Anagha K

MBA graduate specializing in Insurance Management and Finance with hands-on experience in relationship management, client acquisition, and lead generation within the insurance broking sector. Academic foundation in insurance underwriting concepts, risk management, claims processing, and policy analysis, complemented by a BBA in Marketing. Skilled in MS Office and IBM SPSS for data and MIS reporting.

Known for clear communication, relationship-building, and adaptability in fast-paced business environments. Seeking to leverage insurance domain knowledge and client-facing experience in an insurance operations, MIS, or office administration role.

Relationship Manager - Muthoot Risk Insurance and Broking Services

(2026-05)

• Drove client acquisition and lead generation efforts for general and life insurance products, building a pipeline of prospective clients within the assigned territory.
• Engaged with prospective and existing clients to understand insurance needs and presented suitable policy options, supporting the broking team's business development goals.
• Maintained accurate records of client interactions and leads to support follow-up, conversion tracking, and reporting.
• Collaborated with internal teams to ensure smooth handover of qualified leads for policy issuance and servicing.

Development Officer Intern - Axis Max Life Insurance Ltd - Calicut

• Conducted a market study on enhancing general agent productivity within the life insurance distribution channel.
• Analyzed agent performance data and field practices to identify factors influencing productivity and sales outcomes.
• Assisted in compiling findings into a structured project report with recommendations for agent development.

Finance Intern - Uralungal Labour Contract Co-operative Society Ltd (ULCCS)

• Carried out a company analysis of ULCCS, reviewing financial statements and organizational structure.
• Supported the finance team with data compilation and documentation for the analysis project.

MBA - Insurance Management and Finance - Pondicherry University (2026)

BBA - Marketing - Calicut University (2023)

Higher Secondary - HSE Kerala (2020)

SSLC - Kerala State Board of Education (2018)