Summary
Overview
Work History
Education
Skills
Languages
Certification
Accomplishments
Timeline
Generic

RAHUL MAHESHWARI

UDAIPUR

Summary

Accomplished Relationship Manager offering high performance leading development and implementation of superior sales strategy. Proven track record of identifying and creating profitable business opportunities, qualifying authentic prospects and cultivating strong partnerships. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Key Relationship Manager

ICICI Prudential Life Insurance
Bangalore
01.2022 - 04.2024
  • Used to visit clients place to discuss regarding their investments portfolio.
  • Advised clients on the latest trends and developments in the insurance marketplace.
  • Developed and maintained strong relationships with key clients to ensure customer satisfaction.
  • Created and implemented strategies for expanding the client base and increasing sales opportunities.
  • Researched potential customers, identified their needs, and created customized solutions to meet those needs.
  • Collaborated with team members to develop comprehensive account plans for each client.
  • Conducted regular meetings with clients to discuss progress on projects, address any issues that arose, and review customer feedback.
  • Conducted comprehensive reviews of existing policies, making recommendations for improvement or changes.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Achieved repeat business and referrals through personalized services.
  • Brought business from NRI clients through virtual meeting or over a phone call.

Assistant Manager

Axis Bank
Ahmedabad
07.2021 - 12.2021
  • Used to handle NRI Clients and help clients to resolve their banking issue.
  • Documented sales call data in company software.
  • Assisted customers with opening new accounts, answering inquiries, and processing transactions.
  • Provided customer service by responding to emails and phone calls in a timely manner.
  • Developed new business opportunities by prospecting for leads and cold calling.
  • Maintained an organized database of contacts and client information.

Education

MBA - Marketing

Ramaiah Institute of Management Studies/Sciences
Bangalore, Karnataka
06-2021

BCA - Computer Application

Pacific College of Commerce (MLSU)
Udaipur, Rajasthan
07-2019

12th - Commerce

Central Academy
Udaipur, Rajasthan
05-2016

10th - All Subjects

Central Public Senior Secondary School
Udaipur, Rajasthan
04-2014

Skills

  • Pipeline Management
  • Competitor Analysis
  • Brand Awareness
  • Relationship building and management
  • Client Engagement
  • New Business Development

Languages

Hindi
First Language
English
Proficient (C2)
C2

Certification

  • Advance computer hardware and software from Hardware Institute of Network and Technology (HINT)- Udaipur
  • Rajasthan State Certificate of Information Technology (RSCIT)

Accomplishments

  • Award of Excellence for exemplary performance in IPRU.
  • Represented Rajasthan in National Level Strengthlifting championship.
  • Won Silver medal in Powerlifting in Inter-College tournament.

Timeline

Key Relationship Manager

ICICI Prudential Life Insurance
01.2022 - 04.2024

Assistant Manager

Axis Bank
07.2021 - 12.2021

MBA - Marketing

Ramaiah Institute of Management Studies/Sciences

BCA - Computer Application

Pacific College of Commerce (MLSU)

12th - Commerce

Central Academy

10th - All Subjects

Central Public Senior Secondary School

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RAHUL MAHESHWARI