Sujata Suri
Pune
Summary
Analytical and meticulous sales professional with comprehensive experience in relationship-building, partnership cultivation and profit channel growth. Self-motivated leader with natural talent for networking and territory development. Excels at leveraging customer data to deliver strong solutions.
Overview
18
18
years of professional experience
Work History
Corporate Sales Manager
HDFC Life Insurance
08.2022 - Current
- Handling Branches of Cooperative Bank Channel.
- Managing both Branch and team in subordination to generate good business.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Organized promotional events and interacted with community to increase sales volume.
- Developed strategic relationships with key suppliers and clients to foster profitable business initiatives.
Relationship Manager
Bajaj Alliaanz Life Insurance
08.2005 - 07.2021
- Acquiring NTB Customers for Insurance ,Term Plans and other Investment Products
- Analyzing the target audience and converting them .Taking appointments at corporate level and giving presentation for employee -employer cases, term plans at corporate level
- Customer Engagement
- End to end sales and service.
01.2019 - 01.2020
- Achieved 38 lacs with 26 nops against the target of 21 lakhs and 36 Nops
- Have more than 75±HNI clients closely working
- Have qualified twice for Dubai ,Yearly Convention Amsterdam, Goa and Local cruise.
Exide, Insurance
01.2019 - 06.2019
- Worked with Direct Marketing Channel successfully Promoted to Senior Relationship Manager from
- Relationship Manager
- Achievements, Achieved 26.2 lakhs with 36 Nops business against the target of 12 lakhs and 30 Nops first financial year
Relationship Manager
Aviva Life Insurance
11.2015 - 03.2018
- Worked with Direct Marketing Team as, Handling the existing Portfolio Customers ,Cross Selling ,Sales and Servicing to Portfolio Customers
- Adding new NTB Customers to Portfolio.
Assistant Branch Manager
01.2010 - 09.2010
- Sourcing Current Account customers for Branch Servicing Portfolio Customers Value Buildup Cross Selling all the Premium Products of the Bank Generating revenue for the Bank Crosselling Insurance and other Retail Products
Assistant Manager
HSBC, Hong Kong Sanghai Bank Ltd
12.2006 - 04.2009
- Handling 3 products like Trade Service, Factoring Services and Payment and Collections
- Acquiring new customers for Trade service
- Import& Export remittances
- LC Discounting, forfeiting, confirmation and issuing
- Handling Treasury Product
- Regular Follow-ups with all the clients
- Accuring SSI customers for factoring services
- Analyzing and Scoping of Balance Sheets
- Regular Follow-ups with all the clients.
Senior Relationship Executive
ICICI Bank LTD
06.2005 - 05.2006
- Opening A/C’s of Importer’ and Exporter’s
- Getting new customers for Trade
- Remmittances
- Forex related services i.e
- Opening LC, BG, Forward Contract, Swaps, Futures & Options, For Local Clients providing services like Overdraft facility, Small Business Loan, Cash
- Management Services
- Generating new customers and new business for bank Client visiting.
Education
PGDBA Completed PGDBA - Marketing
Bachelor of Commerce - undefined
2003
Higher Secondary - undefined
2000
MS Office - undefined
1998
Skills
- Direct Sales
- Consultative Selling Techniques
- Customer Relations Management
- Customer Acquisition
- Interpersonal Communication Skills
- Sales Presentation
- Warm Calling
- Client Rapport-Building
- Customer Consultations
- Staff Meetings
Timeline
Corporate Sales Manager - HDFC Life Insurance
08.2022 - Current
- Exide, Insurance
01.2019 - 06.2019
-
01.2019 - 01.2020
Relationship Manager - Aviva Life Insurance
11.2015 - 03.2018
Assistant Branch Manager -
01.2010 - 09.2010
Assistant Manager - HSBC, Hong Kong Sanghai Bank Ltd
12.2006 - 04.2009
Relationship Manager - Bajaj Alliaanz Life Insurance
08.2005 - 07.2021
Senior Relationship Executive - ICICI Bank LTD
06.2005 - 05.2006
Rai University - PGDBA Completed PGDBA, Marketing
K.J Somaiya College of Science & Commerce
University: Mumbai University - Bachelor of Commerce,
Shri Sannathan Junior College
University: Mumbai University - Higher Secondary,
Chembur Karnataka High School
University: Maharashtra Board, Aptech Institute - MS Office,
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