Archana Gupta

Managed a portfolio of high-net-worth clients, providing personalized financial planning advice and delivering tailored life insurance solutions. Collaborated with underwriting and claims departments to streamline processes and ensure timely claims settlement, significantly enhancing customer satisfaction and reducing turnaround time.

Corporate Account Manager - Tata Aia Insurance Pvt. Company

(2021-04 - 2022-11)

• Managed a portfolio of high-net-worth clients, providing personalized financial planning advice and delivering tailored life insurance solutions.
• Collaborated with underwriting and claims departments to streamline processes and ensure timely claims settlement, significantly enhancing customer satisfaction and reducing turnaround time.

Relationship Manager - STAR UNION DAI ICHI Life Insurance Company

(2022-11 - 2023-07)

• Built and maintained strong relationships with clients to understand their insurance needs and financial goals.
• Achieved and exceeded sales targets by effectively promoting insurance products and services.
• Expanded client base to generate new business opportunities.
• Conducted product led training for bank RMs to successfully implement and deliver customized solutions to meet client needs.

Deputy Cluster Manager - AXIS MAX LIFE INSURANCE COMPANY

(2023-07)

• Expanded client base to generate new business opportunities.
• Conducted product led training for bank RMs to successfully implement and deliver customized solutions to meet client needs.
• Managed administrative tasks and sales activities at a branch office.
• Contributed to the development and implementation of customer service improvement initiatives, enhancing overall customer satisfaction.

B.Sc - V.B.S Purvanchal University (2015-07 - 2018-05)

Intermediate - UP Board (2013-07 - 2015-05)

High School - Up board (2011-07 - 2013-07)