LUCKY BUNSWAR
Summary
Experienced Agency Manager with many years of experience managing company portfolio of agency partners receiving managed services. Developed lead generation targets, designed, and conducted marketing events, provided constant support to clients in developing business strategies and maximizing company service and technology impact and tracked business volume and account revenues. Collaborative professional dedicated to optimizing agency partner outcomes through constant communication and comprehensive support.
Overview
6
6
years of professional experience
Work History
Agency Development Manager
MAX LIFE INSURANCE
01.2023 - Current
- I recruited, trained, and mentored insurance agents and agencies to effectively promote products and services, monitored sales performance, and analyzed market trends to identify growth opportunities, demonstrating strong analytical and problem-solving skills throughout.
Senior Relationship Manager
HDFC SECURITIES LTD
06.2022 - 12.2022
- Executed trade orders for clients, built and maintained client relationships while educating them on investments, and cross-sold third-party products (mutual funds, SIPs, insurance, etc.)
Relationship Manager With Bancassurance
PNB METLIFE INDIA INSURANCE CO. LTD
09.2020 - 06.2022
- Sold insurance products to bank clients, generated additional revenue through strategic sales, and provided professional insurance advice to bank customers
- Learned to build cordial working relationships with bank staff at all levels
Personal banker
HDFC BANK LTD
06.2018 - 09.2020
- Managed client bank accounts, resolved client queries and complaints, and drove business development for the organization.
Education
MBA - Finance & Marketing
INTEGRAL UNIVERSITY Lucknow
06.2018
B.Sc. - Hospitality
Institute of Hotel Management & Catering Technology, Lucknow
06.2015
Intermediate -
C.B.S.E Board
High School -
Uttrakhand Board
Skills
- Good presentation skill
- Never give up attitude
- Responsible
- Recruitment Strategies
- Relationship Building
- Brand Management
- Staff Management
- Interpersonal Communication
- Problem-solving aptitude
- Good Judgment
Majorachievement
Awarded by UP Governor and Chief Minister on Republic Day 2018 for Yuva Snagam competition for a presentation on “Paardarshi Pradesh - Ensuring Zero Corruption and Transparency in Governance in Uttar Pradesh” held by UP government at Indian Institute of Technology (IIT) Kanpur.
Internship
- VARUN BEVERAGES LTD, Gained expertise in analyzing employee travel expenditure during my MBA summer training at Varun Beverages Limited.
- THE PALMS TOWN AND COUNTRY CLUB, Successfully completed a 17-week industrial training program at The Palms Town & Country Club, gaining practical experience and industry insights.
Personal Information
- Date of Birth: 03/15/94
- Gender: Female
Hobbies and Interests
- TRAVELLING
- SHOPPING
- PAINTING
Timeline
Agency Development Manager
MAX LIFE INSURANCE
01.2023 - Current
Senior Relationship Manager
HDFC SECURITIES LTD
06.2022 - 12.2022
Relationship Manager With Bancassurance
PNB METLIFE INDIA INSURANCE CO. LTD
09.2020 - 06.2022
Personal banker
HDFC BANK LTD
06.2018 - 09.2020
MBA - Finance & Marketing
INTEGRAL UNIVERSITY Lucknow
B.Sc. - Hospitality
Institute of Hotel Management & Catering Technology, Lucknow
Intermediate -
C.B.S.E Board
High School -
Uttrakhand Board
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