SURUCHI ANAND
Bengaluru
Summary
Client-focused and results-oriented Insurance Relationship Manager with 2.5 years of experience across two leading insurance companies. Skilled in building lasting client relationships, driving revenue growth, and delivering customized insurance solutions through bancassurance and direct channels. Proven track record in achieving sales targets, maintaining portfolio health, and collaborating with banking partners. Now seeking to bring my relationship-building skills and insurance expertise to a reputed bank.
Overview
3
3
years of professional experience
Work History
UNIT MANAGER
MANIPAL CIGNA
Samastipur
01.2024 - 10.2024
- Developed and managed a portfolio of over 56 retail and SME clients through UNION Bank branches.
- Increased insurance penetration by 25% year over year through need-based selling.
- Trained and guided bank staff to generate insurance leads, resulting in a 20% improvement in referral closures.
- Achieved 30 lak in premium collections in a span of 10 months, consistently surpassing quarterly targets.
- Ensured timely renewals and persistency of policies through proactive follow-ups and client engagement.
Relationship Manager
BAJAJ ALLIANCE
MADHUBANI
08.2021 - 09.2022
- Worked in collaboration with Badhan Bank branches to source life insurance policies.
- Engaged walk-in customers and bank referrals to identify life protection and investment needs.
- Maintained high policy issuance ratios, with minimal discrepancies.
- Achieved 115% of the annual sales target within 11 months.
Education
Master of Commerce -
LNMU
DARBHANGA06-2022
Bachelor of Commerce LNMU Darbhanga 62
DARBHANGA07-2018
High School Diploma -
12TH BIHAR BOARD
PATNA05-2015
HIGH SCHOOL -
10TH
SAMASTIPUR04-2013
Skills
- Life insurance and financial product sales
- Bancassurance channel management
- Client relationship management
- Financial planning and risk profiling
- Policy issuance and renewal management
- Sales target achievement
- Training and lead generation
- Regulatory compliance
- CRM tools and MS Office
Timeline
UNIT MANAGER
MANIPAL CIGNA
01.2024 - 10.2024
Relationship Manager
BAJAJ ALLIANCE
08.2021 - 09.2022
Master of Commerce -
LNMU
Bachelor of Commerce LNMU Darbhanga 62
High School Diploma -
12TH BIHAR BOARD
HIGH SCHOOL -
10TH
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