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.
