Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Sonu Nain

Sonu Nain

Delhi

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Self-motivated Relationship Officer skilled in providing extraordinary customer service internally and externally to develop relationships and create positive customer experiences.

Overview

4
4
years of professional experience
1
1
Language

Work History

Executive Relationship Officer

Canara HSBC Life Insurance
05.2023 - 11.2023

*Proactively sourced and developed new business from internal and external referral networks.
*Built and maintained existing customer relationships, acting as a trusted advisor regarding a variety of insurance activities.
*Provided regular market and product feedback to improve services offered.

Deputy Manager

Max Life Insurance
10.2022 - 01.2023

*Maintained positive, professional working environment to optimise staff and customer satisfaction.
*Used excellent problem-solving and issue-resolution strategies to rectify difficulties quickly and effectively.

Senior Relationship Manager

Exide Life Insurance
08.2021 - 10.2022

*Clint and Stakeholder Management: Communicating and Coordinating with existing and new customer of exide and explaining them about our product and services.
*Upselling and Customer Retention: Pitching our best seller plans and upselling them to our existing customer and also retaining them with exide by providing them with best offers.
*Data Reporting: Preparing regular report and sharing it with stakeholder and management for record keeping and also showing trend analysis.
*Client Visit and Documentation: Extending support to our customers by providing home/office visits to our client. Also, ensuring proper documentation with detailed analysis for smoother processing.

Relationship Manager

Mswipe Technologies PVT LTD
07.2019 - 01.2021

*Daily 10 visit to Merchant location and build a healthy rapo.
Keep Merchant engaged by providing regular update and solving their concern within 24 hours.
*In Benefit of company variable document collection and delivery of customer satisfaction.
*Provide excellent customer service to improve business performance.
Keep Track of Allotted Merchant transaction graph and ensure to act on Transaction Drop.
*Create and enforce plans that will help meet the needs of customers.
*Build long-term relationship with clients and customers.
*Work quickly to address and resolve customer issues.
*Notify the sales team of new sales and cross-selling opportunities.
*Become familiar with the competition to stay ahead of them.
*Encourage high-sales and good customer service practices.

Education

Bachelor of Computer Applications - Computer Science

Mewar Institute of Management
Vashundra GZB
04.2001 -

12th - Art's

CBSE
Delhi
04.2001 -

High School Diploma -

CBSE
Delhi
04.2001 -

Skills

Punctual for time and work

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Personal Information

Father's Name : Mr. Satish Kumar
Date of Birth : 22-12-1992
Marital Status : Single
Address : B-740 MIG Flat East of Loni Road Nand Nagri North East Delhi - 110093
 


 


DATE :                                         SIGNATURE

Timeline

Executive Relationship Officer

Canara HSBC Life Insurance
05.2023 - 11.2023

Deputy Manager

Max Life Insurance
10.2022 - 01.2023

Senior Relationship Manager

Exide Life Insurance
08.2021 - 10.2022

Relationship Manager

Mswipe Technologies PVT LTD
07.2019 - 01.2021

Bachelor of Computer Applications - Computer Science

Mewar Institute of Management
04.2001 -

12th - Art's

CBSE
04.2001 -

High School Diploma -

CBSE
04.2001 -
Sonu Nain