Vishal Mishra
Mumbai
Summary
Adept at portfolio management and market research, I excelled as a Senior Relationship Manager at TATA AIA Life Insurance, enhancing customer engagement and driving profitability. Leveraging keen observation and strategic planning, I achieved significant client rapport, ensuring compliance and ethical standards. My skills in team training and customer interaction have consistently fostered business growth and client satisfaction.
Overview
10
10
years of professional experience
Work History
Senior Relationship Manager
TATA AIA Life Insurance Company PVT LTD
Mumbai
10.2023 - Current
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Recognized by management for providing exceptional customer service.
- Identified needs of customers promptly and efficiently.
Senior Relationship Manager
Maurya Enterprises
12.2022 - 10.2023
- Negotiated terms of service contracts with customers while ensuring maximum profitability for the bank.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
- Prepared detailed reports on customer activities for management review.
- Cultivated relationships with customers by participating in meetings onsite and at client locations.
Deputy Premiere Relationship Manager
Kotak Life
02.2021 - 11.2022
- Prepared presentations that highlighted the advantages of investing in life insurance plans.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Provided expert advice on risk management and helped clients choose the appropriate level of coverage.
- Maintained compliance with all regulatory requirements and ethical standards in the insurance industry.
- Managed a portfolio clients, providing personalized insurance solutions based on individual needs.
- Sought out new clients and developed clientele by networking to find new customers.
- Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
- Achieved repeat business and referrals through personalized services.
- Actively sought out new business opportunities through networking events or cold calling prospects.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Business Development Manager
HDFC Life
01.2020 - 08.2020
- Provided expert advice on risk management and helped clients choose the appropriate level of coverage.
- Maintained compliance with all regulatory requirements and ethical standards in the insurance industry.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Provided comprehensive information on the features, benefits and risks associated with various life insurance plans.
- Managed a portfolio clients, providing personalized insurance solutions based on individual needs.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Senior Relationship Manager
Hansa Research
10.2014 - 03.2019
- Carry out market research for various national and multinational companies.
- Product categories worked on.
- Automotive, Jewelry, Liquor, Readymade garments, Foods, IT, Industrial goods, Banking products, Call Centre employee performance, Social; NRS, IRS, BARC; Agriculture/Rural.
- Types of projects handled.
- Customer Satisfaction Studies.
- Qualitative studies
- Quantitative studies
- Travel & Tourism
- Panel (Consumer & retail)
- Tracking Studies
- Product testing
- Advertising research
- Clinics (Car & two wheelers)
- Packaging test
- Pricing research
- Field planning of projects
- Team developmental activities
- Recruitment of interviewers & supervisors
- Ensure the quality of the fieldwork
- Ensure the timelines of the projects assigned
Education
B.A -
Up board
12.2016
HSC -
up board
12.2013
SSC -
up board
12.2011
Skills
- Persuasiveness
- Keen observation
- Determination
- Patience
- Portfolio management
- Customer engagement
- Customer interaction
- Market research
- Client rapport
- Strategic planning
- Team Training
Father'sname
Ashok Mishra
Proficiency
Advanced, Advanced, 9, 5, 10, 10, 5, 5
Personal Information
- Age: 25
- Date of Birth: 12/12/95
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Marathi
Intermediate (B1)
B1
Timeline
Senior Relationship Manager
TATA AIA Life Insurance Company PVT LTD
10.2023 - Current
Senior Relationship Manager
Maurya Enterprises
12.2022 - 10.2023
Deputy Premiere Relationship Manager
Kotak Life
02.2021 - 11.2022
Business Development Manager
HDFC Life
01.2020 - 08.2020
Senior Relationship Manager
Hansa Research
10.2014 - 03.2019
B.A -
Up board
HSC -
up board
SSC -
up board
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