ASHWANI KANT
Summary
Executive Relationship Manager experienced in lead generation and customer management. Achieved over 20% conversion rates while enhancing client relationships and driving policy issuance through effective communication and sales strategies. Focused on fostering long-term partnerships and prioritizing tasks to resolve issues efficiently.
Overview
6
6
years of professional experience
3
3
years of post-secondary education
Work History
Executive Relationship Manager
TATA AIA LIFE INSURANCE CO LTD
PATNA
11.2023 - Current
- Executed direct field sales and virtual presentations, guiding prospects through the underwriting process and policy issuance.
- Leveraged company-generated month-on-month leads, achieving a year-on-year conversion ratio exceeding 20%
- Managed lead conversations across multiple campaigns, resulting in promotion in 2026 through optimized product mix prioritizing term insurance
- Policy Servicing: Acted as the primary point of contact for policyholders, managing premium collections, beneficiary updates, and facilitating smooth claim settlements.
- Qualified for multiple domestic conclaves in 2025, including Goa, Kerala, and Port Blair.
- Qualified for domestic conclaves in year 2024 for Hyderabad
SENIOR BRANCH SERVICE MANAGER
HDFC LIFE INSURANCE CO LTD
PATNA
02.2020 - 11.2023
- Managed portfolios of 200+ customers, with AUM of around 2 Crores.
- Assisted walk-in customers at branch with inquiries and product recommendations.
- Helped branch operations with sales lead generation and retention strategies.
- Qualified international trips to Thailand and Turkey after achieving sales target of JFM 2022 & JFM 2023 respectively.
- Qualified various other domestic conclaves such as GOA CONCLAVE(AMJ 22') in year 2022 & KERALA CONCLAVE(JAS 23')
- Increased my LCR(LEAD CONVERSATION RATIO) in different campaigns like EXISTING CUSTOMER DATA, SAKSHAM LEADS, PASA( PRE-APPROVED SUM ASSURED) leads 20% year-on-year.
- Improved my persistency YEAR-ON-YEAR from 87% to 92%.
Education
POST GRADUATION DIPLOMA IN INSURANCE
MANIPAL ACADEMY OF HIGHER EDUCATION
02.2020 - 02.2021
BACHELOR IN COMMERCE - Accounting And Finance
SUNRISE UNIVERSITY
ALWAR 04.2015 - 06.2017
ST JOSEPH'S SCHOOL
KAHALGAONSkills
- Customer relationship management
- Sales strategy
- Lead generation
- Sales forecasting
- Portfolio management
- Product solution building
- Sales techniques
- Cross-selling
- Cold calling
- Effective communication
- Negotiation skills
- Relationship building
- Policy issuance
- Cross-selling
Languages
Hindi
First Language
English
Advanced (C1)
C1
Timeline
Executive Relationship Manager
TATA AIA LIFE INSURANCE CO LTD
11.2023 - Current
SENIOR BRANCH SERVICE MANAGER
HDFC LIFE INSURANCE CO LTD
02.2020 - 11.2023
POST GRADUATION DIPLOMA IN INSURANCE
MANIPAL ACADEMY OF HIGHER EDUCATION
02.2020 - 02.2021
BACHELOR IN COMMERCE - Accounting And Finance
SUNRISE UNIVERSITY
04.2015 - 06.2017
ST JOSEPH'S SCHOOL