Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Additional Information - Father Name
Personal Information
Timeline
Generic

SHRUTI ARYA

Saharanpur,Uttar Pradesh

Summary

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.

Education

Bachelor of Education - undefined

Shakumbari University
01.2023

Bachelor of Science - undefined

C.C.S. University
01.2021

Intermediate - Science

UP Board
01.2018

Matriculation - undefined

UP Board
01.2016

Skills

  • English & Hindi Typing
  • Computer Operations & System Maintenance
  • Customer Relationship Management
  • Troubleshooting & Technical Support
  • Cross-Selling & Upselling Strategies
  • Team Collaboration & Time Management
  • Financial Product Sales
  • Lead Generation & Client Engagement
  • Effective Communication Skills
  • Quick Learning & Adaptability

Websites

Accomplishments

  • Best Performance Award, SBI Credit Card, 2023
  • Rising Star Award, PNB MetLife India Pvt. Ltd., 2024
  • Quick Start Award, PNB MetLife India Pvt. Ltd., 2024
  • Outstanding Performance, PNB MetLife India Pvt. Ltd., 2024, October
  • Flash Qualified, PNB MetLife India Pvt. Ltd., 2024

Languages

Hindi
English

Additional Information - Father Name

Rajesh Kumar

Personal Information

Marital Status: single

Timeline

Branch Development Manager

India First Insurance Pvt Ltd
09.2025 - Current

Assistant Relationship Manager - Bancassurance

PNB MetLife India Pvt. Ltd.
05.2024 - 04.2025

Branch Relationship Executive

SBI Cards Banca
05.2022 - 05.2024

Bachelor of Education - undefined

Shakumbari University

Bachelor of Science - undefined

C.C.S. University

Intermediate - Science

UP Board

Matriculation - undefined

UP Board
SHRUTI ARYA