Harsh Rakwal
Pathankot
Summary
Dynamic professional with a proven track record at Aditya Birla Sun Life Insurance, excelling in building relationships and insurance policy sales. Leveraged market trend analysis and underwriter collaboration to exceed sales targets, achieving top-performing agent status. Skilled in client service, consistently enhancing customer satisfaction and revenue growth through personalized solutions.
Overview
3
3
years of professional experience
Work History
Priority Relationship Manager
Aditya Birla Sun Life Insurance - Axis Bank( Bancassurance)
04.2024 - 06.2025
- Provided coverage option information to assist clients in protecting assets.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Maintained high standards of customer service by building relationships with clients.
- Promoted products and services using upselling and other sales strategies.
- Streamlined application process, reducing turnaround time for policy approvals.
- Achieved recognition as top-performing agent by consistently exceeding sales targets.
- Marketed life insurance products to increase customer bases and revenue.
Travel Sales Consultant
Dyninno India Pvt Ltd
08.2023 - 01.2024
- Provided insightful destination advice based on firsthand travel experiences alongside extensive research catered specifically towards each individual client's needs.
- Increased sales through effective up-selling and cross-selling of travel packages, accommodations, and activities.
- Collaborated closely with marketing teams to create promotional materials highlighting unique travel experiences available through our agency's offerings.
- Boosted customer satisfaction by providing tailored travel recommendations and personalized services.
Relationship Officer
HDFC Bank
07.2022 - 12.2022
- Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Supported [Type] team in mining and analyzing customer data to identify and plan for expansion and additional business.
- Reviewed and analyzed client support usage and formulated recommendations in collaboration with [Type] teams.
Education
MBA - Finance
Lovely Professional University
Phagwara12.2023
Skills
- Building relationships
- Client service
- Insurance policy sales
- Client relationship management
- Team training and development
- Market trend analysis
- Underwriter collaboration
Timeline
Priority Relationship Manager
Aditya Birla Sun Life Insurance - Axis Bank( Bancassurance)
04.2024 - 06.2025
Travel Sales Consultant
Dyninno India Pvt Ltd
08.2023 - 01.2024
Relationship Officer
HDFC Bank
07.2022 - 12.2022
MBA - Finance
Lovely Professional University
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