ANKUSH AGARWAL

Key Roles & Responsibilities

• Drove Business Insurance & NRI Premium of 109 Crores in 4 months acheiving 180% of target.
• Activated 159 frontline sales to source BI & NRI business, lifting active sellers from 162 to 321.
• Delivered 20+ training and product knowledge sessions to 500 plus sales team and training team on EEIS, Keyman, NRI Taxation & Individual Taxation.
• Structured EEIS proposals for 30 Employer clients showing tax benefit u/s 34(1) and product benefit to close 10 cases.
• Engaged 200+ NRI customers from key NRI markets, resolving DTAA queries & repatriation queries.
• Coordinated underwriting, operations & compliance teams to cut average issuance time by 5 to 7 days.
• Helped reduce overall documentation taken for EEIS and Keyman cases in coordination with Legal & Underwriting team.

• Generated 30 Crores of BI business in FY 2024-25 for West 1 Region of Axis Channel with YoY growth of 200%.
• Advised 100+ Employer Employee & NRI clients on tax-efficient insurance structures.
• Supported Axis Bank Branch banking and affluent banking across Maharashtra improving FLS activation by more than 100%.
• Delivered training on monthly basis at zone level on EEIS, Keyman, NRI Taxation and Individual policy taxation.

• Direct Taxation-TDS,TCS,ADVANCE TAX,RETURN FILINGS,ASSESSMENT PROCEDURE,SCRUTINY,APPEALS.
• INDIRECT TAX-GST COMPLIANCE & RETURN FILINGS
• Return Submission-GSTR1,GSTR2,GSTR3,GSTR3B Upload and Submit all return using secure data network.