Soni Shukla

Dedicated and results-oriented professional with over 7 years of experience in the bancassurance channel, currently working as a National Relationship Manager (NRM) at Kotak Life Insurance since September 2023. Strong expertise in building and managing client relationships, driving insurance sales, and collaborating with banking partners to achieve business goals. Holds an Executive MBA in Finance, combining strong financial knowledge with practical sales and operations experience. Proven ability to deliver consistent growth and enhance customer satisfaction in competitive insurance markets.

• Collaborated with team of 37 in the development of Center of Excellence.
• Resolved product issue through consumer testing.
• Used Microsoft Excel to develop inventory tracking spreadsheets.
• Qualified for Dare Bacu contest demonstrating expertise and competitive excellence in business
• Recognized in the Books of Excellence at the Head Office of Exide Life Insurance for outstanding performance and contributions to the organization.
• Qualified for multiple prestigious international contests and events held in Dubai, Malaysia, Thailand, Bali, and Singapore, demonstrating consistent high performance and global recognition in the insurance business.

• Qualified for international Trip in ICICI prudential Phuket FY 2017-2018
• Qualified for Dubai trip in the month of December March 2021
• Every month domestic trip qualification FY 2020-2022
• Qualified For International Trip Malaysia in the month of Aug 2022
• Name mentioned in the Books of legends of Exide Life Insurance
• Star performer of every month FY 2020-2022