Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Promotions
Timeline
Generic
Anjali Kataria

Anjali Kataria

Surat

Summary

Eight years of experience in the insurance industry, with a focus on bancassurance and life insurance products. Proven track record of exceeding sales targets and driving revenue growth. Strong understanding of financial products, investment strategies, and risk management. Exceptional interpersonal skills with a demonstrated ability to build and maintain client relationships. Proficient in sales techniques, financial analysis, and regulatory compliance. Detail-oriented and organized with excellent communication and negotiation skills.

Overview

5
5
years of professional experience

Work History

Banca Insurance Deputy Sales Manager

Star Union Die-chi Company
Surat
07.2021 - Current
  • Lead a team of 8 members in the Banca Life Insurance model, providing guidance, support, and mentorship to ensure the achievement of sales targets and performance goals.
  • Develop and implement strategic initiatives to drive business growth, including sales campaigns, training programs, and customer retention strategies.
  • Foster a positive team culture focused on accountability, collaboration, and continuous improvement.
  • Collaborate with bank partners to identify opportunities for expansion and cross-selling of insurance products.
  • Conduct regular performance reviews, coaching sessions, and training workshops to enhance team productivity and effectiveness.
  • Ensure compliance with regulatory requirements and internal policies, including documentation, licensing, and adherence to ethical standards.
  • Conduct regular training sessions and workshops to enhance team members' product knowledge, sales skills, and customer service capabilities.
  • Prepare regular reports and dashboards to track team performance against targets, key performance indicators (KPIs), and other metrics.
  • Analyze sales data, market trends, and competitive intelligence to identify opportunities for growth and improvement.
  • Present findings and recommendations to senior management to support decision-making and strategic planning initiatives
  • Established relationships with key customers to ensure repeat business.
  • Identified areas of improvement within the sales process and proposed solutions.

Banca Insurance Deputy Sales Executive

IndiaFirst Life Insurance
Surat
09.2018 - 07.2021
  • Develop and maintain relationships with bank partners to promote and sell life insurance products in Bank of Baroda branches.
  • Conduct financial needs assessments for clients and recommend appropriate insurance solutions.
  • Achieve and exceed sales targets by prospecting new clients and cross-selling insurance products.
  • Provide personalized service to clients, addressing inquiries, and resolving issues promptly.
  • Collaborate with underwriters and other stakeholders to expedite policy issuance and claims processing.
  • Stay updated on industry trends, market conditions, and regulatory changes to provide informed advice to clients.
  • Managed client portfolios, monitored investment performance, and recommended adjustments as needed.
  • Educated clients on various financial products, including life insurance, annuities, and mutual funds.
  • Conducted regular reviews with clients to assess progress towards financial goals and adjust strategies accordingly
  • Compiled detailed reports outlining progress against sales targets and revenue projections.
  • Identified opportunities for cross-selling additional products or services to existing customers.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.

Education

MBA - Marketing

Shrimad Rajchandra Institute of Management
Surat
07-2018

BBA - Marketing

S.V. Patel College
Surat
05-2016

Skills

  • Strong Leadership
  • Sales Expertise
  • Relationship Management
  • Analytical Skills
  • Financial Acumen
  • Compliance Knowledge
  • Communication Skills
  • Adaptability and Resilience
  • Strategic Planning

Languages

Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2

Accomplishments

    - Qualified for the annual felicitation program of IndiaFirst, known as "Achiever’s First Night," held in Amsterdam during FY 19-20.

    - Qualified for the half-yearly felicitation program of IndiaFirst, named "Half Yearly Achievers," held in New Delhi during FY 20-21.

    - Recognized for outstanding performance in the Aim challenge during FY 21-22 in Star Union Die-chi.

    - Achieved a target versus achievement ratio of 256% in FY 21-22 in Star Union Die-chi.

    - Recognized as the best in branch activation during FY 22-23.

Promotions

  • In FY 19-20, I was promoted to the position of Deputy Executive from Assistant Executive at Indiafirst Life Insurance.
  • In FY 22-23, I was promoted to the position of Deputy Manager (Scale 1) from Assistant Manager at Star Union Die-chi.

Timeline

Banca Insurance Deputy Sales Manager

Star Union Die-chi Company
07.2021 - Current

Banca Insurance Deputy Sales Executive

IndiaFirst Life Insurance
09.2018 - 07.2021

MBA - Marketing

Shrimad Rajchandra Institute of Management

BBA - Marketing

S.V. Patel College

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Anjali Kataria