SIMLA GHORAI
Kolkata
Summary
Relationship manager with extensive experience in insurance securities and financial services. Proven expertise in customer relationship management, business development, and financial product sales. Consistently achieved business performance that qualified for international recognition trips to Singapore and Dubai.
Overview
8
8
years of professional experience
Work History
Relationship Manager
Star Union Dai-ichi Life Insurance
04.2021 - Current
- Develop and maintain strong customer relationships.
- Provide insurance and financial solutions based on client requirements.
- Drive business growth through sales and customer engagement.
- Achieved recognition through qualification trips to Singapore and Dubai.
Relationship Manager
Future Generali Life Insurance
01.2021 - 03.2021
- Assisted customers in selecting suitable insurance products.
- Supported business development and relationship-building initiatives.
Relationship Manager
Motilal Oswal Financial Services
03.2020 - 12.2020
- Managed customer investment relationships and financial service offerings.
- Generated new business opportunities and maintained client satisfaction.
Relationship Manager
Reliance Securities
09.2018 - 02.2020
- Guided clients in selecting tailored investment and wealth-management solutions, enhancing their financial portfolios.
- Cultivated long-term client relationships, contributing to sustained revenue growth.
Education
Bachelor of Arts (B.A.) - Journalism & Mass Communication
University of Calcutta
01-2013
Higher Secondary -
West Bengal Council of Higher Secondary Education
01-2010
Secondary Education -
West Bengal Board of Secondary Education
01-2008
Skills
- Relationship management
- Client retention
- Customer acquisition
- Customer relationship management
- Sales strategy
- Business development
- Insurance sales
- Customer service
- Target achievement
- Banking operations
- Financial advisory
- Portfolio management
- Financial analysis
Accomplishments
- Qualified for International Recognition Trips to Singapore and Dubai.
- Demonstrated strong performance in customer acquisition and business development.
Languages
Bengali
Hindi
English
Custom
- Travelling
- Learning New Financial Products
- Customer Engagement
Timeline
Relationship Manager
Star Union Dai-ichi Life Insurance
04.2021 - Current
Relationship Manager
Future Generali Life Insurance
01.2021 - 03.2021
Relationship Manager
Motilal Oswal Financial Services
03.2020 - 12.2020
Relationship Manager
Reliance Securities
09.2018 - 02.2020
Bachelor of Arts (B.A.) - Journalism & Mass Communication
University of Calcutta
Higher Secondary -
West Bengal Council of Higher Secondary Education
Secondary Education -
West Bengal Board of Secondary Education