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Shivani Gupta

@shivanigupta5193

Associate Sales Support Consultant at POLICY BAZAAR.AE

Gurugram

POLICY BAZAAR.AEEwing Christian Public School

Shivani Gupta is a dedicated Associate Sales Support Consultant with a strong commitment to enhancing the customer experience and ensuring operational compliance. She is adept at managing sales contracts, assessing customer insurance needs, and maintaining high product knowledge. Her expertise includes preventing mis-selling and fraud, managing CRM systems, and training new hires to reduce process gaps.

Experience

Associate Sales Support Consultant

POLICY BAZAAR.AE

•Sep 2022 - Present•Gurugram, HR

Collaborated with the sales team to ensure seamless operational support and enhance customer experience. Assisted in managing sales contracts, quotes, and proposals, ensuring accuracy and compliance with company policies. Provided operational support for sales presentations and customer inquiries. Responded to all internal communications in a timely and effective manner. Assessed customer insurance needs through in-depth analysis and consultative sales approach. Maintained a high level of product knowledge. Ensured zero losses or errors while assisting customers. Played a key role in preventing mis-selling and fraud. Managed and updated the customer relationship management (CRM) system. Performed KYC for new and existing clients. Reduced process gaps by effectively training new hires on best practices and protocols.

Education

Kulbhaskar Ashiram PG College

Bachelor of Commerce

Jun 2021

University of Allahabad

Bachelor of Commerce

Jun 2017

Ewing Christian Public School

12th- Commerce

Skills

Sales Support
Customer Experience Management
Sales Contracts Management
Compliance
Insurance Needs Assessment
Product Knowledge
Fraud Prevention
CRM Management
KYC
Training