Akansha Pandey
Relationship Manager
Kanpur
Summary
Customer-focused relationship manager, successfully contributing to company profits by improving team efficiency and productivity. Skilled at effective negotiations and upselling techniques. Utilises excellent organisational skill to enhance efficiency and lead teams to achieve outstanding sales.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
2
2
Certificates
2
2
Languages
Work History
Relationship Manager
Max Life Insurance Co. Ltd.
Kanpur
07.2022 - Current
- Managed customer accounts.
- Cross-selling insurance products to customers to increase plan size and revenue while maintaining customer satisfaction.
- Managed insurance plans to benefit customers.
- Scheduled, arranged and attended meetings with customers to maintain trusting and long-lasting relationships.
- Built strong and positive relationships with customers by staying polite and helpful throughout interactions.
- Addressed and resolved customer complaints in efficient, effective and timely manner.
Key Account Manager
Indusind Bank
Kanpur
09.2021 - 07.2022
- Managed key account matters including solving issues, updating on project milestones, attending meetings and managing other communications.
- Utilised tools such as CRM for streamlined process management and reporting.
- Forecasted and tracked renewals, upgrades and other key account metrics to prevent accounting issues.
Senior Financial Relationship Manager
IDBI federal life insurance Co. Ltd.
Kanpur
06.2020 - 09.2021
- Identified issues, analysed information and provided solutions to problems.
- Skilfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Performed market analysis to gather industry insights and inform strategic plans.
- Evaluated customer needs and providing individualised insurance solutions suited to budget and coverage requirements.
Relationship Manager
Aegon life Insurance
Kanpur
05.2019 - 03.2020
- Scheduled, arranged and attended meetings with customers to maintain trusting and long-lasting relationships.
- Identified opportunities for growth, expansion and sales by conducting market research.
- Built strong and positive relationships with customers by staying polite and helpful throughout interactions.
Education
PGDM-Post Graduate Diploma in Management - Marketing
Indira School of Business Studies
Pune 07.2017 - 06.2019
BBA -
Dr. Virendra Swarup Institute of Computer Studies
Kanpur 06.2014 - 06.2017
Skills
Revenue growth strategies
Extensive product knowledge
Relationship building and management
Salesforce CRM
Sales and marketing strategy
Insurance decisions
Accomplishments
- I have won life insurance award for YTD Performance (Indusind Bank).
- Qualified in VICTORY LEAP FOR CASA TD BOOK highest value award in Leadership Summit.
- Achieved award on completion of my quarter target.
- Achieved Certificate of Appreciation for my outstanding performance to qualify the contest on big Friday.
- Completed a 250-hour comprehensive Performance-Based Leadership Development Program by “Stratecent Consulting”.
Additional Information
- Currently pursuing Digital Marketing and SEO(Search Engine Optimization) certification from Simplilearn.
Certification
NISM (National Institute of Securities Markets) certfied
Timeline
Relationship Manager
Max Life Insurance Co. Ltd.
07.2022 - Current
Key Account Manager
Indusind Bank
09.2021 - 07.2022
Senior Financial Relationship Manager
IDBI federal life insurance Co. Ltd.
06.2020 - 09.2021
Relationship Manager
Aegon life Insurance
05.2019 - 03.2020
PGDM-Post Graduate Diploma in Management - Marketing
Indira School of Business Studies
07.2017 - 06.2019
BBA -
Dr. Virendra Swarup Institute of Computer Studies
06.2014 - 06.2017