DEEPIKA CHAURASIA
Vasai East
Summary
Highly competent professional offering an experience of over 9+ years in Insurance sector that involves the application of skills, knowledge and education and which will also lead for growth and inspire for higher level of achievement on personal as well as organizational front..
Overview
10
10
years of professional experience
Work History
Elite relationship manager
Kotak Mahindra Bank
Mumbai
08.2025 - Current
- Managed client relationships to enhance customer satisfaction and loyalty.
- Conducted regular meetings to understand client needs and provide tailored solutions.
- Collaborated with internal teams to resolve client issues efficiently and effectively.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
CORPORATE ACCOUNT MANAGER
TATA AIA LIFE INSURANCE
03.2022 - Current
- Maintaining healthy relationship with customers and HDFC bank staff.
- Maintaining Wallet Share more than 50%
- Servicing the Client, retaining the client, increasing the investment portfolio.
- Maintaining the investment book size of the client.
- Experienced in Acquiring New Business, Selling Financial Product & Services.
- Expertise in End-to-End Sales Cycle, Customer Relationship.
- Market Research
EXECUTIVE SALES OFFICER
CANARA HSBC LIFE INSURANCE
01.2021 - 01.2022
- Handling a Team of 25 RMs
- Handling portfolio of HNI, NRI and wealth customer of HSBC Bank
- A keen implementer with ability in devising effective strategies for augmenting business, identifying & penetrating.
- Acquired new customers through Channel partners, promotional activities and also providing regular.
- To co-ordinate with the business partners to help them generate business.
- Providing need & goal based Financial planning to customers (Resident & NRIs)
- Handling pre-sales and post-sales services for the customer as well as branch Ensuring correct logins and timely
CORPORATE AGENCY MANAGER
HDFC LIFE INSURANCE
01.2016 - 01.2021
- Handled co-operative bank partner with bassein catholic bank and apna bank
- Looking after multiple branches of bank generated leads for better investment for the bank customers.
- Suggest suitable plans as per risk appetite. Selling both traditional and market link
Education
PGDM -
WELINGKAR INSTITUTE OF MANAGEMENT DEVELOPMENT AND RESEARCH
Bachelor of Management Studies -
LORDS UNIVERSAL COLLEGE
Skills
- Life Insurance
- Banking Products
- Communication
- Leadership
- Learning Skill
- Customer Service
- Account portfolio management
Languages
- Hindi
- Marathi
- English
Timeline
Elite relationship manager
Kotak Mahindra Bank
08.2025 - Current
CORPORATE ACCOUNT MANAGER
TATA AIA LIFE INSURANCE
03.2022 - Current
EXECUTIVE SALES OFFICER
CANARA HSBC LIFE INSURANCE
01.2021 - 01.2022
CORPORATE AGENCY MANAGER
HDFC LIFE INSURANCE
01.2016 - 01.2021
PGDM -
WELINGKAR INSTITUTE OF MANAGEMENT DEVELOPMENT AND RESEARCH
Bachelor of Management Studies -
LORDS UNIVERSAL COLLEGE