MAYANK PRATAP SHAHI
Kushinagar
Summary
Experienced insurance professional with over 5 years in bancassurance and 1 year in direct domain. Skilled in managing bank partnerships, driving sales, and delivering customized insurance solutions. Achieved business targets and built long-term client trust while providing exceptional customer service. Seeking a role in a financial services organization to leverage expertise and contribute to business growth.
Overview
7
7
years of professional experience
Work History
Branch Head (Direct Channel Loyalty)
HDFC Life Insurance Co. Ltd
Muzaffarpur Bihar
06.2022 - Current
- Successfully promoted from Bancassurance Manager (BAM) to Branch head due to consistent performance and exceeding sales targets in 2025 at Muzaffarpur
- Successfully promoted from Senior CAMS to Bancassurance Manager (BAM) due to consistent performance and exceeding sales targets in 2023 at Kushinagar Uttar Pradesh
- Planned and executed strategic sales initiatives and branch-level activation campaigns, increasing branch visibility and customer engagement.
- Conducted product training and sales coaching for bank staff, improving product knowledge and driving sales performance.
- Performed joint customer visits to strengthen relationships and facilitate business conversions.
- Maintained daily MIS reports, monitored KPIs, and ensured timely issuance of insurance policies.
- Ensured compliance with regulatory norms, internal audit standards, and customer service protocols.
Executive
Bajaj Allianz Life Insurance Co. Ltd
Kushinagar Uttar Pradesh
09.2021 - 06.2022
- Achieved consistent sales performance by meeting monthly and quarterly targets.
- Collaborated with bank staff to enhance life insurance sales across branch network.
- Organized promotional activities and events at branch locations to engage customers.
- Provided after-sales service and policy servicing support to clients.
- Maintained accurate customer records and documentation for compliance.
- Collaborated with teams across departments to enhance project outcomes.
- Onboarding & Post-Sales Service
- Product Training & Bank Staff Engagement
- MIS Reporting & Performance Tracking
Associate Branch Relationship Officer
Aditya Birla Sun Life Insurance Co. Ltd
Kushinagar Uttar Pradesh
11.2019 - 02.2021
- Generated qualified leads from walk-in customers and branch referrals, contributing to sales growth.
- Developed strong relationships with bank branch staff, enhancing promotion of life insurance products.
- Guided customers in understanding policy features and selecting appropriate plans, improving customer satisfaction.
- Conducted training sessions and morning huddles with bank staff for product updates.
- Ensured timely processing of proposals and adherence to underwriting guidelines.
Education
Bachelor of Arts (B.A.) -
DDU University
GorakhpurIntermediate (12th) -
JIC Sohansa
KushinagarHigh School (10th) -
JIC Sohansa
KushinagarSkills
- Direct Sales & Distribution
- Insurance Sales Strategies
- Partner Bank Relationship Management
- Team Leadership
- Sales achievement
- Customer retention
- Client assessment
Languages
Hindi
Proficient
C2
English
Upper Intermediate
B2
Core Expertise
- Bancassurance Sales & Distribution
- Insurance Product Expertise (Life & Term Plans)
- Partner Bank Relationship Management
- Customer Retention & Relationship Building
- Sales Target Achievement & Lead Conversion
- Client Need Assessment & Financial Advisory
ACHIEVEMENT
- International Trips - Bangkok term contest 2023 and Srilanka JFM 2024
- Domestic Trip- Mumbai Warior contest Cruise 2024
- Hdfc life incentive trip and recognition
HOBBIES AND INTERESTS
- Listening to music
- Traveling and exploring new places
DECLARATION
- I hereby declare that the information provided above is true and correct to the best of my knowledge and belief
Timeline
Branch Head (Direct Channel Loyalty)
HDFC Life Insurance Co. Ltd
06.2022 - Current
Executive
Bajaj Allianz Life Insurance Co. Ltd
09.2021 - 06.2022
Associate Branch Relationship Officer
Aditya Birla Sun Life Insurance Co. Ltd
11.2019 - 02.2021
Bachelor of Arts (B.A.) -
DDU University
Intermediate (12th) -
JIC Sohansa
High School (10th) -
JIC Sohansa