Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Shubham Patel

Mumbai

Summary

Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies.

Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.

Open and positive communicator with calm and level-headed approach to managing routine needs and meeting special challenges.

Talented Sales Agent with experience convincing, persuading and closing deals.

Overview

5
5
years of professional experience

Work History

Sbi Life

Call2connect
Mumbai
08.2023 - 04.2024
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Generated reports detailing sales activities, client interactions, and progress towards goals.
  • Monitored market conditions to ensure that existing policies remain competitively priced.

Factory Manager

Raw Elements
Palghar
04.2022 - 06.2023
  • Collaborated with marketing team to create promotional materials for target customers.
  • Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
  • Created and presented monthly reports to management on sales performance.
  • Maintained accurate records of all transactions between customers and company representatives.
  • Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
  • Achieved company growth and brand development through market expansion and sales.

Credit Card Customer Service Representative

Indusind Bank
Mumbai
06.2019 - 12.2021
  • Demonstrated strong knowledge of banking laws and regulations pertaining to credit cards.
  • Advised customers on how best to use their credit cards responsibly while minimizing debt levels.
  • Built relationships with clients by providing excellent customer service and support.
  • Processed new accounts including application verification, data entry and account activation.
  • Upgraded existing accounts by offering more competitive terms or higher limits.
  • Analyzed customer profiles to recommend appropriate credit cards based on individual financial situation.
  • Assisted customers in making informed decisions on the best credit card product for their needs.

Education

BMS - Finance Management

KG. Mittal College of Management
Malad
04-2022

Higher Secondary - Commerce

Utkarsha Vidhyalaya & JR College
Virar
04-2019

SSC -

ST Anthony's High School
Nallasopara
03-2017

Skills

  • Customer follow-up
  • Client Retention
  • Client Relations
  • CRM Software
  • Upselling
  • Policy Knowledge
  • Insurance sales strategy
  • New Agent Training

Languages

Hindi
First Language
English
Intermediate (B1)
B1
Marathi
Elementary (A2)
A2

Timeline

Sbi Life

Call2connect
08.2023 - 04.2024

Factory Manager

Raw Elements
04.2022 - 06.2023

Credit Card Customer Service Representative

Indusind Bank
06.2019 - 12.2021

BMS - Finance Management

KG. Mittal College of Management

Higher Secondary - Commerce

Utkarsha Vidhyalaya & JR College

SSC -

ST Anthony's High School

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Shubham Patel