Sales Life Insurance

Resume

Shikha Deepak Balwani

? Mob: +91-982******* ? E-mail: ***************@*****.***

Job Objectives: In quest of challenging assignments in Marketing,

Operations, Portfolio Management, Client Relationship Management with a

frontline organisation in the Financial Services / Investment / Retail /

Service sectors.

Professional summary

Management Professional with over 10 years experience in Sales & Marketing,

Business Development, and Customer Relationship Management in the Financial

Sector. A keen learner & implementer with comprehensive understanding of

operations in sales and Marketing. Experience in handling Asset Management

Company towards enhancing market penetration, business volumes and growth;

in turn contributing towards accomplishment of pre-determined profitability

levels and restructuring the portfolio. An effective communicator with

excellent team leadership & relationship management skills and strong

analytical, problem solving & organizational abilities.

Education

Bechelor of Science from Dr. Hari Singh Gaur University Sager ( M.P.)

in 2007

Higher Secondary from M.P. Board in 2000.

High School from M.P. In 1998

Area of Exposure

Marketing / Strategy Planning:

Implement competent strategies with a view to penetrate new accounts and

expand existing ones for a wide range of Investment products / services.

Manage sales & marketing operations; implementing promotional activities

promoting company products/ services viz. Equity, Capital market through

innovative marketing and persuasion.

Coordinating, planning and implementing strategies to assure achievement of

agreed- to volume, market share and sales target objectives.

Conducting detailed market study to track competitor activities and

providing valuable inputs for fine-tuning the selling and the marketing

strategies.

Customer Relationship Management / Strategic Relationship

Manage Customer Centric Operations, provide them with best financial

solutions to suit their needs & ensure satisfaction by achieving delivery &

service quality norms.

Provide value added advice to Corporate and Individual clients ensuring

proper product mix and optimizing.

Maintain record of current customer information including financial

information, status of investment and needs assessment

Provide Sales Support to acquire sales business.

Business Development

Analyse business potential, executing strategies to drive sales, augment

turnover and achieve desired targets.

Monitor competitor activities and devise effective counter measures.

Identify, qualify and pursue business opportunities through market surveys

and mapping as per targeted plans as well as through lead generation.

Work Experience

Worked with Royal Sundaram General insurance company as a Territory Sales

Manager from 8th Aug 2017 to 20th Dec 2019.

< To manage sales done by the executives of Sundaram finance team.

< Provide sales support like pendencies resolution, underwriter

approvals and issuance the business etc.

Worked with PNB MetLife Insurance company as SBM form the date of 26th Nov

2010 to 7th Aug 2017.

Worked during 14th Oct 08 to 3 May2010 in ICICI prudential as Unit Manager

(Bhopal).

India's Number One private life insurer, ICICI Prudential Life Insurance

Company is a joint venture between ICICI Bank-one of India's foremost

financial services companies-and prudential plc- a leading international

financial services group head quartered in the United Kingdom. Total

capital infusion stands at Rs. 20.60 billion, with ICICI Bank holding a

stake of 74% and Prudential plc holding 26%.

Business generation in assigned territory through sales channels such as:

partners, channels, agency teams, direct teams.

Develop new sourcing streams by adding channels/ products.

Managed a team of 20 people.

Run promotional campaigns for the products in Offices/clubs to promote

business.

To improve customer satisfaction level, gave equal attention to every

investor and tried to understand what customer wanted according to their

investment.

Win Best performer of the branch M.P Nagar.

Knowledge of Coputer

M.S. Office, C++ & Basic knowledge.

Personal Details

Spouse Name : Deepak Balwani

Father's Name ; B.P.Singh

Date of Birth : 21th Jan, 1984.

Marital Status : Married

Languages : English & Hindi

Address : H.No. 53, Sant Kanwar Ram Colony, Bairasia Road,

Bhopal (M.P)

Date

Place Bhopal

Shikha Deepak Balwani

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