Dynamic Senior Priority Relationship Manager at Axis Bank with a proven track record in revenue generation and customer relationship management. Adept at developing sales strategies and leading diverse teams, I excel in cross-selling techniques and market analysis, driving significant growth and engagement in competitive environments.
Overview
16
16
years of professional experience
Work History
Senior Priority Relationship Manager
Axis Bank
Bangalore
04.2024 - Current
Managing mapped customers and getting new customers into the portfolio.
Managing customers' banking requirements and generating revenue for the bank.
Corporate Sales Manager
HDFC Life Incurance Company Ltd
Bangalore
08.2022 - 04.2024
Coached employees in successful selling methods, and encouraged cross-selling to drive revenue.
Developed a sales strategy based on research of consumer buying trends and market conditions.
Developed innovative marketing campaigns to increase engagement with the target demographic and drive brand exposure.
Business Development Manager
SBI Life Insurance Co. Ltd.
Bangalore
09.2014 - 07.2022
Coordinate with all branches in the region.
Identify the branch staff to become CIF, and motivate the existing CIF.
Provide training for the product and operation.
Close monitor for HL penetration, and coordinate with the Regional Head.
Acquire customers and generate the targeted amount of premium; deliver complete product information to customers.
Monitor and fulfill prospect and customer leads provided by the branch staff for new business or cross-sell opportunities.
Cross sell and up sell products to existing customers & build portfolios.
Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture.
Ensure the delivery of all S&D and financial KPI defined for the role.
Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company.
Report and highlight any violation of sales, compliance, HR guidelines to superiors.
Sr. Business Development Manager
IndiaFirst Life Insurance Co. Ltd. (JV of Bank of Baroda, Andhra Bank and LegalnGeneral)
10.2009 - 08.2014
Follow the branch lead according to the customer requirement.
Search, identify & conduct daily sales calls for cross selling of Bank product.
Acquire customers and generate the targeted amount of premium - Deliver Complete Product information to Customers.
Monitor & fulfil prospect and customer leads provided by the company for new business or cross sell opportunity.
Cross sell and up sell products to existing customers & build portfolios.
Manage the relationship with customers to ensure persistency & renewals.
Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture.
Ensure the delivery of all S&D and financial KPI defined for the role.
Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company.
Report and highlight any violation of sales, compliance, HR guidelines to superiors.
Education
B.Sc -
Garden City College
Bangalore, India
Skills
People management skills
Work effectively with diverse groups of people
Problem-solving skills
Fast learner
Adaptability
Positive attitude
Determination
High energy
Hardworking
Sincerity
Customer relationship management
Revenue generation
Sales strategy development
Market analysis
Cross-selling techniques
Team leadership
Accomplishments
Founder Member of Indiafirst life Insurance company
Winner of JFM contest for 2013-14
100% budget achievement YTD December 2014
March Super Achiever for 2008-09
Languages
English
Hindi
Urdu
Disclaimer
I hereby declare that the above information furnished is true to the best of my knowledge and belief.
Personal Qualifications
MBA, Marketing, Christ College
B.Sc, Garden City College, Bangalore University
Personal Information
Father's Name: Iftekhar Alam
Date of Birth: 02/05/86
Gender: Female
Nationality: Indian
Marital Status: Single
Timeline
Senior Priority Relationship Manager
Axis Bank
04.2024 - Current
Corporate Sales Manager
HDFC Life Incurance Company Ltd
08.2022 - 04.2024
Business Development Manager
SBI Life Insurance Co. Ltd.
09.2014 - 07.2022
Sr. Business Development Manager
IndiaFirst Life Insurance Co. Ltd. (JV of Bank of Baroda, Andhra Bank and LegalnGeneral)