Uriti Sudheer
HYDERABAD
Summary
Driven professional with a proven track record at HDB Financial Services, adept in MS Excel and showcasing exceptional skills in data analysis and client relationship management. Excelled in identifying client needs, surpassing sales targets, and significantly contributing to business development. Demonstrated ability to enhance customer satisfaction and drive financial product sales.
Overview
2
2
years of professional experience
Work History
Management Trainee
HDB Financial Services
06.2023 - 06.2024
- Identifying potential clients and developing current business.
- Understanding client requirements and recommending suitable financial products.
- Handling client applications and agreements, and ensuring they are progressing efficiently.
- Setting and achieving daily and monthly sales targets.
- Working with the higher teams to optimize lead generation strategies.
- Offering continuous support to customers to ensure satisfaction.
- Preparing accurate and timely sales reports daily and monthly.
- Connecting with customers and making direct contact with them for the collection process, timely payments, and maintaining cash flow.
Intern
TATA AIA Life Insurance Company
Srikakulam
10.2022 - 11.2022
- Completed an internship on 'A Systematic Evaluation of Life Insurance Policies at TATA AIA' at TATA AIA Life Insurance Company, Srikakulam.
- Gathering information on market trends, competitor activities, and customer preferences.
- Preparing and submitting evaluation reports from the last 10 years, and other relevant documentation of the company.
- Successfully convinced customers to purchase TATA AIA policies, with a combined premium value of 2 lakhs and sum assured value 20 Lakhs
Education
MBA - Finance, Retail Marketing
Gayatri Vidya Parishad College For Degree And PG Courses (Autonomous)
Vishakapatnam07-2023
B.Com - Accounting And Finance
Sri Venkateshwara Degree College
Guntur03-2020
Intermediate Certificate - M.P.C
Sri Chaitanya Junior College
Srikakulam03-2016
High School -
New Central School
Srikakulam04-2014
Skills
- MS Excel
- MS Powerpoint
- Data analysis
- Email Marketing
- Social media marketing
Projects
A study on fuel prices hike on customers, Contemporary project in MBA A systematic evaluation of life insurance policies in TATA AIA, Internship at TATA AIA Life Insurance Company, Srikakulam
Disclaimer
I hereby declare that all the information stated above is true and correct to the best of my knowledge and belief.
Languages
- Telugu
- English
Hobbies and Interests
Monitoring industry trends and strategies
Personal Information
- Date of Birth: 08/22/98
- Marital Status: Unmarried
Timeline
Management Trainee
HDB Financial Services
06.2023 - 06.2024
Intern
TATA AIA Life Insurance Company
10.2022 - 11.2022
MBA - Finance, Retail Marketing
Gayatri Vidya Parishad College For Degree And PG Courses (Autonomous)
B.Com - Accounting And Finance
Sri Venkateshwara Degree College
Intermediate Certificate - M.P.C
Sri Chaitanya Junior College
High School -
New Central School
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