Puja Agarwalla
Auckland,AUK
Summary
Dynamic and results-driven professional with a strong background in customer service, team leadership, and operational efficiency within the insurance and retail sectors. Proven success in enhancing customer retention, streamlining workflows, and driving team performance. Skilled in Salesforce CRM, project execution, and cross-functional collaboration.
Certified in Anti-Money Laundering (AML) and Know Your Customer (KYC) Compliance, with hands-on experience applying regulatory standards in client onboarding and policy reviews.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Insurance Consultant and Underwriter
IAG New Zealand
05.2022 - Current
- Increased customer retention by 20% through tailored insurance solutions.
- Enhanced lead conversion by 15% annually using Salesforce CRM.
- Led system implementations, reducing rollout time by 25%.
- Boosted team task completion by 30% through weekly huddles.
- Accelerated onboarding for new hires, improving productivity by 15%.
- Conducted PIT and UAT testing for major upgrades, with zero downtime.
- Identified coverage gaps, and recommended effective policy solutions.
- Applied AML and KYC compliance knowledge to ensure regulatory standards in client onboarding and policy reviews.
Assistant Manager
Kathmandu
09.2019 - 05.2022
- Managed day-to-day operations for 15+ employees, enhancing productivity by 25% through efficient workflows.
- Identified cost-saving opportunities, resulting in a 10% reduction in monthly expenses.
- Facilitated weekly meetings and set clear targets, improving KPI achievement by 30%.
- Built strong customer relationships, achieving 95% client satisfaction, and retaining 80% of major clients over two years.
- Oversaw recruitment, training, and onboarding of 10 or more new hires, decreasing turnover by 15%.
- Optimized inventory and supply chain management, improving on-time delivery performance by 20%.
- Maintained a clean and organized store environment to enhance the customer experience.
- Trained junior staff on visual merchandising best practices, boosting overall team performance.
Sales Associate
Bedstop
05.2018 - 09.2019
- Increased foot traffic by 20% and sales by 15%.
- Designed visual displays to promote featured products.
- Delivered service to over 20 customers daily, with 98% satisfaction.
- Maintained accurate transactions and inventory tracking.
- Supported promotional events, driving 20% sales growth.
- Upheld store presentation standards beyond expectations.
Education
Diploma in Business Administartion - Marketing, Advertising, Retail And Sales
Auckland Univrsity of Technology
Auckland, NZ01-2016
Bachelor of Science - Biotechnology
R.V College of Engineering
India01-2015
Skills
- Leadership and team development
- Customer-centric solutions
- Operational efficiency
- Time and risk management
- Cross-functional collaboration
- AML and KYC compliance
- Salesforce CRM expertise
- Problem solving
- Written and verbal communication
References
Available upon request.
Certification
- Anti-money laundering and KYC compliance
Languages
English
Native/ Bilingual
Hindi
Native/ Bilingual
Accomplishments
- Recognized as a customization champion for optimizing workflows and enhancing team efficiency
- Collaborated across departments, gaining rapid exposure to diverse business functions
- Spearheaded onboarding initiatives, reducing integration time by 40%
- Delivered exceptional PIT and UAT testing performance during system upgrades
- Led two major system implementations with zero downtime and 25% faster rollout
- Consistently exceeded sales targets, driving over 20% growth in customer engagement
References
References available upon request.
Timeline
Personal Insurance Consultant and Underwriter
IAG New Zealand
05.2022 - Current
Assistant Manager
Kathmandu
09.2019 - 05.2022
Sales Associate
Bedstop
05.2018 - 09.2019
Diploma in Business Administartion - Marketing, Advertising, Retail And Sales
Auckland Univrsity of Technology
Bachelor of Science - Biotechnology
R.V College of Engineering
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