SVAPNA SANI GANDHI
Stoke, Nelson
Summary
Seasoned financial professional with a robust history at BAJAJ ALLIANZ LIFE INSURANCE, adept in customer relationship management and financial planning. Excelled in enhancing portfolio growth and client retention through strategic cross-selling and effective communication. Proven track record in wealth management and banking, consistently generating new business and strengthening customer relationships.
Overview
6
6
years of professional experience
Work History
PREMIER RELATIONSHIP MANAGER
BAJAJ ALLIANZ LIFE INSURANCE
07.2020 - 06.2024
- Working on existing customer database which is providing by company
- Direct customer service and sales to existing customer through relationship building as well as own clients also
- Establishing and strengthening relationship with allocated customer base
- Act as single point of contact for customer for any customer query
DEPUTY MANAGER
MAX LIFE INSURANCE
07.2019 - 07.2020
- Working on existing customer database which is providing by company
- Direct customer service and sales to existing customer through relationship building as well as own clients also
- Establishing and strengthening relationship with allocated customer base
- Act as single point of contact for customer for any customer query
BUSINESS DEVELOPMENT MANAGER
INDUSIND BANK
03.2019 - 07.2019
- Acquisition & deepening of current Account for branch
- Responsible for NTB acquisition of customers
- Assess local market and identify current and prospective opportunities
- Going beyond the professional need of customer by providing other product
- Enhancement of customer value
- Generating revenue by cross-sale of retail liabilities and Asset products
RELATIONSHIP OFFICER
UJJIVAN SMALL FINANCE BANK
03.2018 - 12.2018
- Driving sales and collection of MSME secure and unsecure loan
- Sourcing loan application from DSA vertical, branch network and personal reference
- Identifying potential customers in the market
- Understand the financials of SMEs and risk related to business
- Maintain complete relationship record for assigned portfolio
Education
M. Com -
SNDT Woman's University Mumbai
INDIA05.2014
B. Com -
SNDT Woman's University Mumbai
INDIA03.2012
Master of Applied Management - Multidisciplinary
NMIT
Nelson, NZSkills
- Customer relationship management
- Cross-selling strategies
- Sales strategy
- Client retention
- Effective communication
- Portfolio management
- Tax planning
- Wealth management
- Financial planning
- Investment strategies
- Insurance planning
- Portfolio growth
- Relationship management
- Customer service
- Financial advising
- Client relationships
- Wealth management portfolios
- Value selling
- Banking
- New business generation
- Customer relationships
Mobile Numbers
- (+64) 022 182 8570
- (+64) 022 501 0818
Languages
- Gujarati
- Hindi
- English
Hobbies and Interests
- Listen Bollywood romantic music
- Reading Gujarati novels & articles
- Traveling new places
Disclaimer
I declare that all the information furnished in bio-data is true to best of my knowledge.
Personality Strength
- Hard working and sincere
- Good communication & analytical skills
- Positive attitude & perseverance
- Self motivated
- Punctual
- Comfortable working alone or as a part of team
Personal Information
- Husband's Name: Sani Gandhi
- Date of Birth: 09/23/90
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Timeline
PREMIER RELATIONSHIP MANAGER
BAJAJ ALLIANZ LIFE INSURANCE
07.2020 - 06.2024
DEPUTY MANAGER
MAX LIFE INSURANCE
07.2019 - 07.2020
BUSINESS DEVELOPMENT MANAGER
INDUSIND BANK
03.2019 - 07.2019
RELATIONSHIP OFFICER
UJJIVAN SMALL FINANCE BANK
03.2018 - 12.2018
M. Com -
SNDT Woman's University Mumbai
B. Com -
SNDT Woman's University Mumbai
Master of Applied Management - Multidisciplinary
NMIT
Similar Profiles
Akanksha RawatAkanksha Rawat
Deputy Manager - Sales Strategy & Customer Engagement at Bajaj Allianz Life InsuranceDeputy Manager - Sales Strategy & Customer Engagement at Bajaj Allianz Life Insurance
Sachin KumarSachin Kumar
Deputy Manager at Bajaj Allianz Life InsuranceDeputy Manager at Bajaj Allianz Life Insurance
Monalisa MaityMonalisa Maity
Relationship Manager at Bajaj Allianz Life Insurance Co. Ltd.Relationship Manager at Bajaj Allianz Life Insurance Co. Ltd.