Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

PALLAVI JANYANI

Summary

Dynamic Sales Manager with a proven track record at Orient Insurance Company, excelling in relationship building and solution selling. Achieved significant revenue growth through strategic sales initiatives and enhanced client satisfaction by delivering tailored solutions. Skilled in persuasive negotiations and account management, fostering long-term client loyalty and repeat business.

Overview

28
28
years of professional experience

Work History

Sales Manager

Orient Insurance Company
01.2025 - Current
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.

Executive Consultant

National General Insurance Company
12.2021 - 01.2025
  • Spearheaded process improvement initiatives that resulted in increased productivity and reduced operational costs for clients.
  • Coached executive leadership on effective team-building practices that fostered an inclusive corporate culture focused on collaboration and continuous learning.
  • Analyzed market trends and emerging technologies, providing valuable insights for clients'' strategic decisionmaking.
  • Enhanced client satisfaction by implementing customized consulting strategies tailored to their unique business challenges.

Insurance Consultant

Oman Insurance
10.2016 - 12.2021
  • Provided exceptional customer service during the claims process by guiding clients through each step and advocating on their behalf when needed.
  • Developed targeted client acquisition strategies through networking events, industry conferences, and by leveraging professional connections within the local business community.
  • Implemented new marketing strategies that resulted in increased client referrals and a growing book of business.
  • Conducted comprehensive policy audits for clients, ensuring proper documentation and compliance with regulatory requirements.

Senior Credit Analyst

Citibank
10.2005 - 04.2016
  • Gathered loan documentation for underwriting.
  • Performed credit reviews on corporations to assess financial conditions.
  • Improved understanding of financial statements, which helped in assessing risk.
  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit.

Marketing & Admin Coordinator

Maersk India Limited
08.1997 - 11.2000
  • Entered data, generated reports, and produced tracking documents.
  • Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.
  • Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
  • Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.

Education

Bachelor of Arts - Commerce

Gujurat University
Gujurat
06-1998

Skills

  • Market research
  • Relationship building
  • Product knowledge
  • Profitability optimization
  • Sales process
  • Solution selling
  • Sales operations
  • Account management
  • Goals and performance
  • Sales presentations
  • Client relationship management
  • Persuasive negotiations

Languages

English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)

Timeline

Sales Manager

Orient Insurance Company
01.2025 - Current

Executive Consultant

National General Insurance Company
12.2021 - 01.2025

Insurance Consultant

Oman Insurance
10.2016 - 12.2021

Senior Credit Analyst

Citibank
10.2005 - 04.2016

Marketing & Admin Coordinator

Maersk India Limited
08.1997 - 11.2000

Bachelor of Arts - Commerce

Gujurat University
PALLAVI JANYANI