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Prakrati
Relationship manager
Contacto
Competencias
Applied customer need analysis and tailored product recommendations to build and retain client trust.
Sourced and promoted financial products including home loans, LAP, and insurance through strategic coordination and networking.
Utilized local market trend knowledge to identify cross-selling opportunities for financial products.
Participated in global virtual teams, demonstrating effective cross-cultural communication and adaptability.
Utilized project management tools and MS Excel (Formulas, Pivot tables, VLOOKUP) for data analysis and reporting.
Educación
Idiomas
Resumen
Experienced Relationship Manager with expertise in sourcing loans and insurance products; skilled in client relationship building and cross-selling.
Logros Clave
- Supported lead generation that contributed to over 20 potential customer connections through referrals and networking.
- Proficiently sourced home loans and LAP cases through collaboration with builders, accountants, and channel partners.
- Generated over 20 qualified leads for life insurance products via fieldwork and cross-selling initiatives.
Experiencia
Relationship manager
Proficient in sourcing home loans and LAP cases through strategic coordination with builders, chartered accountants, and channel partners., Supported lead generation efforts for loan products, contributing to 20+ potential customer connections through referrals., Knowledge of local market trends...
Intern
Sourced and promoted life insurance products, generating 20+ qualified leads through fieldwork, partner networks, and cross-selling initiatives., Conducted customer need analysis and delivered tailored product recommendations, strengthening client trust and retention., Provided regular customer...
Live project
Collaborated in a global virtual team across multiple time zones, demonstrating strong cross-cultural communication and time management skills., Adapted to diverse working styles and schedules, showcasing intercultural collaboration, flexibility, and effective virtual teamwork.