SENIOR RELATIONSHIP MANAGER - Go Digit Life Insurance Limited - Lucknow
(2026-01)
- Managed and developed relationships with insurance brokers to drive Life Insurance business growth.
- Provided end-to-end support for policy quotations, issuance, and customer servicing.
- Conducted regular broker visits to strengthen partnerships and ensure consistent business engagement.
- Cultivated strong relationships with Brokers to understand their insurance needs.
- Developed customized insurance solutions tailored to client requirements.
- Facilitated Brokers meetings to discuss policy updates and product offerings.
SENIOR RELATIONSHIP MANAGER (BANCA CHANNEL) - NIVA BUPPA HEALTH INSURANCE CO.LTD
(2024-07 - 2025-12)
- Handling HDFC SECURITIES in All UP &UK Branches for Health insurance business.
- Manage the channel partners for client servicing and handling
- Manage the product training and development programme for channel partners to generate business
- Drove closure meetings along with channel partners
SENIOR RELATIONSHIP MANAGER (BROCA CHANNEL) - MAXLIFE INSURANCE CO. LTD
(2023-03 - 2024-07)
Handling channel partners in Mumbai for insurance business in BROCA CHANNEL. Such as Turtle-mint.
- Enable and manage the channel partners for client servicing and handling
- Manage the product training and development programme for channel partners to generate business
- Drove closure meetings along with channel partners
SR. RELATIONSHIP MANAGER (KAM CHANNEL) - TURTLEMINT Insurance - Mumbai
(2021-09 - 2023-12)
- From Sep 2021 – Dec 2023 handled more than 100 DPs on Pan India level for insurance business in KAM CHANNEL.
- Managed Digital Partners to enhance client service delivery.
- Manage the product training and development programme for channel partners to generate business
- Facilitated closure meetings with channel partners to drive business outcomes.
RELATIONSHIP MANAGER - Symbo India Insurance Pvt. Ltd. - Kurla
(2019-11 - 2021-07)
- Handling more than 80 DP's on Pan India level for insurance business in KAM CHANNEL.
- Enable and manage the Digital Partners DP's for client servicing and handling
- Manage the product training and development programme for channel partners to generate business
- Drove closure meetings along with channel partners
- Established trust with clients to enhance satisfaction and loyalty.
- Meeting with client for Closure.
SALES EXECUTIVE - Redline Insurance Broking Pvt. Ltd.
(2018-06 - 2019-05)
- Established trust with clients to enhance satisfaction and loyalty.
- Meeting with client for Closure.
- Recommended and sold insurance products to existing clients to meet their needs.
SALES EXECUTIVE - ICICI Lombard Health Insurance - Mumbai
(2016-09 - 2018-05)
- Developed strong connections with clients to enhance service satisfaction.
- Meeting with client for Closure.
- Promoted additional insurance products to existing clients to meet their needs.
