AYUSHI PATIDAR
Dubai
Summary
An Executive Relationship Manager with strong experience in insurance industry having expertise in customer portfolio diversification, investment consultation, customer relations, operations , and customer service. Seeking an environment of growth and excellence to meet personal and organizational goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Executive Relationship Manager
Reliance Nippon Life Insurance Company (RNLIC)
Indore
02.2021 - 11.2021
- Build and improve relationships with customers, key suppliers and partners
- Educate and inform clients about the company’s products, services and special offers
- Worked with clients to address their complaints and resolve issues promptly
- Promote the insurance company to customers who need insurance
- Network with potential customers and references
- Educate customers on each type of insurance coverage and make recommendations based on their needs
- Evaluate current insurance policies and recommend additional coverage when needed
- Handled day to day back office operations and client claim settlement process
- Maintain all insurance documents in a confidential way
Relationship Manager
Aegon Life Insurance Company
INDORE
05.2019 - 01.2021
- Provided customers an appropriate amount of ‘protection’ and ‘saving plans’.
- To search, identify and conduct sales calls for financial planning sessions & build portfolios
- Worked actively to address and resolve customer issues
- Established a collaborative relationship with existing clients as well as prospective clients from various sources such as networking, cold calling, and referrals
- Managed to preserve customers and ensured timely renewals of the policies
Education
MBA - Management Science
International Institute of Professional Studies
Indore06.2019
BBA - Management Science
International Institute of Professional Studies
Indore06.2017
Skills
- Operations management
- Business administration
- Portfolio Diversification
- Investment Consultation
- Insurance Claims Handling
- Customer Service
- Incident/Complaint Resolution
- Data Analytics
- MS Office Suite
- MS Power BI
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification
- Marketing Specialist
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Timeline
Executive Relationship Manager
Reliance Nippon Life Insurance Company (RNLIC)
02.2021 - 11.2021
Relationship Manager
Aegon Life Insurance Company
05.2019 - 01.2021
MBA - Management Science
International Institute of Professional Studies
BBA - Management Science
International Institute of Professional Studies