KAIBALYA DAS
Kendrapada
Summary
Accomplished Deputy Cluster Manager with Axis MaxLife Insurance, excelling in client acquisition and strategic planning. Leveraged financial analysis to secure over 85% OA share, surpassing competitors. Proven expertise in relationship building and business conversion, consistently achieving top performance in competitive environments. Skilled in market research and sales forecasting, driving exceptional results.
Overview
8
8
years of professional experience
Work History
Deputy Cluster Manager
Axis MaxLife Insurance Co Ltd
Jajapur
05.2022 - Current
- Here I am working with Axis bank as a channel partner in an open architecture and competition with Bajaj Allianz life insurance, Aditya Birla Sun Life Insurance and LIC. Here I responsible for occupying 70% OA share and above. Here I have OA share are more than 85% and doing highest in my cluster every month and doing goalsheet.
Financial Adviser
SBI LIFE INSURANCE
12.2021 - 05.2022
- Here I am working with Utkal Grameen Bank as a channel partner and handling 15 branches and coordinating and doing the business conversion.
Financial Adviser
Bajaj Allianz life insurance
10.2020 - 12.2021
- Here I am working with Jana Small Finance Bank as a channel partner and working with the open architecture and competition with ICICI Prudential Life Insurance. Here in a less number of customer we need to visit market and doing the business Sourcing and conversion.
Financial Adviser
Aditya Birla Sun Life Insurance
11.2019 - 10.2020
- Here I am working with HDFC securities as a channel partner and handling 3 branches.
Financial Adviser
ICICI PRUDENTIAL LIFE INSURANCE
12.2017 - 10.2018
- Here I started my career as a professional financial advisers relationship with ICICI Bank channel. Where I assign a particular product segment.
Education
MBA - specialisation with marketing and HR
Achha School of Management
Bachelor of Commerce -
Intermediate of Commerce -
Matriculation -
Skills
- Client acquisition
- Financial analysis
- Investment strategies
- Market research
- Customer relationship management
- Sales forecasting
- Business conversion
- Problem solving
- Time management
- Strategic planning
- Marketing campaigns
- Relationship building
Disclaimer
I hereby declare that all the information given above is true and correct to the best of my knowledge.
Hobbies and Interests
- Watching cricket
- Cooking
References
Prasanjit Panigrahi
Cluster Manager(Cuttack 1>Odisha)
Axis MaxLife Insurance
Mob-+91 9342661692
Languages
English
Beginner
A1
Hindi
Beginner
A1
Odia
Beginner
A1
Timeline
Deputy Cluster Manager
Axis MaxLife Insurance Co Ltd
05.2022 - Current
Financial Adviser
SBI LIFE INSURANCE
12.2021 - 05.2022
Financial Adviser
Bajaj Allianz life insurance
10.2020 - 12.2021
Financial Adviser
Aditya Birla Sun Life Insurance
11.2019 - 10.2020
Financial Adviser
ICICI PRUDENTIAL LIFE INSURANCE
12.2017 - 10.2018
MBA - specialisation with marketing and HR
Achha School of Management