Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Disclaimer
Languages
Personal Information
Timeline
Generic

Ambika Pal

Gorakhpur

Summary

Results-driven Account Manager with proven success in managing client relationships, driving revenue growth, and implementing strategic initiatives. Strong skill set includes problem-solving, negotiation, and communication. In previous roles, I made a significant impact by improving processes for increased efficiency and customer satisfaction. Demonstrated ability to lead teams toward common goals while maintaining focus on bottom-line results.

Overview

6
6
years of professional experience

Work History

KEE ACCOUNT MANAGER

TATA AIA LIFE INSURANCE
Gorakhpur
04.2025 - Current
  • Managed Partner Banks, YES BANK channel for the Gorakhpur location.
  • Responsible for overseeing partner bank life insurance business, ensuring customer satisfaction, and process flow.
  • Processed new business meetings with new customers, maintaining customer satisfaction, and new business login and issuance.
  • Understanding client needs and providing them with suitable insurance solutions.
  • Here I am managing the Bank Channel Life Insurance business, sourcing new business with bankers.
  • I am working in a multi-competition environment with healthy relationships with bankers to generate good revenue value for my organization.

SR-FSM SOURCING

ICICI PRUDENTIAL LIFE INSURANCE
11.2023 - 03.2025
  • Managed distribution channel operations across Gorakhpur, Basti, and Maharajganj regions, overseeing partnerships with Utkarsh Small Finance Bank, Ujjivan Small Finance Bank, and Jana Small Finance Bank.
  • Responsible for overseeing partner bank life insurance business, ensuring customer satisfaction, and process flow.
  • Managed Partner Bank Sales Team, customer service, and facilitated the processing of new business premiums and collections of renewals.
  • Processed new business meetings with new customers, maintaining customer satisfaction and new business, collecting documents, logging in, and issuing.
  • I am working in a multi-competition environment with healthy relationships with bankers for business.

SENIOR ASSOCIATE RELATIONSHIP MANAGER

IDFC FIRST BANK
01.2022 - 07.2023
  • I worked with IDFC FIRST BANK for 1 year and 7 months.
  • Provided easy financial services to customers according to their needs.
  • I was handling various banking products.
  • Day-to-day sourcing new business for achieving my business target.
  • Successfully managed client portfolios and achieved sales and service targets while working with IDFC FIRST Bank.

Kee Resources- Costume Relations

HDFC SALES LTD.
03.2020 - 12.2020
  • I worked with HDFC Sales for approximately 10 months.
  • Provided easy home loans and LAP services to customers in need.
  • I was handling home loan products.
  • Day-to-day sourcing new business for achieving my business target.

Education

MBA - Marketing And Finance Management

Swami Vivekanand Subharti University
Meerut, UP, India
01.2024

Bachelor of Science - Science

Ram Manohar Lohia Avadh University
Ayodhya, UP
01.2015

Intermediate -

Uttar Pradesh Board of Secondary Education
Basti, UP
01.2011

High School Diploma -

Uttar Pradesh Board of Secondary Education
Basti UP
01.2009

Skills

  • Relationship building
  • Customer service oriented
  • Problem solving ability
  • Time management and self-motivated

Hobbies and Interests

  • Travelling & Exploring New Cultures.
  • Participating in Market & Social Activities
  • Playing Cricket & Badminton.

Disclaimer

I hereby Declare that the Information furnished Above is True to the best of my Knowledge.

Languages

  • Hindi
  • English

Personal Information

  • Date of Birth: 05/28/95
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Single

Timeline

KEE ACCOUNT MANAGER

TATA AIA LIFE INSURANCE
04.2025 - Current

SR-FSM SOURCING

ICICI PRUDENTIAL LIFE INSURANCE
11.2023 - 03.2025

SENIOR ASSOCIATE RELATIONSHIP MANAGER

IDFC FIRST BANK
01.2022 - 07.2023

Kee Resources- Costume Relations

HDFC SALES LTD.
03.2020 - 12.2020

MBA - Marketing And Finance Management

Swami Vivekanand Subharti University

Bachelor of Science - Science

Ram Manohar Lohia Avadh University

Intermediate -

Uttar Pradesh Board of Secondary Education

High School Diploma -

Uttar Pradesh Board of Secondary Education
Ambika Pal