Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bharath Raj

Relationship Management
Chittoor

Summary

Dynamic Relationship Management Consultant with a proven track record at GMB Policy, driving significant POSP network growth and enhancing productivity. Expert in channel development and CRM, I successfully increased activation rates and resolved complex client issues, showcasing strong communication and leadership skills. Committed to fostering relationships and delivering exceptional results in the insurance sector.

Results-driven professional with strong foundation in relationship management and consultancy. Known for delivering impactful strategies that strengthen client trust and drive retention. Committed to team collaboration and adapting to change, demonstrating effective communication and problem-solving skills.

Overview

3
3
years of professional experience
5
5
Languages

Work History

Relationship Management Consultant

Gmb Policy
01.2023 - Current

- Managed and grew a network of 80+ POSPs across Andhra Pradesh and Karnataka, driving ₹80L annualized premium in FY 2025-26. - Onboarded, trained, and activated 60+ new POSPs on IRDAI guidelines and product portfolio.
- Designed weekly tele-calling and WhatsApp engagement campaigns to improve POSP activation rate from 32% to 68% in 6 months. - Resolved commission disputes, policy issuance delays, and claim escalations within 24-48 hours, maintaining 92% POSP retention. - Conducted monthly product refresher sessions and contests, increasing average POSP productivity from 1.2 to 3.1 policies per month. - Collaborated with underwriting and operations teams to streamline documentation, cutting policy login-to-issuance turnaround time by 40%. - Clarified HR policies and procedures for stakeholders and employees.
- Coordinated onboarding and offboarding formalities to ensure smooth transitions.
- Conducted employee orientation and regular training on company policies and best practices.
- Implemented employee engagement activities to improve workplace morale.
Liaised with third-party vendors to streamline operations.
. Handled client queries and escalations via phone, email, and case management systems.

  • Actively participated in industry conferences and events to stay current on market developments and maintain professional network connections.

Education

Bachelor of Technology - Mechanical Engineering

Bharath University
Chennai, India
04.2001 -

Intermediate Certificate - PUC

Sri Gayatri Junior College
Tirupati, India
04.2001 -

Secondary School - SSC

Narayana High School
Tirupati, India
04.2001 -

Skills

Industry expertise

Channel development & POSP network expansion

CRM proficiency

Policy management

Insurance product training

Sales data analysis

Team leadership

Relationship management

Communication skills

Timeline

Relationship Management Consultant

Gmb Policy
01.2023 - Current

Bachelor of Technology - Mechanical Engineering

Bharath University
04.2001 -

Intermediate Certificate - PUC

Sri Gayatri Junior College
04.2001 -

Secondary School - SSC

Narayana High School
04.2001 -
Bharath Raj Relationship Management