Anayas Jafri

Banking & Insurance professional with 10+ years of experience in Bancassurance, Sales, and Operations Support. Skilled in policy processing, backend operations, compliance, and client servicing along with strong sales capabilities. Proven ability to manage high-value clients, streamline operations, and ensure smooth coordination between sales and operations teams.

Team Head – Sales - Electronics Power Solutions

(2026-04)

• Handled corporate & HNI clients and closed high-value deals
• Increased repeat business by 35% through relationship management
• Led sales team and achieved assigned targets

P.R.O (Sales & Coordination) - Reliable Diagnostic Center

(2025-12 - 2026-03)

• Managed patient coordination and engagement
• Improved service experience and daily operations
• Supported marketing and promotional activities for diagnostic services

Sales (BD) – Banca Channel + Operations Support - SBI Life Insurance Co. Ltd.

(2015-07 - 2025-11)

• Managed end-to-end insurance process from lead generation to policy issuance
• Coordinated with operations team for policy login, underwriting, and issuance
• Ensured accurate documentation, KYC verification, and compliance as per IRDAI norms
• Handled policy servicing requests like endorsements, renewals, and claim support
• Maintained and updated client database & MIS reports for tracking business performance
• Worked closely with bank staff to ensure smooth business flow and operational efficiency
• Resolved customer queries related to policy status, premium, and servicing issues
• Managed HNI clients and ensured high retention through timely service support
• Supported backend team in reducing TAT (Turnaround Time) for policy issuance
• Achieved consistent sales targets while maintaining operational accuracy

Team Leader – Sales - Future Group

(2013-07 - 2015-02)

• Managed team performance and sales operations
• Handled customer acquisition and service

Assistant Faculty

(2015-02 - 2015-07)

• Managed classroom operations and student engagement

Sales Officer - Vodafone Communication

(2013-02 - 2013-06)

• Generated leads and handled customer onboarding

B.Ed - Education - Jiwaji University (2026)

B.Lib - Library Science - IGNOU (2025)

PGDCA - Computer Applications - Jiwaji University (2015)

B.Sc - Science - SMS Govt. College, Gwalior (2013)