Shaik Mustafa

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.

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.

Bachelor of Commerce - Computers - Banaras Hindu University (2018)

Intermediate - SRR & CVR College (2015)

SSC - Vidya English Medium High School (2013)