ANOOP C SHEKAR

Bancassurance Relationship Manager,

Federal Bank Tie-up. |Ernakulam Region.

• Delivered in-home and group presentations to explain policy guidelines and benefits to clients and families.
• Responded promptly to customer inquiries on policy coverage, payments, and renewals, ensuring high satisfaction.
• Analyzed customer feedback to identify service improvements, enhancing the customer experience.
• Calculated premiums, processed payments, and issued receipts for seamless transactions.
• Assisted with banking services, including account openings, and financial advice.
• Utilized mailings, phone calls, and group events to acquire new clients.
• Cross-sold additional products, increasing revenue, and customer retention.
• Conducted a competitive analysis to stay ahead of market trends.
• Prepared and presented tailored proposals for prospective clients.
• Managed client data through CRM software for efficient follow-up.
• Followed up post-purchase to ensure satisfaction, and build long-term relationships.

Bancassurance Relationship Manager
Union Bank of India Tie-up | Ernakulam Region

• Managed wealth management solutions across 88 Union Bank branches in Ernakulam.
• Fostered strong relationships with Union Bank of India to align business objectives.
• Led a team to consistently achieve and exceed business goals, driving growth.
• Delivered product training to internal teams and bank partners, enhancing sales capability.
• Served as a key point of contact for customer inquiries, resolving issues to ensure satisfaction.
• Maintained accurate records of customer interactions and transactions.
• Supervised and mentored customer service teams to ensure high-quality service.
• Monitored employee performance, ensuring adherence to quality standards and procedures.

• Company Overview: Banc assurance tie up with south Indian bank
• Banc assurance tie up with south Indian bank

• Responsibilities include working on Loyalty, Discontinuance, Maturity, and Persistency
• 18 NOP, 20 Lakhs FYP