Abhilash Wandhare
Insurance Sales
Pune
Summary
Experienced Life Insurance Specialist successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering 10 years of experience and willingness to take on any challenge.
Overview
12
12
years of professional experience
3
3
Languages
Work History
Branch Manager
Edelweiss Life Insurance Company Ltd
Pune
05.2024 - Current
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
Branch Manager
Robinhood Insurance Brokers Pvt Ltd
Pune
01.2023 - 04.2024
- Developed high-performing team through targeted recruitment, training, and performance management initiatives.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Trained new hires on company policies and procedures, ensuring seamless transition into Insurance Specialist role.
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Enhanced lead generation strategies by implementing innovative marketing campaigns and refining targeting techniques.
Business Devlopment Manager
Edelweiss Tokio Life Insurance Co. Ltd
Pune
06.2021 - 01.2023
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Ensured compliance with industry regulations and legal requirements by implementing comprehensive policies and training programs for staff members.
- Implemented innovative marketing campaigns that boosted brand awareness and generated significant sales leads.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
Senior Relationship Manager
Reliance Nippon Life Insurance Co. Ltd
Pune
11.2019 - 05.2021
- Organized client appreciation events showcasing Insurance Company's commitment to long-term partnerships while also generating referrals from satisfied customers.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
Senior Relationship Manager
Life And General Insurance Brokers Pvt Ltd
Pune
09.2018 - 09.2019
- Consistently exceeded revenue targets through proactive account management and cross-selling of Insurance products and services.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
- Consistently exceeded revenue targets through proactive account management and cross-selling of Insurance products and services.
Senior Relationship Manager
Robinhood Capital Service Ltd
Pune
08.2017 - 09.2018
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
- Worked with clients to address and respond to client and partnership management issues.
Sales Executive
Tenet Travel Technology Pvt Ltd
Pune
11.2015 - 08.2017
- Reviewed competitors'' offerings periodically to stay informed about industry trends and maintain a competitive edge.
- Demonstrated expert product knowledge during client interactions, addressing questions/concerns confidently and offering solutions tailored specifically for them.
- Mentored junior sales representatives, providing ongoing coaching to improve their performance.
- Negotiated contract terms with clients, securing favorable conditions for both parties while maximizing profitability.
- Expanded market share with strategic territory planning and targeted prospecting.
Assistant Manager
Reliance Capital Co. Ltd
Wardha
05.2014 - 11.2015
- Boosted sales performance by implementing effective sales strategies and coaching team members.
- Established performance benchmarks, setting clear expectations for team members, and regularly reviewing progress against set goals, driving continuous improvement within the sales department.
- Established clear performance metrics for the team, providing regular feedback and coaching to drive continuous improvement.
Advisor
Reliance Life Insurance Co. Ltd
Wardha
03.2013 - 03.2014
- Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Streamlined communication processes, ensuring clients received regular updates on their investments and financial plan progress.
- Worked closely with tax professionals to ensure proper tax planning strategies were integrated into each client's overall financial plan.
Education
Bachelor of Arts - Humanities And Social Sciences
IEC University
Himachal Pradesh 04.2001 -
HSC - Science
Dr. B. R. Ambedkar Jr. College
Hinganghat Dist Wardha 04.2001 -
SSC - Semi English
Dr. B. R. Ambedkar High School
Hinganghat Dist Wardha 04.2001 -
Skills
- Sales professional
Employee Development
Customer Service
Coaching and Mentoring
Branch Operations Management
Relationship Building
Accomplishments
- Took promotion from Financial Executive to Senior Financial Executive in Edelweiss Tokio Life Insurance Co Ltd by achieving business targets in Oct 21.
- Took promotion from Senior Financial Executive to Business Devlopment Manager in Edelweiss Tokio Life Insurance Co Ltd by achieving business targets in Apr 22.
- Took promotion from Relationship Manager to Senior Relationship Manager in Edelweiss Tokio Life Insurance Co Ltd by achieving business targets in Apr 19.
Timeline
Branch Manager
Edelweiss Life Insurance Company Ltd
05.2024 - Current
Branch Manager
Robinhood Insurance Brokers Pvt Ltd
01.2023 - 04.2024
Business Devlopment Manager
Edelweiss Tokio Life Insurance Co. Ltd
06.2021 - 01.2023
Senior Relationship Manager
Reliance Nippon Life Insurance Co. Ltd
11.2019 - 05.2021
Senior Relationship Manager
Life And General Insurance Brokers Pvt Ltd
09.2018 - 09.2019
Senior Relationship Manager
Robinhood Capital Service Ltd
08.2017 - 09.2018
Sales Executive
Tenet Travel Technology Pvt Ltd
11.2015 - 08.2017
Assistant Manager
Reliance Capital Co. Ltd
05.2014 - 11.2015
Advisor
Reliance Life Insurance Co. Ltd
03.2013 - 03.2014
Bachelor of Arts - Humanities And Social Sciences
IEC University
04.2001 -
HSC - Science
Dr. B. R. Ambedkar Jr. College
04.2001 -
SSC - Semi English
Dr. B. R. Ambedkar High School
04.2001 -
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