Customer Service Life Insurance

Resume

Deepika Kathpalia

Address: **/*** *** **** *****

New Delhi - 110015

Mobile No.989-***-****

adlhjw@r.postjobfree.com

Career Objective

Seeking a position at HDFC LIFE INSURANCE where I can maximize my 10+ years of Management, Sales, Customer retention, Customer service, and training experience.

Professional History

March 2019 – Present

Working with GILPA Insurance Brokers company Ltd as Territory Manager.

Delegate tasks and set teams targets.

Oversee day-to-day teams' operation and performance of team.

Regular performance evaluation of team.

Creating a healthy and motivating work environment and atmosphere

Develop a well designed and motivating evaluation program for team and retail agents

Communicate with teams about their performance

Monitor team performance and report on metrics

Motivate team members and their agents.

Discover training needs and provide necessary coaching.

Plan and organize team building activities

Building and maintaining business relationships with clients.

Field jobs with team mates related to business.

Development of team and their agents.

Goal settings for team members and their agents.

Scheduling and attending meetings with customers to help agents.

Discussing and assessing clients' current and future insurance needs.

Researching insurance policies and products.

Arranging insurance cover for clients with the insurance provider

Collecting insurance premiums

Keeping detailed computer records

Renewing or amending existing policies for clients

Undertaking general administrative duties

Developing retail business.

Sourcing Business from Corporate business.

Sep2018 – March 2019

Worked with Bajaj Allianz General Insurance Co. Ltd. as Senior Sales Manager at Noida.

Sourcing Agents as per the agreed Policy

Coordinating with distribution operations for pre licensing training and licensing

Ensuring High Productivity within IRDA guidelines.

Development of agents.

Conduct trainings and coordination with sales training team for product ongoing trainings

Maintaining the agreed mix of new and existing Agents.

Develop the way to the market for various segments and develop agents on the same.

NOV 2013 April 2018

Worked with Max Life Insurance company Ltd. as Agency Development Manager.

Achieving Sales Target

Handled team of HNI Agents

Generating business from existing and new customers.

Recruitment of new agents and help them to develop their market.

Field observations with agents.

Feb 2012 - Nov 2013

Worked with HDFC Bank Ltd as Relationship Manager.

Aug 2009 - Jan 2012

Worked with VLCC as Customer service and Administrative Manager

Personal Skills

Hardworking and Sincere.

Optimistic

Willingness to learn new things

Experienced in delivering client-focused solutions and in creating long-lasting relationships

Educational Qualification

Bachelor of Arts (B.A.)

Pursuing MBA in HR and financial management

Personal Profile

Date of Birth : 3rd Aug 1977

Father’s Name : Sh Virander Kumar

Marital Status : Married

Languages Known : English, Hindi, Punjabi

Hobbies : Surfing net, Travelling, Interacting with people

Nationality : Indian

Deepika Kathpalia

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