Summary
Overview
Work History
Education
Skills
Languages
Notable Accomplishments
Personal Information
Timeline
Generic

AMOL SHRIMANT TERKAR

Bangalore

Summary

Performance-driven professional with nearly 15 years of rich & extensive experience in People Management, Wealth & Risk Management, Business Development and Client Engagement. People Leader, who has successfully led and motivated teams in cross-cultural environment towards growth and success in the organization; created a clear & compelling view of future through coaching and execution. Underwriting Specialist with skills in assessing risk and determine rates based on that risk while also conducting research, using risk assessment and financial modelling software to make high-level decisions about insurance products. Growth Catalyst with impressive success in driving life & general insurance sales and amplifying business margin through short-term & long-term planning. Highly skilled in establishing healthy business relations with clients & external associates for securing repeat business & long term loyalty and work towards solving their queries and complaints efficiently. Excels in generating business from the existing corporate client across Insurance, Salary Accounts, Assets, Liability, Credit Card, Demat Account, Mutual Funds. A strategist & implementer with recognized proficiency in spearheading business to accomplish corporate plans and goals successfully.

Overview

1
1
year of professional experience

Work History

Senior Cluster Manager

Bajaj Life - Axis Bank
Bangalore
08.2025 - Current

Sr. Cluster Manager - Bajaj Life, Axis Bank Virtual Channel

- Lead and manage a team of Relationship Managers/Business Correspondents to drive business growth and customer acquisition through Axis Bank Virtual Channel.

- Develop and implement strategies to increase penetration and cross-sell opportunities in assigned clusters.

- Collaborate with cross-functional teams to ensure seamless customer onboarding and service delivery.

- Monitor and report cluster performance, identifying areas for improvement and driving corrective actions.

- Foster strong relationships with Axis Bank branches and stakeholders to drive business growth.

- Ensure compliance with regulatory guidelines and internal policies.

  • Conducted market research to identify trends and inform strategic decisions.
  • Facilitated regular team meetings to discuss goals, updates, and challenges faced.
  • Supported promotional activities to enhance brand awareness within the community.
  • Developed and maintained strong relationships with key stakeholders in the cluster.
  • Analyzed data regularly to evaluate trends or changes that could impact on service delivery or operations within the cluster.
  • Provided guidance and support to staff on operational procedures, policies and processes.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Recognized by management for providing exceptional customer service.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
  • Utilized various software and tools to streamline processes and optimize performance.

Education

PGDBM - Insurance & Risk Management

MIT University
Pune

Graduation -

Monad University
Hapur, U.P.

Skills

  • Strategic Planning
  • Underwriting
  • Insurance Operations
  • Risk Management
  • Wealth Management
  • Revenue Expansion
  • Client & Stakeholder Management
  • Cross-functional Coordination
  • Team Recruitment
  • Training & Knowledge Sharing
  • Performance Monitoring & Evaluation
  • Team Building & Leadership
  • Decision Maker
  • Collaborator
  • Attention to Detail
  • Team Player

Languages

  • English
  • Hindi
  • Marathi

Notable Accomplishments

  • Recognised as Top Sales Person PAN India in Kotak Direct, 2012, 2013, 2014
  • Bagged trophy of Best Manager of J.F.M., 2013
  • Achieved highest incentive for Q3 & Q4, 2014/15
  • Attained Best Manager’s Trophy in JFM, 2017

Personal Information

  • Bengaluru
  • Pune
  • Industry Preference: Life Insurance
  • Date of Birth: 03/08/87

Timeline

Senior Cluster Manager

Bajaj Life - Axis Bank
08.2025 - Current

PGDBM - Insurance & Risk Management

MIT University

Graduation -

Monad University
AMOL SHRIMANT TERKAR