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Rukhsar Rahman
Senior Corporate Agency Manager
Kolkata
Summary
Proven leader in sales and relationship management, I've driven revenue growth and client satisfaction at HDFC Life Insurance through strategic sales management and effective relationship building. Skilled in data analysis and staff training, I've consistently met or exceeded targets, fostering long-term partnerships and enhancing team productivity.
Organized Agency Manager with dedication to delivering high levels of client satisfaction and generating loyal clientele. Constructed annual budgets for agency spending, capital improvements and operating costs.
Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
7
7
years of professional experience
Work History
Senior Corporate Agency Manager
HDFC Life Insurance
05.2023 - Current
- Maintaining a relationship with branch staff.
- Maintaining relationships with new and existing customers.
- Database calling and fixing appointments with HNI customers and meeting them.
- Developed strong relationships with corporate clients through attentive service and proactive problem-solving.
- Completing topline business target of branch and own target set by the Company.
- Worked closely with executive leadership to align department goals with overall company objectives.
- Developed strong relationships with corporate clients through attentive service and proactive problem-solving.
- Implemented training programs for the sales team, enhancing their skills and knowledge of products and services offered.
- Maintained up-to-date knowledge of industry trends as well as competitor offerings to better position agency services within the marketplace.
Business Sales Manager
Bajaj Allianz Life Insurance
03.2022 - 04.2024
- Sales of Life Insurance products through Axis Bank Channel
- Maintaining relationship with Branch staff, new and existing customer
- Collection of renewal
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Accomplished sales goals and boosted revenue product knowledge and customer relationship management.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Organized promotional events and interacted with community to increase sales volume.
Senior Relationship Manager
Bharti AXA Life Insurance
09.2020 - 11.2021
- Maintaining a relationship with branch staff and achieving sales targets of Life Insurance through the bank channel
- Collection of old premium and login of new ones
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Requested customer feedback to drive client satisfaction and retention, while quickly remedying issues.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
Senior Associate
SHOPCLUES
01.2020 - 06.2020
- Customer care service over online chat and over telephone. Provide quick and correct information and the required solution.
- Trained and supported new team members, maintaining culture of collaboration.
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
- Mentored junior associates, fostering professional growth and helping them reach their full potential.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
Senior Sales Associate
Pristyn Care
10.2019 - 01.2020
- Customer care service over online chat and over telephone. Provide quick and correct information and required solution
- Trained junior sales associates on best practices in selling techniques, product knowledge, and relationship building.
- Analyzed sales performance data to identify areas of opportunity and develop targeted strategies for improvement.
- Optimized inventory management to ensure timely availability of products for customers, reducing stockouts and lost sales opportunities.
- Delivered exceptional customer service by addressing inquiries, resolving issues, and fostering long-term relationships with clients.
Associate Sales Consultant
PaisaBazaar
03.2019 - 10.2019
- Sales of personal loans over the telephone.
- Collection of unpaid EMI of existing loan over telephone.
- Increased sales leads by implementing effective cold-calling strategies and networking with potential clients.
- Analyzed sales data to identify areas for improvement, adjusting strategies accordingly for better results.
- Negotiated contracts with clients to secure long-term business partnerships and revenue growth.
- Organized and attended industry events, establishing a strong presence for the company in the market.
- Leveraged social media platforms to engage potential clients and generate interest in company products/services.
- Collaborated with marketing team to develop targeted promotional materials for prospective clients.
Financial Sales Consultant
ICICI Prudential Life Insurance
11.2017 - 02.2019
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Implemented and developed operational standards, policies and procedures.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Provided strong leadership to enhance team productivity and morale.
- Consistently met or exceeded annual performance targets set by senior leadership.
- Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
Education
MBA - Finance
University of Jaipur
Jaipur, India 04.2001 -
Postgraduate Diploma - Banking & Finance
NIIT
Kolkata, India 04.2001 -
Bachelor of Science - Environmental Science (Hons.)
University of Kalyani
Kolkata, India 04.2001 -
Skills
Sales management
Relationship Management
Relationship Building
Corporate Communications
Operations Management
Revenue Generation
Data Analysis
Operations Management
Software
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Bengali
Intermediate (B1)
Timeline
Senior Corporate Agency Manager
HDFC Life Insurance
05.2023 - Current
Business Sales Manager
Bajaj Allianz Life Insurance
03.2022 - 04.2024
Senior Relationship Manager
Bharti AXA Life Insurance
09.2020 - 11.2021
Senior Associate
SHOPCLUES
01.2020 - 06.2020
Senior Sales Associate
Pristyn Care
10.2019 - 01.2020
Associate Sales Consultant
PaisaBazaar
03.2019 - 10.2019
Financial Sales Consultant
ICICI Prudential Life Insurance
11.2017 - 02.2019
MBA - Finance
University of Jaipur
04.2001 -
Postgraduate Diploma - Banking & Finance
NIIT
04.2001 -
Bachelor of Science - Environmental Science (Hons.)
University of Kalyani
04.2001 -
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