Shaik Mustafa
Insurance & Bancassurance professional
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About
Results-driven Insurance & Bancassurance professional with 4+ years of experience in health and general insurance, specializing in policy renewal, persistency management, agency coordination, and customer retention. Proven ability to drive 13th-month persistency, manage HNI renewal cases, and collaborate with sales and leadership teams.
Experience
Sales Manager – Enterprise Sales - Turtlefin
(2022-12)
- Supported renewal and retention initiatives to reduce policy lapses and improve persistency.
- Coordinated with agency and sales teams to drive customer engagement and renewal follow-ups.
- Conducted regular performance reviews and digital meetings to improve renewal conversion.
Sales Manager – Bancassurance - Bajaj Allianz General Insurance
(2021-11 - 2022-12)
- Managed bancassurance partnerships with PNB, PSB, UBI, and IPPB.
- Drove 13th-month persistency and renewal performance across bank branches.
- Handled HNI customers and supported renewal MIS and retention strategies.
Outsourced Officer - Department of Post (IPPB & PLI)
(2020-08 - 2021-10)
- Generated ₹3+ Cr Postal Life Insurance business with strong focus on renewals.
- Engaged customers for premium continuity and long-term retention.
- Recognized as top performer in insurance servicing and digital banking.
Operations Executive - Tycoons Solutions
(2018-12 - 2020-07)
- Managed backend operations and supported policy servicing and renewals.
Education
Bachelor of Commerce - Computers - Banaras Hindu University (2018)
Intermediate - SRR & CVR College (2015)
SSC - Vidya English Medium High School (2013)
