Bibhuti Bimal
Gurugram
Summary
Results-driven Banking & Financial Services professional with 3.5+ years of experience in bancassurance, working closely with leading banks such as HDFC Bank and Axis Bank within a branch banking environment. Expertise in relationship management, customer engagement, and cross-selling financial products to drive revenue growth. Proven track record of consistently achieving sales targets, generating quality leads, and collaborating effectively with branch teams to maximize business opportunities and deliver need-based financial solutions.
Overview
4
4
years of professional experience
1
1
Certification
Work History
CORPORATE ACCOUNT MANAGER
TATA AIA LIFE
Gurugram
11.2024 - Current
- Managed relationships with HDFC Bank branch teams to drive revenue and business growth
- Achieved monthly sales targets by engaging with retail customers and offering suitable financial solutions
- Generated leads through branch staff and converted them via need-based selling
- Engaged directly with customers in branch banking to deliver tailored financial services
- Monitored key performance metrics including lead conversion and business volume to identify improvement areas
- Facilitated training sessions for RMs and branch staff, enhancing cross-selling skills and effectiveness
- Ensured compliance with banking and regulatory guidelines
SENIOR RELATIONSHIP MANAGER
Bajaj Allianz Life
Gurugram
09.2022 - 10.2024
- Collaborated with Axis Bank branch teams to cross-sell insurance and investment products, increasing client engagement
- Handled walk-in customers and conducted financial need analysis to recommend suitable solutions
- Built strong relationships with branch managers and staff to ensure continuous lead generation
- Achieved sales targets and contributed to overall branch revenue growth
- Resolved customer queries promptly to enhance satisfaction and improve retention rates
- Maintained compliance with KYC, AML, and banking regulations
Education
Masters of Business Administration - Marketing & Finance
Birla Institute of Technology Mesra
Ranchi05-2022
Bachelors of Business Administration - Finance
Dr. Shyama Prasad Mukherjee University
Ranchi05-2020
Skills
- Cross-Selling (Insurance / Investment Products)
- Customer Acquisition & Retention
- Sales & Target Achievement
- Lead Generation & Conversion
- Banking Operations & Compliance (KYC, AML)
- CASA & Financial Products Awareness
- MS Excel & Reporting
- Branch Coordination
- Relationship Management
Certification
- Six Sigma Principles Course by COURSERA
- 4 Ps of Marketing Mix Course by Great Learning Academy
Languages
- English
- Hindi
Timeline
CORPORATE ACCOUNT MANAGER
TATA AIA LIFE
11.2024 - Current
SENIOR RELATIONSHIP MANAGER
Bajaj Allianz Life
09.2022 - 10.2024
Masters of Business Administration - Marketing & Finance
Birla Institute of Technology Mesra
Bachelors of Business Administration - Finance
Dr. Shyama Prasad Mukherjee University