Manjyanaik L S
Bengaluru
Summary
Bancassurance professional with experience in bank relationship management, lead generation, and life insurance sales. Skilled in customer handling, HNI meetings, renewals, and persistency maintenance, with a strong focus on target achievement and service excellence.
Overview
8
8
years of professional experience
Work History
Assistant Manager
India First Life Insurance - Bank of Baroda
Bengaluru North
09.2022 - Current
- Maintained strong rapport with bank staff to generate quality leads and successfully convert them into life insurance business.
- Coordinated closely with bank teams to support customers in banking-related requirements beyond defined scope, ensuring superior service experience.
- Met HNI clients in person, assessed their financial and protection needs, and recommended suitable life insurance products accordingly.
- Consistently followed up on persistency and renewal leads on a month-on-month basis to ensure 100% policy renewals.
- Built long-term customer relationships through proactive engagement, trust-building, and timely service support.
Senior Business Development Executive
SBI Life Insurance
Bengaluru North
02.2022 - 08.2022
- Facilitated client communications to resolve policy inquiries and concerns, enhancing customer satisfaction.
- Documented client interactions and insurance transactions to ensure compliance and support informed decision-making.
- Updated knowledge of company products and services to provide informed recommendations to clients.
- Achieved and exceeded monthly and annual premium targets through effective sales planning and territory management.
Senior Relationship Officer
CanaraHsbc Life insurance Co.Ltd
Bengaluru North
07.2019 - 02.2022
- Built and maintained strong relationships with bank branch staff to generate quality insurance leads and drive consistent business.
- Identified prospective customers from the bank’s existing base and converted leads into life insurance sales.
- Conducted in-branch and face-to-face meetings with customers, including HNI clients, to understand financial needs and recommend suitable insurance solutions.
- Supported bank staff and customers with banking-related service requirements beyond defined scope to enhance customer satisfaction and trust.
- Achieved assigned monthly and annual premium targets through effective lead management and follow-ups.
- Ensured high persistency and renewal ratios by maintaining regular contact with policyholders and timely renewal reminders.
Sales Executive
HDB Financial Services
Bengaluru North
03.2018 - 07.2019
- Achieved and exceeded monthly sales targets through effective lead management and conversion strategies.
- Generated credit card sales through bank branch referrals and bancassurance channels, enhancing customer engagement with bank's existing base.
- Identified eligible customers by analyzing income, credit profile, and banking history, ensuring compliance with bank policies.
- Assisted customers with application documentation, KYC, and follow-ups to ensure smooth and timely card issuance.
- Maintained accurate MIS reports on leads, conversions, approvals, and rejections to support data-driven decision-making.
Education
MBA - Financial Management
Kaizen Institute of Excellence in Management
Hubli08-2022
Bachelor of Commerce - Accounting And Finance
Dr. D G Shetty Education Society
Dharwad06-2016
P U C - Commerce
Vijayanagar Composite Pre-University College
Hubli03-2013
Skills
- Bancassurance Sales & Distribution
- Cross-selling & Up-selling (Insurance / Banking Products)
- Lead Generation & Conversion
- Target & Revenue Achievement
- Relationship Management (Bank Staff & Customers)
- Persistency & Renewal Management
Accomplishments
• Salaam-E-Boss Campaign – Awarded for outstanding performance, 2022
• Renewal Sankalp Diwas Campaign – Appreciation Certificate for excellence in renewals and persistency, November 2023
• Outstanding Performance Award – Consistent achievement of business targets, August 2024
• Certificate of Excellence – 13-Month Rolling Persistency Champion, 2024
• Featured in IndiaFirst Life Magazine – Recognized for Best Customer Service, FY 2024–25
• Certificate of Recognition – Outstanding overall performance, FY 2024–25
• Outstanding Performance Award – Recognized for exceptional sales performance, June 2025
• RISE Business Drive – Certificate of Appreciation for significant contribution to business growth, June 2025
• Renewal Sankalp Diwas Campaign – Appreciation Certificate for excellence in renewals and persistency, November 2023
• Outstanding Performance Award – Consistent achievement of business targets, August 2024
• Certificate of Excellence – 13-Month Rolling Persistency Champion, 2024
• Featured in IndiaFirst Life Magazine – Recognized for Best Customer Service, FY 2024–25
• Certificate of Recognition – Outstanding overall performance, FY 2024–25
• Outstanding Performance Award – Recognized for exceptional sales performance, June 2025
• RISE Business Drive – Certificate of Appreciation for significant contribution to business growth, June 2025
Awards & Honors - Canara HSBC OBC Life Insurance.
- Certificate of Exemplary Performance – “I Promise to Win” Campaign; Qualified for Dubai Foreign Trip, FY 2019.
- Certificate of Appreciation – July 2019.
- Certificate of Appreciation – August 2019.
- Certificate of Appreciation – September 2019.
- Certificate of Appreciation – October 2019.
- Highest WPI (YTD) Achievement, 2021.
- Outstanding Performance Award – Qualified in “AIM HIGH” Campaign, June 2021.
- Highest Branch Activation (YTD), 2021.
- Highest Persistency (YTD), 2021.
- Highest Revenue (YTD), 2021.
- Appreciation Certificate – Valuable contribution and exclusive performance, FY 2021–22.
Languages
English
Upper Intermediate (B2)
B2
Hindi
Upper Intermediate (B2)
B2
Kannada
Native
Native
Telugu
Intermediate (B1)
B1
Declaration
I declare that the information provided above is true to the best of my knowledge.
Timeline
Assistant Manager
India First Life Insurance - Bank of Baroda
09.2022 - Current
Senior Business Development Executive
SBI Life Insurance
02.2022 - 08.2022
Senior Relationship Officer
CanaraHsbc Life insurance Co.Ltd
07.2019 - 02.2022
Sales Executive
HDB Financial Services
03.2018 - 07.2019
MBA - Financial Management
Kaizen Institute of Excellence in Management
Bachelor of Commerce - Accounting And Finance
Dr. D G Shetty Education Society
P U C - Commerce
Vijayanagar Composite Pre-University College