Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Hobbies and Interests
Disclaimer
Personal Information
Place
Timeline
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Sweta Kumari

Sweta Kumari

Circle Pine,MN

Summary

Dynamic professional with extensive experience in business development and client engagement at Max Bupa Health Insurance. Proven track record in driving growth through strategic planning and effective mentoring. Adept at data analysis and fostering strong customer relationships, consistently surpassing performance metrics and enhancing team productivity.

Overview

4
4
years of professional experience

Work History

Cluster Relationship Manager

MAXBUPA HEALTH INSURANCE
Jamshedpur, IN
07.2021 - 05.2022
  • Served as 1st cluster relationship manager in Max Bupa-Axis Bank channel for Jamshedpur region.
  • Initiated business growth by setting targets with bank cluster head and launching new product.
  • Enabled the bank team to achieve their targets by providing mentoring and training on products and services.
  • Facilitated events to drive business promotion initiatives.
  • Guided bank business line managers through coaching and mentoring.
  • Supported bank business line managers by directly interacting with customers.
  • Drove growth in the Jamshedpur cluster's health insurance department.

Agency Manager

MAXBUPA HEALTH INSURANCE
Kolkata, IN
09.2020 - 07.2021
  • Led team of 16 skilled insurance agents.
  • Recruited qualified personnel for open positions within the agency.
  • Maintained pipeline of business partners needing company services, cultivating portfolio of managed partners with simultaneous active projects.
  • Facilitated team meetings regularly in order to discuss progress towards goals and objectives.

Business Development Manager

INDUSIND BANK
Kolkata, IN
02.2020 - 05.2020
  • Managed EXIM transactions efficiently.
  • Facilitated daily interactions with international trading customers for regular transactions.
  • Successfully met company target for opening EXIM accounts.
  • Developed strategic business plans for promoting core offerings to target clientele.
  • Collaborated with clients to enhance product and service sales.

Relationship Manager

IDBI FEDERAL LIFE INSURANCE
Kolkata, IN
07.2019 - 02.2020
  • Handled daily business transactions in collaboration with bank sales managers.
  • Surpassed performance metrics through effective sales of bank products and services.
  • Strengthened client connections through outstanding interpersonal abilities and efficient communication methods.

Relationship Manager

ADITYA BIRLA CAPITAL(SLI)
Kolkata, IN
06.2018 - 07.2019
  • Started career as campus recruit and performed data analysis for managed portfolios of HNW clients.
  • Formulated 'Portfolio solution,' a comprehensive business plan, based on in-depth analysis of clients' financial health and upcoming requirements.
  • Maintained strong business relationships while evaluating and recommending new product options.

Education

MBA - Finance and Marketing

Birla Global University
Bhubaneswar, India
01.2018

Bachelor of Commerce (B. Com) - Accounting & Finance

Tilka Manjhi University
Bhagalpur, India
01.2016

Intermediate in Commerce (I. Com) -

Notre Dame Academy
Jamalpur, Bihar
01.2012

Skills

  • Teamwork
  • Interpersonal communication
  • Customer relationship management
  • Strategic planning
  • Data analysis
  • Client engagement
  • Training and mentoring
  • Business development

Extracurricular Activities

Worked as a captain in college sports team and the team won 3 times in Badminton & Carom. Teaching and fun event organized for poor kids near to the college during my MBA. Participation and won district level high jump competition during school time.

Hobbies and Interests

  • Listening to music
  • Playing outdoor games
  • Cooking continental food
  • Crafting and decoration

Disclaimer

I hereby declare that the above statements are true to the best of my knowledge and belief.

Personal Information

  • Date of Birth: 06/13/92
  • Work Permit: Yes

Place

Circle Pines, MN

Timeline

Cluster Relationship Manager

MAXBUPA HEALTH INSURANCE
07.2021 - 05.2022

Agency Manager

MAXBUPA HEALTH INSURANCE
09.2020 - 07.2021

Business Development Manager

INDUSIND BANK
02.2020 - 05.2020

Relationship Manager

IDBI FEDERAL LIFE INSURANCE
07.2019 - 02.2020

Relationship Manager

ADITYA BIRLA CAPITAL(SLI)
06.2018 - 07.2019

MBA - Finance and Marketing

Birla Global University

Bachelor of Commerce (B. Com) - Accounting & Finance

Tilka Manjhi University

Intermediate in Commerce (I. Com) -

Notre Dame Academy
Sweta Kumari