Vinay Tiwari
Kandivali (E)
Summary
Seasoned Branch Head with significant experience in managing banking operations, streamlining processes, and leading high-performing teams. Display strong leadership skills, an adept understanding of financial management principles, and exceptional customer service. Previous roles involved improving operational efficiency, implementing cost-saving measures, and fostering team collaboration.
Overview
9
9
years of professional experience
Work History
Branch Head
HDFC LIFE Insurance co. Ltd
04.2025 - 11.2025
Area Sales Manager
PNB MetLife India
11.2023 - 04.2025
- Gaining new business by identifying and exploiting opportunities in the local market;
- Introducing new policies and promoting them through regular visits and communication with intermediaries;
- Consulting on the most effective cover for a particular need;
- Delivering good customer service by responding swiftly to queries and concerns from clients;
- Maintaining detailed knowledge of new and existing policies by liaising with colleagues;
- Maintaining long term customers relationship etc.;
- Qualify 4 International Contest and 2 Domestic Contest;
Premier business relationship manager
BAJAJ ALLIANZ LIFE INSURANCE CO. LTD
08.2023 - 11.2023
- Gaining new business by identifying and exploiting opportunities in the local market;
- Introducing new policies and promoting them through regular visits and communication with intermediaries;
Business relationship manager
PNB MetLife India
04.2021 - 08.2023
- Gaining new business by identifying and exploiting opportunities in the local market;
- Introducing new policies and promoting them through regular visits and communication with intermediaries;
- Consulting on the most effective cover for a particular need;
- Delivering good customer service by responding swiftly to queries and concerns from clients;
- Maintaining detailed knowledge of new and existing policies by liaising with colleagues;
- Maintaining long term customers relationship etc.;
- Complete Shagun target in 1st month of joining in PNB MetLife;
- Qualify 4 International Contest and 2 Domestic Contest;
- Achieved yearly targets in less than 5 months of joining;
- Got promoted from Chief Relationship Manager to Executive Relationship Manager in first 6 months of joining;
- Got promoted from Executive Relationship Manager to Business Relationship Manager in next 6 months;
- Got promoted from Business Relationship Manager to hybrid role as Area Sales Manager effective date 1st April, 2023;
Senior Relationship Manager
Canara HSBC OBC Life
12.2019 - 03.2021
- Introducing new policies and promoting them through regular visits and communication with intermediaries;
- Consulting on the most effective cover for a particular need;
- Maintaining detailed knowledge of new and existing policies by liaising with colleagues;
- Complete annual target within the organization
Key Relationship Manager
Kotak Life
02.2018 - 11.2019
- Introducing new policies and promoting them through regular visits and communication with intermediaries;
- Consulting on the most effective cover for a particular need;
- Maintaining detailed knowledge of new and existing policies by liaising with colleagues;
- Complete annual target within the organization
Relationship Manager
HDFC Life
12.2016 - 02.2018
- Gaining new business by identifying and exploiting opportunities in the local market;
- Consulting on the most effective cover for a particular need;
- Delivering good customer service by responding swiftly to queries and concerns from clients;
- Completed annual target within the organization
Education
S.S.C. -
Maharashtra Board
H.S.C. -
Maharashtra Board
T.Y. B.com -
Mumbai University
Languages
- Hindi
- Marathi
- English
- Hindi
- Marathi
Personal Information
- Father's Name: Durgaprasad Tiwari
- Date of Birth: 01/21/96
- Gender: Male
- Nationality: Indian
- Marital Status: Unmarried
- Religion: Hindu
Languages
English
Beginner
A1
Timeline
Branch Head
HDFC LIFE Insurance co. Ltd
04.2025 - 11.2025
Area Sales Manager
PNB MetLife India
11.2023 - 04.2025
Premier business relationship manager
BAJAJ ALLIANZ LIFE INSURANCE CO. LTD
08.2023 - 11.2023
Business relationship manager
PNB MetLife India
04.2021 - 08.2023
Senior Relationship Manager
Canara HSBC OBC Life
12.2019 - 03.2021
Key Relationship Manager
Kotak Life
02.2018 - 11.2019
Relationship Manager
HDFC Life
12.2016 - 02.2018
S.S.C. -
Maharashtra Board
H.S.C. -
Maharashtra Board
T.Y. B.com -
Mumbai University