Jayan Chavda Email & Phone Number

Crawley, Gb

Croydon, England, United Kingdom

I am responsible for managing client projects, analyzing market trends, and providing strategic guidance to drive business growth. I'm a finance consultant with a focus on results who has a track record of preparing winning bids, documenting projects, and identifying new business prospects. I have successfully assisted organisations in securing worthwhile projects and fostering sustainable growth because to my solid foundation in finance and my enthusiasm for creating engaging content. Experience:Specialize in bid writing and project documentation, collaborating with cross-functional teams to develop winning proposals for diverse industries.Conduct thorough market research and analysis to identify new business opportunities and target potential clients.Prepare comprehensive project documentation, including financial projections, risk assessments, and implementation plans.

Rajkot, Gujarat, India

TATA AIG General Insurance Company Ltd as a Relationship Manager, specifically aligned with the channel partner of Axis Bank SME Center. This role allowed me to leverage the strong partnership between TATA AIG and Axis Bank to serve the insurance needs of small and medium enterprises (SMEs) in Chennai.As a Relationship Manager, my primary focus was to establish and nurture relationships with SME clients through the Axis Bank SME Center. This involved collaborating closely with the bank's SME Center team to identify potential insurance opportunities, understand the unique requirements of SME clients, and deliver tailored insurance solutions.One of my key accomplishments during my tenure was successfully expanding the customer base within the SME sector. Through targeted prospecting and relationship-building efforts, I identified new business opportunities and facilitated the acquisition of new SME clients for TATA AIG.I also played a pivotal role in educating Axis Bank's SME Center team about TATA AIG's insurance products, processes, and value propositions. By providing training sessions and regular updates, I ensured that the bank's team members were equipped to effectively communicate and promote insurance offerings to SME customers.Furthermore, I collaborated closely with TATA AIG's underwriting and claims departments to ensure efficient policy issuance and seamless claims settlement processes for our SME clients. This involved maintaining open lines of communication, facilitating quick turnaround times, and resolving any customer queries or concerns in a prompt and professional manner.1- Bank visit & Client Visit.2- Survey of Manufacturing companies for insurance cover.3- Cross Selling Products Marine insurance, workmen compensation insurance, Group Medical insurance 4- Renewal ,Rollover and Fresh insurance Follow up5- Building Relations with Branch Manager as well as Customer.

Rajkot, Gujarat, India

Addressed and resolved customer complaints in efficient, effective, and timely manner.Scheduled, arranged and attended meetings with customers to maintain trusting and long-lasting relationships.Used creativity, strategic thinking and knowledge of current market trends to target and build relationships with potential customers.Created sales and marketing strategies to increase customer base and enhance sales.Exceeded revenue goals through upselling and offering reliable and responsive service.Generated new business by executing strategic campaigns and proactively cold calling customers.Boosted client satisfaction by monitoring and continuously improving service delivery.

Rajkot, Gujarat, India

1-Meet Customer and convince them about Policy benefit and take a Policy2-Provide Services Regarding Policy to existing holders and new holders3-Suggest Customers to where they can invest for better planning and future regarding Policy4-working with Microsoft Dynamic CRM software .5-Reportin to Head level and mailing for submitting data online6-Achive Target and getting maximize customer7-.Giving Proper information to customer of policy level