Senior Area Manager (Bengaluru & Hyderabad) - Bajaj Life Insurance Company Ltd - Bengaluru & Hyderabad
(2022-06 - 2026-06)
Career Progression: Jun 2022 – Mar 2025: Joined Axis Bank Prime Digital Channel and earned a promotion to Senior Cluster Head – Axis Bank NRI Channel. Apr 2025 – Jun 2026: Selected through Internal Job Posting (IJP) and transferred to Hyderabad as Senior Area Manager – Credit Life (NBFC Channel).
- Managed life insurance business across Axis Prime Digital, Axis NRI, and NBFC Credit Life channels.
- Conducted financial need analysis and recommended Protection, Savings, Retirement, and ULIP solutions for Prime, HNI, and NRI customers.
- Built strong relationships with Relationship Managers, Wealth Managers, Branch Heads, Regional Heads, and NBFC partners to drive premium growth.
- Led partner engagement, sales reviews, product training, and business planning to improve insurance penetration.
- Managed Credit Life Insurance across Home Loan, Business Loan, and Personal Loan segments while consistently achieving business targets.
- Monitored MIS, partner productivity, business performance, and policy issuance to ensure sustainable growth and customer satisfaction.
Sales Manager (Bengaluru) - Axis Maxlife Insurance Company - Bengaluru
(2020-08 - 2022-06)
- Built strong relationships with Axis Bank Relationship Managers (RMs) to generate quality leads.
- Cross-sold and upsold life insurance products to existing and new bank customers.
- Provided product training and sales support to bank branch staff to improve lead generation.
- Ensured high policy issuance and customer service standards.
- Maintained regular engagement with branch teams to drive business growth and productivity.
- Earned a fast-track promotion from Assistant Sales Manager to Sales Manager based on exceptional performance and target achievement.
Digital Relationship Executive - Teleperformance Global Services Pvt Ltd (Axis Bank Digital Circle)
(2017-11 - 2020-02)
- Managed a portfolio of 2,500+ Axis Bank customers through the Virtual/Digital Banking channel.
- Built and maintained strong customer relationships through outbound and inbound interactions.
- Cross-sold and up-sold Axis Bank products including CASA (Savings & Current Accounts), Credit Cards, Fixed Deposits (FD), Recurring Deposits (RD), Life Insurance, General Insurance, and Retail Loan products.
- Identified customer financial needs and recommended suitable banking and insurance solutions.
- Generated revenue through product penetration and achievement of sales targets.
- Coordinated with branch and relationship managers to maximize business opportunities.
Business Development Executive - Xiphias Immigration Consultancy
(2017-02 - 2017-09)
- Generated leads through outbound and inbound customer calls.
- Counseled clients on Permanent Residency (PR), Work Visa, and Study Visa opportunities for various countries.
- Assessed client profiles and advised suitable immigration pathways based on eligibility.
- Explained visa application processes, documentation requirements, and timelines.
- Guided clients on overseas job search strategies and employment opportunities.
- Conducted follow-up calls to convert prospects into customers.
- Maintained customer relationship management (CRM) records and lead databases.
