Suman Lal

Experience

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  IDBI Federal Life Insurance

  Sept 2013 - Jul 2014

  Financial Relationship Manager

  o Lead generation from various sources and preparation of database for clustering different type of clients. o Preparation of exhaustive list of policies along with salient features favourable for specific client to ensure conversion.o Suggesting the best policy for individual customers by explaining the various positive aspects of the product.o KYC compliance of policy subscribers and managing day to day coordination with field colleagues and partner bank IDBI.o Planning activities to meet the assigned conversion targets. Show less

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  Reliance Life Insurance Limited

  Aug 2014 - Oct 2015

  Senior Relationship Manager

  o Preparation of database of prospective customers by analysing trend of various policies issued to them in past.o Preparation of case studies for individual customers based on liability and requirement & accordingly advising policy.o Responsible for ensuring KYC compliance of new as well existing clients.Responsible for high level of customer satisfaction by ensuring resolution of queries and grievances as and when required

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  EZ Ranking IT Services Pvt. Ltd.

  Nov 2017 - Mar 2019

  Digital Marketing (SEO)
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  Freelance

  Oct 2019 - Aug 2020

  Sales & Marketing Consultant
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  WhiteHat Jr

  Sept 2020 - Aug 2021

  Sales Manager
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  Unacademy

  Aug 2021 - now

  Sr BDE