MEHUL BHAYANI
Marketing & Business Development
Chennai,Tamil Nadu
Summary
Dedicated BFSI professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
6
6
years of post-secondary education
8
8
years of professional experience
Work History
Manager - Renewal and Persistency
Shriram Life Insurance
Chennai, Tamil Nadu
08.2020 - Current
- Implement new initiatives to drive improved Customer Contactability Able to understand trends in the Fintech space to help increase Digital adoption in renewal payments
- Responsible to execute successful campaigns to achieve the targets of Premium & Policy for persistency.
- To perform data mining, data interpretation, provide inputs for Persistency Campaign design and Management, create business cases, Management Summary, Business Scorecard to support the team in meeting the targets.
- The role holder will be responsible for defining persistency & segmented service strategy for achieving renewal premium collection target, reducing revenue leakage & mitigating financial risk to enhance overall profitability of the organization.
- Engagement and coordination with sales channels for 13th month.
- Effectively driving a team of specialists Analyze and share critical inputs with the Leadership Team.
Relationship Manager
Shriram Life Insurance
Chennai, Tamil Nadu
01.2019 - 08.2020
- Implemented marketing strategies and techniques, increasing revenue and customer satisfaction.
- Team Handling and Relationship management to drive performance.
- Researched potential clients and markets to prepare for appointments.
- Led educational training seminars and product demonstrations.
- Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
- Worked closely with external partners and members of local community to create continuous client referral sources.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Entrepreneur
Sector 99
Chennai, Tamil Nadu
10.2017 - 12.2018
Deputy Manager
Axis Bank
Chennai, Tamil Nadu
08.2016 - 08.2017
- Built and maintained relationships with new and existing clients while providing a high level of expertise.
- Generated new business and referral clients in partnership with financial advisors and the branch team.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
- Presented clients with options to meet diverse demands.
- Lined up investors to ensure successful ipos.
- Executed wire transfers, stop payments and account transfers.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Resolution of customer's queries and complaints and client integration over the e-mail/phone.
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
Sales and Service Specialist
Citibank
Chennai, Tamil Nadu
08.2013 - 07.2016
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Provided first-rate service to all customers and potential customers.
- Communicated with customers to understand needs and recommend appropriate solutions.
- Adhered to safety protocols and policies to reduce workplace hazards.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Education
MBA - Marketing And Management
Loyola Institute of Business Administration
Chennai 05.2016 - 06.2017
Bachelor of Arts - Accounts And Commerce
D. G Vaishnav College
Chennai 06.2010 - 06.2013
Higher Secondary
Doveton Matriculation
Chennai 04.2008 - 03.2010
Skills
Team Management
Languages
To Speak
- English, Hindi, Tamil
To Write
- English, Hindi
Personal Information
Father's Name : Bharat R Bhayani
Date of Birth : 24 September, 1992
Nationality : Indian
Marital Status : Single
Declaration
I hereby declare that all statement furnished above are true and correct to the best of my knowledge and belief
Timeline
Manager - Renewal and Persistency
Shriram Life Insurance
08.2020 - Current
Relationship Manager
Shriram Life Insurance
01.2019 - 08.2020
Entrepreneur
Sector 99
10.2017 - 12.2018
Deputy Manager
Axis Bank
08.2016 - 08.2017
MBA - Marketing And Management
Loyola Institute of Business Administration
05.2016 - 06.2017
Sales and Service Specialist
Citibank
08.2013 - 07.2016
Bachelor of Arts - Accounts And Commerce
D. G Vaishnav College
06.2010 - 06.2013
Higher Secondary
Doveton Matriculation
04.2008 - 03.2010
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