NARESH
Greater Noida
Summary
I am seeking a dynamic role within a growth-oriented organization in Marketing and Operations Management within the Banking Sector. I aim to leverage a proven track record and innovative mindset to drive operational efficiency and deliver impactful marketing strategies. Dedicated to achieving excellence through strategic planning and execution, I aspire to play a pivotal role in advancing organizational success and exceeding industry standards
Efficient professional in financial client services, known for high productivity and ability to complete tasks swiftly and accurately. Specialize in account setup, customer verification processes, and compliance adherence. Excel in communication, problem-solving, and organizational skills, ensuring seamless operations and exceptional client experiences.
Overview
5
5
years of professional experience
Work History
Senior Priority Relationship Manager
Aditya Birla Sun Life insurance Co.Ltd
04.2025 - Current
- To offer innovative, customer-focused solutions for long-term financial protection and wealth creation, helping customers achieve life goals.
- First Under Writer to managing all documents verification and initiate for investment proposal.
- Risk assessment, detection, prevention and reporting of suspicious transaction To avoid Money laundering.
- Clear all things related on product details with customers, its enhance relation with customers.
- Build relationship with bankers to increase lead and convert to business on that lead. Achieve target on monthly basis and increase market share in our region.
- Complete all documentation to timely issue policy, with less time taken.
- All process done through online and verifying customer identities and assessing their risk profiles.
SR. FSM Sourcing
ICICI Prudential Life Insurance Company Limited
Greater Noida
04.2023 - 11.2024
- Build and maintain strong relationships with clients to understand their financial goals, preferences, and needs.
- Generate new business to achieve defined sales targets.
- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenue.
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Recommend suitable investment products and strategies based on clients' risk tolerance, time horizon and financial objectives.
- Monitor and review clients' investment portfolios regularly to ensure alignment with their financial goals and market conditions.
- ICICI Prudential Life Insurance is a leading player in the life insurance sector
- Completed day-to-day duties accurately and efficiently.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Identified needs of customers promptly and efficiently.
Financial Services Consultant
ICICI Prudential Life Insurance Company Limited
09.2020 - 03.2023
- Establish and nurture strong ties with partner bank.
- Stay informed about our insurance product and industry trends.
- Train bank staff to effectively promote and sell insurance product.
- Follow industry and company policies to maintain regulatory compliance.
- Identify growth opportunities and recommend strategies.
- Provide regular sales and market trend reports.
- Maintain in-depth knowledge of our life insurance product.
- ICICI Prudential Life Insurance is a leading player in the life insurance sector
Education
MBA - Marketing And Operations Management
DR. A.P.J Abdul Technical University
Greater Noida 08.2018 - 06/2020
BBA -
Chaudhary Charan Singh University
Greater Noida 08.2015 - 06/2018
H.S.C -
Babuji Convent School
Jattari 03.2013 - 06/2015
S.S.C -
Babuji Convent School
03.2011 - 06/2013
Skills
- Sales strategy
- Portfolio management
- Business development
- Market analysis
- Effective communication
- Negotiation skills
- Relationship building
- Time management
- Insurance solutions
- Financial planning
- Anti-money laundering
- Wealth management expertise
- Cross-selling opportunities
Accomplishments
- Exceeded Sales Targets, Increased client acquisition by 25% over 6-month period.
- Enhanced Customer Service, Achieved 90% customer satisfaction, enhancing client retention.
- Top Sales Performer, High-impact Insurance Sales Professional with a proven track record of exceeding goals, including 200% target achievement in 2023, resulting in a CDO-level Sales Excellence Award.
- Renewal Retention, Achieved a 94% persistency rate over 12 months by implementing a proactive renewal reminder system, exceeding the department goal by 8%.
Personal Information
Date of Birth - 06/10/1998
Nationality - Indian
Father's Name - Mr Dharampal Singh
Marital status - Married
Languages
English
Upper Intermediate
B2
Hindi
Proficient
C2
Timeline
Senior Priority Relationship Manager
Aditya Birla Sun Life insurance Co.Ltd
04.2025 - Current
SR. FSM Sourcing
ICICI Prudential Life Insurance Company Limited
04.2023 - 11.2024
Financial Services Consultant
ICICI Prudential Life Insurance Company Limited
09.2020 - 03.2023
MBA - Marketing And Operations Management
DR. A.P.J Abdul Technical University
08.2018 - 06/2020
BBA -
Chaudhary Charan Singh University
08.2015 - 06/2018
H.S.C -
Babuji Convent School
03.2013 - 06/2015
S.S.C -
Babuji Convent School
03.2011 - 06/2013