Rati Ranjan

My resume is enclosed for your review and consideration. To describe myself in a nutshell, I am hardworking; ready to take up any challenge of life abreast with the latest trends and a team player with excellent communication skills.

Portfolio Manager - Shriram Life Insurance Company Ltd

(2026-01)

• Building relationships with potential clients
• Promoting insurance products directly to customers
• Meeting sales targets and driving business growth
• Identifying new business opportunities

Business Development Manager - IndiaFirst Life Insurance Company Ltd

(2024-01 - 2025-08)

• Achieved 30% increase in new business acquisition within the first 6 months through effective market research and strategic partnership development.
• Implemented a customer relationship management system, resulting in a 20% improvement in customer retention and a 15% increase in cross-selling opportunities.
• Led a high-performing sales team to surpass quarterly targets by 25%, consistently driving the business towards achieving company goals.
• Devised and implemented strategic plans to cultivate and retain relationships with high net-worth clients, yielding a 25% increase in assets under management.
• Introduced and executed innovative customer retention strategies, resulting in a noteworthy 15% enhancement in client satisfaction.
• Teamed up with cross-functional departments to identify and exploit new business opportunities, delivering a significant 30% boost in revenue within a year.

Territory Sales Manager - Royal Sundaram General Insurance Company Limited

(2023-01 - 2024-01)

• Develop and execute strategic sales plan, aligning with goals, set targets, track performance.
• Foster relationships with partner banks, ensure smooth sales process.
• Lead team, set expectations, provide coaching.
• Understand insurance products, educate team and bank employees.
• Organize training, improve product knowledge and sales skills.
• Stay updated on industry trends, adjust strategies.
• Prepare persuasive sales presentations, address queries.
• Track sales data, evaluate territory performance, provide reports.
• Enhance customer relationships, address feedback promptly.

Corporate Agency Manager - HDFC LIFE INSURANCE COMPANY LIMITED

(2021-01 - 2023-06)

Driving insurance sales through bank partnerships. This role involves developing and nurturing relationships with banking partners, training bank staff on insurance products and sales techniques, and implementing strategies to achieve sales targets. The CAM monitors sales performance, provides regular feedback and support, and ensures compliance with regulatory requirements.

Additionally, the CAM focuses on customer satisfaction and resolving partner queries efficiently to maintain strong, productive partnerships.

• Best Business Awards: Qualified as a top performer, recognizing exceptional business growth and outstanding performance.
• Half-Yearly Target Achievement: Achieved 350% of YTD target, demonstrating remarkable sales growth and business acumen.
• RNR Qualification: Qualified for the prestigious RNR (Ringing New Records) club, showcasing consistent high performance.
• Super Achiever Club: Qualified for the Super Achiever Club, highlighting exceptional achievements and contributions to the company's success.

Relationship Manager - Anashvision Consultancy Private Ltd

(2020 - 2021)

Driving insurance sales through bank partnerships. This role involves developing and nurturing relationships with banking partners, training bank staff on insurance products and sales techniques, and implementing strategies to achieve sales targets. The CAM monitors sales performance, provides regular feedback and support, and ensures compliance with regulatory requirements.

Additionally, the CAM focuses on customer satisfaction and resolving partner queries efficiently to maintain strong, productive partnerships.

Bachelor of Arts - Bhairab Ganguli College, Kolkata (2012)

Higher Education 12th - West Bengal Council Of Higher Secondary Education (2009)