Brijesh Gupta
Kalyan
Summary
Dynamic And Customer-Focused Insurance Professional With 5+ Years Of Experience In The Life Insurance Industry, Specializing In The CABR (Broca) Channel. Proven Expertise In Client Servicing, Policy Renewals, Grievance Handling, And Retention Strategies. Skilled In Building Strong Client Relationships, Addressing Policyholder Concerns Efficiently, And Ensuring High Levels Of Customer Satisfaction And Loyalty. Adept At Cross-Selling, Upsetting, And Collaborating With Internal Teams To Meet Business Targets. Committed To Delivering Excellent Service And Contributing To Customer Retention And Business Growth.
Overview
9
9
years of professional experience
1
1
Certificate
Work History
Relationship Manager
EDELWEISS LIFE INSURANCE COMPANY LTD
11.2023 - Current
- Currently Working In Broca Channel (CABR).
- We Are Part Of Partnership Distribution.
- Handling The Multiple Brokers (Partners).
- Drive Insurance Sales Through Partner Branches.
- Achieve Monthly And Quarterly Business Targets.
- Build Strong Relationships With Branch Managers And Partner Employees.
- Train And Motivate The Partner's Staff On Insurance Products.
- Identify Potential Customers Via Walk-Ins Or Partner Referrals.
- Conduct Customer Meetings And Close Insurance Sales.
- Ensure Smooth Policy Issuance And Post-Sale Service.
- Handle Customer Queries Or Claim Support If Required.
- Maintain Proper Documentation.
- Ensure Adherence To IRDAI Guidelines And Company SOPs.
Sr. Financial Service Manager
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
02.2020 - 11.2023
- Working In Broca Channel (CABR).
- We Are Part Of Partnership Distribution.
- On Field Handling Partners And Advisers.
- Dealing With Advisers And Customer.
- Explaining & Resolving Client Queries.
- Educate To Partners Or Brokers About Company Products.
- Taking Product Training Of Advisors & Partners.
- Doing Logins And Issuance.
- Build-Up The Relationship With Channel Partner and Generated Business By Motivated And Trained Them To Increase The Volume Of Business.
- Driving Business Through Brokers And Helping Them Achieve Target Strategic Planning For Driving Number For Year.
Account Executive
WOOD ART MODULAR FURNITURE
04.2018 - 01.2020
•Meet Walks-In Customer Or Handle Leads (Home Office Retail Project).
• Understand Client Requirements (Budget Space Design).
• Explain Modular Furniture Option (Kitchen Office).
• Prepare Quotations And Close Sales.
• Coordinate With Designers/Architects.
• Coordinate With Production And Logistics Teams.
• Coordinate With Installation Team.
• Track Order Status And Delivery Timelines.
• Maintain Long-Term Relationship With Customer.
• Work With Channel Partners Like Builders Or Interior Designers.
• Work With Internal Teams (Operations, Finance, Service).
• Prepare Sales Reports Accounts Updates And Performance Data.
Associate KPO
SYNTEL PVT LTD
01.2017 - 04.2018
- We Are Part Of (Dealing) Investment Trust Management.
- Maintain Records And Process Transaction For Investment Trust, OEIC And Unit Trust Product.
- Sale And Repurchase Of Funds And Units.
- Send Proceeds To Client Via Cheque, BACS And TT.
- Switch Of Fund Send Units From One Product To Another Product.
- Transfer Of Investments From One Management Company To Another Management Company.
- Process Transaction Of Around Thirty Wealth Management Companies Of U.K.
- Maintain Records Of Regular Saving Facility And Distribution Income.
- Reviewed All Required AML /KYC Regulatory Requirements For All Clients And Analyzing Any Transactions That Appear Unusual Based On The Customers Profile.
- Processing MIFID Project Update Client NAME, SURNAME, NINO And DOB.
Education
M.Com -
MUMBAI UNIVERSITY
08-2016
T.Y. B.com -
MUMBAI UNIVERSITY
06-2014
H.S.C -
MUMBAI BOARD
05-2011
S.S.C -
MUMBAI BOARD
06-2008
Skills
- Basic Knowledge Of Computer
- Internet
- Relationship Development
- Financial Planing
- Problem-Solving And Crisis Handling
- Insurance Market Analysis
- Vertual Sales & Video Consultations
- E-KYC & Digital Documentation
- Risk Profiling & KYC Norms
- Medical And Financial Underwriting
Languages
English
Hindi
Marathi
Timeline
Relationship Manager
EDELWEISS LIFE INSURANCE COMPANY LTD
11.2023 - Current
Sr. Financial Service Manager
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
02.2020 - 11.2023
Account Executive
WOOD ART MODULAR FURNITURE
04.2018 - 01.2020
Associate KPO
SYNTEL PVT LTD
01.2017 - 04.2018
M.Com -
MUMBAI UNIVERSITY
T.Y. B.com -
MUMBAI UNIVERSITY
H.S.C -
MUMBAI BOARD
S.S.C -
MUMBAI BOARD
Certification
- MS-CIT
- Advance Excel
- Tally ERP 9
- English Typing (W.P.M. 30)
Personal Information
- Father's Name: Anandkumar Gupta
- Date of Birth: 30/12/1991
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Hobbies and Interests
- Listening Music
- Travelling
- Foody
- Photography
Disclaimer
I Hereby Declare That All The Statements Made Above Are True, Complete And Correct To The Best Of My Knowledge And Belief.
ACHIEVEMENTS
- Achieved 150% Of The Sales Target In Q3 2023.
- Achieved 95% Policy Renewal Rate Through Proactive Follow-Up And Service.
- Received Syntel Champ Of The Month Award For Maintaining 100% Productivity And Zero Error.
- Received Syntel Values Award For Outstanding Demonstration Of The Syntel Value.
- Got Titan Awards For Good Performance.
- Spot Awards For Excellent Work.
- Promoted As Full Time Quality Checker In October 2017.
Personal Information
- Father's Name: Anandkumar Gupta
- Date of Birth: 30/12/1991
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Hobbies and Interests
- Listening Music
- Travelling
- Foody
- Photography
Disclaimer
I Hereby Declare That All The Statements Made Above Are True, Complete And Correct To The Best Of My Knowledge And Belief.
ACHIEVEMENTS
- Achieved 150% Of The Sales Target In Q3 2023.
- Achieved 95% Policy Renewal Rate Through Proactive Follow-Up And Service.
- Received Syntel Champ Of The Month Award For Maintaining 100% Productivity And Zero Error.
- Received Syntel Values Award For Outstanding Demonstration Of The Syntel Value.
- Got Titan Awards For Good Performance.
- Spot Awards For Excellent Work.
- Promoted As Full Time Quality Checker In October 2017.
Personal Information
- Father's Name: Anandkumar Gupta
- Date of Birth: 30/12/1991
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Hobbies and Interests
- Listening Music
- Travelling
- Foody
- Photography
Disclaimer
I Hereby Declare That All The Statements Made Above Are True, Complete And Correct To The Best Of My Knowledge And Belief.
ACHIEVEMENTS
- Achieved 150% Of The Sales Target In Q3 2023.
- Achieved 95% Policy Renewal Rate Through Proactive Follow-Up And Service.
- Received Syntel Champ Of The Month Award For Maintaining 100% Productivity And Zero Error.
- Received Syntel Values Award For Outstanding Demonstration Of The Syntel Value.
- Got Titan Awards For Good Performance.
- Spot Awards For Excellent Work.
- Promoted As Full Time Quality Checker In October 2017.
Personal Information
- Father's Name: Anandkumar Gupta
- Date of Birth: 30/12/1991
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Hobbies and Interests
- Listening Music
- Travelling
- Foody
- Photography
Disclaimer
I Hereby Declare That All The Statements Made Above Are True, Complete And Correct To The Best Of My Knowledge And Belief.
ACHIEVEMENTS
- Achieved 150% Of The Sales Target In Q3 2023.
- Achieved 95% Policy Renewal Rate Through Proactive Follow-Up And Service.
- Received Syntel Champ Of The Month Award For Maintaining 100% Productivity And Zero Error.
- Received Syntel Values Award For Outstanding Demonstration Of The Syntel Value.
- Got Titan Awards For Good Performance.
- Spot Awards For Excellent Work.
- Promoted As Full Time Quality Checker In October 2017.
Personal Information
- Father's Name: Anandkumar Gupta
- Date of Birth: 30/12/1991
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Hobbies and Interests
- Listening Music
- Travelling
- Foody
- Photography
Disclaimer
I Hereby Declare That All The Statements Made Above Are True, Complete And Correct To The Best Of My Knowledge And Belief.