Shruti Gumbar
Bilaspur,CHATTISHGARH
Summary
Goal-oriented manager with distinguished experience in industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
2
2
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Business Development Manager
BAJAJ ALLIANZ LIFE INSURANCE
PUNE , MAHARSHTRA
06.2019 - 08.2020
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Tracked insurance claims to help policyholders settle claims, increasing customer satisfaction
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales
- Maintained high standards of customer service by building relationships with clients.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Responded to customer calls to swiftly resolve issues and answer questions.
Senior Relationship Manager
icici direct
pune , MAHARSHTRA
05.2018 - 05.2019
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep portfolios in conformance with plans.
- Consulted with potential investors to assess objectives and discuss optimal strategies.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Originated, reviewed, processed, closed and administered customer loan proposals.
Education
MBA - Marketing
Indira School Of Business Studies
Pune 05.2016 - 04.2018
BBA - Marketing
Mats University
Raipur 05.2012 - 04.2014
Skills
Relationship building and management
undefinedCertification
Nism v
Timeline
Business Development Manager
BAJAJ ALLIANZ LIFE INSURANCE
06.2019 - 08.2020
Senior Relationship Manager
icici direct
05.2018 - 05.2019
Nism v
04-2018
IRDA IC 38
04-2018
MBA - Marketing
Indira School Of Business Studies
05.2016 - 04.2018
BBA - Marketing
Mats University
05.2012 - 04.2014
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