Outdoor games(Cricket)
Shashi Ranjan Kumar Paswan
Bancassurance Sales (life insurance )
Varanasi,UP
Summary
- Target Driven Bancassurance Sales (Life Insurance )
- Revenue & Fee Income Generation
- Cross-Selling & Up-Selling Financial Products
- HNI Client Acquisition
- Lead Conversion & Funnel Management
- Channel Sales – Bank Branch Model
- Referral & Partner Driven Sales
- Insurance Attachment Ratio Growth
- Portfolio Penetration Strategy
Overview
9
9
years of professional experience
1
1
Language
Work History
Senior Sales Manager
Kotak Mahindra Life Insurance company
Varanasi, Uttar Pradesh
08.2022 - Current
• KYC / AML Compliance & Documentation
• Regulatory & Audit Ready Processes
• Lead Generation & Conversion Management
• Branch Channel Sales Coordination
• Customer Retention & Service Excellence
• Complaint Resolution & Client Retention
• MIS Reporting & Sales Performance Tracking
• Multi-Product Financial Solution Selling
• Partner Bank Relationship Handling
• Field Sales & Referral Business Development
Senior Business Development Executive (Bancassurance)
SBI Life Insurance
New Delhi, New Delhi
02.2021 - 08.2022
- Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Generated revenue growth by developing and executing targeted sales strategies to expand market share.
Senior Corporate Agency Manager
HDFC Life Insurance
New Delhi, New Delhi
09.2020 - 02.2021
- Boosted agency revenue by identifying cross-selling opportunities within existing client base.
- Devised comprehensive account management strategies tailored to individual client needs, driving growth in both new business acquisition and existing customer expansion.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Senior Relationship Manager
Tata AIA Life Insurance
New Delhi, New Delhi
05.2017 - 09.2019
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
Education
BBA - Management
SAM HIGGINBOTTOM UNIVERSITY
Prayagraj, India07-2013
Skills
Business development and retention
Implementing marketing strategies to build consumer preference and driving sales volumes through appropriate channels
Skilled in internet research
Online and offline research
Knowledge of Win XP and Win 7 & Other operating systems
Good knowledge in MS Excel
Sales , Services, Operation ,Marketing
Hard and Smart working nature with team spirit
Driven by positive attitude towards life
Self-confident and optimistic approach
Performance tracking and evaluations
Interests
Timeline
Senior Sales Manager
Kotak Mahindra Life Insurance company
08.2022 - Current
Senior Business Development Executive (Bancassurance)
SBI Life Insurance
02.2021 - 08.2022
Senior Corporate Agency Manager
HDFC Life Insurance
09.2020 - 02.2021
Senior Relationship Manager
Tata AIA Life Insurance
05.2017 - 09.2019
BBA - Management
SAM HIGGINBOTTOM UNIVERSITY
DECLARATION
I do hereby confirm that I will deliver the best part of my service and dedication if I get recruited in your company. I fully hope that you will provide me an opportunity to work in your esteemed organization.
(Shashi Ranjan Kumar Paswan )
Languages
Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
PERSONAL PROFILE
- FATHER NAME : BAIRISTER PASWAN
- DATE OF BIRTH : 19th-July-1990
- NATIONALITY : INDIAN
Accomplishments
- Promoted to Senior Sales Manager after one successful years in the sales department.
- Achieved 310% of given targets by company in 2025 (JFM).
- Used Microsoft Excel to tracking spreadsheets our sales targets and achievements .
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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