Dynamic Senior Financial Services Manager at ICICI Prudential Life Insurance, adept at portfolio management and fostering strong client relationships. Proven track record in exceeding business production goals while delivering exceptional customer service. Skilled in team management and problem-solving, driving growth through strategic networking and tailored insurance solutions.
Present and explain insurance policy options based upon prospective client needs and personal goals for customized customer services.
Develop ongoing networking relationship with real estate agents, mortgage leaders, little companies, NRI parties and auto dealers to consistently grow the book of business.
Meet new insurance business production goals and objectives as established each month.
Conducted daily document retrieval, reviewed insurance applications for accuracy and completeness and confirmed policy details for underwriting.
Portfolio management