ANKUSH GUPTA
Kota
Summary
Results-driven professional in sales management, known for high productivity and efficient task completion. Skilled in strategic planning, customer relationship management. Excel in communication, negotiation, and problem-solving to achieve sales targets and business growth.
Overview
6
6
years of professional experience
4024
4024
years of post-secondary education
1
1
Certification
Work History
Senior Sales Manager
HDFC LIFE INSURANCE
Kota
01.2025 - Current
- Work on leads provided by HO.
- Connect and Set Meeting with the client at earliest to customer satisfaction and Generate Business through leads assigned from HO.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Educated clients on liability management through life insurance solutions to protect income, assets, and future financial obligations.
- Worked with cross-functional teams to develop liability-focused life insurance products that addressed client debt protection needs.
- Delivered strategic guidance on life insurance solutions to help clients hedge against future liabilities, including loans, mortgages, and income loss and generate business.
- Conducted financial needs analysis to align life insurance policies with individual and business liabilities.
- Educated high-net-worth clients on leveraging life insurance for liability protection and asset preservation.
- Specialized in life insurance solutions designed to mitigate client liabilities and safeguard long-term financial goals.
- Hands-on experience managing liability-side products, including term life, whole life, and credit life insurance.
- Conducted needs-based selling by evaluating client liabilities (loans, mortgages, dependents) and recommending appropriate insurance coverages.
- Sold life insurance products (term, whole, ULIP) by assessing clients’ liability coverage needs, future goals, and risk profiles.
- Delivered product presentations and financial consultations to individuals and families, highlighting life insurance as a core risk management instrument.
- Maintained a strong pipeline through lead generation, networking, and referrals in alignment with regulatory and ethical sales practices.
- Assisted clients in understanding policy structures, riders, premium payments, and claim procedures, ensuring full coverage of liability exposures.
Relationship Manager
AXIS MAX LIFE INSURANCE
Kota
11.2022 - 01.2025
- Work on leads provided by HO.
- Connect and set meeting with the client at earliest to customer satisfaction and generate business through leads assigned from HO.
- Assisted in onboarding and servicing clients for liability-driven insurance products.
- Promoted life insurance policies designed to offset personal and business liabilities.
- Deep understanding of life insurance as a liability product used in financial planning, estate management, and debt protection.
- Ensured seamless processing of life insurance claims aligned with liability obligations and policy terms.
- Managed operational workflows for life insurance policies classified as liability coverage in customer portfolios.
- Positioned life insurance as a risk management tool within overall liability planning strategies.
- Generate repeat business through customer service and responded to customer concerns with friendly and knowledgeable service
- Conducted regular review meetings with clients to assess their needs and adjust services accordingly.
Associate Relationship Manager
HDFC LIFE INSURANCE
Kota
01.2021 - 11.2022
- Create relationship with Branch Ops resources and generate the lead.
- Resolve customer queries/issues and facilitate customer service.
- Cross-sell and Upsell new products to existing customers and also generate references.
- Work on surrender and Maturity leads provided by HO and timely connect to the customer for the cross-sell.
- Educated clients on liability management through life insurance solutions to protect income, assets, and future financial obligations.
- Structured life insurance products as liability instruments to cover debts, mortgages, and estate tax exposures.
- Provided advisory services on financial liability mitigation using insurance instruments.
- Developed loyal and highly satisfied customer base.
Financial Services Consultant
ICICI PRUDENTIAL LIFE INSURANCE
Kota
04.2019 - 01.2021
- Create relationship with branch Ops resources and generate the leads.
- Planned meeting with clients and communicate by creating sales presentation.
- Cross sell and Upsell new products to existing Customer.
- Selling investment linked liability product bundled with investment option to give customer both security and high return.
- Supported the management and underwriting of liability-based insurance products, focusing on risk assessment and compliance.
- Provided needs-based solutions using liability instruments like life insurance to cover debt, estate, and income protection scenarios.
- Build relationships with customer to established long term Business Growth.
Education
B.Tech - Computer Science
Arya Institute of Engg And Technology
Jaipur, India 06.2011 - 07.2015
RBSE BOARD, Senior Secondary
Kota, IndiaRBSE BOARD, Secondary
Kota, IndiaSkills
- Financial analysis
- Needs-based selling
- Liability management
- Customer relationship management
- Risk assessment
- Product presentations
- Cross-functional collaboration
- Effective communication
- Time management
- Sales presentations
- Brand-building strategies
- Business development and planning
Certification
- NISM-Series-V-B Mutual Fund Foundation.
Personal Information
Father's Name : Late Badri Lal Gupta
Date of Birth : 01/05/1993
Gender : Male
Marital Status : Married
Nationality : Indian
Address : Bade Mandir Ke Pass Suket, Kota Rajasthan-326530
Languages
- Hindi
- English
- Regional
Timeline
Senior Sales Manager
HDFC LIFE INSURANCE
01.2025 - Current
Relationship Manager
AXIS MAX LIFE INSURANCE
11.2022 - 01.2025
Associate Relationship Manager
HDFC LIFE INSURANCE
01.2021 - 11.2022
Financial Services Consultant
ICICI PRUDENTIAL LIFE INSURANCE
04.2019 - 01.2021
B.Tech - Computer Science
Arya Institute of Engg And Technology
06.2011 - 07.2015
RBSE BOARD, Senior Secondary
RBSE BOARD, Secondary