Teena Choksi
Surat
Summary
Seasoned financial manager with broad experience in budgeting, forecasting, and strategic planning. Skilled in optimizing financial processes and leading teams to exceed corporate goals through innovative strategies and efficient resource allocation. Proven track record of enhancing operational efficiency and financial health within diverse organizations. Demonstrated ability to analyze complex financial data and recommend actionable solutions that drive growth and profitability.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Manager
Indusind Bank Ltd
Surat
06.2021 - 06.2022
- Managing portfolio customers and generating revenue from it
- Bringing new customer to Bank
- Sales of all Banking products
Relationship Manager
Max Life Insurance
Surat
04.2020 - 02.2021
- Manage Portfolio of Existing Policy Holders
- To Service and Manage Portfolio of Existing Policy Holders
- Source New Business from Existing Customers and from Own Data Base
Privilege Banker
ICICI Bank
Surat
01.2019 - 03.2020
- Banking Operation Work
- Managing portfolio customers and generating revenue from it
- Bringing new customer to Bank
- Sales of all Banking products
Corporate Agency Manager
HDFC LIFE
Surat
02.2015 - 12.2018
- Manage HDFC BANK Business
- Conversion Of leads Generated by Bank Staff and get business from it
- Self-lead Generation and Loyalty business
- Banca insurance
Sr. Sales Executive
LIC OF INDIA
Surat
02.2013 - 01.2015
- Lead conversion of online leads
- Get business from market through direct marketing and canopy activities
- To help to achieve the target to DSE which allotted to us
- Build team and promote them for business target
- Direct Marketing Dep
Education
B.COM -
V.N.S.G.U
01.2010
H.S.C. -
G.H.S.E.B
01.2006
S.S.C. -
G.S.E.B
01.2004
Skills
- Effective customer communication
- Financial planning processes
- Wealth management offerings
- Solution management
- Relationship building and management
- FLUENT IN English
Certification
- IRDA
- AMFI
Languages
English, Hindi, Gujarati.
Hobbies and Interests
Innovative Thinking, Project, Research.
Accomplishments
- Maintain the ranking in top15 Dmkt & Receive the Appreciation Certificate by SDM
- Every month Qualifying for ACTIVISATION PAYOUT in top slabs, Receive the Trophy & Appreciation Certificate For the completion of Business target for the month of Sep. by Sr. Divisional Manager
- Qualified for Silver coin for in NOP basis in the month of September by B.M
- Got increment In6 months After joining company and got promoted in a year
Disclaimer
I Hear by Declare That The Details Mentioned Above Are True And Best My Knowledge. Thanking You, Yours Sincerely (Teena U Jani)
Timeline
Relationship Manager
Indusind Bank Ltd
06.2021 - 06.2022
Relationship Manager
Max Life Insurance
04.2020 - 02.2021
Privilege Banker
ICICI Bank
01.2019 - 03.2020
Corporate Agency Manager
HDFC LIFE
02.2015 - 12.2018
Sr. Sales Executive
LIC OF INDIA
02.2013 - 01.2015
- IRDA
- AMFI
B.COM -
V.N.S.G.U
H.S.C. -
G.H.S.E.B
S.S.C. -
G.S.E.B