PRITI RAVINDRA DEY
Thane
Summary
Accomplished insurance sales professional with a proven track record at HDFC Life Insurance, excelling in lead generation and client relationship management. Achieved 50 Lacs business, qualifying for the Switzerland Contest. Expert in sales forecasting and policy analysis, consistently driving business growth and fostering strong client connections.
Overview
9
9
years of professional experience
Work History
Senior CAM
HDFC LIFE INSURANCE . (BANCASSURANCE)
Thane
07.2023 - Current
- Responsible for handling DCB Bank Branch in Thane location.
- Responsible for generating leads and pitching plans to walking customers at Branch.
- Responsible for driving contest of Branch Managers and staff by maintaining good relationship with branch staffs.
- Responsible for doing various activities for branches to get new business.
- Got promoted as Senior Bancassurance Manager
- Sourced 6-7 Lacs business premium share month on month
- Qualified Spain Contest for March 2024 by achieving 25 lacs business.
- Qualified Switzerland Contest for Feb- Mar 2025 by achieving 50 Lacs Business
Executive Sales Manager (ESM)
BAJAJ ALLIANZ INSURANCE LTD. (BANCASSURANCE)
Badlapur
04.2020 - 06.2023
- Responsible for handling RBL Bank’s Branch in Badlapur location.
- Responsible for generating leads and pitching plans to walking customers at Branch.
- Responsible for driving contest of Branch Managers and staff by maintaining good relationship with branch staffs.
- Responsible for doing various activities for branches to get new business.
- Sourced 3 Lac business premium share to company every month.
- Received 1 excellence trophies for best performance from RM and NHQ.
- Received YTD performer in Mumbai Region at March 2020 with 05 Lac business premium share in a Month.
- Received award for the best New Comer Performance
Deputy Sales Manager (DSM)
RELIANCE NIPPON LIFE INSURANCE LTD.(BANCASSURANCE)
Chandrapur
09.2018 - 12.2019
- Responsible for handling BoM’s 4 Branches in Chandrapur location.
- Responsible for generating leads and pitching plans to walking customers at Branch.
- Responsible for driving contest of Branch Managers and staff by maintaining good relationship with branch staffs.
- Responsible for doing various activities for branches to get new business.
Insurance Sales Executive (ISE)
MARUTI INSURANCE BROKERAGE FIRM
12.2016 - 01.2018
- Responsible for driving contest of Branch Managers and staff by maintaining good relationship with branch staffs.
- Responsible for generating leads and pitching plans to walking customers at Branch.
Education
M.COM -
Gondwana University
01.2016
B.COM -
Nagpur University
01.2013
H.S.C -
Nagpur Board
01.2010
S.S.C -
Nagpur Board
01.2008
Skills
- Lead generation
- Sales forecasting
- Client relationship management
- Policy analysis
- Market research
- Customer service
Disclaimer
I hereby declare that all the statements made in the above C.V. are correct to the the best of my knowledge
Timeline
Senior CAM
HDFC LIFE INSURANCE . (BANCASSURANCE)
07.2023 - Current
Executive Sales Manager (ESM)
BAJAJ ALLIANZ INSURANCE LTD. (BANCASSURANCE)
04.2020 - 06.2023
Deputy Sales Manager (DSM)
RELIANCE NIPPON LIFE INSURANCE LTD.(BANCASSURANCE)
09.2018 - 12.2019
Insurance Sales Executive (ISE)
MARUTI INSURANCE BROKERAGE FIRM
12.2016 - 01.2018
M.COM -
Gondwana University
B.COM -
Nagpur University
H.S.C -
Nagpur Board
S.S.C -
Nagpur Board
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