Anil Kumar
Gurgaon
Summary
Dynamic Senior Priority Relationship Manager with extensive experience at Aditya Birla Sun Life Insurance. Expert in portfolio management and tax planning, I excel in crafting tailored financial strategies that enhance client satisfaction. Proven ability to build strong relationships and drive investment success, ensuring clients achieve their financial goals effectively.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Priority Relationship Manager
Aditya Birla Sun Life Insurance
07.2025 - Current
- Advised clients on investments, retirement and estate planning.
- Studied financial documents to identify potential areas needing improvement.
- Implemented exit strategies for clients to transition out of investments.
- Presented financial plans and investment recommendations to clients.
Senior Business Development Manager
Shriram Life Insurance Company
08.2024 - 07.2025
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Created financial models to analyze and evaluate investment strategies.
- Informed clients of strategies for reducing debt and maximizing savings.
Executive Relationship Manager
Bajaj Allianz Life Insurance Co
08.2023 - 08.2024
- Educated clients on financial topics and best practices.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Monitored and updated financial plans to comply with client goals.
- Helped clients make informed decisions about financial future.
- Recommended specific investments to help clients meet financial goals.
Corporate Account Manager
Tata Aia Life Insurance
06.2022 - 07.2023
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Generated leads through cold-calling, networking and other outreach methods.
Credit Card Sales Representative
Yes Bank
12.2020 - 06.2022
- Monitored existing customer accounts for continued creditworthiness based on analysis of past performance and current information.
- Built strong relationships with customers to increase retention and loyalty.
- Leveraged deep knowledge and understanding of banking industry to handle customer inquiries with increasing complexity.
Education
Bachelor of Arts - 2013 To 2016
Babasaheb Bhimrao Ambedkar Bihar University
Bihar Muzaffarpur12-2016
Skills
- Portfolio management
- Asset allocation
- Know your customer
- Tax planning
- Retirement planning
- Customer service
Certification
- CIBA - Certified Investment Banking Associate
Languages
English
Hindi
Hobbies
Social work
positive Think
Self confident
Timeline
Senior Priority Relationship Manager
Aditya Birla Sun Life Insurance
07.2025 - Current
Senior Business Development Manager
Shriram Life Insurance Company
08.2024 - 07.2025
Executive Relationship Manager
Bajaj Allianz Life Insurance Co
08.2023 - 08.2024
Corporate Account Manager
Tata Aia Life Insurance
06.2022 - 07.2023
Credit Card Sales Representative
Yes Bank
12.2020 - 06.2022
Bachelor of Arts - 2013 To 2016
Babasaheb Bhimrao Ambedkar Bihar University