Shubham Umarvaish
Mumbai
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with Number years' experience in Industry. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
Work History
Bank Officer
IDFC First Bank
Mumbai
04.2021 - 10.2022
- Met with clients and advised on loan conditions and negotiated further contract terms to meet clients needs.
- Delivered high-performing initiatives to improve customer and business experiences and outcomes.
- Managed heavy daily workload of client meetings, reporting and administrative processing using exceptional multitasking and prioritisation skills.
- Delivered comprehensive and supportive customer service to all clients using exceptional customer service skills.
- Spoke to customers in multiple languages to resolve problems and answer questions.
- Maximised customer engagement and satisfaction by delivering excellent customer service.
- Assessed customer insurance needs through in-depth analysis and consultative sales approach.
- Responded quickly to client requests with excellent systems knowledge.
- Maintained extensive knowledge of insurance products to provide detailed specifications to customers.
- Utilised sales and negotiation skills to complete sales pitches and closures.
- Provided relevant information along with attentive customer service to all customers.
- Suggested add-ons and increased coverage levels to maximise sales opportunities.
- Advised existing and prospective clients on different insurance policies.
- Reviewed customer history and backgrounds to recommend fiscally responsible products.
- Determined insurance requirements by liaising with customers for comprehensive understanding of needs.
Relationship Manager
Tata Aia Life Insurance
Mumbai
07.2023 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Worked with Name and Name departments to facilitate communication and deliver personalized solutions to customers.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed loyalty programs to reward and maintain customer retention.
- Complied with established internal controls and policies.
Education
Bachelor of Mass Media in Journalism - Media
B K Birla College of Arts,Science and Commerce
Dombivali, MH2020
HSC - Commerce
DKVC College of Commerce
Dombivali, MH2017
SSC -
South Indian Association High School
Dombivali, MH2015
Skills
- Sales and market development
- Client communication
- Root cause problem-solving
- Relationship management
- Sales techniques
- Retail marketing
- Wealth Management
- Financial Advising
- Product Knowledge
- Client Relationships
- Financial Services
- Customer Relationship Management
- Service Assistance
- Client Meetings
- Client Acquisition
- Banking
- Loans
Timeline
Relationship Manager
Tata Aia Life Insurance
07.2023 - Current
Bank Officer
IDFC First Bank
04.2021 - 10.2022
Bachelor of Mass Media in Journalism - Media
B K Birla College of Arts,Science and Commerce
HSC - Commerce
DKVC College of Commerce
SSC -
South Indian Association High School
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