Abhishek B Shetty
Bangalore
Summary
To pursue a challenging career where I can utilize my knowledge, leadership ability, and interpersonal skills to contribute meaningfully to a reputed organization and grow professionally while delivering impactful results.
Overview
12
12
years of professional experience
Work History
Deputy Cluster Manager
Bancassurance
Bangalore
06.2022 - Current
- Managing a cluster of 6 bank branches and leading a team of 4 relationship managers to consistently exceed sales and service targets.
- Building and maintaining strategic partnerships with bank leadership and frontline teams to boost referral flow and conversion rates.
- Driving revenue generation through effective lead management, pipeline building, and proactive business planning.
- Conducting joint customer calls with bank staff to close high-value deals and provide consultative insurance solutions.
- Monitoring daily, weekly, and monthly performance metrics for the cluster; ensuring underperforming branches receive necessary support and coaching.
- Organizing sales contests, recognition programs, and motivation drives to energize the team and foster a high-performance culture.
- Spearheading product training workshops for bank employees and new team members to improve product knowledge and sales capability.
- Coordinating with the underwriting and operations team to ensure quick policy issuance and high-quality customer experience.
- Identifying and capitalizing on cross-sell and upsell opportunities across banking customer portfolios.
- Ensuring strict adherence to regulatory compliance, internal guidelines, and risk management practices.
- Preparing and presenting cluster performance reports to senior management for review and strategic planning.
- 3 promotions in the current organization.
- Qualified for 3 international incentive trips.
- Awarded 'Top Senior Business Sales Manager' for exceptional performance for 2 Consecutive years.
Senior Financial Service Manager
Future Generali Life Insurance Co
Bangalore
01.2021 - 08.2021
- Prospected and engaged potential clients through cold calling and scheduled consultations.
- Managed end-to-end policy servicing, including issuance, changes, renewals, and client documentation.
- Developed and executed targeted marketing strategies to increase insurance product sales.
- Provided personalized support, resolving insurance-related inquiries and maintaining high client satisfaction.
- Coordinated with underwriting and operations teams to ensure smooth policy issuance and service delivery.
- Achieved and surpassed monthly sales targets through consistent follow-ups and relationship management.
- Maintained accurate records of leads, follow-ups, and conversions using internal CRM tools.
- Participated in training programs and sales workshops to stay updated on insurance products and regulations.
Business Development Associate
BYJU's - The Learning APP
Bangalore
01.2020 - 01.2021
- Counseled prospective clients and converted leads into paying users.
- Used CRM tools like LeadSquared to track customer engagement.
- Handled customer queries and led the sales process through email, calls, and direct meetings.
- Developed business strategies for sales across multiple education product segments.
- Recognized as Sales Guru by AVP for consistent weekly sales of ₹80,000.
- Maintained 98% order retention, exceeding BYJU’S average of 88%.
Senior Relationship Manager
Aegon Life Insurance Company
Bangalore
10.2018 - 01.2020
- Built and nurtured long-term relationships with retail and HNI clients to promote a portfolio of banking and financial products.
- Consistently sourced new business through proactive cold calling, referrals, and networking initiatives.
- Conducted financial needs analysis to offer customized solutions across investments, insurance, and loans.
- Ensured high levels of client satisfaction through regular follow-ups and personalized service.
- Collaborated with cross-functional teams to address complex customer requirements and close deals efficiently.
- Maintained up-to-date knowledge of financial markets, regulatory changes, and product offerings to better advise.
- Star Award winner for 3 consecutive quarters.
- International trip qualified – Phuket.
- Promoted within a year from Relationship Manager to Senior Relationship Manager.
- Earned loyalty bonus for sustained performance.
Managing Director
AMRUTHA DAIRY FARM
Mangalore
04.2016 - 08.2018
- Managed all operational and business aspects of the dairy farm.
- Promoted product awareness and ensured hygiene and quality standards.
- Handled packaging, delivery, and customer relationship management.
Executive Administrator
Rakhi Solutions
Mangalore
03.2013 - 04.2016
- Handled front-desk management, visitor coordination, and client service.
- Maintained internal databases, scheduled meetings, and managed supplies.
- Supervised shop floor staff and recorded team attendance and responsibilities.
- Negotiated with clients and vendors and conducted quality checks and feedback analysis.
Education
B.Com -
Techno Global University
01.2013
12th Grade (PUC) -
01.2010
10th Grade (SSLC) -
01.2008
Skills
- Sales management
- Relationship building
- Pipeline management
- Regulatory compliance
- Lead generation
- Performance monitoring
- Employee training
- Cross-selling strategies
- Customer relationship management
- Data analysis
- Business planning
- Team motivation
- Strategic partnerships
- Consultative selling
- Interpersonal skills
- Problem-solving abilities
Timeline
Deputy Cluster Manager
Bancassurance
06.2022 - Current
Senior Financial Service Manager
Future Generali Life Insurance Co
01.2021 - 08.2021
Business Development Associate
BYJU's - The Learning APP
01.2020 - 01.2021
Senior Relationship Manager
Aegon Life Insurance Company
10.2018 - 01.2020
Managing Director
AMRUTHA DAIRY FARM
04.2016 - 08.2018
Executive Administrator
Rakhi Solutions
03.2013 - 04.2016
B.Com -
Techno Global University
12th Grade (PUC) -
10th Grade (SSLC) -
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