Motivated and customer-focused Sales Professional with over 5 years of experience in financial product sales, client relationship management, computer operations, and customer service. Proven ability to generate leads, cross-sell products, and resolve technical issues efficiently. Strong interpersonal skills, adaptability, and a proactive approach to achieving business goals.
Overview
4
4
years of professional experience
Work History
Branch Development Manager
India First Insurance Pvt Ltd
Saharanpur
09.2025 - Current
Developed and executed branch growth strategies to enhance market presence.
Led team in identifying new business opportunities, driving customer engagement initiatives.
Analyzed market trends to inform strategic decision-making and product offerings.
Implemented training programs for staff to improve service delivery and operational efficiency.
Assistant Relationship Manager - Bancassurance
PNB MetLife India Pvt. Ltd.
05.2024 - 04.2025
Advised clients on suitable life insurance plans based on financial needs.
Generated leads from bank walk-ins and internal databases.
Educated customers on the benefits and features of life insurance.
Identified cross-selling and upselling opportunities for financial products.
Addressed customer queries and ensured a smooth sales process.
Branch Relationship Executive
SBI Cards Banca
05.2022 - 05.2024
Promoted credit card products to bank customers and referrals.
Delivered quality customer support, explaining billing and payment cycles.
Maintained customer records and followed up on leads to ensure conversions.
Organized seminars and marketing events to attract potential clients.