Hi, I’m
Krunalbhai Raval
Territory Manager
Mehsana
Overview
9
years of professional experience
Work History
CARE HEALTH INSURANCE CO LTD
Associate Territory Manager - RURAL SALES
03.2021 - Current
Job overview
- Build and maintain strong relationships with partner bank leadership and branch teams to enhance business penetration.
- Drive sales of group insurance products through the bancassurance channel to achieve assigned targets.
- As the Bank is the key customer of the Business Manager, so (s)he has to engage an open and trusting relationship with the Branch Managers/officers/staff
- Engage the employees of the bank branches in regular discussions to enhance their knowledge about insurance, different product offerings and understand their issues/concerns about selling insurance (if any).
- Identification of potential partners with Preliminary meetings.
- Spearhead all lead generation initiative from the bank– whether through walk in, data-mining, referrals and others
MAX LIFE INSURANCE CO LTD
Assistance Manager (Direct Chanal)
05.2019 - 03.2021
Job overview
- This position will be responsible for customer service, retention and sales to existing MLI customers through relationship building.
- Executed cross-selling and upselling strategies to enhance customer purchases.
- Managed all leads allocated from HO team, ensuring timely follow-up and engagement.
- Receive and log complex service request of customers in system.
- Pitched products based on customer needs.
- A. Cross sell / Up sell
- Delivered customer service and retention strategies through effective relationship management.
- Convert leads into new sale.
INDIA FIRST LIFE INSURANCE CO LTD
Business Development Manager (Banca Insurance)
11.2018 - 04.2019
Job overview
- Analyzed customer protection and investment needs to provide tailored solutions.
- Identify and recommend solutions that fit their requirements the best
- Understand their protection and investment needs
- Facilitated completion of procedures for policy purchase
- Maintained communication with customers to manage policy service requests
- Coordinated the process for settling insurance claims to ensure customer satisfaction.
ICICI PRUDENTIAL LIFEINSURANCE CO LTD
Financial Service Consultant (Banca Insurance)
11.2017 - 11.2018
Job overview
- As a life insurance advisor, I would be the link that connects us with the customers. My primary responsibility would be to provide life insurance services on behalf of ICICI Prudential Life Insurance. As our advisor, in a unique position where both, the customer and we put our faith in you. Hence, right from gaining the customer’s trust to offering them appropriate insurance advice, the responsibility lies on our shoulders.
- Managed a portfolio of clients, ensuring timely delivery of services and prompt resolution of any issues that arose.
Education
SHRI SARVAJANIK VIDHYALAYAGANDHINAGAR
GSEB from GENERAL STREAM
06-2010
University Overview
GPA: 74.31%
GSHSEBGANDHINAGAR
COMMERCE STREAM
06-2013
University Overview
GPA: 51.42%
HEMCHANDRACHARYA NORTH GUJARAT UNIVERSITYPATAN
BACHELOR OF BUSINESS ADMINISTRATION from MARKETING
06-2016
University Overview
- SHRI SARVAJANIK BBA COLLAGE at MEHSANA
- GPA: SGPA - 6.43 /10.00, CGPA - 6.21/10.00
THE ICFAI UNIVERSITYSIKKIM
MASTER OF BUSINESS ADMINISTRATION from MARKETING
11-2019
University Overview
GPA: CGPA - 7.60 /10.00
Skills
Achieving sales targets
Activate & Penetrate branches for Insurance Sales
Arranging training programs for bank staff on products and selling skills
Increasing productivity of bank branch
Relationship Management
Timeline
Associate Territory Manager - RURAL SALES
CARE HEALTH INSURANCE CO LTD
03.2021 - Current
Assistance Manager (Direct Chanal)
MAX LIFE INSURANCE CO LTD
05.2019 - 03.2021
Business Development Manager (Banca Insurance)
INDIA FIRST LIFE INSURANCE CO LTD
11.2018 - 04.2019
Financial Service Consultant (Banca Insurance)
ICICI PRUDENTIAL LIFEINSURANCE CO LTD
11.2017 - 11.2018
THE ICFAI UNIVERSITY
MASTER OF BUSINESS ADMINISTRATION from MARKETING
HEMCHANDRACHARYA NORTH GUJARAT UNIVERSITY
BACHELOR OF BUSINESS ADMINISTRATION from MARKETING
GSHSEB
COMMERCE STREAM
SHRI SARVAJANIK VIDHYALAYA
GSEB from GENERAL STREAM