Summary
Overview
Work History
Education
Skills
Personal Information
Accomplishments
Accomplishments
Timeline
Generic

Nayan Kumar

Lucknow

Summary

Dynamic Portfolio Manager with a proven track record in insurance industry, excelling in client interfacing and investment strategy. Achieved significant sales growth through innovative proposals and exceptional presentation skills, fostering strong client relationships. Expert in analyzing investment opportunities, driving business expansion, and enhancing customer satisfaction through dedicated service.

Overview

8
8
years of professional experience

Work History

Assistant Financial Planning Manager

Bharti AXA Life Insurance Company
06.2025 - Current
  • Delivered financial support for exploration and development of new products.
  • Maintained high standards of customer service by building relationships with clients.
  • Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.
  • Promoted products and services using upselling and other sales strategies.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Portfolio Manager

Edelweiss Life Insurance
11.2023 - 06.2025
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
  • Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.

Deputy Relationship Manager

Edelweiss Life Insurance
05.2023 - 10.2023

Deputy Manager

Max Life Insurance
12.2020 - 05.2023
  • Achieved consistent sales targets through diligent prospecting efforts and effective pipeline management strategies.
  • Conducted comprehensive financial analyses to determine client eligibility for various Life Insurance Programs.
  • Delivered informative presentations at community events to generate leads and increase brand awareness.
  • Improved customer satisfaction ratings through consistent follow-up and communication throughout the process.
  • Worked closely with processing teams to resolve any issues that arose during the application process promptly.
  • Processed the applications and monitored progress from start to finish.

Deputy Finance Manager

Edelweiss Life Insurance
12.2017 - 12.2020

Senior Relationship Manager

Aviva Life Insurance
08.2017 - 11.2017

Education

Graduation

University Of Lucknow
05-2009

Senior Secondary School

Rani Laxmi Bai Memorial School
05-2006

High School

Rani Laxmi Bai Memorial School
05-2004

Skills

  • Investment management
  • Portfolio management
  • Financial forecasting
  • Insurance sales strategy

Personal Information

Accomplishments

  • Awarded for Best Relationship Manager at Regional Convention .

Accomplishments

  • Qualified for International Trip Bangkok 2019.
  • Awarded for Best Relationship Manager at PASA Campaign
  • Qualified for International Trip Bangkok 2023

Timeline

Assistant Financial Planning Manager

Bharti AXA Life Insurance Company
06.2025 - Current

Portfolio Manager

Edelweiss Life Insurance
11.2023 - 06.2025

Deputy Relationship Manager

Edelweiss Life Insurance
05.2023 - 10.2023

Deputy Manager

Max Life Insurance
12.2020 - 05.2023

Deputy Finance Manager

Edelweiss Life Insurance
12.2017 - 12.2020

Senior Relationship Manager

Aviva Life Insurance
08.2017 - 11.2017

Senior Secondary School

Rani Laxmi Bai Memorial School

High School

Rani Laxmi Bai Memorial School

Graduation

University Of Lucknow

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