ADIL BAOSMAN
Bengaluru
Summary
Accomplished Senior Relationship Manager with a proven track record at Tata Aia Life Insurance Ltd, enhancing customer satisfaction and driving organizational transformation. Expert in leveraging data analytics and SPSS/STATA/SAS software, with exceptional skills in team leadership and account development. Achieved significant business improvements through strategic decision-making and effective employee development.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Tata Aia Life Insurance Ltd
Bengaluru
07.2023 - 12.2024
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery
- Developed and maintained relationships with customers and suppliers through account development
- Improved marketing to attract new customers and promote business
- Led change management initiatives to drive organizational transformation without compromising employee morale or productivity levels
- Established performance goals for employees and provided feedback on methods for reaching those milestones
- Leveraged data and analytics to make informed decisions and drive business improvements
- Established team priorities, maintained schedules and monitored performance
- Facilitated successful cross-functional collaborations for completion of key projects, fostering strong working relationships among team members
Assistant Relationship Manager
Niva Bupa Health Insurance Ltd
Bengaluru
06.2021 - 06.2023
- Conducted comprehensive credit risk assessments on potential clients to maintain healthy lending portfolio and minimize risk exposure
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Collaborated with upper management to implement continuous improvements and exceed team goals
- Maintained high level of knowledge surrounding industry trends, competitor products, and regulatory changes to provide well-informed advice and support clients effectively
- Managed variety of administrative tasks such as preparing reports, maintaining accurate records, and updating client profiles, streamlining workflow processes within team
Account Manager
Sri Urukunda Eranna Enterprises
Raichur
11.2019 - 04.2021
- Educated clients on new products or services to increase customer engagement with brand
- Coordinated cross-departmental efforts to execute successful marketing campaigns for key accounts
- Developed, maintained and utilized diverse client base
- Drove store revenue by offering customers accessories and related purchases to complete selections
- Managed time efficiently in order to complete all tasks within deadlines
- Improved overall team productivity by implementing best practices in organization and time management
Sale and Development Manager
HDFC Life Insurance Company
Bengaluru
01.2018 - 11.2019
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Maintained high standards of customer service by building relationships with clients
- Conducted regular risk assessments to proactively identify potential issues, allowing for timely resolutions before impacting project timelines
Assistant Manager
Kotak Mahindra Bank
Bengaluru
12.2016 - 12.2017
- Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning
- Managed investments to diversify financial portfolios and grow revenue
- Prepared internal and regulatory financial reports, balance sheets and income statements
- Established robust financial planning processes that aligned short-term goals with long-term business objectives
Education
MBA - Finance And Marketing
MP Birla Institute of Management
Bengaluru, India08.2016
Bachelor of Business Management -
Synergy Institute of Management
Raichur, India05.2014
Skills
- Multitasking
- Product and Service Sales
- Skilled in Microsoft Office
- SPSS/STATA/SAS Software
- Employee Development
- Team building
- Team Leadership
- Account development
Certification
- Project Management Concepts, 11/01/15
- Certificate of Achievements for Qualifying in team Concepts, 09/01/18
- Certificate of Achievements Awarded from Mr. Pankaj Gupta (Marketing Head, HDFC Life Insurance LTD) qualify in team contest, 11/01/18
- Awarded Trophy and Certificate from Mr. Pankaj Gupta (Marketing Head, HDFC Life Insurance LTD) for team contest, 12/01/18
- Certificate of Tallay with VAT, 05/01/11
Languages
- English
- Kannada
- Hindi
Personal Information
- Passport Number: Y1487733
- Date of Birth: 05/29/93
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Timeline
Senior Relationship Manager
Tata Aia Life Insurance Ltd
07.2023 - 12.2024
Assistant Relationship Manager
Niva Bupa Health Insurance Ltd
06.2021 - 06.2023
Account Manager
Sri Urukunda Eranna Enterprises
11.2019 - 04.2021
Sale and Development Manager
HDFC Life Insurance Company
01.2018 - 11.2019
Assistant Manager
Kotak Mahindra Bank
12.2016 - 12.2017
- Project Management Concepts, 11/01/15
- Certificate of Achievements for Qualifying in team Concepts, 09/01/18
- Certificate of Achievements Awarded from Mr. Pankaj Gupta (Marketing Head, HDFC Life Insurance LTD) qualify in team contest, 11/01/18
- Awarded Trophy and Certificate from Mr. Pankaj Gupta (Marketing Head, HDFC Life Insurance LTD) for team contest, 12/01/18
- Certificate of Tallay with VAT, 05/01/11
MBA - Finance And Marketing
MP Birla Institute of Management
Bachelor of Business Management -
Synergy Institute of Management
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