Chintala Sarika
London,ENG
Summary
Dynamic professional specializing in client relationship management and financial planning. Proven track record in driving sales and achieving targets through effective lead generation and pipeline management. Consistently enhances client satisfaction and loyalty through exceptional customer service. Committed to leveraging expertise to support organizational goals and promote long-term growth.
Overview
5
5
years of professional experience
6049
6049
years of post-secondary education
Work history
Assistant Manager
HDFC ERGO
Hyderabad India
2022.02 - 2023.02
- Managed client portfolios and provided insurance solutions
- Strengthened customer relationships and retention
- Supported team in achieving sales targets
- Prepared financial reports and client presentations
- Monitored market trends to advise clients effectively
- Identified cross-selling and upselling opportunities
- Built and maintained long-term client relationships
- Resolved customer queries and complaints efficiently
- Ensured compliance with company and regulatory standards
- Handled policy renewals and documentation processes
- Analysed customer needs to recommend suitable insurance products
Premier Relationship Manager
Kotak Life Insurance
Hyderabad, India
2021.02 - 2022.01
- Handled high-value clients and financial planning
- Maintained strong sales pipeline
- Delivered tailored insurance solutions
- Ensured high levels of customer satisfaction
- Conducted follow-ups with prospective clients
- Tracked sales performance and prepared reports
- Supervised daily floor operations and team coordination
Senior Client Relationship Manager
Aditya Birla Sun Life Insurance
2019.10 - 2020.10
- Coordinated with relationship managers for lead generation
- Managed sales pipeline and client interactions
- Achieved quarterly sales targets consistently
- Supported branch operations and team sales activities
- Maintained accurate customer records and documentation
- Explained financial products and policy benefits clearly
- Generated new business through referrals and networking
Financial Service Consultant
ICICI Prudential Life Insurance
2018.04 - 2019.10
- Provided financial advisory services to walk-in customers
- Managed leads and client data
- Achieved 150% of yearly targets
Education
Intermediate -
Narayana Junior College
Hyderabad, IndiaMSc Management with project Management with PDP - Management
BPP University
London 2023.04 - 2024.11
SSC - SSC
Serenity Model High School
Hyderabad, IndiaB.Com - Computers
Siva Sivani Degree College
Hyderabad, IndiaSkills
- Client Relationship Management
- Financial Planning & Advisory
- Sales & Target Achievement
- Lead Generation & Pipeline Management
- Customer Service Excellence
Additional information
- Strengths: Self-motivated, creative thinking, willingness to learn
- Interests: Music and Singing
Timeline
MSc Management with project Management with PDP - Management
BPP University
2023.04 - 2024.11
Assistant Manager
HDFC ERGO
2022.02 - 2023.02
Premier Relationship Manager
Kotak Life Insurance
2021.02 - 2022.01
Senior Client Relationship Manager
Aditya Birla Sun Life Insurance
2019.10 - 2020.10
Financial Service Consultant
ICICI Prudential Life Insurance
2018.04 - 2019.10
Intermediate -
Narayana Junior College
SSC - SSC
Serenity Model High School
B.Com - Computers
Siva Sivani Degree College