SHYAM SUNDER
Amritsar
Summary
Results-driven professional with 4+ years of experience in relationship management, sales, business development, and insurance & financial services. Currently working as a Relationship Manager at Magma General Insurance with strong expertise in partner management, customer acquisition, policy sourcing, and achieving revenue targets. Known for strong communication skills, customer-centric approach, and consistent performance.
Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.
Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.
Overview
4
4
years of professional experience
Work History
Relationship Manager
Magma General Insurance
Amritsar
- Current
- Managing channel partners and customer relationships to drive insurance business growth.
- Handling policy sourcing, issuance, and post-sales servicing to ensure customer satisfaction.
- Actively contributing to business development initiatives and target achievement.
Assistant Relationship Manager
Bajaj Finance Limited
Amritsar
04.2024 - 04.2025
- Managed Business Loans, LAP, and Housing Loan portfolios.
- Built and maintained strong relationships with customers and DSAs.
- Achieved monthly and annual sales targets while ensuring smooth loan disbursement.
Off Role - Business Loans
Bajaj Finance Limited
Amritsar
05.2022 - 04.2024
- Assisted in business loan processing, documentation, and customer coordination.
Education
MBA - Marketing
CKD College
AmritsarBachelor of Arts -
GNDU
AmritsarSkills
- Relationship Management
- Sales & Business Development
- Channel Partner Handling
- Customer Acquisition
- Insurance & Financial Products
- Target Achievement
- MS Word
- Excel
- Communication Skills
- Market Analysis
Personal Information
Date of Birth: 04/14/94
Languages
- Hindi
- Punjabi
- English
- Hindi
- Punjabi
Timeline
Assistant Relationship Manager
Bajaj Finance Limited
04.2024 - 04.2025
Off Role - Business Loans
Bajaj Finance Limited
05.2022 - 04.2024
Relationship Manager
Magma General Insurance
- Current
MBA - Marketing
CKD College
Bachelor of Arts -
GNDU