Kahkasha Yasin Patil

Sales & Relationship Management Professional with 3+ years of experience in the BFSI sector, specializing in client relationship building, financial solutions, and sales target achievement. Proven ability to identify customer needs, deliver tailored investment products, and support teams through training, lead management, and performance guidance. Recognized for a customer-first approach, effective communication, and consistent contribution to business growth.

• Silver Coin Winner at Bajaj Allianz Life Insurance for new business in Quarter III 2022.
• Increased the market share of Bajaj Allianz Life Insurance at IDFC First Bank from 30% to 95%, outpacing competitors such as HDFC Life and ICICI Prudential.
• Generated consistent business from YTD Zero business branch post to joining the branch, branch started

getting month on month activated and following to increase in number of policies and average ticket size in IDFC First Bank Aundh Branch, Pune.

• Helped 60% of the team at IDFC First Bank’s Undri branch qualify for their sales objectives at Bajaj Allianz, significantly contributing to the branch’s success.
• Successfully developed and implemented strategies that strengthened the bank’s partnership with Bajaj Allianz, resulting in a higher client conversion rate and market dominance.

Date of Birth: 27th October 1999

Marital Status: Married

Address: Andes 703, Nyati Eternity, Undri, Pune – 411028