Open To Work
Sourav Rajani
Upar Tola Palganj, Giridih Jharkhand
Summary
Dynamic Relationship Manager with proven success at Aviva Life Insurance, excelling in customer relationship management and sales strategy. Achieving significant revenue growth while fostering client loyalty through active listening and tailored solutions. Proficient in CRM systems, ensuring efficient service delivery and client satisfaction.
Overview
8
8
years of professional experience
Work History
Relationship Manager
Aviva Life Insurance ( Banca channel) Bihar Gramin Bank
Jamui
08.2021 - Current
- Building relationship with channel partners such as bank branch teams to drive joint sales efforts.
- Manage client relationships to ensure satisfaction and retention.
- Coordinated policy renewals with clients and internal teams.
- Resolved client inquiries and issues in a timely manner.
- Maintained accurate records of client interactions and transactions.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Built long-term relationships with clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Maintained accurate records of all client interactions within the company's CRM system.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Ensuring accurate assessment of the customer's risk profile to avoid mis-selling and minimize company liability.
Operation Assistant Cashier
Jana small Finance Bank
Arrah
08.2018 - 11.2019
- Facilitated cash transactions and account inquiries, enhancing customer satisfaction.
- Processed deposits, withdrawals, and loan payments efficiently.
- Maintained accurate cash drawer balances throughout shifts.
- Balanced daily cash drawer, maintained records of all transactions, and prepared bank deposits.
- Greeted customers and provided exceptional customer service.
- Addressed customer concerns with empathy and professionalism.
- Streamlined branch operations by efficiently filing and organizing documents.
- Coordinated daily reports to uphold compliance with bank policies.
- Conducted regular audits to ensure compliance with company procedures.
Education
S B B P S S Jain High School Madhuban
Madhuban, IndiaAdvance Diploma In Computer Application - Advance diploma in computer application
Bharti Computer
Intermediate
Giridih , IndiaBachelor of Science - Biotechnology
Maharaja College Ara
Ara , IndiaMaster of Arts - Public Administration
Veer Kunwar Singh University
Ara , IndiaSkills
- Key Account management
- Sales strategy
- Revenue growth
- Lead generation
- Sales proficiency
- Negotiation techniques
- Cross-selling
- Customer management
- CRM proficiency
- Market analysis
- Active listening
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Bhojpuri
Proficient (C2)
C2
Khortha
Proficient (C2)
C2
Accomplishments
- Award of Excellence. National Training Convention Qualifier- AMJ 2022 Facilitate in Goa
- Outstanding performance Award Apr-Dec 2022 facilitate in Delhi
- Almaty (Kazakhstan) tour Qualifier for outstanding performance in FY 2023-2024
- Qualified shimla Trip for outstanding performance in JFM 2026
Affiliations
- Listing Music
- Travelling
- Meeting with new people
- Playing Puzzle
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteSalary Range
₹30000/yr - ₹200000/yrTimeline
Relationship Manager
Aviva Life Insurance ( Banca channel) Bihar Gramin Bank
08.2021 - Current
Operation Assistant Cashier
Jana small Finance Bank
08.2018 - 11.2019
S B B P S S Jain High School Madhuban
Advance Diploma In Computer Application - Advance diploma in computer application
Bharti Computer
Intermediate
Bachelor of Science - Biotechnology
Maharaja College Ara
Master of Arts - Public Administration
Veer Kunwar Singh University