Summary
Overview
Work History
Education
Skills
Languages
DOB
Timeline
Generic
AKASH BHATWAN

AKASH BHATWAN

DEHRADUN

Summary

Dynamic sales manager with a proven track record at HDFC Life Insurance, excelling in sales strategy development and client engagement. Expert in insurance product training and regulatory compliance, I consistently drive revenue growth and enhance customer satisfaction through effective relationship management and cross-selling techniques.

Overview

2
2
years of professional experience

Work History

Kotak Mahindra Life Insurance Company Limited

sales manager
DEHRADUN
11.2024 - Current

1. Sales and Business Development: Drive sales of life insurance products through assigned bank branches, meeting or exceeding sales targets.

2. Client Relationship Management: Build and maintain strong relationships with bank staff and customers to ensure customer satisfaction and loyalty.

3. Training and Support: Provide product training and support to bank employees, helping them understand and sell insurance products effectively.

4. Customer Service: Address customer inquiries, assist with policy details, and ensure timely resolution of issues to enhance the customer experience.

5. Cross-selling: Identify opportunities to cross-sell other financial products to existing customers.

HDFC Life Insurance Company Limited

Sales Manager
DEHRADUN
08.2023 - 11.2024

1. Sales and Business Development: Drive sales of life insurance products through assigned bank branches, meeting or exceeding sales targets.

2. Client Relationship Management: Build and maintain strong relationships with bank staff and customers to ensure customer satisfaction and loyalty.

3. Training and Support: Provide product training and support to bank employees, helping them understand and sell insurance products effectively.

4. Customer Service: Address customer inquiries, assist with policy details, and ensure timely resolution of issues to enhance the customer experience.

5. Cross-selling: Identify opportunities to cross-sell other financial products to existing customers.

6. **Reporting and Compliance**: Maintain accurate records, prepare sales reports, and ensure compliance with company policies, and regulatory guidelines.

7. Market Research: Stay updated on market trends, competitor products, and customer preferences to tailor sales strategies effectively.

8. Collaboration: Work closely with bank branch managers, and other teams, to align strategies and achieve mutual business goals.

9. Follow up: Regularly follow up with clients for premium renewals and policy upgrades, ensuring continued engagement.

Education

Bachelor of Arts - Economics Political Science

Hemvati Nandan Bahuguna Garhwal University
DEHRADUN INDIA
05-2021

Intermediate (12th) - PCM

Shree Goverdhan Saraswati Vidya Mandir,
Dharampur DEHRADUN INDIA
05-2018

High School Diploma -

LAXMAN BHARTIYA INTER COLLEGE
DEHRADUN UTTARAKHAND
05-2016

Skills

  • Sales strategy development
  • Insurance product training
  • Client engagement
  • Regulatory compliance
  • Cross-selling techniques
  • Customer relationship management
  • Microsoft Excel mastery
  • Excel data analysis
  • MS word, excel, and outlook

Languages

Hindi
First Language
English
Elementary (A2)
A2

DOB

04/10/2001

Timeline

Kotak Mahindra Life Insurance Company Limited

sales manager
11.2024 - Current

HDFC Life Insurance Company Limited

Sales Manager
08.2023 - 11.2024

Bachelor of Arts - Economics Political Science

Hemvati Nandan Bahuguna Garhwal University

Intermediate (12th) - PCM

Shree Goverdhan Saraswati Vidya Mandir,

High School Diploma -

LAXMAN BHARTIYA INTER COLLEGE
AKASH BHATWAN