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ARUN SONI
Bangalore
Summary
Results-oriented Life Insurance Distribution Manager with a proven track record in problem-solving and fulfilling client needs. Skilled in fostering strong relationships that enhance collaboration and improve operational efficiency. Committed to delivering high-quality service while driving profitability and achieving organizational goals.
Overview
8
8
years of professional experience
Work History
Senior Premier Wealth Manager
Bajaj Allianz Life Insurance
11.2024 - 12.2025
- I am handling Axis Bank AVC channel (US and Canada clients)
- Motivating the team to meet sales target
- Reviewing performance and improving productivity
- Providing training and monitoring the developmental needs of the team
- Planning new business development strategies
- Handling high net worth (HNI) clients and HNI directly
- Maintaining excellent service quality and developing rapport with clients.
Premier Wealth Manager
Bajaj Allianz Life Insurance
04.2023 - 11.2024
Senior CAM in Bancassurance Channel
HDFC Life
03.2021 - 08.2022
- Selling the insurance product of the insurance company and helping the company to achieve a large customer base and improve its reach in the market.
- Managing the life insurance sales through assigned Bank Branches.
- Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads.
- Make appointments, explore the customer’s financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company’s product range, gain customer agreement to purchase, accurately complete sales documentation.
- Coordinating between Bank, customer and company from Lead generation to policy conversion.
- HDFC Life is a leading long-term life insurance solutions provider in India, offering a range of individual and group insurance solutions.
Deputy Manager in Customer Advisory Team
Max Life Insurance
12.2018 - 06.2020
- Prospecting, soliciting and selling fixed life insurance products in local community.
- Targeting the customer for acquisition new to bank and managing existing customer where the target market is SMEs.
- Maintained up-to-date KYC information and profiles for each client.
- Counselled and advised prospects and policyholders on insurance protection and coverage, enhancing client understanding and satisfaction.
- Serviced and maintained insurance renewal policies to ensure continuity of coverage and client retention.
- Developed and maintained business relationships to foster trust and facilitate ongoing client engagement.
- Max Life Insurance Company Limited is a life insurance company in India. The company is a subsidiary of the publicly listed Max Financial Services and is the largest non-bank private-sector life insurer in India.
Assistant Relationship Manager
Robinhood Insurance Broker
06.2018 - 12.2018
- It’s a direct marketing. My primary role is to meet clients who have shown interest to invest in Life Insurance products like (Investment, Term & Health Insurance products).
- As per client requirement I used to pitch & place the products as per his age, premium payment term & policy term.
- Also providing policy related services to existing customers & up-sell the products to them.
- OneInsure is powered by Robinhood Insurance Broker. A reputed name in the Insurance Industry with over 9 years of experience and a strong presence in 8 major cities of India. Our sole aim is to provide superior service to our users by offering them a One-stop Shop for all their insurance needs.
Assistant Relationship Manager
Birla Sunlife Insurance
07.2017 - 06.2018
- Targeted customer acquisition new to bank and managed existing SME clients.
- Built and fostered strong relationships with current and prospective clients.
- Counseled and advised prospects and policyholders on insurance protection and coverage options.
- Prospecting, soliciting and selling fixed life insurance products in local community.
- Developing and maintaining business relationships.
- Servicing and maintaining insurance renewal policies.
- Updated KYC information and profiles for each client.
- Participating in various incentive programs and contests designed to drive sales and meet production goals.
- Meeting sales goals for volume of quality new business quoted and written within bank guidelines.
Education
Bachelor of Engineering - Electronics and Communications
RGPV University
01-2015
12th -
Madhya Pradesh State Board
01-2011
10th -
Madhya Pradesh State Board
01-2009
Skills
- Investment strategy
- Financial planning
- Portfolio management
- Market analysis
- Client relationship management
- Client engagement
- Business development
- Leadership
- Ability to handle pressure
- Results-driven mindset
- Goal-oriented
- Self-motivated
- Positive attitude
- Interpersonal relationship
- Communication
Languages
- English
- Hindi
Personal Information
Date of Birth: 07/27/94
Timeline
Senior Premier Wealth Manager
Bajaj Allianz Life Insurance
11.2024 - 12.2025
Premier Wealth Manager
Bajaj Allianz Life Insurance
04.2023 - 11.2024
Senior CAM in Bancassurance Channel
HDFC Life
03.2021 - 08.2022
Deputy Manager in Customer Advisory Team
Max Life Insurance
12.2018 - 06.2020
Assistant Relationship Manager
Robinhood Insurance Broker
06.2018 - 12.2018
Assistant Relationship Manager
Birla Sunlife Insurance
07.2017 - 06.2018
Bachelor of Engineering - Electronics and Communications
RGPV University
12th -
Madhya Pradesh State Board
10th -
Madhya Pradesh State Board