Associate Key Relationship Manager with 1.8 years of experience in the financial and banking sector. Demonstrated skills in customer service, financial analysis, and client relationship management. Aiming to leverage analytical insights and strategic thinking in management consulting or marketing specialist roles to drive organizational success.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Key Relationship Manager
ICICI Prudential Life Insurance Company
07.2023 - 02.2025
Drove life insurance sales through ICICI Bank's Term Insurance and Unit Linked Insurance Plan.
Cross-sold bank products alongside life insurance while conducting joint fieldwork with bank staff.
Identified potential customers from bank's customer base and managed end-to-end sales processes.
Analyzed customer profiles to determine product needs, ensuring timely follow-ups and renewals.
Achieved monthly and quarterly sales targets, aligning asset and liability product sales with bank goals.
Trained bank staff on ICICI Prudential products, fostering strong relationships and addressing escalations.
Ensured compliance with IRDAI and ICICI guidelines, maintaining records of customer interactions.
HR Trainee
IFORTIS WORLDWIDE
05.2022 - 07.2022
Facilitated end-to-end recruitment processes, encompassing job postings and interview coordination.
Conducted outreach to candidates via email, LinkedIn, and other platforms.
Maintained candidate databases while tracking application statuses using internal tools.
Supported colleagues to foster a collaborative work environment.
Executed daily duties with accuracy and efficiency.