Rati Agarwal by dandanhuanghuang


									Rati Agarwal
A-4, Sector-15A, Noida 201301.
(M) 9811637659.
E-mail: rati_ag2002@yahoo.com

“To pursue a career in an organization of repute where there are dynamic opportunities to learn,
avenues for growth and giving my best to all my endeavors.”

Barclays Finance - Noida.
Customer Relationship Manager – Personal Loans, General Insurance and life
Insurance, Feb 08-Feb 09

Barclays in India for nearly 3 decades, through Barclays Capital, a leading Investment
bank and more recently with Consumer and Commercial banking services. Barclays
Finance is the lending arm of Barclays.

Key Responsibilities:

- Generate new business in loans to achieve defined sales targets.

- Manage and sell loans to branch walk in customers.

-Strategize, Plan & Implement market penetration through various channel’s viz.

-Manage and track Personal loan disbursements.

- Quality assurance of the loan customers.

-Cross sell / Up-sell General Insurance and life insurance to loan and other non
Barclays customer’s.

- Proficient at providing value added customer service by resolving customer issues &
ensuring their satisfaction with the product and the service norms.

-Competent and result oriented professional with proven ability to achieve goals and
High customer satisfaction levels.

Bajaj Allianz- Noida.
Relationship Officer – Travel Insurance (Noida/Ghaziabad) July 07-Feb 2008

Bajaj Allianz general insurance company is a joint venture between Bajaj auto and
Allianz .The Company has an authorized capital of 110 crore. Bajaj auto holds 74%
and remaining 26% is held by Allianz.
Key Responsibilities:
 -Build and strengthen relationships with key accounts (Corporate and Travel
Agents) thereby ensuring high gross revenue and retention by providing them back-up
and complete product support.

-Identify and acquire new relationship for long-term revenue growth.

- Training and motivating Agents for revenue growth.

- Grievance handling and Query solutions.

- Ensuring claims disbursal and customer delight.

Noida Branch achieved highest incremental Revenue of travel insurance in year ended
07.Addition of maximum number of Travel agent in a given last quarter year.

ABN AMRO Bank. Noida
Summer Trainee: May06-July06

ABN AMRO Bank is a leading foreign bank in India with 90 years old history in
India; provide all sorts of financial services to all sorts of customer from retail to

Objective of training:

 To- study the consumer market for banking sector that includes knowing customer
needs and their expectations from the bank.
 To garner my skills with- various financial products.

My role as a trainee:

-I underwent training with different divisions of the bank. Key responsibility included
understanding the sales procedures, banks approach towards the customer, customer
relationship management & expectations of service from the bank.

My learning’s:

- Product knowledge – Insurance (General & Life insurance) & Mutual Funds.
   Product promotion.

- Grievance handling and Query solutions.

It was a great learning experience in a Foreign Bank with a global presence. A foreign
banks approach with its Indian customers and catering to their needs was a paradigm
of customization of banking services & requirement according to local needs.
Educational Qualifications :

2004-2007:- BBA from Amity Business School
Noida. Major Subject: Marketing

2002-2004:- ISC from Riverdale High School.

2000-2002:- ICSE from Mussoorie International School.

Personal Details :

Date of Birth : 17th Dec, 1985.

Languages known: Proficient in English and Hindi.

Computer Literacy: MS Office & Internet applications.

References: Available upon request

To top