HR operation
Resume:
Mansi Kotecha
**************@*****.***
1
Profile Summary
Multifaceted professional with Master Degree in science in the field of mobile application and having more than 30 months of experience and expertise in the field of Operations, Business Strategy, Business Analysis, Client Acquisition, Insurance sales & Business Development in a reputed life insurance company Core-Competencies
Operations Business Strategy
Bancassurance Business Development
Client Query Resolution Business Analysis
MIS reports Microsoft Office, Java, C, C++
Professional Experience
HDFC Life Corporate Agency Manager 01/03/2019 – 05/11/2019
Operations:
Performed day to day activities of branch, created login of new customer accounts, performed KYC and Generated MIS reports
Business Analysis:
Performed sales analysis of insurance products across the Kutch region and compared it various benchmarks to get the idea of business performance
Business Strategy:
Provided insights to Business Strategy team for estimating the revenue targets and product wise breakup of revenue estimation
HDFC Life Sales Development Manager 05/06/2017 – 28/02/2019
Business Development & Sales:
Over achieved Business Target of INR 2 Crs. for selling life insurance policies out of given target of INR 80 lakhs.
Acquired approximately 70 retail customers and 5 NRI customers during a period of 1.5 years.
Motivated bank employees for selling life insurance products and also generated leads from them, converted those leads while doing joint calls with bank employees.
Client Support & Query Resolution:
Having proven record in providing customer query resolution and giving them throughout support, having record of losing zero customers during a period of 1.5 years.
Bancassurance:
Trained and coached HDFC bank sales team on products, services & selling skills also providing them company knowledge and accompanied them in client visit. Star Union Daichii Life Sales officer 24/10/2016 –31/05/2017
Business Development & Sales:
Achieved target of 50 lakhs for selling life insurance policies out of the given target of 30 lakhs
Performing day to day operations of branch, created login of new customer accounts, performed KYC and Generated MIS reports
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Professional Achievements
Achieved promotion from sales development manager to corporate agency manager within record time of 1.5 years
Received Ace of the day award in click2invest product competition where I helped in collecting premium of 15 lakhs in a single day by selling 1.5 Cr. single premium policy
Received Go set and Go award for collecting premium of 4 lakhs within 2 days Academic Achievements
Degree Year Institute, University/ Board % /SGPA
M.Sc. Mobile Application and
Technology
2016
Dept. of Mobile Application & Development,
Gujarat University
72%
B.Sc.(CA & IT) 2013
Krantiguru Shyamji Krishna Verma,
Kachchh University
8.00 SGPA
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