KOSANAM NARESH BABU
W.G. District
Summary
Result-oriented financial services professional with over 12 years of experience in relationship management, sales, and client acquisition within the life insurance industry. Skilled in crafting tailored financial solutions that align with client goals, building long-term trust, and driving business growth through strong relationship management. Seeking a challenging Relationship Manager role that leverages this expertise to deliver measurable value to the organization and its clients.
Overview
2
2
Languages
14
14
years of professional experience
Work History
Business Relationship Manager
PNB MetLife India Insurance Co. Ltd.
Eluru & Rajahmundry
06.2019 - Current
- Handle branch walk-in customers, addressing queries and resolving issues related to existing/old policy servicing.
- Upsell new investment and insurance products to existing customers based on their evolving financial needs.
- Drive cross-selling and up-selling of financial products to grow customer wallet share and portfolio value.
- Generate and convert leads into policy sales through effective follow-up and need-based counselling.
- Track lead-wise conversion status and take timely action to improve closure rates.
- Lead relationship management and business development across the Eluru & Rajahmundry region.
- Design and implement strategies to grow the client portfolio and strengthen client retention.
- Oversee a team of relationship officers, guiding them to achieve individual and regional sales targets.
- Build and maintain strong relationships with high-value clients to maximize long-term business.
- Ensure compliance with company policies and regulatory guidelines across all client transactions.
Executive Relationship Manager
PNB MetLife India Insurance Co. Ltd.
Eluru & Rajahmundry
05.2025 - 07.2026
- Managed and expanded a portfolio of client relationships across the Eluru & Rajahmundry region.
- Delivered customized financial and insurance solutions aligned with individual client goals.
- Drove cross-selling initiatives to grow existing client portfolios and increase revenue per client.
- Mentored junior relationship officers and supported them in achieving individual sales targets.
- Coordinated with the branch team to meet regional business development and retention goals.
Chief Relationship Manager
PNB MetLife India Insurance Co. Ltd.
Eluru & Rajahmundry
02.2019 - 04.2025
- Acquired new clients and built a base of long-term policyholders in the Eluru & Rajahmundry region.
- Explained insurance products and recommended suitable plans based on client needs and financial goals.
- Followed up with clients on renewals and premium payments to ensure policy persistency.
- Maintained accurate client records and supported the branch in achieving monthly sales targets.
Senior Financial Executive
Edelweiss Tokio Life Insurance Co. Ltd.
Vijayawada
01.2018 - 02.2019
- Handled client acquisition and financial solution sales for the Vijayawada market.
Senior Relationship Officer
Bharti AXA Life Insurance Co. Ltd.
Vijayawada
08.2016 - 12.2017
- Built and maintained client relationships, driving new business and renewals.
Business Manager
AEGON Religare Life Insurance Co. Ltd.
Vijayawada
11.2012 - 08.2015
- Led business development activities and managed a team to achieve sales targets.
Education
Bachelor of Commerce (B.Com.) -
Andhra University
Andhra PradeshSkills
- Crafting customized financial solutions
- Relationship management
- Client acquisition
- Client retention
- Cross-selling
- Portfolio growth
- Team handling
- Business development
- Strong communication
- Negotiation
- Problem-solving
Accomplishments
- Qualified for SALES BLITZ Contest, 2013-02-01, Silver Certificate of Excellence from Director, Marketing.
- Qualified for Mission Take Off Contest, 2013-03-01, Certificate of Excellence from Director, Marketing.
- Qualified for Director's Special Contest, 2013-06-01, Certificate of Excellence from Director, Marketing.
- Qualified for ARA Premier League Contest, 2013-06-01, Certificate of Appreciation from Head, Training.
- Qualified for ARA Premier League Contest, 2013-07-01, Certificate of Appreciation from Channel Sales Head.
- Qualified for STAR AWARD Contest, 2013-04-01, AMJ 2013.
Languages
English
Telugu
Timeline
Executive Relationship Manager
PNB MetLife India Insurance Co. Ltd.
05.2025 - 07.2026
Business Relationship Manager
PNB MetLife India Insurance Co. Ltd.
06.2019 - Current
Chief Relationship Manager
PNB MetLife India Insurance Co. Ltd.
02.2019 - 04.2025
Senior Financial Executive
Edelweiss Tokio Life Insurance Co. Ltd.
01.2018 - 02.2019
Senior Relationship Officer
Bharti AXA Life Insurance Co. Ltd.
08.2016 - 12.2017
Business Manager
AEGON Religare Life Insurance Co. Ltd.
11.2012 - 08.2015
Bachelor of Commerce (B.Com.) -
Andhra University