Indore, Madhya Pradesh, India
With over a decade of experience in financial services and insurance, I serve as Senior Priority Manager at Ageas Federal Life Insurance, leveraging my expertise in HNI relationship management, channel partner development, and strategic client engagement. My work revolves around building and nurturing high-value partnerships while aligning with organizational goals to foster sustainable business growth. Previously, I contributed to the success of Aditya Birla Sun Life Insurance by mentoring HNI agents, delivering impactful presentations, and driving significant increases in agent partnerships and sales. My approach focuses on collaboration, strategic planning, and fostering meaningful relationships to deliver measurable outcomes and long-term success in dynamic market conditions.
• Represented Aditya Birla brand & delivered impactful presentation to 200+ agents, resulting in 55% increase in agent partnership & a 25% rise in insurance sales • Organized corporate presentations to led tax-efficient investment planning which helped companies to save more tax with more returns. • Managed & mentor HNI agents like CAs, CFOs, Business Owners, Mutual Fund Agents, MDRT Agents ensuring strong relationship resulting consistent business flow. • Awarded & recognized for 110% KPI achievement for FY 22-23 & qualified international summit.
• First Location to achieved 110% of lending target in pioneer project of ECL under my supervision. • Designed a market research strategy to identify & acquire prominent corporations in diverse industries like IT, FMCG & Manufacturing for our product Salary Advance. • Spearheaded cross-sales for secured loans, insurance products, and NCDs.
• Collaborated with 80% of eligible SME listed companies for corporate card & achieved 20cr of billing transaction • Developed networking & communication relationship with HNIs, A rated & listed companies in Indore, Hubs & Bhopal • Provided tailored transactional advisory and enhanced corporate engagement across banking services.
• Achieved $1.5 million billing target through strategic pricing optimization & cross selling initiatives resulting 105% achievement of YTD target • Implemented advanced data analytics tool SDFC to optimize lead sourcing, segmentation which boosted sales productivity by 20%.