Excel
DILNAWAZ QURESHI
Deputy Cluster Manager
Thane
Summary
Finance professional with Eight years of experience in business development and a focus on customer satisfaction. As deputy cluster manager at Axis Max Life Insurance Company, excels in building relationships with high-net-worth clients. Strong knowledge of financial products supports the creation of customised solutions. Committed to achieving measurable results and fostering business growth.
Overview
8
8
years of professional experience
3
3
Languages
Work History
Deputy Cluster Manager
Axis Max Life Insurance Co.
10.2022 - 02.2026
- Fostered and maintained significant partnerships with Axis Bank's HNI customers, contributing to growth in business revenue for Max Life Insurance.
- Engaged with Axis Bank employees to facilitate seamless business operations and improve customer satisfaction.
- Strategically recognized and leveraged opportunities for business growth, leading to improved market share and revenue for Max Life Insurance.
- Continuously achieved above-target results in personal business metrics while fostering team success.
Business Sales Manager
Bajaj Allianz Life Insurance Co.
12.2021 - 09.2022
- Achieving sales targets and delivering outstanding sales performance.
- Managing branch operations and coordinating day-to-day activities with channel partners, bank employees, and bank branches.
- Conducting regular product training and refresher sessions to improve the skills and knowledge of the sales force.
- Adopting a customer-centric approach to drive customer satisfaction and loyalty.
Financial Advisor
Policy Bazaar Insurance brokers
08.2020 - 12.2021
- Provided excellent customer service by assisting customers in the sale of financial products over the phone.
- Closed sales by understanding customer requirements and building customer loyalty.
- Consistently met and exceeded assigned targets, demonstrating a results-driven mindset.
- Maintained high productivity levels while ensuring accuracy and speed.
Business Development Manager
Goodwill Finance
07.2018 - 07.2020
- Develop and implement strategies for promoting financial products.
- Generate leads through various channels and cold-calling.
- Conduct market research and analyze customer needs.
- Stay up-to-date with industry trends, regulations, and best practices.
Sales Executive Intern
Angel Broking
11.2017 - 06.2018
- Prospected and generated leads through Online channel, Social media and networking.
- Maintained strong relationships with Sub-brokers to maximize customer satisfaction and retention.
- Providing B2B sales data to Senior Management.
Education
Post Graduate Program in Wealth Management (PGPWM) - undefined
GO LEARN
01.2024
Bachelor's Of Commerce - undefined
University Of Mumbai
01.2017
Higher Secondary Certificate - undefined
St. Joseph Junior College
01.2014
Skills
financial expertise
Statistical analysis
Stakeholder engagement
Business growth
Risk mitigation
Accomplishments
2021 – 2022
Received "Star Of The Month" Award
By Senior Management.
2023 - 2024
Generated Highest Traditional
Insurance premium of 24 Lacs
2024 - 2025
Received “Protection Power” Award In
Annual RNR.
Software
Affiliations
NISM 5A
Timeline
Deputy Cluster Manager
Axis Max Life Insurance Co.
10.2022 - 02.2026
Business Sales Manager
Bajaj Allianz Life Insurance Co.
12.2021 - 09.2022
Financial Advisor
Policy Bazaar Insurance brokers
08.2020 - 12.2021
Business Development Manager
Goodwill Finance
07.2018 - 07.2020
Sales Executive Intern
Angel Broking
11.2017 - 06.2018
Post Graduate Program in Wealth Management (PGPWM) - undefined
GO LEARN
Bachelor's Of Commerce - undefined
University Of Mumbai
Higher Secondary Certificate - undefined
St. Joseph Junior College