URVASHI GUPTA
Jaipur
Summary
Dynamic Area Manager with ICICI Prudential Pension Fund Management Company with the experience of 4.8 Years, skilled in corporate sales and stakeholder management. Proven track record in developing targeted strategies that increased market share and enhanced team performance. Adept at building strong client relationships and delivering impactful presentations, driving significant growth in the National Pension System sector.
Overview
6
6
years of professional experience
Work History
Area Manager
ICICI Prudential Pension Fund Management Company Limited
Jaipur
05.2021 - 05.2025
- Oversee the sales and distribution of National Pension System (NPS) products to both corporate clients and individual retail clients.
- Develop and execute targeted sales strategies to achieve regional sales goals and increase market share.
- Establish and nurture strong relationships with key partners including Banks, NBFCs, Govt. Clients and other financial institutions to expand the reach of NPS products.
- Lead, train, and mentor a team of sales professionals, fostering a culture of high performance and continuous improvement.
- Monitor team performance, provide regular feedback, and implement development plans to enhance productivity.
- Prepare and present detailed sales reports to senior management, highlighting key performance indicators, challenges, and growth opportunities.
- Conduct presentations and seminars to educate clients and partners about the benefits and features of the National Pension System.
Sales Manager
ICICI Prudential Life Insurance Company Limited
10.2020 - 04.2021
- Develop and implement comprehensive sales strategies to promote life insurance products and achieve organizational goals.
- Analyze market trends, identify growth opportunities, and adapt sales tactics accordingly.
- Build and maintain strong relationships with clients, understanding their needs and providing tailored life insurance solutions.
- Provided support services to employees (bank), including quotation assistance, policy issuance, and servicing, while guiding them in business conversions.
- Focusing on our existing business base(renewal) by exploring opportunities with our channel partner (bank) and growing our market share among Competitor.
- Maintained the Retail accounts and provided services like customer payment refund, payment forms, payment discrepancies, payment histories, statements of account.
Internship Student
Siemens financial Services
Gurugram
03.2019 - 05.2019
- Gained hands-on exposure to the operations and regulatory framework of Non-Banking Financial Companies (NBFCs).
- Learned about financial products, credit assessment, and risk evaluation processes.
- Observed and supported the sales team in client acquisition and relationship management.
- Developed an understanding of the end-to-end sales cycle in financial services, including lead generation, proposal drafting, and client follow-ups.
Education
PGPM - Marketing
ICFAI BUSINESS SCHOOL
Mumbai, MH03-2020
BBA - Bachelor of Business Administration
IIS UNIVERSITY
Jaipur05-2018
Skills
- Coaching and Mentoring Skills
- Corporate Sales
- Presenting Skills
- Advanced Excel
- Business Development
- Operations Management
- Problem solving
- Customer Relationship Management
(CRM) - Client Servicing
- Stakeholder Management
- Business Development
Accomplishments
- Award of Excellence for Business achievement for the year 2021-2022.
- 2nd Runner Up in Entrepreneurship event conducted by E-cell in IBS Mumbai in 2018.
- Appreciations Certificates for Performing arts in Cultural Activities & Hr conclave.
Affiliations
- Recognized increasing sales performance in first 60 days
- Executed promotional activities
- Develop or Implemented new procedure or system
- Giving an appreciable presentation at work
- Got an opportunity to mentor a very skilled team
Timeline
Area Manager
ICICI Prudential Pension Fund Management Company Limited
05.2021 - 05.2025
Sales Manager
ICICI Prudential Life Insurance Company Limited
10.2020 - 04.2021
Internship Student
Siemens financial Services
03.2019 - 05.2019
PGPM - Marketing
ICFAI BUSINESS SCHOOL
BBA - Bachelor of Business Administration
IIS UNIVERSITY
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