ANUJKUMAR YADAV
Mumbai
Summary
Dedicated professional with 8 years of experience in insurance and banking sectors, specializing in relationship management and business development. Consistently achieves high sales targets and recognized for securing promotions through exceptional customer service and long-term client relationship building.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Business Relationship Manager
PNB Metlife India Insurance Co. Ltd.
Mumbai
11.2023 - 12.2024
- Company Overview: PNB Metlife provides innovative and comprehensive life insurance solutions.
- Cultivated strong relationships with clients to enhance customer satisfaction.
- Month on Month 150%+ Tgt vs Ach.
- 4 International Convention Achieved.
- 3 Domestic Convention Achieved.
- Sourcing Business through various avenues like existing customer, online leads, etc.
Senior Financial Service Manager
ICICI Prudential Life Insurance Co. Ltd.
Mumbai
10.2021 - 11.2023
- Achieved over 110% target attainment month on month.
- Recognized for outstanding performance with an award.
- Coordinated four domestic conventions to enhance engagement.
- Consistently met significant targets, driving growth and success.
Senior Premier Relationship Manager
Kotak Life Insurance Co. Ltd.
Mumbai
07.2018 - 06.2021
- Achieved over 120% target month-on-month consistently.
- Successfully completed one international convention and nine domestic conventions.
- Promoted from Key Relationship Manager to Senior Relationship Manager within nine months.
- Advanced to Premier Relationship Manager after six months as Senior Relationship Manager.
- Elevated to Senior Premier Relationship Manager following exceptional performance in target attainment.
- Demonstrated significant success in meeting and exceeding established targets.
Unit Manager
ICICI Prudential Life Insurance CO.LTD
09.2017 - 06.2018
- Managed groups of agents to enhance process execution and customer prospect development.
- Recruited agents and customers through door-to-door and open market strategies.
- Sourced business via existing customer referrals, online leads, and other channels.
Sales Associate
ONE97 Communication (PAYTM)
Mumbai
09.2016 - 05.2017
- Consistently attained and surpassed significant sales targets, driving departmental success.
- Processed transactions efficiently using payment systems and software.
- Maintained organized product displays to enhance customer experience.
Education
Bachelor of Commerce (B.Com) -
MUMBAI UNIVERSITY
MUMBAI MAHARASTRA04-2015
Skills
- Client relationship management
- Target achievement
- Business development
- Financial analysis
- Market research
- Customer engagement
- Policy management
- Financial planning processes
- Product knowledge
- Investment and wealth planning
- Risk management
- Sales data analysis
- CRM proficiency
- Relationship building and management
Certification
- Recognized for outstanding performance with an award
Languages
Hindi
First Language
English
Advanced (C1)
C1
Marathi
Upper Intermediate (B2)
B2
Affiliations
- Fast-tracked promotions within six months , Reflecting strong performance and Dedication
Timeline
Business Relationship Manager
PNB Metlife India Insurance Co. Ltd.
11.2023 - 12.2024
Senior Financial Service Manager
ICICI Prudential Life Insurance Co. Ltd.
10.2021 - 11.2023
Senior Premier Relationship Manager
Kotak Life Insurance Co. Ltd.
07.2018 - 06.2021
Unit Manager
ICICI Prudential Life Insurance CO.LTD
09.2017 - 06.2018
Sales Associate
ONE97 Communication (PAYTM)
09.2016 - 05.2017
Bachelor of Commerce (B.Com) -
MUMBAI UNIVERSITY