About
Results-driven financial services relationship management professional with 6+ years of experience in account management, partner acquisition, sales, client retention, and business growth.
Experience
Account Manager
Saxena and Saxena Associates
Aug 2024 – Present
Recruited, onboarded, and managed 50+ Direct Selling Agents; exceeded monthly and quarterly business targets through strategic loan-product sourcing and optimized disbursals; maintained DSA relationships and reduced competitor penetration; coordinated with underwriting, credit, and operations teams to reduce turnaround time; conducted market and competitive analysis; delivered 12+ quarterly training sessions to 200+ DSAs, improving conversion rates by 15%; ensured policy, regulatory, and compliance adherence; tracked partner performance and implemented productivity optimization strategies.
Branch Relationship Manager
Axis Bank
Feb 2023 – Aug 2024
Exceeded GWP and NBV targets by 15%; managed relationships with 25+ partner bank employees and increased partner-channel product sales by 20%; improved customer retention by 10%; generated 10+ qualified leads per month and acquired 40+ new accounts; conducted 8+ product training sessions; exceeded individual life insurance sales targets by 12% each quarter; increased the client portfolio by 15%; achieved a 95% client satisfaction rating.
Relationship Manager
PNB MetLife
Aug 2022 – Feb 2023
Exceeded monthly, quarterly, and annual New Business Premium targets; built relationships with bank branch personnel; supported policy renewals and retention initiatives; presented the full product portfolio and optimized product mix; identified and converted new business opportunities through lead generation strategies.
Senior Relationship Manager
BALIC
Nov 2021 – Aug 2022
Achieved monthly, quarterly, and annual New Business Premium targets; developed relationships with bank branch leadership to drive sales pipelines; supported servicing, policy renewals, and client retention; presented BALIC insurance products and optimized product mix; identified and converted new business opportunities.
Education
Mats University, Raipur
Bachelor of Computer Application (BCA), Computer Application
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