Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Qualification And Course
Hobbies and Interests
Languages
Timeline
Generic

Shobha Gupta

Mumbai

Summary

Goal-oriented effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering a good number of sales for a company and generating new business by selling various insurance plans.

Overview

2
2
years of professional experience

Work History

Insurance Consultant

JSR Insurance
Mumbai
03.2023 - 08.2023
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Generated reports detailing sales activities, client interactions, and progress towards goals.

Customer Relationship Officer (CRO)

Airtel Telecom
Mumbai
02.2022 - 08.2022
  • Facilitated communication between management teams and clients regarding issues or concerns that arise during projects.
  • Resolved customer issues in an efficient and timely manner.
  • Performed follow-up calls to ensure customer satisfaction with product and service delivery.
  • Managed daily operations of the Customer Service Department.
  • Answered inbound calls, chats and emails to facilitate customer service.

Receptionist Intern

Urban heal Hospital
Mumbai
07.2021 - 12.2021
  • Answered general inquiries from patients regarding office policies and procedures.
  • Performed basic clerical duties like typing correspondence letters or memos.
  • Scheduled patient appointments, managed waiting room and answered incoming calls.
  • Updated patient information in the hospital database accurately and promptly.

Education

M.com -

Mumbai University
05.2023

B.COM -

Mumbai University
08.2021

SSC -

Maharashtra Board
03.2016

HSC - Commerce

Maharashtra Board
Mumbai
02-2018

Skills

  • Good Communication Skill
  • Microsoft (Excel ,PPT,Word etc)
  • Positive Attitude
  • Policy analysis
  • Lead Development
  • Customer Billing
  • Networking and relationship building

Accomplishments

  • Certificate IN Accounting and Web Designing
  • Skill Development and Vocational Training

Additional Qualification And Course

  • Sales Management ICICI Bank Academy
  • Certificate Of Business Skills Skill Development Training
  • Certificate Of Computer Desk Top Publishing /web designing
  • Bright Future Academy Business Skill, Skill Development

Hobbies and Interests

  • Badminton
  • Exploring The World
  • Learning New Languages
  • Cooking

Languages

Hindi
First Language
English
Upper Intermediate (B2)
B2
Marathi
Upper Intermediate (B2)
B2

Timeline

Insurance Consultant

JSR Insurance
03.2023 - 08.2023

Customer Relationship Officer (CRO)

Airtel Telecom
02.2022 - 08.2022

Receptionist Intern

Urban heal Hospital
07.2021 - 12.2021

M.com -

Mumbai University

B.COM -

Mumbai University

SSC -

Maharashtra Board

HSC - Commerce

Maharashtra Board
Shobha Gupta