khristi.nikolas

• Identified potential business opportunities and generated new leads for the company in the Insurance market. • Conduct market research to identify potential customers and develop strategies to reach them effectively. • Analyzed customer portfolios to determine financial objectives and develop suitable plans. • Provided quotes on various types of insurance policies. • Processed new policy applications and updated existing policy documents. • Provided excellent customer service to resolve customer complaints in a timely manner.

• Generated new sales leads through referrals from existing NRI clients, stockbrokers, shipping companies, NRI associations, IT companies, etc. • Maintained close contact with existing customers through mailers and phone calls, providing insights on fluctuations in interest rates, exchange rates, and various product offerings. • Increased customer engagement through cross-selling investment products like Life Insurance, General Insurance, and other non-investment products like Forex, Remittances, Loans, etc.

• Successfully recruited quality advisors through various activities, including field work and leveraging natural market. • Monitored and tracked the business performance of advisors. • Conducted need analysis to enhance customer satisfaction and delight. • Accountable for revenue generation and achieving business targets.

• Created and improved intelligence resources through project Answer Writing to facilitate consistent data for Bing Search engine. • Solved and redefined numerous queries on daily lifestyle, medical, historical and technological problems.