ankita R.
Mid-Level Customer Relationship Specialist
Open to offersNew to PlatformAbout
Ankita R. is an experienced professional specializing in customer relationship management and sales support within the insurance and automotive industries. As a Sales & Back Office Assistance at SBI Life in Godhra from January 2023 to March 2024, Ankita played a key role in identifying potential customers through networking, referrals, and cold calling, thereby driving insurance policy sales. She was responsible for evaluating clients' financial status and risk profiles, managing policy lifecycles, and assisting with claims processing—each activity rooted in her focus on data accuracy and client retention. Previously, as a Sales Consultant at SP Automall and Patel Motors, she maintained accurate client data, provided vehicle and financing guidance, and conducted market research to inform decisions in the automotive sector. Ankita holds an MBA in Human Resources Management from DAVV University Indore and is proficient in English, Hindi, and Gujarati.
Experience
Sales & Back Office Assistance
SBI LIFE · 2023 — 2024Identified prospective clients through networking, referrals, and cold calling, contributing to the sales of insurance policies. Evaluated clients' financial status, health, and risk profiles to recommend suitable coverage. Managed the policy lifecycle, including handling renewals and updates, while supporting clients during the claims process to improve customer satisfaction. Developed trust with clients to cultivate long-term relationships and enhance client retention.Sales Consultant
SP AUTOMALL · 2019 — 2022Maintained precise client data while nurturing relationships to bolster the company's goodwill. Provided customers with expert advice on vehicle features and financing alternatives. Fostered strong client relationships through effective communication and follow-ups. Conducted market research to identify emerging automotive trends, contributing to informed strategic decisions.Sales Consultant
PATEL MOTORS · 2012 — 2015Delivered comprehensive product knowledge on vehicles and financing options, assisting customers in making informed purchasing decisions. Engaged with customers to ascertain their vehicle needs and preferences, enhancing the personalization of services. Prepared sales presentations and promotional materials that effectively highlighted product benefits.
Skills & Expertise
Education
- MBA, Human Resources ManagementDAVV University Indore
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