BARSHARANI SWAIN
Kuha, Sundarpada
Overview
8
8
years of professional experience
Work History
Priority Relationship Manager
Aditya Birla Sun Life Insurance
Bhubaneswar
07.2025 - Current
- Cultivated strong client relationships through regular communication and personalized service.
- Provided expert advice on investment options within insurance products for clients.
- Managed renewal processes to ensure timely policy updates and client retention.
- Facilitated product education sessions to enhance client understanding and engagement.
Sales Manager Banc assurance
BAJAJ ALLIANZ GENERAL INSURANCE(Banca Channel)
06.2024 - 03.2025
- Generated customer leads and closed sales through tele calling, e-mailing, direct mailing, and engaging walk-ins.
- Developed leads for additional products and coordinated follow-ups with branch teams.
- Delivered high-quality customer service by addressing inquiries and resolving issues promptly.
- Achieved productivity norms by effectively leveraging channel support and personal initiatives.
Financial Sales Manager
Max Life Insurance(Banca Channel)
09.2023 - 06.2024
- Generated customer leads and closed sales through telecalling, emailing, direct mailing, and engaging walk-ins.
- Developed leads for additional products and coordinated follow-ups with the branch.
- Delivered quality customer service by addressing client needs and concerns.
- Met productivity standards by collaborating with team members and effectively managing workload.
Business Sales Manager
Bajaj Allianz Life Insurance(Banca Channel)
01.2022 - 08.2023
- (Promoted as Executive Sales Manager to Branch Sales Manager on 1st OCT )
- Generated customer leads and closed sales through tele calling, emailing, direct mailing, and engaging walk-ins.
- Created leads for additional products and coordinated follow-ups with branch staff.
- Delivered quality customer service through effective communication and problem-solving.
- Met productivity standards by leveraging channel support and personal initiative.
- (Qualified for one International trip to Thailand (Bangkok) in IB star club)
Corporate Agency Manager
HDFC Life Insurance (Banca Channel)
12.2018 - 01.2022
- Generated customer leads and closed sales through tele calling, emailing, direct mailing, and walk-in engagements.
- Developed leads for additional products and coordinated follow-ups with branch staff.
- Provided effective customer service through clear communication and support.
- Meet productivity norms defined through support of channels and own efforts
Education
M.Sc - Electronics and Telecommunication
Ravenshaw University
01-2017
B.Sc - Electronic and communication engineering
NayagarhAutonomous College
01-2015
12th -
Gayatri Women's College
Bhubaneswar01-2012
10th -
Balaram Dev Bidyapitha School
Tangi01-2010
Skills
- Client relationship management
- Policy renewal management
- Time management
- Portfolio management
- Result orientation
- Database management
Personal Information
Date of Birth: 1995-04-04
Hobbies & Interests
Travelling to new place, Interacting with new people.
Disclaimer
I hereby inform you that all the statement made above are true the best of my knowledge and belief.
Place: Bhubaneswar Date: Signature
Timeline
Priority Relationship Manager
Aditya Birla Sun Life Insurance
07.2025 - Current
Sales Manager Banc assurance
BAJAJ ALLIANZ GENERAL INSURANCE(Banca Channel)
06.2024 - 03.2025
Financial Sales Manager
Max Life Insurance(Banca Channel)
09.2023 - 06.2024
Business Sales Manager
Bajaj Allianz Life Insurance(Banca Channel)
01.2022 - 08.2023
Corporate Agency Manager
HDFC Life Insurance (Banca Channel)
12.2018 - 01.2022
M.Sc - Electronics and Telecommunication
Ravenshaw University
B.Sc - Electronic and communication engineering
NayagarhAutonomous College
12th -
Gayatri Women's College
10th -
Balaram Dev Bidyapitha School