Relationship Management Cum Sales

Jayshri Kosike Mobile No: 911*******

Email id: ********@*****.***

Seeking assignments in Branch Management/ Relationship Management with an organization of high repute preferably in South India.

Abstract

* Over 10 years 1 months of experience in Branch Operations cum sales.

* Maintaining relations with clients/managers and various other departments of the company. * Adept at handling day to day activities in coordination with internal/external departments for smooth business operations.

* Possess excellent interpersonal, communication and organizational skills with demonstrated abilities in team management and customer relationship management. Work Experience

10 April 2023 to 6 September 2023

Niva BupaHealth Insurance

Position- Asst. Relationshipmanager

8 SEPTEMBER 2011 – DECEMBER 2020:

HDFC BANKLTD

Position Sr. SALESOFFICER.

Key Result Areas:

OPERATIONS CUM SALES

● Casa sourcingprimary documents verification.

● Monitoring the account opening process, and reducing that.

● Welcome calling for newly opened casa and pitchingfor other products.

● Sale of top products like Demat and trading and mutual funds and insurance, credit cards,gold bars,etc.

● Branch visiting customersqueryhandling.

● Helping in customer accounts closure etc.

● Investment advisory like mutual fundsand insurance. 03 June 2024 to till date

SBI Life Insurance

Position - Business Development Excutive

● Generating leads for all banking products.

● High transacting accounts checking and calling customers source of fundsconfirmation from customers.

● Building accounts balances by a customer calling and resolving the problems relating to banking.

SKILL SETS

● Very good intellectual ability.

● Generate sales references for liability products

● Generate leads for credit cards

● Cross-selling gold bars

● Cross-selling forex plus and gift plus cards

● Cross-selling TC’S, Forex cash

● Generate leads for third party products

Relationship Management

● Attending to customers/ clients/ vendors concerns & complaints and providing support for effectively resolving them.

● Maintaining cordial relations with customers to sustain the profitability of the business.

* B.A from Vivekananda degree college Baba Saheb Ambedkar University * AMFI CERTIFICATION.

IT Credentials

Operating System : DOS, Windows

7Packages : Ms-Office,

Personal Vitae

DateofBirth : 17THAUG 1982

Marital Status : Married

Address : Plot NO-68 Vidyanagar colony

chandaNagar 500050,

Languages Known : English, Telugu and Hindi.Marathi

Contact this candidate