Raj Rajeshwari Gupta
Kalyan
Summary
- Client Relationship Management: Proven ability to build and maintain strong relationships with clients, understanding their needs, and providing tailored solutions. Sales and Business Development: Demonstrated track record of achieving sales targets and expanding client base through effective prospecting and networking.
- Problem-solving: Strong analytical and problem-solving abilities to identify client needs, assess risks, and propose suitable insurance solutions. Collaborative team player with a strong focus on compliance and regulations. Seeking to leverage expertise to contribute to the success of a progressive insurance company.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Elite RM
Kotak Mahindra Bank
Mumbai
08.2025 - Current
- First Wealth Branch Relationship Manager
- o Managing 450 First wealth customers.
- o Cross selling of the financial product and giving service.
- o Acquiring of New customer with High Value funding of above 10L
- and above.
- o Doing fee income from Mutual fund, Bonds, RFR, Life Insurance,
- Health Insurance, PMS,AIF.
- o Fulfilling of the customer requirement on loans, Investments and
- assisting for creating the wealth of the customer.
- o Organizing events for Promotion and new customer Acquisition.
- o Providing end to end solution for any query related to banking.
- o One point of contact to the customer.
Deputy Cluster Manager
MAX LIFE INSURANCE CO LTD.
09.2019 - Current
- Identify and acquire affluent clients.
- Build and maintain long-term relationships with clients, understanding their financial needs and providing tailored insurance solutions.
- Achieve sales targets and business objectives as per the company's guidelines.
- Develop and implement strategies to expand the client base.
- Conduct market research to identify potential clients and their needs.
- Utilize networking and referrals to attract new clients.
- Provide exceptional customer service to clients, ensuring their queries and concerns are addressed promptly.
- Offer post-sales services including policy servicing, renewals, and claim assistance.
- Ensure high levels of customer satisfaction and loyalty.
- Stay updated with the latest insurance products and industry trends.
- Educate clients on various insurance products and investment options.
- Provide expert advice to clients on risk management and financial planning.
- Conduct regular reviews with clients to ensure their insurance plans continue to meet their needs.
- Experienced team player with excellent communication and interpersonal skills.
- Ability to work independently under pressure.
- Promoted 3 times within 5 years - From Relationship Associate to Deputy Cluster Manager.
- International Axis Lion Awards - Thailand Winner.
- PAN India Top Swayam Award Winner.
- Received 3 Domestic Awards from Max Life Insurance for outstanding performance.
Education
M.Com -
Mumbai University
B.Com -
Dr. Babasaheb Ambedkar College
H.S.C. -
New English College
S.S.C. -
Tunareshwar Academy Trust
Skills
- Teamwork
- Creativity
- Discipline
- Leadership
- Strong rapport with customers
- Hardworking
Languages
- Hindi
- Marathi
- English
- Hindi
- Marathi
Achievements And Awards
- Promoted 3 times within 5 years - From Relationship Associate to Deputy Cluster Manager.
- International Axis Lion Awards - Thailand Winner.
- PAN India Top Swayam Award Winner.
- Received 3 Domestic Awards from Max Life Insurance for outstanding performance.
Personal Information
- Spouse's Name: Yogesh Gupta
- Date of Birth: 08/13/98
Languages
English
Advanced
C1
Hindi
Advanced
C1
Marathi
Upper Intermediate
B2
Certification
- IRDA CERTIFICATION
Timeline
Elite RM
Kotak Mahindra Bank
08.2025 - Current
Deputy Cluster Manager
MAX LIFE INSURANCE CO LTD.
09.2019 - Current
M.Com -
Mumbai University
B.Com -
Dr. Babasaheb Ambedkar College
H.S.C. -
New English College
S.S.C. -
Tunareshwar Academy Trust