Smruti ranjan Palai

Successfully achieved monthly sales targets by selling a variety of credit card products to individual and corporate clients.

• Conducted market research to identify customer needs and recommended suitable financial products.

• open demat accounts, Encourage to investment in stock market Introduced initiatives to establish strategies providing long-term residual income.
• Demonstrated products to encourage purchases by showcasing features and benefits.
• Identified prospect needs and offered appropriate products and services.

• Generated increase in new clients by proactively contacting previous quotes and lapsed accounts.
• Helped clients set up new policies and followed up about timely payments.
• Exhibited positive brand ethos and integral values in internal and external correspondence.
• Maximised revenue by converting enquiries into sales.
• Drove business growth by cross-selling products, leading to better profit margins.
• Reviewed new insurance products from carriers to determine suitability for client needs.

• Prospected potential customers to increase policy acquisition and meet revenue goals.
• Assessed business risks and evaluated liability policies to protect assets.
• Explained risk coverage premiums and benefits to customers to foster informed decision-making.
• Maximised revenue by converting enquiries into sales.
• Met with clients to assess insurance needs and answer policy questions.

• Reviewed and improved sales performance to routinely meet or exceed targets.
• Tracked sales and order information by navigating internal computer system.
• Identified new leads through data mining and telesales to meet set targets.
• Performed sales visits to take strategic action on new business leads.