Rajat Gulati
Sangrur,Punjab,India
Summary
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
3
3
years of professional experience
Work History
Cluster Relationship Manager
TATA AIG GENERAL INSURANCE Company Ltd
07.2023 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Developed and maintained relationships with external vendors and suppliers.
Junior Relationship Executive
Muthoot Finance
11.2021 - 07.2023
- Conducted regular client review meetings to assess performance, discuss goals, and address concerns.
- Participated in sales strategy planning sessions to identify areas for improvement or expansion within the organization''s target markets.
- Maximized revenue growth by identifying cross-selling and upselling opportunities within existing client base.
- Managed a portfolio of clients, ensuring high levels of satisfaction and retention rates.
- Developed new business opportunities through targeted prospecting and relationship building activities.
- Assisted in the onboarding process for new clients, ensuring seamless account integration and setup.
- Contributed to team targets and goals by actively participating in sales meetings, providing input on strategy and tactics, and sharing best practices with peers.
Education
MBA -
Punjabi University
Patiala, Punjab06-2022
Bachelor of Arts -
Punjabi University
Patiala, Punjab06-2018
Skills
- Relationship building
- Client relationships
- Relationship building and management
- Excellent communication
- Risk management
- Time management
- Team leadership
- Strategic planning
- Customer portfolio management
awards and Recognization
Exemplary Performance of the Year 2023-24
Awarded by [TATA AIG] for outstanding achievement in Top-Up Health Plans
- Sold 125 policies in just 2 days, demonstrating exceptional sales skills, dedication, and product knowledge.
- Recognized for contributing to the company’s growth and exceeding sales targets.
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Cluster Relationship Manager
TATA AIG GENERAL INSURANCE Company Ltd
07.2023 - Current
Junior Relationship Executive
Muthoot Finance
11.2021 - 07.2023
MBA -
Punjabi University
Bachelor of Arts -
Punjabi University
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