Summary
Overview
Work history
Education
Accomplishments
Affiliations
Languages
Timeline
Generic
Rakshi Bala Parida

Rakshi Bala Parida

Cuttack,India

Summary

Driven financial and investment professional confident in handling wide range of financial needs, from retirement planning to insurance decisions. Decisive planner and problem-solver with understanding of marketing and sales strategies enabling sustained growth. 10-year track record working with financial products.

Overview

6
6
years of professional experience
4
4
years of post-secondary education

Work history

Relationship manager

ICICI Lombard GIC
Bhubaneswar, India
2023.08 - Current

Handling agent recruitment and induction into the sales prospect.

Coordinatingwithadvisersfortrainingonnewproductsandensuringthattheyareproperly equipped to sell these products.

Responsible for renewal premiums

Review of team members.

Managing Policy Acknowledgement receipt from agents.

Agency development , recruitment, coordination, Service to Sales and Retention .

Senior sales manager

Future generali.in
Bhubaneswar, India
2023.02 - 2023.07
  • Planned and developed strategies to increase sales territory positioning, exceeding company targets.
  • Networked at industry conferences and events to build knowledge and identify new leads.
  • Organised special sales at specific times to drive customer engagement and move high volumes of products.
  • Facilitated accurate sales forecasting by producing detailed lead reports in Salesforce.

Relationship RA

Max Life Insurance Company Ltd
Cuttack, India
2021.10 - 2023.01

Generating new business leads from existing in axis bank customer

Prospective and followup for closure with bank customer

Attending to walking bank customer .

Engage with customers for retaining premature surrender of policies .

Senior Agency Manager

Max Life Insurance Company Ltd
Cuttack, India
2017.12 - 2021.06

Handling agent recruitment and induction into the sales prospect.

Coordinating with advisers for training on new products and ensuring that they are properly equipped to sell these products.

Responsible for renewal premiums.

Review of team members.

Managing Policy Acknowledgement receipt from customers and Agents.

Education

10th -

Acharya Harihar high school, Rourkela
Raurkela, Odisha
2004.03 - 2005.04

+2 - Arts

RourkelaMunicipalcollege
Raurkela, Odisha
2006.04 - 2007.03

+3 - Arts

Rourkela Municipal college
Raurkela, Odisha
2008.04 - 2010.03

Accomplishments

Awarded for best agency leader in max life insurance company.

Promoted as senior senior leader in max life insurance company.

Affiliations

  • Listening music, Spend time with family

Languages

Oriya
Advanced
English
Advanced
Hindi
Advanced

Timeline

Relationship manager

ICICI Lombard GIC
2023.08 - Current

Senior sales manager

Future generali.in
2023.02 - 2023.07

Relationship RA

Max Life Insurance Company Ltd
2021.10 - 2023.01

Senior Agency Manager

Max Life Insurance Company Ltd
2017.12 - 2021.06

+3 - Arts

Rourkela Municipal college
2008.04 - 2010.03

+2 - Arts

RourkelaMunicipalcollege
2006.04 - 2007.03

10th -

Acharya Harihar high school, Rourkela
2004.03 - 2005.04
Rakshi Bala Parida