1. Rupa Sejpal
Mobile : +971-525544513
E mail : july13rupa@gmail.com
Seeking assignments in Wealth Management with a growth oriented
organization
PROFESSIONAL SYNOPSIS
→ Functional skills
o Business development Wealth Management
Client Relationship Management
→ Possess excellent interpersonal, communication and analytical skills with
demonstrated abilities in customer relationship management, Team
management and Wealth Management
→ Ranked No. 1 for the highest premium LIC award Jan 2015
→ Won the certificate of LIC New launch Award 2014
→ Got certificate of excellence in 2008 Power of 8 program
→ Got certificate of excellence for launch of sales guarantee plan
EMPLOYMENT DETAILS
Dec 2008-Till Present at LIC India Wealth Management Department
as Sr. Relationship Officer
Key Deliverables
• Revenue generation through the new customer and maintaining
relationship with the existing customer, to ensure customer persistency
and revenue persistency.
• Monitoring customer Investment portfolio performance and rendering
advisory services.
• Providing complete customized and personalized Portfolio management
according to the need of the clients.
• Assessing the prevalent financial and economic environment to ascertain
most profitable Investment suitable for sale.
• Ensure strict compliance to documentation procedure of the bank and
service providers.
• Initiating and developing relationship with target organization for business
development.
• Handling of Relationship to aid customer for all his wealth requirements.
• Understanding the needs of the end customer & providing appropriate
financial solutions

2. May’01- Till Oct’08 ICICI Prudential Life Insurance Company as Sr
Relationship Officer
Key Deliverables
Business Development and Training
 Identifying new streams for revenue growth & developing sales plans to
build enhance the quality business
 Utilizing market information & personal network to develop marketing
intelligence for generating leads. Evolving market segmentation &
penetration strategies to achieve targets
 Working on lead referral model to achieve sales targets by giving
presentation to prospects and closing the deals
Client Relationship Management
 Customer centric Insurance operations, forwarding customer instructions
to the concerned department & ensuring customer satisfaction by
achieving delivery & service quality norms
 Interfacing with clients for understanding their requirements & suggesting
the most viable solution and cultivating relations with them for customer
retention & securing repeat business
Co-ordination and MIS
 Daily co-ordination with channel partners for joint calls, training,
discussion on products features
 Meeting with channel partners for weekly and monthly business target
achievement
 Daily MIS preparation for renewals, leads and Issuance status
ACADEMIC CREDENTIALS
Post Graduate Degree in Sociology University of Mumbai
Masters the use of computer tools from Software technologies
PERSONAL DETAILS
Date of Birth : 13th
July 1970
Languages Known : English / Hindi / Gujarati / Marathi
Correspondence Address : 901 Hamdan Khalifa, Al Nahda 2, Dubai
Passport : M 5777009
Visa status : Visit
Marital : Single
Alternate Mobile no : +971507082439