AKSHAY CHATURVEDI
Gwalior
Summary
Dynamic Senior Relationship Manager with a proven track record at NIVA BUPA, excelling in data analysis and sales strategy. Skilled in building customer relationships and enhancing compliance, I have successfully improved data accuracy and maximized client portfolio returns, driving significant growth in competitive environments.
Overview
5
5
years of professional experience
Work History
Senior Relationship Manager
NIVA BUPA
Gwalior
07.2024 - Current
- Participated in weekly training sessions to improve product knowledge and enhance company growth.
- Ensured compliance with all applicable laws, regulations and company policies relating to health insurance services.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
Senior FSM
ICICI PRUDENTIAL LIFE Insurance
Agra
09.2023 - 07.2024
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Developed and implemented strategies to increase sales of bancassurance products within the branch network.
Senior Relationship Manager
Bajaj Allianz
Guna
08.2021 - 02.2022
- Addressed inquiries from clients and department team members.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
Senior Agency Manager
Reliance Nippon Life Insurance
Gwalior
06.2020 - 08.2021
- Attended networking events to build relationships with potential clients or partners.
- Supported agency partner campaign execution for many campaigns, facilitating effective use of technologies to achieve stated partner objectives.
- Recruited and trained new employees to meet job requirements.
G.D Foods Pvt Ltd
Gwalior
Demotic Technologies
Gwalior
Education
B.com -
Mewar University
01.2016
D.C.A - Diploma in computer application
Chitrakoot University
Skills
- Enthusiastic and quick learning
- Data analysis
- Determine and persistent key player in challenging & creative environment
- Problem solver with technical competency
- Sales strategy
- Portfolio management
- Networking skills
- Build customer relationships
Extracurricular Activities
Participated in Adventure Sports Camp, Manali, Himachal Pradesh.
Hobbies and Interests
- Swimming
- Playing Hockey
- Playing Cricket
- Paragliding
Disclaimer
I hereby declare that the above information provided by me is true and correct to the best of my knowledge and belief.
Languages
- English
- Hindi
Personal Information
- Father's Name: Rajeev Chaturvedi
- Date of Birth: 04/18/94
- Nationality: Indian
- Marital Status: Single
Timeline
Senior Relationship Manager
NIVA BUPA
07.2024 - Current
Senior FSM
ICICI PRUDENTIAL LIFE Insurance
09.2023 - 07.2024
Senior Relationship Manager
Bajaj Allianz
08.2021 - 02.2022
Senior Agency Manager
Reliance Nippon Life Insurance
06.2020 - 08.2021
G.D Foods Pvt Ltd
Demotic Technologies
B.com -
Mewar University
D.C.A - Diploma in computer application
Chitrakoot University
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