Sk Mayadul Islam

Conducted in-depth discussions with customers to understand their financial protection needs and recommended suitable life/general insurance products tailored to their goals. Generated high-quality leads through field visits, referrals, and telecalling, ensuring strong pipeline management and consistently achieving monthly sales targets. Built long-term, trust-based relationships with new and existing clients, ensuring repeat business, high satisfaction, and strong portfolio growth.

Relationship Manager at Bajaj Life Insurance (2024-10 – Present)

• Conducted in-depth discussions with customers to understand their financial protection needs and recommended suitable life/general insurance products tailored to their goals.
• Generated high-quality leads through field visits, referrals, and telecalling, ensuring strong pipeline management and consistently achieving monthly sales targets.
• Built long-term, trust-based relationships with new and existing clients, ensuring repeat business, high satisfaction, and strong portfolio growth.
• Provided continuous support to customers after sales, help them with renewals or claim-related queries, and stay in touch to maintain strong relationships.
• Actively manage Unit Linked Insurance Plans (ULIPs) and SIP portfolios by monitoring stock market movements and economic trends; execute strategic fund switches to optimize capital growth and protect client investments.
• Regularly stay updated about insurance products, market trends, and competitor offerings so I can guide customers better and offer more suitable options.
• Maintain proper records of customer interactions, follow-ups, policy details, and sales activities, and prepare daily/weekly reports for management.

MBA in Marketing – The University of Burdwan (2022 – 2024)

BBA(H) in Marketing – Netaji Mahavidyalaya (2019 – 2022)

Higher Secondary – Parul Ramakrishna Sarada High School (2019)