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
Bangalore06-2015
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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