• Worked closely with executive leadership to align department goals with overall company objectives.
• Developed strong relationships with corporate clients through attentive service and proactive problemsolving.
• Implemented training programs for the sales team, enhancing their skills and knowledge of products and services offered.
• Maintained up-to-date knowledge of industry trends.
• Consistently achieved or surpassed sales targets by motivating the team through recognition programs and incentives.

• 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.

For Credit Mantri handling Sales of Credit score improving services.

• 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.

• 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