Relationship Manager
at
Aegon religare life insurance co.ltd
, Lucknow, INDIA
December 2009 – Currently Working
Industry: Insurance
Functional area: Banking / Insurance
Gen rating the business volumes through the company.
Handling
the Sales of Life Insurance Product.
Updating with New Policies
for the existing clients; conducting market survey relating to
Life Insurance Products.
Maintaining MIS & Issuance on daily
basis.
Looking after Policy Generation and Dispatch details of
Policies; updating Policy records in Tracker on Daily Basis.
Team Leader at HDFC bank ltd , Lucknow, INDIA
June 2006 – October 2009
coordination with sales team.
Handling customers regarding pre
and post issues, keep track of sales, log in, approval,
disbursement.
focus on team performance and customer’s
satisfaction.
Handling team’s queries and ensuring quick
resolution.
Monitoring the performance and productivity of each
sales executive and myself.
Insurance Advisor at ICICI Prudential Life Insurance Company ltd
, Lucknow, INDIA
March 2005 – February 2006
Ensure regular logins, cheque clearing and issuance of
policies.
Responsible for the business on incentive bases .