Gamaneesh Kumar

Experience

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  Niva Bupa Health Insurance

  Mar 2011 - Jul 2013

  Seniour Advisor - Tele Sales

  Conducting need analysis for clients and helping them to select the best suited products.To be responsible for dealing HNI/Corporate clients on a daily basis for the acquisition of new clients for sales.To be responsible for maintaining a High conversion on leads, maintaining Quality parameters on calls, overall less Cost of Acquisition (COA) in process & Client Relations.To be responsible for managing a data of Existing Customers for several purposes: Taking References from existing customers, status of their policy from selling to issuance & status of their complaints if any. Show less

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  Bajaj Capital Ltd

  Sept 2013 - Dec 2015

  Senior Relationship Officer

  Penetration of all products including Mutual Funds,Insurance,Equity in all client portfolios and to identify opportunities to cross-sell & deep-sell by profiling clients in detail. Moreover, responsible for Financial advisory through the process of financial Planning and to Ensure AUA targets across products are met consistently.Acquisition of a new Client and building relationship with HNI clients and handling and reviewing their portfolios.Portfolio Management ,client servicing for an existing portfolio in terms of investment and handling and reviewing their portfolios /to analyze,understand customer's 360 degree financial needs and fulfill with appropriate products. Show less

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  GemPundit.com

  Dec 2015 - Sept 2017

  Sr. sales consultant

  • Client Servicing, Team Handling and maintaining individual performance.• Revenue Generation and Retail Business Development.• Dealing with domestic and International clients.• Building value in the product, cross selling and up-selling.• Making reports related to individual and team performance.• Responsible to generate leads/business from chats and given data base from calls & mails.• Being a part of startup initiated to start morning shift to cater international clients and worked alone to support the process. Show less

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  Innovatiview

  Nov 2017 - Jun 2020

  Team Manager

  Provide IT equipment on rent.

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  HCLTech

  Jan 2021 - now

  Associate Manager