Akshay Vijay Joshi
Yogesh Niwas, Room NO.11, Sagaon, Dombivli (E),Thane, Maharashtra
Summary
Aspiring professional seeking opportunity to maximize potential and drive organizational growth
Overview
3
3
Languages
3
3
years of professional experience
Work History
Key Account Manager - TCHFL
TATA AIA Life Insurance
2025.12 - Current
- Partner Assigned - Tata Capital Housing Finance Limited
- Partnering closely with TCHFL loan teams to ensure 100% insurance tagging on mortgage disbursements, effectively safeguarding the institution's underlying collateral.
- Driving end-to-end sales of Credit-Linked Life Insurance for Tata Capital's high-ticket home loan and LAP portfolios.
- Streamlined disbursement process for insurance loans from login to issuance within the turnaround time (TAT) of the housing finance cycle; improving operational efficiency.
- Coordinated policy issuance with internal sales and operations teams.
- Resolved partner queries on servicing, documentation, and policy changes.
- Built strong relationships with channel partners to maximize business sourcing opportunities.
- Consistently maintained higher market share than competitors, higher market share than the competition.
- Handled partner and customer queries and follow-ups for Claim Settlement.
Senior Financial Service Manager (Lv - 2)
ICICI Prudential Life Insurance - Credit Life
2023.07 - 2025.12
- Managed 23 UCO Bank branches and 30 Saraswat Bank branches for C/H line business.
- Built strong ties with Tata Capital Housing, ICICI Home Finance, JM Finance, and Jio Credit.
- Supported channel partner relationships to improve sales productivity.
- Handled bank and NBFC channel partner coordination.
- Cross-sold term insurance to channel partners and customers.
- Identified sales leads and shared products with clients.
- Followed up on new business opportunities and arranged client meetings.
- Shared new product updates with channel partners.
- Reached out to potential customers and developed new relationships.
- Resolved disputes and handled customer complaints quickly to support customer satisfaction.
- Coordinated claim settlement from initiation through closure.
- Tracked competitor strategies to support business decisions.
Education
Bachelor of Commerce - Accounting & Finance
K.V. Pendharkar College
Dombivli East2023-01
HSC -
Pragati College
Dombivli East2020-01
SSC -
R.V. Nerurkar Highschool
Dombivli, Thane2018-01
Skills
- Channel sales management
- Sales productivity
- MIS reporting
- Problem solving
- Adaptability
- Rapid learning
- Relationship management
Languages
Marathi
Native/ Bilingual
Hindi
Professional
English
Professional
Timeline
Key Account Manager - TCHFL
TATA AIA Life Insurance
2025.12 - Current
Senior Financial Service Manager (Lv - 2)
ICICI Prudential Life Insurance - Credit Life
2023.07 - 2025.12
Bachelor of Commerce - Accounting & Finance
K.V. Pendharkar College
HSC -
Pragati College
SSC -
R.V. Nerurkar Highschool