Akhil Anirudhan

• Partnered with Burgundy Relationship Managers to serve Axis Bank's top-tier affluent clients, driving holistic financial planning and wealth protection strategies.
• Achieved consistent growth in life insurance cross-sell penetration, contributing directly to Axis Bank's affluent portfolio profitability.
• Delivered exceptional client experience by ensuring timely service, policy renewals, and customized financial solutions for high-net- worth clients.
• Trained and coached Burgundy RMs on ULIP and life insurance products, improving cross- sell conversion rates and relationship deepening.

Sales & Business Development: Led insurance sales through bank branches, developed strategies to achieve revenue targets, and identified potential customers for cross-selling.

Relationship Management: Built strong partnerships with bank staff, provided training on insurance products, and coordinated with the insurance company for seamless operations.

Compliance & Reporting: Ensured adherence to regulatory guidelines, monitored sales performance, prepared reports, and addressed customer concerns.

Training & Development: Conducted product training sessions for bank employees and organized workshops and promotional events.

Customer Service & Claims Handling: Assisted customers with insurance-related queries, supported policy issuance, and facilitated claims processing.

• Achieving unit business goals through quality recruitment and training of Insurance Advisors (IA)
• Develop business segments as per company strategy with compliance
• To recruit a team of Insurance Advisors of very high quality and standards as per the corporate strategy
• To ensure and maintain levels of productivity as prescribed
• To focus on and develop various business segments as per the sales strategy
• To train IAs with the help of the L& D team
• Business should be of very good quality and should not be detrimental to the interests of the Company
• Adherence to the Sales Quality policy of the company
• To ensure that there are no unethical business practices by his / her Insurance Advisors

• Coordinate Auto Loan sales team by managing schedules, and communicating relevant information like policy and Schemes
• Provided detail-oriented administrative support to 6+ coworkers to ensure efficient office operations
• Managed payroll and benefits for 6+ employees, including solving any related problems
• Deal with customer feedback, enquiries, complaints and Cancellation
• Provide maintenance support to the office
• Provide employment related administrative support to the HR Team
• Coordinates and assist with the new hire process, paperwork, ID creating, coordinating orientation and support training
• Manage office supplies and purchases
• Monitor the team's progress, identify shortcomings and propose improvement
• Communicated closely with the Head of Operations regarding the needs, concerns, or issues in the office
• Maintain good relationship with dealership an sales representative
• Assist in the preparation and organizing event with the dealership
• Maintain data in Excel with V-lookup, Concatenate, Trim, Pivot, etc
• Preparing monthly and yearly MIS
• Supported office staff by organizing company events, meetings, and scheduling

Graduated