Smita Ballal
Navi Mumbai
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
8
8
years of professional experience
Work History
Financial Advisor
HDFC SALES PVT. LTD.
Navi Mumbai
06.2018 - Current
- Educated customers about plan features, pricing, and availability.
- Transformed complex technical terminology of insurance plans into easily comprehensible language.
- Ensured continuous adherence to applicable laws, regulations, and company policies while selling insurance products.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Educated customers on the significance of adequate insurance coverage.
- Arranged meetings with prospective clients to present available products and services.
- Analyzed insurance rates and devised payment systems, collecting customer payments and issuing receipts.
Customer Relationship Manager
ICICI LOMBARD
Navi Mumbai
06.2016 - 06.2018
- Analyzed and proposed improvements to existing methods of handling customer inquiries.
- Provided timely and effective responses to customer communication across multiple platforms.
- Created detailed reports highlighting opportunities for improvement based on customer feedback.
- Ensured seamless execution of projects by collaborating effectively with multiple departments.
- Ensured precision in keeping records of customer interactions and transactions for future reference.
- Recorded and tracked all customer communications accurately.
Education
Bachelors of Management Studies - Marketing And Retail Mangement
D G Ruparel College of Arts, Science And Commerce
Mumbai04-2016
Skills
- Making insurance decisions
- Planning for retirement
- Developing financial plans
- Mutual funds understanding
Languages
Marathi
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Accomplishments
- Best Debudant in 2018
- SBP Contest Winner 2019
Affiliations
- Participated into FD Contest.
- Participated into Home Loans Contest
- Participated into Personal Loan Contest
Timeline
Financial Advisor
HDFC SALES PVT. LTD.
06.2018 - Current
Customer Relationship Manager
ICICI LOMBARD
06.2016 - 06.2018
Bachelors of Management Studies - Marketing And Retail Mangement
D G Ruparel College of Arts, Science And Commerce
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