
Lalita .
Sales Executive

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About me
|Investment| |RiskManagement| |Protection| |Insurance| |MutualFund| |FinancialPlanning|
Education

Daffodils Educational Institute
2017 - 2018Diploma in AHT (Aviation Hospitality and travel Management)
Uttarakhand Open University
2017 - 2020Bachelor of Business Administration - BBA BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
Experience

AddressOfChoice Realty Pvt Ltd
Jun 2020 - Jul 2021Sales Executive🏆 Key Achievements 🏆1-Sales Excellence: Consistently exceeded sales targets, showcasing my ability to drive results even in competitive markets.2- Client-Centric Approach: Built strong, lasting relationships with clients by actively listening to their needs and delivering tailored solutions.3- Negotiation Mastery: Successfully negotiated and closed deals that ensured optimal outcomes for both buyers and sellers.4- Market Insight: Stayed ahead of market trends, enabling me to provide clients with valuable insights for informed decision-making.5- Team Collaboration: Collaborated closely with colleagues, leveraging a synergistic approach to create a seamless experience for clients.💡 Contributions 💡➤ Advised clients on property values, market conditions, and investment opportunities, guiding them toward sound decisions.➤ Conducted property showings, leveraging in-depth knowledge to highlight unique features and benefits.➤ Created compelling marketing strategies, enhancing property visibility and attracting potential buyers.➤ Assisted clients through every step of the sales process, from property selection to closing, ensuring a smooth journey.➤ Cultivated a robust network of industry contacts, amplifying my ability to connect clients with valuable resource . Show less

HDFC Life
Aug 2021 - Sept 2023Insurance ManagerPassionately connecting clients with the protection they need. Crafting personalized insurance solutions that secure their assets and future. Dedicated to delivering peace of mind through expert guidance and exceptional service. 1 - Personalized Protection: Your needs are unique, and my approach reflects that. I specialize in crafting insurance strategies that align perfectly with your individual circumstances.3- Clear Guidance: Navigating the world of insurance can be complex. I excel at explaining intricate policies in a straightforward manner, empowering you to make well-informed decisions.4- Trustworthy Advisor: Your trust is invaluable. I am committed to fostering lasting relationships built on transparency, integrity, and consistent support.5- Results-Driven: I don't just sell insurance; I provide peace of mind. My goal is to ensure you have the coverage you need, when you need it the most.6- Effective Communication: I bridge the gap between industry jargon and your understanding, ensuring you're fully aware of the protection you're investing in. Show less

PNB MetLife India Insurance Co. Ltd
Jan 2024 - nowPassionate and results-driven Life Portfolio Manager specializing in the insurance industry. Proven track record of crafting bespoke life insurance solutions for individuals and families. Expertise in risk assessment, financial planning, and wealth protection. Committed to delivering unparalleled service and ensuring clients' peace of mind. Eager to contribute my skills and experience to an innovative team dedicated to shaping a secure financial future. Let's build resilience together. #LifeInsuranceExpert #FinancialSecurity #RiskManagement Show less
Life Portfolio Manager
Jan 2024 - nowFinancial Planner
Jan 2024 - Jan 2024
Licenses & Certifications

IC38 - Certificate of Life Insurance
Insurance Regulatory and Development Authority of IndiaJul 2021
Languages
- enEnglish
- hiHindi
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