Travelling
SIMRAN SOOD
Sr. Corporate Agency Manager
Ahmedabad
Summary
Highly accomplished and results-driven Senior Corporate Agency Manager with over 4 years of experience in driving business growth and maximizing profitability in the corporate sector. Proven track record in developing and implementing strategic initiatives to enhance agency performance, strengthen client relationships, and optimize operational efficiencies. Skilled in leading cross-functional teams, managing complex projects, and delivering exceptional service to high-profile corporate clients. Expertise in risk management, business development, financial planning, and regulatory compliance. Adept at leveraging industry insights and market trends to create competitive advantages and foster sustainable business success.
Overview
4
4
years of professional experience
18
18
years of post-secondary education
5
5
Certifications
Work History
Sr. Corporate Agency Manager
HDFC Life
9 2021 - Current
- Worked with HNW customers to understand needs and provide excellent service
- Developed strong relationships with corporate clients through attentive service and proactive problem solving.
- Managing HDFC Bank's Licensed staff in Tele Channel to drive sales objectives and boost revenue
- Maintained up-to-date knowledge of industry trends as well as competitor offerings to better position agency services within the marketplace.
- Exceeded goals through effective task prioritization and great work ethic
- Conferred with sales teams and team leaders to communicate targets, boost revenue and improve promotional strategies
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques
- Created customer support strategy to increase customer retention
- Collaborated with upper management to improve customer service processes and support structures company-wide
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services
- Boosted agency revenue by identifying cross-selling opportunities within existing client base.
Executive Trainee
HDFC Life
2020.07 - 2021.09
- Gained knowledge of company policies, protocols and processes.
- Developed problem-solving abilities through hands-on experience with real-life business scenarios.
- Maintained high-quality standards in all aspects of work, ensuring customer satisfaction at every touchpoint within the business journey.
- Built lasting relationships with clients through exceptional service delivery, fostering loyalty and repeat business opportunities.
- Boosted sales performance by designing and implementing rigorous training program for assigned Licensed Bank staff sales team.
- Showcased strong organizational skills by effectively managing multiple projects and tasks simultaneously, meeting all deadlines, and maintaining a high level of performance under pressure.
- Handled day-to-day customer or client questions via telephone or email.
Education
Master of Business Administration - IT & Telecom - Marketing & Operations
Panjab University
Chandigarh, India 2018.05 - 2020.05
Bachelor of Science - Information Technology
Panjab University
Chandigarh, India 2014.05 - 2017.05
12th - Science Education
DAV Public School
Palampur, India 2001.04 - 2014.05
10th - undefined
Binwa Public Sr. Sec. School, Baijnath
2012.08 - 2012.05
Skills
Business development and planning
Strategic Planning
Client Relationship Management
Customer Portfolio Management
Training and Development
Relationship Building
Teamwork and Collaboration
Customer Engagement
Interpersonal Communication
Stakeholder Management
Certification
Customer Service Mastery : Delight Every Customer
Accomplishments
- Secured 79 AIR in PU-MET exam
- Silver Star Club Achiever of HDFC Life Step Up'23
- Regionally certified for FYFP Top Achievement
Interests
Puzzle solving & Strategy games
Volunteering
Timeline
Sales Strategies and Approaches in a New World of Selling
2024-04
Customer Service Mastery : Delight Every Customer
2024-03
Customer Experience (CX) in Industry 4.0
2024-03
Selling with Empathy during Uncertain Times
2024-03
The Fundamentals of Digital Marketing
2020-08
Executive Trainee
HDFC Life
2020.07 - 2021.09
Master of Business Administration - IT & Telecom - Marketing & Operations
Panjab University
2018.05 - 2020.05
Bachelor of Science - Information Technology
Panjab University
2014.05 - 2017.05
10th - undefined
Binwa Public Sr. Sec. School, Baijnath
2012.08 - 2012.05
12th - Science Education
DAV Public School
2001.04 - 2014.05
Sr. Corporate Agency Manager
HDFC Life
9 2021 - Current
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