Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Swathi Dondapati

Financial Service Consultant
Hyderabad

Summary

Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 2 year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over 1100 client appointments. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.

Overview

2
2
years of professional experience
5
5
years of post-secondary education
3
3
Languages

Work History

Insurance Advisor

ICICI Prudential
Hyderabad
01.2020 - 02.2021
  • Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.

Credit Card Sales Executive

Axis Bank
Gudivada
02.2016 - 03.2017
  • Generated reporting to aid leadership with information to determine future credit card goals.
  • Reviewed and verified vendor completeness and compliance to rectify billing disputes and fraud cases.
  • Recommended products and services to meet customers' credit card and banking needs.
  • Monitored existing customer accounts for continued creditworthiness based on analysis of past performance and current information.

Education

Bachelor of Science - Chemistry

Sri Vidhya Degree College
Gudivada
06.2011 - 04.2014

Intermediate -

VIdyalaya Junior College
Gudivada
06.2010 - 05.2011

SSC -

Montessori English Medium
Gudivada
06.2008 - 05.2009

Skills

  • Life insurance
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Accomplishments

  • Achieved policies by completing leads with accuracy and efficiency.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Crosssell products knowledge

Timeline

Insurance Advisor

ICICI Prudential
01.2020 - 02.2021

Credit Card Sales Executive

Axis Bank
02.2016 - 03.2017

Bachelor of Science - Chemistry

Sri Vidhya Degree College
06.2011 - 04.2014

Intermediate -

VIdyalaya Junior College
06.2010 - 05.2011

SSC -

Montessori English Medium
06.2008 - 05.2009

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Swathi DondapatiFinancial Service Consultant