Shweta Akolkar

7772818492
Shwetaakolkar16@gmail.com
Shwetaakolkar16@gmail.com
7772812492

INDORE, MADHYA

CAREER SUMMEERY
CAREERSUMMARY
CAREERSUMMARY

An Efficacious experience of more than two years in Banc assurance, Relationship Management, Strategic Planning, Training & Development &
Insurance Sales.

Grown from “Relationship manager” to “Senior Branch Relationship officer”, while being posted in HDFC BANK on behalf
of Aditya Birla Sun Life Insurance Co. Ltd. Build productive relationships to drive organization’s success, establish and reinforce sales
and business operations. Implemented industry’s best practices, executed successful strategies in process controls. Motivated to bring strong
leadership and to achieve challenging initiatives for organization, self-growth and spearheading relations efforts.

NOTABLE ACOLADES AREASOTFEXPERISE

People Management: Demonstrate powerful communication, persuasion skills

and confidence, that leads a successful track record for building credible
SOCIAL RESPONSIBILITIES: relationships. Plan assessing skills, values, and knowledge of the team as per the
♦ Volunteering: Managed T.T tournament as standards that apply to their role as an individual and team.
committee member of news and media .

REWARDS & RECOGNITION: Relationship Management: Develop and maintain strategic long- term trusting
♦ Gold Medalist in ABSLI. relationships with existing and new clients to accomplish organic growth
. and long-term company objectives. Expand the relationships with existing clients
ACADEMIC: by continuously strengthening rapport and communication.
♦ MBA, MEDIA. SVVV .
♦ B.COM, DAVV.
Client Service: Manage Client service for rendering and achieving sales and
services, providing first line Client support by solving queries & issues in minimum
time possible. Assessing Client service, evaluating areas of improvements &
providing critical feedback to the team on improvements and achieving higher
client satisfaction.

Business Development: Driving organization strategic initiatives and achieve

CORE COMPETENCIES desired results to secure profitable business volumes. Spend significant time on
Leadership Business research, ensuring implementation of strategic planning. Demonstrate
Development Strategic organization’s initiatives and evaluate progress vs targets and resurrect business
Planning Relationship strategies to achieve objectives.
Management MIS Reports &
Analysis
Client Service
Training & Development Analytical Skills: Develop and implement database, maintain data and other MIS
Sales Operations that optimize statistical efficiency and enhance processes. Using analytical skills
Revenue Growth for data analysis of day-to-day operations and working on organizational growth.
Channel Sales
Insurance Sales Business Operations Management: Work closely with all departments and
management team to ensure business operations of the organization. Manage
routine business operations while balancing the responsibilities of various
CLIENTS and organization to ensure smooth business transitions.
Senior executive branch relationship officer.
Aditya Birla Sun Life Insurance Co. Ltd.
(23rd May 2022 till Date)

23rd May, 2022 - Till Date

Key Results Area:

Role Responsible for sales and account closures, managing channel partner, handling banc assurance channel.
To build cordial working relation with bank staff at all levels.
To work with staff of bank partners to identify potential banking customers with financial protection needs.
To provide professional insurance advice to customers of our bank partners.
To provide after sales service to the successful cases.
Coordinate work between the bank and the company if any.
Advice and coach sales techniques to bank’s employees at the assigned branches.
To be involved in activities of the bank partners, including joining the bank meeting, visiting to bank customers…etc.
To perform other tasks assigned.

Key Achievements:
• Zero compliance issues under my work
• Implemented strategy in Sales Process with segment wise approach, results increased sales.
• Efficiently resolved problems or concerns to the satisfaction of all involved parties.
• Conceptualized and launched product campaigns, helping sales to achieve 100% of the set targets.
• Strengthened customer connect, client service, cross sell, upsell & service programs.

PRIOR EXPERIENCE
• Relationship executive in ICICI PRUDENTIAL LIFE INSURANCE CO. LTD (22 OCT 2021 – 15April, 2020)

IT KNOWLEDGE
• MS Office, Advance Excel, MS outlook, Skype, Zoom and Internet Applications.

STRENGTHS I AM PROUD OF:

♦ Communication and people skill. ♦ Accomplish target on time.
♦ Effectively mentoring Targets Vs Achievement. ♦ Great at decision-making

Keywords: Planning, Banc assurance, Training & Development, Insurance Sales, Compliance Management, Sales & Marketing, , Sales Planning,
Product Management, Product Launch, Market Mapping, Revenue Generation & Growth, Renewals & Persistency, Competition Analysis & Channel
Growth.

Shweta Akolkar