YOGANAND MADGULA

• Successfully met and achieved monthly targets.
• Attended joint calls along with HDFC RMs.
• Strong knowledge about the Life insurance products and good communication skills.
• Highest term policies logged in entire year PAN India 1st.

Senior Relationship Manager

Star Health and Allied Insurance Company

Duration: 5 Years

• Managed bancassurance partnerships with Karur Vysya Bank and City Union Bank, driving insurance sales through branch banking channels.
• Built and maintained strong relationships with Branch Managers and Relationship Managers (RMs) to generate consistent business.
• Regularly visited bank branches to promote insurance products and identify sales opportunities.
• Achieved and exceeded assigned sales targets consistently, contributing to overall branch revenue growth.
• Earned performance-based incentives by successfully meeting and surpassing monthly and annual targets.
• Conducted training and awareness sessions for bank staff to improve product knowledge and sales conversion.
• Ensured high customer satisfaction by providing suitable insurance solutions based on client needs.
• Tracked daily sales activities and maintained accurate reporting of performance metrics

• All types of vehicle insurance (Two-wheeler, Car, Commercial vehicles) selling
• New policy & renewal handling
• Customer relationship management and support
• Insurance policy explanation and documentation
• Target-based sales achievement
• Field work & client visits

• Promoted and sold Personal Loans and Business Loans to customers
• Generated leads and converted prospects into clients
• Maintained strong customer relationships and provided financial solutions
• Achieved monthly sales targets and contributed to team performance
• Assisted customers with loan application and documentation process