Dibyashree Jena
Hyderabad
Summary
Results-driven Key Account Manager combining cross-functional competencies in sales forecasting and analysis, sell-in and sell-thru strategies, design and production. Expertise includes creating brand awareness, analyzing data and and implementing projects to positively impact organizational goals. Proficient in identifying challenging areas and achieving corrective measures. Recognized by executive management as a dependable leader that contributes as a team player, coach and develop colleagues and interface with professionals on all levels.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Key Account Manager
TATA AIA
Hyderabad
09.2024 - Current
- Established strong relationships with clients through regular communication and follow-up activities.
- Provided support to a team of 50+ professionals in the management and analysis of financial instruments
- Contributing to the effective execution of project goals and operational efficiency
- Develop and nurture long-term relationships with key clients (individuals, corporations)
- Maintained a deep understanding of client products and services in order to effectively promote them.
- Engage in regular communication with clients to understand their needs, provide policy updates, and offer proactive advice.
- Identify upselling or cross-selling opportunities for additional insurance products that meet client needs.
- Prepare and present customized insurance solutions based on client-specific financial needs and risk profiles.
- Design strategies to ensure high renewal rates for life insurance policies, ensuring client loyalty.
- Work closely with underwriting, claims, marketing, and product teams to ensure seamless service delivery to key clients.
- Ensure all client interactions and policies comply with regulatory requirements and company policies.
- Track account performance against sales targets and KPIs, providing regular updates to senior management.
- Gather feedback and market insights from clients to inform product development and service enhancements.
- Prepare detailed reports on account status, sales progress, and client satisfaction.
- Negotiate policy terms, premiums, and conditions with clients, ensuring that they are aligned with both client needs and company goals.
- Address and resolve any client-related issues or complaints in a timely and professional manner.
- Identify potential challenges or gaps in service before they become major issues, ensuring client satisfaction remains high.
DCM
Axis Max Life
Hyderabad
03.2024 - 09.2024
- Handling 2+ vertical
- Strong analytical skills with problem-solving ability
- Handling a team size of 5 members
- Look out the shrinkage, attrition, CWT
- Calibrating with Branch Managers
- Acquiring a good product knowledge
Sr. Relationship Manager
PNB MetLife
Bhubaneshwar
05.2022 - 02.2024
- Maintained a positive and productive relationship with the client
- Resulting in consistently high customer satisfaction ratings
- Motivated team members to work together and develop teamwork skills
- Resulting in improved team member morale and relationship building
- Timely performing own task with a good quality
Executive Relationship Manager
Bajaj Alianz
Bhubaneshwar
06.2021 - 05.2022
- Partnering with executive leadership to develop a vision and mission that aligned with the company's long term goals
- Building a strong relationship with the sales team of the channel partners
- Ensuring quality of business and persistence
- Meeting prospective customers with channel sales team to sell insurance solutions
Deputy Manager
Max Life Insurance
Bhubaneshwar
08.2019 - 12.2020
- Responsible to achieve the sales target set by the company
- Maintain persistence for the policies procured to overall achieve the probability of the team
- 13th month renewal collection with the existing client base
Financial Service Consultant
ICICI Prudential Life Insurance
Cuttack
12.2017 - 08.2019
- Daily interaction for 13th month renewal collection with the existing client base
- Reaching out Business class customers and helping them to go through Business Insurance
- Reaching out to the existing base of clients for Need Based Solutions on Term and Investment Plans
Education
MBA - Finance
Utkal University
Bhubaneswar11.2016
Bachelor in Commerce -
Maharishi College Of Natural Law
Bhubaneswar01.2014
Skills
- Time Management
- Ability to work under pressure
- Lead generation
- Problem solving
- MS Office
- Team Handling
- People Management
- Business development
- Revenue generation
- Sales tactics
- Sales negotiations
- Leadership
- Verbal and written communication
- Account performance analysis
- Spreadsheets
Certification
- Leadership Program
- SAP FICO
Timeline
Key Account Manager
TATA AIA
09.2024 - Current
DCM
Axis Max Life
03.2024 - 09.2024
Sr. Relationship Manager
PNB MetLife
05.2022 - 02.2024
Executive Relationship Manager
Bajaj Alianz
06.2021 - 05.2022
Deputy Manager
Max Life Insurance
08.2019 - 12.2020
Financial Service Consultant
ICICI Prudential Life Insurance
12.2017 - 08.2019
MBA - Finance
Utkal University
Bachelor in Commerce -
Maharishi College Of Natural Law
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