MINAL SONGARE
Indore
Summary
“Insurance sales professional with strong banca channel experience, expert in driving business growth through bank partnerships, loan protection & group insurance solutions. Proven track record in achieving targets, cross-selling, and delivering customer-focused financial solutions.”
Overview
3
3
years of professional experience
Work History
Senior relationship officer
Bharti axa life insurance
Indore
05.2025 - Current
- Achieved sales targets by promoting life insurance products to AU Bank customers.
- Built strong relationships with AU Bank branch staff to ensure consistent lead flow and coordination.
- Met walk-in customers at AU branches and educated them on term plans, endowment policies, ULIPs, and retirement plans.
- Identified potential customers from loan and savings account holders for life insurance cross-selling.
- Ensured smooth policy documentation, login, and issuance process with complete KYC compliance.
- Conducted product training sessions for bank staff and supported them with joint customer meetings.
- Maintained daily reports, lead trackers, and coordinated with backend operations for timely policy issuance.
- Handled post-sales service like policy delivery, query resolution, and claim intimation support.
Senior relationship manager
Aviva credit life
Indore
09.2024 - 04.2025
- Worked as a Credit Life Sales Officer under the Bancassurance channel with Aviva Life Insurance, handling life insurance sales and servicing through Bank of Maharashtra.
- Selling Credit Life Insurance to loan customers of Bank of Maharashtra to cover their liabilities in case of unforeseen events.
- Coordinating with bank loan officers and branch managers to identify eligible customers.
- Explaining policy features, premium amounts, claim process, and benefits to the customers in simple language.
- Ensuring timely collection of documents and premium payments from customers.
- Supporting bank staff with product training and sales guidance.
- Regularly visiting assigned branches and building strong relationships with branch staff to generate consistent business.
Financial sales executive
Hdfc sales
Indore
06.2022 - 08.2024
- Sold Group Life Insurance policies to DSA customers and loan borrowers to secure liabilities and support financial protection.
- Promoted Loan Protection Plans by offering life insurance coverage on home loans, business loans, and personal loans.
- Coordinated closely with HDFC Bank loan departments and DSA partners to identify customers for group/loan-based insurance.
- Explained policy features, terms, premiums, and claim procedures to ensure customer awareness and conversion.
- Regularly achieved monthly targets and maintained MIS and branch-wise sales reporting.
Education
MBA - Marketing&hr
Ips Academy
IndoreBCOM -
Poonam chand gupta college
IndoreSkills
- Communication
- Risk management
- Customer relationship management
- Customer Focus
- Needs-based Sales Approach
- Target Achievement
- Sales Planning
- Problem Solving
- Branch Activation
- Lead Conversion
- Sales strategy
Hobbies and Interests
- Cooking
- Traveling
- Photography
- Watching documentaries
Languages
- English
- Hindi
Personal Information
Date of Birth: 01/23/99
Languages
English
Beginner
A1
Hindi
Beginner
A1
Timeline
Senior relationship officer
Bharti axa life insurance
05.2025 - Current
Senior relationship manager
Aviva credit life
09.2024 - 04.2025
Financial sales executive
Hdfc sales
06.2022 - 08.2024
MBA - Marketing&hr
Ips Academy
BCOM -
Poonam chand gupta college