Jan 2023 – Present · 3 yrs 4 mos · Delhi, India · On-site

Jan 2023 – Present · 3 yrs 4 mos

• Lead and manage a team of Relationship Managers to drive health and asset insurance business through partner banks. Recruit, train, and mentor team members on products, processes, and sales effectiveness. Manage strategic relationships with channel partner banks and ensure seamless service delivery. Drive acquisition of new customers while strengthening relationships with existing clients. Resolve client and operational issues by coordinating with product and operations teams. Monitor daily performance, productivity, and target achievement of the cluster.

Mar 2022 – Dec 2022 · 9 mos

Mar 2022 – Nov 2022 · 8 mos

• Acquired new corporate tie-ups for onsite healthcare services and healthcare products. Managed and strengthened relationships with existing corporate clients. Drove cross-selling of healthcare services across assigned portfolios. Supported team members in client handling and issue resolution.

May 2018 – Sep 2022 · 4 yrs 4 mos · Delhi NCR

May 2018 – Jan 2021 · 2 yrs 8 mos

• Headed a team of Relationship Officers and monitored daily sales activities. Acquired corporate salary accounts and managed existing client relationships. Ensured end-to-end servicing of corporate clients across products and operations. Identified client issues and coordinated with internal teams for resolution. Drove cross-selling of financial products through the team.

Dec 2015 – Apr 2018 · 2 yrs 4 mos · New Delhi Area, India

Dec 2015 – Mar 2018 · 2 yrs 3 mos

• Acquired new corporate accounts and managed key client relationships. Supported team members in client engagement and deal closure. Cross-sold Life Insurance, General Insurance, and other banking products.

Dec 2011 – Dec 2015 · 4 yrs

• Area of work: -
• Main responsibilities are acquisition of new business for corporate account and maintain relationship with existing clients.
• Visiting corporate office of the client company to get open the corporate account.
• To provide support to my team mate when & where it’s required in any difficulties to get understand the client in any problem.
• Cross sale of Credit card, General Insurance, Life insurance and other financial products

Dec 2011 – Nov 2015 · 3 yrs 11 mos

• Managed acquisition and servicing of corporate accounts. Supported team members in sales and relationship management. Cross-sold credit cards, insurance, and financial products.

Jun 2009 – Dec 2011 · 2 yrs 6 mos · Noida, Uttar Pradesh, India

• Duration: 26th June 2009 – 23rd Dec 2011; Area of work: -
• Main responsibilities are acquisition of new business for corporate account and maintain relationship with existing clients.
• Visiting corporate office of the client company to get open the corporate account.
• To provide support to my team mate when & where it’s required in any difficulties to get understand the client in any problem.
• Cross sale of Credit card, General Insurance and other financial products

Jun 2009 – Dec 2011 · 2 yrs 6 mos

Dec 2008 – Jun 2009 · 6 mos

May 2008 – Dec 2008 · 7 mos · Delhi NCR

May 2008 – Dec 2008 · 7 mos