Ankur Upadhyay

Results-driven Banking, Insurance and Financial Services Professional with 10+ years of experience in Retail Banking, Relationship Management, CASA Acquisition, Bancassurance, Insurance Sales and Business Development. Proven ability to achieve sales targets, build customer relationships and drive business growth.

Real Estate Consultant & Financial Planning Advisor - Self-Employed - Himmatnagar, Gujarat

(2025-10)

• Handle residential and commercial property transactions.
• Advise clients on financial planning and insurance solutions.
• Build long-term customer relationships.

Area Business Development Manager - Kotak Mahindra Life Insurance

(2023-10 - 2025-09)

• Managed banca sales through banking partners.
• Trained branch staff to improve insurance sales.
• Achieved business targets and received sales contest awards.

Corporate Sales Manager - HDFC Life Insurance

(2022-10 - 2023-10)

• Managed corporate and banca insurance business.
• Achieved 100% Staff Activation Award.
• Increased insurance penetration through branch support.

Assistant Branch Manager - IDFC FIRST Bank

(2019-12 - 2022-11)

• Managed branch sales and customer relationships.
• Acquired CASA and liability business.
• Cross-sold banking, insurance and investment products.
• Achieved Cluster-level CASA & Value Business recognition.

Marketing Executive - Cholamandalam Investment & Finance Company Ltd.

(2017-07 - 2019-10)

• Generated business for vehicle finance products.
• Managed customer acquisition and loan documentation.
• Consistently achieved monthly targets.

Insurance & Mutual Fund Consultant - The Wealth

(2014-10 - 2017-07)

• Sold insurance and mutual fund products.
• Conducted financial need analysis.
• Developed long-term client relationships.

Bachelor of Commerce - B.Com - Hemchandracharya North Gujarat University (2004)