Mrinmoy Banerjee
Life Insurance Sales
Sainthia,WB
Summary
Dynamic Priority Relationship Manager at Aditya Birla Capital Sunlife Insurance, skilled in portfolio management and customer service. Proven track record in performance tracking and cross-selling opportunities, enhancing client satisfaction and driving growth. Adept at financial planning and teamwork, delivering tailored solutions for retirement and estate planning needs.
Overview
1
1
Language
3
3
years of professional experience
Work History
Senior Priority Relationship Manager
Aditya Birla Capital Sunlife Insurence
10.2025 - Current
- Developed and maintained strong client relationships to enhance customer satisfaction and loyalty.
- Analyzed client portfolios to identify opportunities for investment growth and risk mitigation.
- Collaborated with cross-functional teams to deliver tailored financial solutions for high-net-worth clients.
- Conducted regular market research to stay informed on industry trends and competitive landscape.
- Streamlined processes for client onboarding, improving efficiency and reducing turnaround time.
- Provided training and mentorship to junior staff on best practices in relationship management.
- Led initiatives to enhance communication strategies, resulting in improved client engagement levels.
- Evaluated service delivery effectiveness, implementing improvements that increased overall operational performance.
- Provided exceptional customer service, addressing concerns promptly and resolving issues effectively.
- Strengthened customer relationships by providing personalized financial advice and solutions.
- Conducted comprehensive reviews of client accounts to identify areas for improvement or potential risks.
- Actively participated in networking events to expand connections within the local business community.
- Delivered informative presentations to educate clients on investment strategies, market trends, and wealth management options.
- Managed a portfolio of high-value clients, ensuring their needs were met and expectations exceeded.
- Collaborated with team members to achieve shared goals and improve overall branch performance.
- Fostered long-term trust with clients by proactively addressing their needs, resolving issues promptly, and providing transparent communication.
- Monitored accuracy of customer information in system.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Activated new accounts and issued customer identification numbers.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Processed customer payments and account setup charges.
- Provided customers with additional information regarding account services.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Executive Relationship Manager
Bajaj Allianz Life Insurance Co.ltd.
03.2023 - 08.2025
- Developed and maintained executive relationships to enhance client satisfaction and retention.
- Facilitated strategic planning sessions, aligning client objectives with company offerings.
- Analyzed client feedback to identify improvement areas and drive service enhancements.
- Coordinated cross-functional teams to deliver tailored insurance solutions for high-value clients.
- Implemented best practices in client engagement, resulting in streamlined communication processes.
- Conducted regular performance reviews with clients to ensure alignment with expectations and goals.
- Mentored junior team members on effective relationship management techniques and tools.
- Leveraged CRM systems to track interactions, ensuring timely follow-ups and engagement activities.
Education
Bachelor of Arts -
Abhedananda Mahavidyalaya
Sainthia 11-2020
Higher Secondary -
Sainthia High School
Sainthia02-2017
Madhyamik Examination -
Sainthia High School
Sainthia04-2015
Skills
Portfolio management
Performance tracking
CRM proficiency
Financial acumen
Cross-selling opportunities
Retirement planning
Know your customer
Asset allocation
Financial software
Financial planning
Referral generation
Estate planning
Tax planning
Teamwork
Teamwork and collaboration
Customer service
Problem-solving
Time management
Timeline
Senior Priority Relationship Manager
Aditya Birla Capital Sunlife Insurence
10.2025 - Current
Executive Relationship Manager
Bajaj Allianz Life Insurance Co.ltd.
03.2023 - 08.2025
Bachelor of Arts -
Abhedananda Mahavidyalaya
Higher Secondary -
Sainthia High School
Madhyamik Examination -
Sainthia High School