SWATI

Innovative Relationship Manager focused on

developing strategic business opportunities by
delivering exemplary service to each client's

SRIVASTAVA individual needs. Respected professional with

exceptional knowledge regarding risk
Assistant Relationship Manager management.

Tata AIA Life Insurance

Contact Work History

Address 2022-09 - Assistant Relationship Manager

Allahabad U.P. Current TATA AIA LIFE INSURANCE COMPANY,
Phone ALLAHABAD, INDIA
+91-8081069063  Achieve the set business targets on ANP and

E-mail case count

juhi4910@gmail.com  Acquire New Customer through following :

NPS Leads / Natural market / References /
Orphan base
Skills
Fix meetings with the prospects to explain
Service support
annuity products
Customer portfolio  Fix meetings with the prospects to explain
management annuity products
 Implement and adhere to Need Based
Wealth management
Selling Model.
offerings
 Coordinate with Nodal officer for closure of
New business generation policy
 Ensuring timely issuance of policies by
Relationship building and
resolving pending etc.
management
 Render prompt post sales service to all
allocated customers with respect to all
domains
 Adhere to the customer touch-point
engagement in order to service his portfolio
of customers.
 Maintaining the desired persistency ratio
 Strategize and interact closely with the
supervisor on delivering on Business nos.
 Work collectively with the supervisor and
conduct joint sales calls whenever required
 To develop and implement short term and
 long term plans to achieve sales target

2021-05 - Junior Relationship Officer.

2022-08 AXIS BANK LTD, ALLAHABAD, INDIA
 Increase credit card customers
 Engage and educate customers on product
usage
 Convey brand information to customers and
respond to questions/inquiries that arise
 Responsible for daily/monthly sales targets
 Investigate and address competitors'
activities
 Prioritize and schedule proactive calls to
organization's accounts
 Update and manage contact database
with accurate profiles, notes, and relevant
information
 Undertake training on the firm's markets and
products, and improve on selling skills
 Match sales opportunities that cover other
products involving various sales
representatives

Education

2009-01 Intermediate
UP, UP Board

2012-01 B.A.
University of Allahabad

2016-01 P.G: Economics

UPRTOU

Certifications

Basic Computer Knowledge.

Office Management Course.

NISM
IRDA