Vaibhav Mourya
New Delhi,DL
Summary
Proven Relationship Manager with a track record of exceeding performance metrics at Smc Insurance Brokers Private. Specializes in building client relationships and leveraging excellent communication for business development. Demonstrated leadership in mentoring teams and enhancing operational efficiency. Skilled in relationship management and client satisfaction, consistently achieving goals with a strategic approach.
Overview
6
6
years of professional experience
Work History
Relationship Manager
Smc Insurance Brokers Private
New Delhi
04.2022 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Insurance Consultant
Bajaj Allianz General Insurance
New Delhi
03.2020 - 04.2022
- Evaluated competitor offerings by researching market trends to inform targeted sales pitches that highlighted unique value propositions of available policies.
- Improved operational efficiency within the agency by streamlining workflows, automating tasks, and leveraging technology where appropriate.
- Conducted comprehensive policy audits for clients, ensuring proper documentation and compliance with regulatory requirements.
- Provided exceptional customer service during the claims process by guiding clients through each step and advocating on their behalf when needed.
Insurance Advisor
DD Motors
New Delhi
09.2018 - 02.2020
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
Education
Bachelor of Commerce, India - Accounting And Business Management
Delhi University
New Delhi, India09.2023
INTERMEDIATE - Commerce With Maths
Central Board of Secondary Education
New Delhi, India09.2015
MATRICULATION - All Subjects
Central Board of Secondary Education
New Delhi, India08.2013
Skills
- Relationship Building
- Client Relationships
- Excellent Communication
- Team Leadership
- Business Development
- Relationship building and management
Languages
English
Upper intermediate (B2)
Hindi
Advanced (C1)
Timeline
Relationship Manager
Smc Insurance Brokers Private
04.2022 - Current
Insurance Consultant
Bajaj Allianz General Insurance
03.2020 - 04.2022
Insurance Advisor
DD Motors
09.2018 - 02.2020
Bachelor of Commerce, India - Accounting And Business Management
Delhi University
INTERMEDIATE - Commerce With Maths
Central Board of Secondary Education
MATRICULATION - All Subjects
Central Board of Secondary Education