Dynamic Sales & Business Development professional with 8+ years of experience in client relationship management, solution-based selling, and training. Proven expertise in pre-sales, requirement gathering, and solution presentation, now seeking to leverage business development and consultative sales skills in IT Sales & Pre-Sales (Dynamics 365). Adept at engaging CXOs, conducting product demos, preparing proposals, and working with cross-functional teams to deliver tailored solutions that meet client business needs.
HDFC Life Insurance Company Limited
Bancassurance Manager / Sr. Corporate Agency Manager
Aug 2019 – Present
· Acted as the primary point of contact for partner banks and NBFCs, managing key accounts such as Axis Bank, Shriram Housing Finance, Bajaj Finance, and PNB Housing Finance.
· Conducted product presentations and solution demonstrations to decision-makers to drive sales conversion.
· Collaborated with cross-functional teams (Sales, Operations, Credit, IT) to deliver customized solutions matching partner requirements.
· Prepared business cases and presented solutions to stakeholders, influencing strategic sales decisions.
· Delivered product and sales process training to 50+ Relationship Managers and Area Sales Managers, enhancing product adoption.
· Consistently achieved and exceeded business targets through consultative sales and solution-based selling.
Bajaj Capital Limited
Relationship Executive
Nov 2018 – Jun 2019
· Generated and qualified leads through cold calling, client meetings, and networking.
· Recommended and sold financial solutions based on client requirements.
· Participated in pre-sales activities including needs analysis, proposal preparation, and client onboarding.
Reliance Nippon Life Insurance Co. Ltd.
Senior Relationship Officer
Jan 2017 – Nov 2018
· Conducted requirement analysis with clients to offer tailored solutions in insurance and investment products.
· Built trust-based client relationships leading to high repeat and referral business.
Pre-Sales Support & Solution Consulting
· Winner of International Sales Contest – Singapore, 2023.
· Achieved two promotions and two salary increments in a single year at HDFC Life.
· Successfully referred 40+ candidates into partner organizations.