Akshay Ramdas Jambe

Driven professional with 1 year of experience in branch banking, handling, banking dairy products agricultural loans, and government loans, home to home client visit experience coupled with 1.5 years of direct marketing experience in life insurance and open market sales. Skilled in customer relationship management, loan processing, insurance advisory, and sales strategy execution. Adept at meeting targets, building client trust, and managing end-to-end sales and banking operations. Home to home sale experience open market experience Looking to leverage a blend of financial services and sales expertise to drive growth and client satisfaction

• Marathi
• Hindi
• English

• Deputy Manager, Axis Max Life Insurance, 03/01/25, Present, Pune, Maharashtra, India, Oversee client relationship management by providing comprehensive life insurance solutions., Drive business growth by acquiring new clients and managing policy renewals., Collaborate with cross-functional teams to ensure smooth customer onboarding and support., Ensure compliance with regulatory guidelines and deliver superior customer service.
• Relationship Officer, Canara HSBC Life Insurance, 09/01/24, 03/01/25, Pune, Maharashtra, India, Promote and sell life insurance policies to prospective clients through direct channels., Understand client needs and recommend suitable insurance products., Build and maintain relationships with clients to ensure customer satisfaction and retention., Provide excellent customer service by addressing client inquiries and resolving any issues., Meet and exceed sales targets and contribute to the overall growth of the organization.
• Banking Associate, Randstad India Pvt Ltd (State Bank of India), 02/13/23, 03/31/24, Pune, Maharashtra, India, Facilitated agricultural, dairy product type to direct companies and growth of dairy industry related experience and business loan processes to support rural development., Assisted customers with loan applications, documentation, and inquiries., Ensured compliance with financial policies while providing excellent customer service.