Summary
Overview
Work History
Education
Skills
Affiliations
Personal Information
Languages
Timeline
Generic

Shubham Arora

Summary

  • Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 4 years of Insurance experience.
  • Experienced and proactive Assistant Manager offering progressive business settings. Overseen backend insurance operations, team management and other initiatives to streamline and enhance business operations.
  • Seeking entry-level opportunities to expand skills while facilitating company growth. Eager to apply time management and organizational skills in various environments.

Overview

9
9
years of professional experience

Work History

Assistant Manager

Prudent Insurance Brokers
Delhi
02.2023 - Current
  • Analyzed market trends and identified potential new customers through research activities.
  • Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity.
  • Collaborated with internal teams to develop strategies that would increase customer engagement levels.
  • Coordinated with cross-functional teams to ensure successful implementation of projects.
  • Created marketing materials and presentations for prospective clients.
  • Participated in industry events such as conferences to build brand awareness among prospects.
  • Generated reports regarding customer interactions, performance metrics, revenue goals.
  • Maintained accurate records of all client interactions within the company's CRM system.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.

Assistant Manager

Exide Life Insurance Co Ltd
01.2021 - 01.2024
  • Managing Unclaimed process (Reaching out to customers for their unclaimed money through different channels)
  • Collaborated with IT & Automation team to automate the entire process of Unclaimed Payouts
  • Collaborated with Mckinsey & co. & other cross functional departments of Exide Life for Control Tower project - Marketing Project
  • Successful completion of 3 projects under Young Manager's Program of Exide Life
  • Interacted with all stakeholders, including CSO and COO and explained scope for entire project.
  • Assisted supervisor in evaluating employee performance and cultivating improvement initiatives.
  • Learned all aspects of Insurance business from ground-up to fully understand every operational facet.
  • Formerly addressed Revivals, Loans and MIS

Trainee

Rural Electrification Corporation
05.2019 - 06.2019
  • Worked on a project – Asset Liability Management/Risk Management ( topic )
  • Studied the need of ALM along various financial risks with analysis of the company’s financials
  • Delivered changes to key management and processes which automated and streamlined outdated processes
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Handled delegated tasks.

Trainee

Pioneer Freight Services Limited
05.2015 - 06.2015
  • Assisted with administrative tasks to better understand industry processes.
  • Organized and monitored the shipment of products in accordance with customer requirements.
  • Created reports on freight costs, delivery timelines, invoices and other related information.
  • Analyzed data to identify cost savings opportunities in the logistics process.

Education

MBA - General (CGPA - 7.8)

Amity University
03.2020

BBA - General

Vivekananda Institute of Professional Studies, IP
03.2017

Secondary Examination - Class XII -

Kulachi Hansraj Model School C.B.S.E
03.2014

Higher Secondary -

Kulachi Hansraj Model School; C.B.S.E
03.2012

Skills

  • Account Management
  • Customer Education and Consulting
  • Sales Reporting
  • New Business Development
  • Relationship Building
  • Managing Operations
  • Administration and Reporting
  • Proficient in Excel, PowerPoint

Affiliations

  • Awarded as Employee of the Month 5 times in Exide Life ( Now HDFC Life )
  • Gold Medalist in Football for 3 consecutive years in IP University
  • Green Honors in Military Training camp
  • Participated in International conference on "Best investment product in India"
  • Active participant in co-curricular activities organized by Amity School of Insurance Banking and Actuarial Science

Personal Information

Permanent Address: 218, Sunehri Bagh Apartment, Sector-13, Rohini, Delhi-110085 Current Address: Same as permanent address Personal Details

Languages

  • Fluent in English & Hindi, working knowledge of German

Timeline

Assistant Manager

Prudent Insurance Brokers
02.2023 - Current

Assistant Manager

Exide Life Insurance Co Ltd
01.2021 - 01.2024

Trainee

Rural Electrification Corporation
05.2019 - 06.2019

Trainee

Pioneer Freight Services Limited
05.2015 - 06.2015

MBA - General (CGPA - 7.8)

Amity University

BBA - General

Vivekananda Institute of Professional Studies, IP

Secondary Examination - Class XII -

Kulachi Hansraj Model School C.B.S.E

Higher Secondary -

Kulachi Hansraj Model School; C.B.S.E
Shubham Arora