Shweta Khanduri
Ankit Vihar Colony Near Indian Herbs Saharanpur
Summary
Skilled Sales Associate with expertise in sales, service and compliance. Highly- motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Flexible team player with strong problem-solving and interpersonal abilities. I’m seeking for challenging opportunities where i can fully use my skills for the success of the organisation as well as my personal growth.
Overview
2
2
years of professional experience
Work History
Associate - Finance Operations CET
MAX LIFE Insurance Company Limited
08.2024 - Current
- Managing office administration assets and upkeep of the same.
- New Business Processing and Banking of Initial & Renewal Premium.
- Managing Petty Cash & Vendor Payments.
- Working on tools like Ingenium, IBPS,MMMA For Cash and Cheque banking, Omnidoc Dolphin, Omniscan,My flow and UNO.
- Retention of Surrender Requests.
- Execution of all Service Requests - Past Policy Issuance.
- Life and Health Claim Processing.
- Handling customer complaints issue and Audit Rating.
- work on collections of 13th month and 25th month persistency.
- Visit all allocated Revival cases & Collection Payment.
- Closely working with the billing department to implement the process and policies that helps in accurate invoicing.
- Preparing documentation necessary to create the Banking Memo necessary to customer account Preparing cheque memo.
- Maintaining High NPS Scores.
- Resolving customer query via mail and call and walk in.
- Complete targets of S2S , S2R , P2S , PRAN, and also work on Surrender retention and ECS retention
Assistant Relationship Manager Bancassurance
PNB Metlife Insurance Company Limited
05.2024 - 08.2024
- Provide advice to customers on Life Insurance and it’s Benefits.
- Analysed clients'' financial needs to recommend suitable life insurance products and coverage amounts.
- Generated sales leads from available database, walk-in customers of bank.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Provided expert financial advice to clients, enhancing their decision-making process.
- Addressed customer questions and concerns regarding Life Insurance and services.
- Contributing to meeting sales targets.
Branch Relationship Executive
SBI Cards Banca
05.2022 - 05.2024
- 2 year experienced as a credit card associate at state bank of india.
- Generate sales lead from walk in customer and reference.
- Dedicated to providing high quality customer services.
- Educate customers about billing cycle and payment procedure.
- Maintain record of customer and get in touch with them of business.
- Following up customer for complete sales procedure.
- Ran a seminar just to find new valueable customer.
- Organized marketing events to promote bank products and services.
Education
Masters of Business Administration - HR,Finance
A.K.T.U University Lucknow
Disha Bharti College Of Management And Education01-2023
Bachelor of Business Administration -
C.C.S University Meerut
Disha Bharti College Of Management And Education01-2021
Intermediate - Commerce & Mathematics
UP Board Allahabad
01-2018
Matriculation - Science & Mathematics
UP Board Allahabad
01-2016
Skills
- Sales experience
- Customer Portfolio Management
- Effective communication
- Relationship Building
- Quick learner
- Team work
Achievements
- PNB Metlife Banca Flash Award. May 2024.
- SBI Cards Award for Outstanding Business performance For the year 2023 -24.
- SBI Cards Award for Outstanding Business Performance For the year 2022-2023.
- SBI Banca Spot Award July 2023 Achieving Highest Add-On in Meerut Module (Delhi Circle, Banca Channel)
Personal information
Father name - late mukesh khanduri
Date of birth - 04.10.2000
Marital status - Unmarried
Languages - Hindi,English,Pahadi
Timeline
Associate - Finance Operations CET
MAX LIFE Insurance Company Limited
08.2024 - Current
Assistant Relationship Manager Bancassurance
PNB Metlife Insurance Company Limited
05.2024 - 08.2024
Branch Relationship Executive
SBI Cards Banca
05.2022 - 05.2024
Masters of Business Administration - HR,Finance
A.K.T.U University Lucknow
Bachelor of Business Administration -
C.C.S University Meerut
Intermediate - Commerce & Mathematics
UP Board Allahabad
Matriculation - Science & Mathematics
UP Board Allahabad