Anushree Vijay

Relationship Manager at Canara HSBC Life Insurance (2024-08 – Present)

Managing sales of life insurance products through bank branch channels.
Building and maintaining strong relationships with bank staff to ensure consistent business growth.
Conducting regular training and updates on insurance products to increase branch activation.
Ensuring exceptional post-sale service and timely resolution of customer queries.
Working towards monthly and quarterly targets, ensuring compliance with regulatory and internal guidelines.
Awarded for Outstanding Contribution for FY 2024–25.

Relationship Manager at TATA AIA Life Insurance (2023-01 – 2024-07)

Sell insurance to bank customers and provide service to existing bank customers.
Maintain strong relationships with bank employees and provide training on insurance products for business growth.
Offer financial planning and banking solutions to prospective and existing customers.
Engage with customers via telecommunications to inform them about products/services and schedule appointments.
Consistently meet sales targets and adhere to compliance guidelines.

Relationship Associate at Max Life Insurance Co Ltd (2021-10 – 2022-12)

Sold insurance to bank customers and provide service to existing bank customers.
Maintained good relations with bank employees and trained them about insurance products for Business growth.
Achieve "Swayam" targets through self-sourced business.
Received Certificate of Appreciation from CRM Head for being SWAYAM Champion and RIDER Champion.
Recognized twice by the CRM Head for exceptional performance in SWAYAM and RIDER campaigns.

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