Sonu Kumar
Delhi
Summary
Executive Relationship Manager building life insurance relationships and driving sales target achievement through needs-based selling and customer guidance. Promoted three times from Assistant Relationship Manager while growing customer and business partner relationships, and consistently exceeded business goals. Earned MDRT Plus recognition and multiple domestic, cruise, and international incentive qualifications for outstanding sales performance.
Overview
1
1
Language
5
5
years of professional experience
Work History
Executive Relationship Manager
Tata AIA Life Insurance
04.2023 - Current
- Completed monthly sales targets through needs-based life insurance conversations and disciplined follow-up.
- Build and maintain strong relationships with customers and business partners to support long-term trust and retention.
- Guide customers toward suitable life insurance solutions by matching recommendations to their needs and goals.
- Drive sales and business performance by consistently exceeding targets across client conversations and follow-up activity.
- Advance from Assistant Relationship Manager to Executive Relationship Manager through sustained performance and promotion readiness.
- Qualify for MDRT Plus, domestic tours, cruise rewards, and international incentive trips through strong sales results.
Telesales Caller
Pandaje Web Services Private Limited
03.2022 - 04.2023
- Maintained follow-up consistency while updating customer records and call notes after each interaction.
- Generated outbound calls weekly to reach prospects and open new sales conversations.
- Explained life insurance products and services clearly to customers during outbound sales conversations.
- Consistently met assigned sales targets through needs-based selling, relationship management, and client acquisition.
- Strengthened customer relationships and cross-selling opportunities by identifying needs during telesales calls.
Education
Bachelor of Commerce - undefined
Maharaja Agrasen Himalayan Garhwal University
Uttarakhand05-2024
Senior Secondary (Class 12 – CBSE) - undefined
05-2021
Secondary (Class 10 – CBSE) - undefined
05-2019
Skills
Relationship management
Client acquisition
Business development
Life insurance sales
Needs-based selling
Customer service
Client relationship management
Telesales & outbound calling
Sales target achievement
Cross-selling
Personal Information
- Date of Birth: 18 March 2003
- Nationality: Indian
Accomplishments
- MDRT Plus Achiever.
- Earned three promotions at Tata AIA Life Insurance.
- Qualified for multiple company-sponsored domestic tours, cruise rewards, and international trips.
- Consistently exceeded sales targets and business performance expectations.
Timeline
Executive Relationship Manager
Tata AIA Life Insurance
04.2023 - Current
Telesales Caller
Pandaje Web Services Private Limited
03.2022 - 04.2023
Secondary (Class 10 – CBSE) - undefined
Senior Secondary (Class 12 – CBSE) - undefined
Bachelor of Commerce - undefined
Maharaja Agrasen Himalayan Garhwal University