Rohini Khadtare
THANE
Summary
“ I am ambitious and driven. I thrive on challenge and constantly set goals for myself, so I have something to strive towards. I'm not comfortable with settling, and I'm always looking for an opportunity to do better and achieve my target's. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
14
14
years of post-secondary education
3
3
Languages
Work History
Priority Relationship Manager
Birla Sun Life insurance company
MUMBAI
12.2021 - Current
- Working as a priority relationship manager with HDFC Bank- Aditya Birla Sun Life insurance
- Handling South Mumbai HDFC branches ( Charni road and Wodehouse Colaba Branch.
- Monitored competitor activity, remaining ahead of market trends and capitalizing on opportunities.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
- Maintained high standards of customer service by building relationships with clients.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Finalized sales and collected necessary document.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Business Sales Relationship Manager
Max Life Insurance Company
mumbai
05.2022 - 12.2022
- Worked with YES BANK ( GOREGAON BRANCH).
- Maintained high standards of customer service by building relationships with clients.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
- Monitored competitor activity, remaining ahead of market trends and capitalizing on opportunities.
- Met with customers to provide information about available products and policies.
- Developed and managed relationships with Banker to establish cost-effective products and services and Sales .
Relationship Manager
Tata AIA Life
Mumbai
07.2017 - 03.2021
- Handling Indusind bank Branch banking insurance business
- Responsible for driving sales and achieving the sales target for the assigned bank branches
- Drive sales and achieve targets through the bank branches Sales Support Support the Branch staff in his sales effort, in terms of generating benefit illustrations, accompanying on client calls etc
- Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, product offerings and understand their issues/ concerns about selling insurance
- Ensure that all service requirements are met, medicals facilitated and customers are satisfied
- Lead Generation : Spearhead all lead generation initiative from the bank – whether through walk in, data-mining, referrals and others.
Senior tele caller executive
HDB Financial Services
Mumbai
04.2016 - 06.2017
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Achieved performance goals on consistent basis.
- Trained new team members on scripts, company services, and collection strategies.
Education
MBA - management studies
Rajiv Gandhi College of Management Studies
NAVI MUMBAI 05.2018 - 05.2020
Master of Arts - History And Political Science
Mumbai University
Mumbai 06.2015 - 04.2017
Bachelor of Arts - Economics AND HISTORY
Shailendra College of Arts, Commerce And Science
MUMMBAI 01.2012 - 05.2020
HSC - Economics And History
Shailendra College of Arts, Commerce And Science
MUMBAI 05.2011 - 05.2012
SSC -
Prema Laxman Vidyalaya
Mumbai 01.2008 - 01.2009
Skills
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Additional Information
- Achievements: , Qualified International(BALI) trip in Tata.Get Awards for Highest Term NOP for the month of July 2019 and Many more for monthly targets achievement.Qualified for domestic trip of Goa.
Timeline
Business Sales Relationship Manager
Max Life Insurance Company
05.2022 - 12.2022
Priority Relationship Manager
Birla Sun Life insurance company
12.2021 - Current
MBA - management studies
Rajiv Gandhi College of Management Studies
05.2018 - 05.2020
Relationship Manager
Tata AIA Life
07.2017 - 03.2021
Senior tele caller executive
HDB Financial Services
04.2016 - 06.2017
Master of Arts - History And Political Science
Mumbai University
06.2015 - 04.2017
Bachelor of Arts - Economics AND HISTORY
Shailendra College of Arts, Commerce And Science
01.2012 - 05.2020
HSC - Economics And History
Shailendra College of Arts, Commerce And Science
05.2011 - 05.2012
SSC -
Prema Laxman Vidyalaya
01.2008 - 01.2009
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