Kumar Sourav
Bancassurance
Katihar ,BR
Summary
Accomplished Senior Corporate Account Manager at Tata Aia Life Insurance, renowned for expanding client bases and exceeding sales targets. Expert in relationship management and financial acumen, driving revenue growth through innovative strategies. Proven track record in mentoring teams and fostering client satisfaction, leveraging excellent communication and negotiation skills to achieve outstanding results.
Overview
8
8
years of professional experience
1
1
Language
Work History
Senior Corporate Account Manager
Tata Aia Life Insurance
06.2023 - Current
- Mentored and developed junior account managers, providing guidance on best practices and sharing expertise to facilitate their professional growth.
- Expanded corporate client base by developing targeted marketing strategies and fostering strong business relationships.
- Conducted comprehensive assessments of account health to proactively identify risks as well as opportunities for growth within existing clients'' portfolios.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Implemented innovative strategies to increase market share and drive revenue growth in a highly competitive industry.
- Exceeded sales targets consistently through diligent prospecting, effective negotiation, and relationship-building efforts.
Relationship Manager
STAR UNION DAI ICHI LIFE INSURANCE
Katihar, Bihar
04.2022 - 05.2023
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Relationship Manager
PNB Met Life Insurance
Katihar, Bihar
09.2021 - 03.2022
Executive Relationship Manager
Bajaj Allianz Life Insurance Company
Araria, Bihar
08.2020 - 09.2021
- Developed strategic partnerships with key stakeholders to drive business growth and expand market share.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Set and achieved company defined sales goals.
- Exceeded sales targets by implementing result-driven sales approaches tailored to individual customers'' needs.
Financial Services Consultant
ICICI Prudential Life Insurance
Katihar, Bihar
04.2019 - 08.2020
- Educated clients on a wide range of topics including retirement planning, college savings strategies, estate planning considerations, and more.
- Evaluated client risk profiles using advanced software tools before making investment recommendations tailored specifically towards individual needs.
- Assisted clients in achieving their financial objectives with sound wealth management advice and personalized planning.
Relationship Manager
State Bank Mutual fund
Katihar, Bihar
11.2017 - 04.2019
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
Education
Bachelor in Computer Application -
K B Jha College Katihar
KariharSkills
Relationship management
Key account growth
Performance tracking
Financial acumen
Sales tactics
Sales negotiations
Revenue generation
Teamwork and collaboration
Customer satisfaction
Excellent communication
Product knowledge
Evaluate leads
Timeline
Senior Corporate Account Manager
Tata Aia Life Insurance
06.2023 - Current
Relationship Manager
STAR UNION DAI ICHI LIFE INSURANCE
04.2022 - 05.2023
Relationship Manager
PNB Met Life Insurance
09.2021 - 03.2022
Executive Relationship Manager
Bajaj Allianz Life Insurance Company
08.2020 - 09.2021
Financial Services Consultant
ICICI Prudential Life Insurance
04.2019 - 08.2020
Relationship Manager
State Bank Mutual fund
11.2017 - 04.2019
Bachelor in Computer Application -
K B Jha College Katihar