Executive Business Manager
Rajesh Renuka
PNB Metlife India Insurance Ltd
Junagadh,GJ
3
Languages
1
Certification
15
Years of experience
Results-driven Relationship Manager with expertise in strategic business development and risk management. Committed to tailoring solutions to meet client needs while enhancing organizational performance. Seeking a full-time role to leverage interpersonal, time management, and problem-solving skills to contribute to team success.
Work History
Executive Business Manager
3 Months- Supported insurance business operations for PNB MetLife India branch network.
- Supported branch leaders and distribution partners in sales planning activities to align strategies with business goals.
- Developed and implemented strategies to improve operational efficiency and performance.
- Collaborated with other departments to streamline daily operations and enhance overall workflow.
- Trained frontline staff on product knowledge and business procedures.
- Evaluated market trends, customer feedback, and competitor data to formulate targeted marketing plans.
- Organized, planned and managed company resources to maximize productivity.
Agency Development Manager
10 Months- Grow a team of advisors in assigned territory or market.
- Identified and recruited new insurance agents/advisors, expanding company network.
- Train new agents on insurance products, sales techniques, compliance, and company processes.
- Encouraged agents to achieve targets for premium collection and policy issuance, enhancing overall sales performance.
- Assisted agents during client meetings to enhance customer interactions. with client meetings and customer interactions.
- Suggested sales and recruitment strategies informed by field insights and market trends, driving targeted growth initiatives.
Pioneer RM Wealth Management
8 Months- Acquiring and maintaining client relationships using the wealth platform.
- Advised Ultra NRI clients on investments and managed financial portfolios, increasing share of wallet from existing clients.
- Built and strengthened relationships with high-value clients through regular interactions and follow-ups.
- Monitored Ultra HNI segment trends to identify and capitalize on new client acquisition opportunities.
- To generate TPP income which includes income from wealth products, TFX & forward bookings.
Asset Relationship Manager (SEG)
2 Years 8 Months- Promote and sell SME products to New to Bank customers and cross-sell to existing customers from other Departments, thereby contributing to Topline and Fee growth.
- Managed customer relationships, increasing book size and overseeing trade finance and cash management services to optimize working capital cycles.
- Maintain existing and acquire new SME clients for the bank.
- Manage and ensure desired productivity levels assigned to center.
- Analyzed territory/market potential and assessed value of existing and prospective customers to inform strategic decisions.
- Plans and organizes personal sales strategy with the help of Center Head and Geography Head.
- Coordinated with internal verticals and relationship managers for efficient initial disbursement of sanctioned credit facilities.
Current Account Relationship Manager
1 Year 9 Months- Strengthened client relationships by identifying needs and delivering tailored solutions.
- Retained customers through exceptional service and support as dedicated point of contact.
- Maintained holistic perspective of client relationships on day-to-day operational and strategic levels.
- Identified and pursued new marketing opportunities, partnerships, features, and services that improved program profitability.
Branch Relationship Manager
1 Year 2 Months- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Cultivated strong relationships with new and existing clients through effective communication and interpersonal skills.
- Engaged with clients to assess needs, review product use, and identify opportunities for cross-selling.
- Collaborated with HNI clients and sales departments to enhance communication and provide tailored solutions.
Branch Manager
6 Months- Created strategies to develop and expand existing customer sales, resulting in an increase in annual sales.
- Fostered friendly and professional customer interactions, contributing to positive customer experiences.
- Examined customer loan applications for loan approvals and denials.
- Complied with regulatory guidelines and requirements.
- Interviewed and hired individuals with top-level strengths, enhancing organizational talent and skill set.
- Assessed employee performance, developing targeted improvement plans to address skill gaps.
- Managed tasks to meet deadlines efficiently by proactively managing individual and team tasks and streamlining processes.
Privilege Banker
2 Years 3 Months- Answered customer questions and explained services such as deposit accounts, bonds, and security to facilitate informed decision-making.
- Upselling banking products and financial services to customers.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Processed customer requests for statements, additional checks, and updated personal information in database to enhance service efficiency.
- Resolved customer complaints and disputes, ensuring high satisfaction and loyalty.
- Implemented strategies to increase customer retention, enabling investment growth.
- Worked with clients to address and respond to client and partnership management issues.
Area Head
2 Years 4 Months- Developed and executed growth strategies to drive market expansion.
- Revitalized business development strategies, expanding operations and enhancing profitability.
- Trained and mentored team of 15 in sales and operations to elevate performance.
- Trained team members in successful strategies to meet operational and sales targets.
- Trained newly hired sales team in upselling techniques.
- Optimized service quality and performance standards across area.
- Maintained focus during busy times and delegated tasks to employees to keep business running smoothly.
Sales Officer
1 Year 2 Months- Forecasted sales and established processes to achieve sales objectives and related metrics.
- Developed new sales strategies, cold calling techniques, and customer follow-up processes to enhance sales operations.
- Identified and qualified new distributors to increase market share in key territories.
- Collaborated with channel partners to identify and qualify mutually rewarding sales and business opportunities.
- Researched target market and identified customers' unique needs to suggest suitable products.
- Updated and maintained websites to drive conversion rates as well as business and consumer sales.
- Created sales reports with graphs and charts to clearly outline key data and inform decision-making.
Education
MBA - Marketing
Associate of Science: Diploma - Computer Science
Bachelor of Commerce - Account And Finance
HSC - Commerce
SSC - English And Typing
GCC - English Typing Gujarat State
Skills
Client Acquisition
Portfolio management
Financial Advisory
Risk management
Insurance Strategy
Service operations
Qualifying Customers
Customer retention
Issue Resolution
Credit History Review
Decision-making
Strategic Planning
Client Relationships
Personal Information
Results-driven Relationship Manager with expertise in strategic business development and risk management. Committed to tailoring solutions to meet client needs while enhancing organizational performance. Seeking a full-time role to leverage interpersonal, time management, and problem-solving skills to contribute to team success.
Certification
- IRDA Certified
- MFIN Certified
Languages
English, Hindi, Gujarati
Personal Profile
Father: Renuka Gordhanbhai
Making new friends
- Asking someone about their hobbies or interests can be a great way to get to know them on a more personal level. It's also an easy conversation starter because most people enjoy talking about the things they're passionate about.
- Join groups that share your common interests. Talking about one of your passions, such as gardening or writing short stories, for example, can help give you confidence to talk about other things with potential new friends. Watch and learn from gregarious people who make friends easily.
Languages
English
C2
Proficient
Hindi
C2
Proficient
Gujarati
Native
Native
Timeline
Executive Business Manager
PNB Metlife India Insurance Ltd
08.2026 - CurrentRead More
Agency Development Manager
Axis Max Life Insurance Ltd.
09.2025 - 07.2026Read More
Pioneer RM Wealth Management
IndusInd Bank
05.2024 - 01.2025Read More
Asset Relationship Manager (SEG)
Axis Bank Ltd
09.2021 - 05.2024Read More
Current Account Relationship Manager
HDFC Bank Ltd
11.2018 - 08.2020Read More
Branch Relationship Manager
Kotak Mahindra Bank Ltd
09.2018 - 11.2019Read More
Branch Manager
IIFL
02.2018 - 08.2018Read More
Privilege Banker
ICICI Bank Ltd
10.2015 - 01.2018Read More
Area Head
Janalakshmi Financial Services Pvt Ltd.
05.2013 - 09.2015Read More
Sales Officer
Ajanta Pharma Ltd
11.2011 - 01.2013Read More
BIM College Chaparada
MBA from Marketing
Read More
K M Savjani College
Associate of Science: Diploma from Computer Science
Read More
Shri CPCL Chokshi College
Bachelor of Commerce from Account And Finance
Read More
Boys High School
HSC from Commerce
Read More
Ankur Saurabh School
SSC from English And Typing
Read More
Boys High School
GCC from English Typing Gujarat State
Read More