A Study Of Customer Perception Towards Risk Factors In Mutual Fund Investments
Research project completed during the MBA Summer Internship at SBI Mutual Fund.
Manav Kunwar
Relationship Manager
21-A, J &K Block Laxmi Nagar, DelhiFinancial Services and Insurance
3roles
16skills
3education
2credentials
About
Results-driven financial services professional with over 3 years of experience in relationship management, insurance sales, client servicing, and business development.
Experience
Relationship Manager
Niva Bupa Health Insurance
May 2023 - July 2026
Managed end-to-end customer relationships and provided health insurance solutions; handled client interactions through CRM systems; built long-term relationships to improve retention; identified cross-selling and upselling opportunities; coordinated policy issuance and claim support; achieved business targets through consultative selling.
Associate Sales Consultant
Policy Bazaar
July 2022 - Feb. 2023
Assisted customers in selecting suitable insurance products; managed sales leads and customer records; conducted promotional activities to achieve sales targets; strengthened company branding through customer service; delivered support throughout the sales process.
MBA Summer Intern
SBI Mutual Fund
Feb. 2021 - May 2021
Verified customer documentation and KYC processes; assisted customers with account opening through YONO; educated customers on digital banking services; resolved banking-product queries; completed research project, "A Study Of Customer Perception Towards Risk Factors In Mutual Fund Investments".
Education
Raj Rishi Government Commerce College, Alwar
Bachelor's Degree in Commerce (B.Com), Commerce
2015 - 2018
Matsya University, Alwar
Master's Degree in Economic Administration and Financial Management (M.Com in EAFM), Economic Administration and Financial Management
2018 - 2020
ICFAI University, Jaipur
Master's Degree in Business Administration with Dual Specialization in Marketing and Finance (MBA in Marketing and Finance), Marketing and Finance
2020 - 2022
Skills
Relationship ManagementClient Acquisition & RetentionInsurance SalesBusiness DevelopmentCustomer Service ExcellenceFinancial Products AdvisoryCross-selling & UpsellingCRM ManagementLead GenerationMarket AnalysisNegotiationCommunicationClient ServicingConsultative SellingKYC ProcessesDigital Banking Services