Summary
Overview
Work History
Education
Skills
Certification
Awards
Timeline
Generic
Irshad Pasha

Irshad Pasha

Bangalore

Summary

Dynamic Relationship Manager with a proven track record at Axis MaxLife, achieving 151% revenue growth. Expert in client acquisition and retention, leveraging strong networking skills and sales strategy implementation. Adept at cross-selling insurance products while fostering deep customer relationships, ensuring exceptional service quality and satisfaction.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Affluent Relationship Manager

Axis MaxLife
Bangalore
09.2023 - Current
  • Responsible for attaining U-HNI clients by pitching channel partners our products through competitor analysis.
  • Acquiring new clients and servicing existing client for new business, policy servicing and claim settlements by leveraging networking and communication skills.
  • Experience right from identifying/acquiring new High Net-Worth clients, New Business Strategy, solicit business opportunities with various Departments by adding up a revenue of around 151% of the profit of the company in the last financial year.
  • Supervise and be responsible for multiple branch affluent channel performance in regard to a standard service quality to meet our customer’s satisfaction.
  • Worked Individually as well as handing a team with product to arrange meetings, prioritize activities, and made the most use of available time to work with a variety of teams and clients to complete projects on time.
  • Emphasize on fostering and deepening of the customer relationship through effective cross sales and up sales of insurance product.

Deputy Area Manager

Bajaj Allianz
09.2020 - 09.2023
  • Have a great experience in team work and leading a team.
  • A strong convincing skills and the ability to build relationship at all levels.
  • A strong communicator with excellence presentation skills and attention to detail.
  • Ability to work in a fast growing and fast paced organization.
  • Flexible and able to adopt a changing environment.
  • Lead a team of trainee, trained them with industry knowledge, pitch Presentation and closing strategy as well as bought out there best possible outcome in their respective roles.
  • Responsible for handling client's insurance related queries and provide solutions.
  • Identify the opportunities and manages them in a favorable manner. Up-selling & Cross-Selling of product.
  • Responsible for ensuring client on boarding requests are completed with the highest quality standard and in the lane with latest policies and procedures.
  • Participate actively in sales planning to generate action plans for meeting targets.
  • Areas of Expertise: Sales strategy implementation, P&L portfolio management, Client acquisition and retention, Goal setting and forecasting.
  • After Sales Support, Microsoft office suite, Google Analytics, CRM.

Senior Sales Manager

Exide Life Insurance
01.2017 - 09.2020
  • Managed a team of Broca (CABR) Channel.
  • Managing both Retail & Wealth Channel Partners(Brokers).
  • Coordinating with the Channel partner for the growth & expansion of the business.
  • Maintaining good relationship with BDM’s, AM’s & RM’s of channel partners to drive business.
  • Conducting Training Programmes for Channel Partner & certifying them on the new products.
  • Monitor insurance claims to ensure they are settled equitably for insurer.

Associate Sales Trainee- Acquisition Team

IndusInd Bank
08.2015 - 09.2016
  • Acquiring New High Net worth Customers and developing existing relationships for liabilities and commercial products.
  • To source current and Savings Accounts, Privilege Accounts through a team of sales officers.
  • To maintain complete relationship record for assigned customer accounts.
  • Products dealt with: Privilege CASA, Salary Accounts (Payroll Accounts), Insurance, SIP’S, Investment Plans, etc.
  • Forex card issuance and reloading, DD making, NEFT and RTGS finding the need and selling all the retail products.

Education

Bachelor of Commerce -

Vijaya First Grade College
Bangalore
06-2015

Skills

  • Sales strategy implementation
  • P&L portfolio management
  • Client acquisition and retention
  • Goal setting and forecasting
  • Networking skills
  • Google Analytics
  • CRM
  • Client acquisition
  • Market analysis
  • CRM software
  • Insurance products
  • Customer relationship management
  • Team leadership
  • Cross selling
  • Time management

Certification

  • The Complete Digital marketing Course

Awards

  • Received Excellence Performance Award at - Bajaj Alliance
  • Received multiple recognitions and Award at - Exide LIfe Insuarnce

Timeline

Affluent Relationship Manager

Axis MaxLife
09.2023 - Current

Deputy Area Manager

Bajaj Allianz
09.2020 - 09.2023

Senior Sales Manager

Exide Life Insurance
01.2017 - 09.2020

Associate Sales Trainee- Acquisition Team

IndusInd Bank
08.2015 - 09.2016

Bachelor of Commerce -

Vijaya First Grade College

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Irshad Pasha