VERTIKA SINGH
Noida
Summary
To have a growth oriented career, where I can contribute my knowledge and skills to the organization and enhance my experience through continuous learning and team work.
Forex Trading and development educational materials to assist in training. Excellent ability to work either alone or as part of team, and proven track record of success doing both. Expertise in market analysis, risk management, and algorithmic trading.
Overview
6
6
years of professional experience
8064
8064
years of post-secondary education
Work History
Relationship Manager
Volofin Services Pvt Ltd
Delhi
01.2025 - 07.2025
- I’ve consistently exceeded sales targets and contributed to revenue growth through strategic client acquisition and relationship management.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Specializing in B2B & B2C sales, digital payments and financial product solutions. I have successfully led multiple projects aimed at enhancing customer experience and streamlining operation.
- Generated reports regarding customer interactions, performance metrics, and revenue goals.
- Providing capital fund to the exporter on the basics of invoices and BL and make an agreement with the buyer who will make the payment to financial company.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Passionate about leveraging data- driven insight to craft winning sales strategies and build lasting clinet relationships.
- Monitored macroeconomic data releases to anticipate potential market movements.
Senior Business Sales Manager
Bajaj Allianz Life Insurance Company Limited
Delhi
02.2023 - 01.2025
- Manage a team of 10 people with increased customer satisfaction and sales
- Analyzed individual team member personal data to pinpoint weaknesses, then schedule one-on-one training sessions to address possible factors and improve performance
- Established benchmarks for sales, customer satisfaction, and management of new team members
- Mentor new employees and train them to improve collaboration
- Set ambitious sales goals and motivated strong performance to keep team growing effectively
- Monitored sales team performance and provided constructive feedback
- Reported sales data to upper management for review
- Created and maintained documentation on sales processes, policies and training materials and assisted with onboarding new talent.
- Recruited and trained new employees to meet job requirements.
SME Team Leader
DJT Corporation & Investments Pvt Ltd
Noida
07.2020 - 01.2023
- Manage a team of 5 people with increased sales and building a strong team
- Ability to understand customer needs, explain about different insurance products and build strong client relationship
- Trained the team members effectively
- Guided Team through life insurance licensing
- Meet daily, weekly and monthly target
- Make sure that team members meet their targets
- Keep Update of all the different insurance products
- Convince the customers to buy insurance
- Sought out new clients and developed client relationship through networking, direct referrals, lead database.
Relationship Manager
ICICI Bank
Delhi
07.2019 - 06.2020
- Implemented strategies aimed at improving overall customer satisfaction levels.
- Analyzed market trends and identified potential new customers through research activities.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Responsible for sales of third party products ( Life insurance, General Insurance, Demate- Prime, Mutual Fund, Credit card, Forex Trading etc) to the existing customers base.
- Provided training sessions for colleagues on best practices.
- Monitored macroeconomic data releases to anticipate potential market movements.
- Conducted fundamental analysis of economic indicators, political events, central bank policy decisions, and other factors that affect the currency markets.
Education
MBA - Finance, HR
Integral University
Lucknow, Uttar Pradesh B.COM (HONS.) -
Lucknow University
Lucknow, Uttar Pradesh , IndiaIntermediate -
Nirmala Convent Senior Secondary School
Renukoot, Sonebhadra, IndiaHigh School -
Nirmala Convent Senior Secondary School
Renukoot, Sonebhadra, IndiaSkills
- Team Manager
- Relationship Building
- Customer Relationship Management
- B2C & B2B Sales
- Leadership Traits
- New Customer acquisition
- Forex Trading
- Business development
- Up selling And Cross Selling
- Sales strategies
Personal Information
Languages
English
First Language
Hindi
Proficient
C2
Timeline
Relationship Manager
Volofin Services Pvt Ltd
01.2025 - 07.2025
Senior Business Sales Manager
Bajaj Allianz Life Insurance Company Limited
02.2023 - 01.2025
SME Team Leader
DJT Corporation & Investments Pvt Ltd
07.2020 - 01.2023
Relationship Manager
ICICI Bank
07.2019 - 06.2020
MBA - Finance, HR
Integral University
B.COM (HONS.) -
Lucknow University
Intermediate -
Nirmala Convent Senior Secondary School
High School -
Nirmala Convent Senior Secondary School