Yogita Bhargava
Gwalior
Summary
Results-driven senior associate with several years of experience and a proven track record of success in project management, client relations, and team leadership. Adept at driving initiatives from conception to completion, while ensuring adherence to quality standards and timelines. Strong communicator with a talent for building and nurturing productive relationships.
Overview
4
4
years of professional experience
Work History
Senior Associate
ICICI Prudential life Insurance
Gwalior
03.2023 - Current
- Managed a portfolio of high-value clients, providing tailored insurance solutions.
- Identified and pursued new business opportunities, resulting in 100% achievement of goal sheet.
- Consistently overachieving monthly targets.
- Achieved Top 10 Best-Performing Employee in India recognition (2023-2024) for exceptional performance
- Built and maintained relationships with clients, ensuring high levels of customer satisfaction.
- Collaborated with internal stakeholders to launch new products and promotions.
- Trained and mentored junior associates to achieve sales targets.
Process Associate
Helio next
Gurugram
11.2021 - 03.2023
- Data Entry and Management: Accurately enter and manage patient data, medical records, and other relevant information.
- Claims Processing: Assist with processing medical claims, ensuring timely and accurate submission.
- Customer Service: Provide support to patients, healthcare providers, and internal teams via phone, email, or in person.
- Compliance: Ensure adherence to regulatory requirements, industry standards, and company policies.
- Reporting and Analytics: Generate reports, analyze data, and provide insights to support business decisions.
Senior Sales Executive
ICICI Bank
Gwalior
01.2021 - 02.2021
- Generated new business leads and expanded existing relationships to achieve sales targets.
- Managed a portfolio of high-value clients, providing tailored financial solutions.
- Identified and mitigated risks, ensuring compliance with regulatory requirements.
- Collaborated with internal stakeholders to launch new products and promotions.
Tech Support
Avi root info solution
Delhi
02.2020 - 10.2020
- Facilitated cross-departmental collaboration between sales, marketing, tech support teams.
- Provided company users with tech support for IT problems and account maintenance.
- Provided technical support to customers for various service requirements.
- Provided technical support to customers via telephone and email.
Education
B.tech - Information Technology
Madhav Institute of Technology & Science
Gwalior01.2019
12th -
S.t Paul's E.L Higher Secondary School
Gwalior01.2015
10th -
S.t Paul's E.L Higher Secondary School
Gwalior01.2013
Skills
- Sales
- Customer handling
- Customer interaction
- Operations
- MS Excel
- MS Power point
Languages
- Hindi
- English
Hobbies and Interests
- Singing
- Debate
- Anchoring
Timeline
Senior Associate
ICICI Prudential life Insurance
03.2023 - Current
Process Associate
Helio next
11.2021 - 03.2023
Senior Sales Executive
ICICI Bank
01.2021 - 02.2021
Tech Support
Avi root info solution
02.2020 - 10.2020
B.tech - Information Technology
Madhav Institute of Technology & Science
12th -
S.t Paul's E.L Higher Secondary School
10th -
S.t Paul's E.L Higher Secondary School
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