Vanshika Sharma

Experience

• 

  HDFC Bank Limited

  Jun 2019 - Jul 2019

  CUSTOMER RELATIONSHIP MANAGEMENT TRAINEE
• 

  ICICI Prudential Life Insurance Company Limited

  Oct 2020 - Oct 2021

  Senior financial sales manager

  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.• Engaged customers and provided high level of service by carefully explaining details about documents.• Developed relationships with new clients through cold calling and referrals from existing customers.• Explained complex technical terms related to insurance plans in simple language for easy understanding.• Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures. Show less

• 

  FINANCIAL MART

  Nov 2021 - Aug 2023

  Operations Executive

  : Executed all domestic trade instructions from standard to complex transactions: Monitored daily the cash flow activities of clients to ensure enough funds available for client's transactions.: Established relationship with clients by analyzing the issue and determining next steps to solve those issues.: Perform documentation after interacting with new potential clients in order to open new account and ensure customers needs are fulfilled.: Maintain the confidentiality of the clients.: Kept and maintained records of day to day activity and managed the day-to-day customer service.: Assisted in the development of policies and procedures related to mutual fund operations.: Performed KYC of the clients in order to know their needs which help them to give what product suits their best interest.: Actively and effectively manages the day-to-day customer service. Show less