Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Suraj Raghuvanshi

Khargone

Summary

Personable financial leader skilled in developing highly effective teams and managing daily branch operations with efficiency and a focus on client services. Well-versed in identifying areas in need of improvement and implementing actionable solutions to drive revenue and reduce expenditures. Aiming to fulfill a professional role to leverage several years of related experience.

Overview

7
7
years of professional experience

Work History

Assistant Branch Manager

Tata AIA Life Insurance Company Ltd.
Khargone
11.2023 - Current
  • Recruited Business Partners and agents, contributing to a 90% increase in
    team size within 6months
  • Provided comprehensive product training to leaders and agents
    Educated them on effective product selling techniques, resulting
    in a55% sales increase
  • Supported and guided agents to enhance their sales performance
    and achieve targets
  • Managed branch filing and documentation, ensuring compliance
    with organizational standards
  • Managed branch operations, including scheduling staff and coordinating customer visits

Executive Relationship Manager

Bajaj Allianz Life Insurance Company Ltd.
Khargone
08.2024 - 10.2028
  • Cultivated and nurtured enduring customer
    relationships through strategic account management
  • Devised and implemented sales and service tactics
    to enhance revenue generation and improve
    customer retention
  • Oversaw shrink processes and optimized inventory
    levels, resulting in cost savings and improved
    efficiency
  • Reduced shrink processes by 15% and optimized
    inventory levels, leading to 10% cost savings and
    improved operational efficiency.

Unit Manager

ICICI Prudential Life Insurance Company Ltd.
Khargone
05.2021 - 07.2023
  • Recruited sales agents and provided training on
    product knowledge, lead generation in open market,
    and sales techniques
  • Provide assistance to advisors in business
    development
  • Ensure that advisors provide right financial solutions
    to customers as per need
  • Resolved complex customer service issues in a timely manner.

Education

Bachelor of Computer Applications - Computer Applications

Nimar Institute of IT And Science
Khargone
12-2019

High School Diploma -

GOVT D A BOYS H S SCHOOL NO 2
Khargone
06-2012

Skills

  • Recruitment Lead Generation
  • Team Building
  • Team Handling
  • Training and Development
  • Time Management
  • Branch Operation Management
  • Business Growth and Development
  • Customer Relationship Management

Languages

English
First Language
English
Intermediate (B1)
B1

Timeline

Executive Relationship Manager

Bajaj Allianz Life Insurance Company Ltd.
08.2024 - 10.2028

Assistant Branch Manager

Tata AIA Life Insurance Company Ltd.
11.2023 - Current

Unit Manager

ICICI Prudential Life Insurance Company Ltd.
05.2021 - 07.2023

Bachelor of Computer Applications - Computer Applications

Nimar Institute of IT And Science

High School Diploma -

GOVT D A BOYS H S SCHOOL NO 2

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Suraj Raghuvanshi