MUKESH
Ludhiana
Summary
Experienced insurance professional with a strong focus on banca partnerships, sales growth, and client relationship management. Skilled in training, competitive strategy, and achieving targets in a multi-partner environment
Overview
4
4
years of professional experience
Work History
Key Account Manager
Tata AIA Life insurance
Ludhiana
09.2025 - Current
- Generated insurance business by engaging with bank branches and walk-in customers. through bank branches and walk-in customers.
- Coordinate with bank staff to generate and convert leads.
- Achieve sales targets through customer need analysis and effective selling
ASSOCIATE SALES MANAGER
Axis Max Life Insurance
North Punjab
12.2024 - 09.2025
- Manage Punjab North's three banking channels-ADM, TASC, and Salary
- Engage with senior bank officials, including Circle Heads, on a weekly basis to drive business growth and maintain strong partnerships.
- Monitor and resolve issuance pendency, improving efficiency in policy processing.
- Drive business sourcing through effective alignment with bank staff, ensuring consistent achievement of targets.
CORPORATE AGENCY MANAGER
HDFC Life Insurance Company Limited
Doraha
06.2023 - 12.2024
- Building and nurturing strong relationships with bank staff to drive consistent sales
- Empowering bank employees with the tools and knowledge to prioritize products and achieve sales growth in a competitive environment.
- Delivering comprehensive training sessions to enhance the bank staff's understanding of insurance products and sales techniques
- Monitoring competitor activity within the bank and developing strategies to maintain market position
Assistant Relationship Manager
PNB MetLife insurance
Ludhiana
02.2023 - 06.2023
- Established strong client relationships to drive business development• Built long-term relationships with lucrative clients by utilizing active listening,effective communication and dynamic interpersonal skills• Achieved client loyalty through quality, productivity, service and proactive
SALES EXECUTIVE - GOLD LOAN DEPARTMENT
Yes Bank Pvt. Ltd
Ludhiana
04.2022 - 02.2023
- Used cold calling and networking to sell products and services
- Sourced new sales opportunities through inbound lead follow-up
- Contacted current and potential clients to promote products and services
Education
Bachelor of Arts -
S.C.D. Govt. Collage
12th - Arts
Multipurpose Senior Secondary School
10th -
Govt. High School
Skills
- Service Assistance
- Customer Service
- Relationship Management
- Sales Growth
Accomplishments
- Awarded by Topline champion FY 2023-24
- Awarded by Protection Champion FY 2023-24
- Got Promotion with 240% FYNRP Target Achievement
- Cleared Step-up And skill-up program with Bronze medal
- Top Performer of of FY 25 with Pan india No.1 Ranking with 811% YTD target achievement
Personal Information
Hobbies and Interests
- Playing Chess
- Reading books
Timeline
Key Account Manager
Tata AIA Life insurance
09.2025 - Current
ASSOCIATE SALES MANAGER
Axis Max Life Insurance
12.2024 - 09.2025
CORPORATE AGENCY MANAGER
HDFC Life Insurance Company Limited
06.2023 - 12.2024
Assistant Relationship Manager
PNB MetLife insurance
02.2023 - 06.2023
SALES EXECUTIVE - GOLD LOAN DEPARTMENT
Yes Bank Pvt. Ltd
04.2022 - 02.2023
Bachelor of Arts -
S.C.D. Govt. Collage
12th - Arts
Multipurpose Senior Secondary School
10th -
Govt. High School