Jay Shankar Dubey
New Delhi
Summary
Self motivated and highly energetic Banking professional having more than 12 years experience in multiple Banking and Insurance Product sales, New Client Acquisition and Wealth management.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Premier Business Sales Manager
BAJAJ LIFE INSURANCE
09.2025 - Current
- PSF(NTB channel)
- Source life insurance policies through targeted direct marketing and strategic referral networks to maximize business growth.
- Identify customer needs and aspirations by conducting thorough needs analysis, delivering tailored insurance solutions to meet their financial goals.
- Execute cross-selling and up-selling strategies to increase average ticket size and boost overall sales revenue.
- Build and maintain strong client relationships by providing exceptional pre-sales consultation and comprehensive post-sales support.
Associate Key Relationship Manager
ICICI PRUDENTIAL LIFE INSURANCE
11.2016 - 12.2024
- Bancassurance(Scb channel)
- Drive monthly branch sales target by strategically engaging all customer segments to maximize revenue.
- Collaborate with Standard Chartered Bank employees to conduct joint sales calls and generate high-quality leads from corporate events.
- Conduct regular product training sessions to enhance the branch sales force’s knowledge and improve selling effectiveness.
- Maintain strong persistency by effectively managing policy renewals, resulting in improved customer retention.
- Build and nurture long-term relationships with clients to foster loyalty and ensure sustained business growth.
Relationship Manager
HSBC BANK
09.2013 - 02.2015
- Credit card(Direct Marketing)
- Credit card source through Direct Marketing and corporate activities.
Customer Relationship Officer
ICICI BANK
04.2011 - 09.2013
- Credit card(Branch Banking)
- Credit card Source through Branch Banking and Corporate activities.
Education
MBA/PGDM - undefined
Accman Institute of Management
Greater Noida01-2011
B.A. - undefined
Mahadev Mahavidyalay Varanasi
U.P01-2008
Skills
Portfolio Management
New Client Acquisition
Cross selling
Upselling
Lead Generation
Negotiation
Interpersonal Skills
Wealth Management
Relationship Building
Bancassurance
Credit Card Sales
Certification
NISM Mutual Fund Certification (5A)
Languages
English
Hindi
Timeline
Premier Business Sales Manager
BAJAJ LIFE INSURANCE
09.2025 - Current
Associate Key Relationship Manager
ICICI PRUDENTIAL LIFE INSURANCE
11.2016 - 12.2024
Relationship Manager
HSBC BANK
09.2013 - 02.2015
Customer Relationship Officer
ICICI BANK
04.2011 - 09.2013
MBA/PGDM - undefined
Accman Institute of Management
B.A. - undefined
Mahadev Mahavidyalay Varanasi