Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Vikas

Pune

Summary

Experienced life insurance manager with a strong background in sales, client relationship management, and team leadership. Skilled at educating clients about insurance products and tailoring solutions to meet their needs. Committed to ethical practices and customer satisfaction.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Premium Relationship Manager

Bajaj Allianz Life Insurance Co
New Delhi, India
01.2024 - Current
  • Managed a portfolio of 150+ clients, maintaining a 95% retention rate.
  • Collaborated with underwriters to assess risk and recommend appropriate coverage.
  • Educated clients on policy features, benefits, and exclusions.
  • Established strong client relationships to drive business development.

Business Development Manager

ICICI Prudential Life Insurance
New Delhi, India
11.2022 - 01.2024
  • Developed Leads reports and worked on Lead for delivering high performance and effective product.
  • Led a team of 10 agents, achieving a 20% increase in policy sales.
  • Developed and implemented targeted marketing campaigns to attract new clients.
  • Conducted regular training sessions for agents on product knowledge and sales techniques.
  • Developed short-term and long-term vision and strategy to achieve targeted sales objectives.
  • Leveraged cold calling, in-person visits and referrals to build leads.

Area Sales Officer

Motif Electric Limited
New Delhi, India
07.2017 - 11.2022
  • Led regular team meetings to communicate current business trends and relevant updates.
  • Suggested various operational strategies to increase productivity.
  • Analyzed business performance data to identify areas of strength and improve areas of weakness.
  • Motivated team members to consistently achieve or exceed performance expectations.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.

Education

Bachelor of Arts - Hindi

SATYAWATI COLLEGE
New Delhi, India
05.2017

Skills

  • Policy Management
  • Customer Portfolio Management
  • Service assistance
  • Sales Reporting
  • New Business Development
  • Relationship Management
  • Excellent Communication
  • Client Engagement
  • Value Selling
  • Team Leadership
  • Product expertise

Languages

English
First Language
Hindi
Proficient (C2)
C2

Certification

  • Higher Term Certification in a Month.
  • SISO Certification
  • Winning a Stump Collection Award.
  • 3 Certificate of Achieve Lap Targets.
  • 34 Agents Hire in 1 Year.

Timeline

Premium Relationship Manager

Bajaj Allianz Life Insurance Co
01.2024 - Current

Business Development Manager

ICICI Prudential Life Insurance
11.2022 - 01.2024

Area Sales Officer

Motif Electric Limited
07.2017 - 11.2022

Bachelor of Arts - Hindi

SATYAWATI COLLEGE

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Vikas