Sonal Suman

• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
• Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
• Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
• Participated in staff meetings to discuss innovative strategies to improve services.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Coordinated efforts between various departments such as sales, service , operations teams for smooth delivery of services to clients.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
• Conducted in-depth market research to identify new business opportunities and
• potential areas for expansion.
• Delivered personalized client presentations, effectively communicating value proposition of services.
• Implemented CRM best practices, improving data accuracy and usability for client management.
• Streamlined internal reporting processes, allowing for more accurate forecasting and strategic planning.

Achievements:

• Portfolio Management: Handle an assigned key client's portfolio worth ₹5–10 crores.
• Sales Targets: Achieve at least 80–90% of monthly and quarterly sales targets.
• Client Retention: Contribute to improving client retention by 10–15% in Year 1 through proactive engagement.
• Business Development: Acquire at least 25-30 new corporate accounts in Health, Marine, or Property Insurance during the first year
• Client Satisfaction: Maintain a minimum of 85–90% client satisfaction score, tracked through feedback.

• Managed time efficiently in order to complete all tasks within deadlines.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Resolved problems, improved operations and provided exceptional service.
• Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
• Participated in team projects, demonstrating an ability to work collaboratively and effectively.
• Paid attention to detail while completing assignments.
• Worked flexible hours across night, weekend, and holiday shifts.
• Strengthened communication skills through regular interactions with others.
• Learned and adapted quickly to new technology and software applications.
• Proved successful working within tight deadlines and a fast-paced environment.

• Assisted in end-to-end recruitment by sourcing candidates and scheduling interviews.
• Managed onboarding and HR compliance.
• Improved communication and relationship management skills.
• Enhanced candidate experience by effectively managing the recruitment process and maintaining clear communication.
• Worked closely with hiring managers to understand their talent needs, ensuring alignment between intern skillsets and project requirements.
• Evaluated effectiveness of various recruitment channels, reallocating resources to optimize results.
• Developed strong relationships with universities to attract top-quality candidates for internships.
• Supported internal employee referral program by promoting opportunities and tracking referrals throughout the hiring process.
• Conducted initial resume screenings and phone interviews, narrowing down the pool of qualified candidates for hiring managers'' review.
• Streamlined talent sourcing methods for improved efficiency and better candidate selection.