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Realtionship manager at maxbupa health insurance

Location:
Mumbai, Maharashtra, India
Salary:
600000
Posted:
August 13, 2021

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Resume:

RANJIT KUMAR PATRO

House no *,*st lane, harsha vihar, near dadi maa

temple, berhampur ganjam odisha,760001

989-***-****

adn6ev@r.postjobfree.com

**/**/****

in https://www.linkedin.com/in/ranjit-patro-

8851b5140

OBJECTIVE

To work and succeed in a stimulating and

challenging environment, building the success of

the

company while I experience advancement

opportunities

customer support

Result oriented

Problem solving

Professionalism

quick learning

communication

Team work

Team handling

SKILLS

English

Hindi

odiya

LANGUAGE

1/09/2019 -

1/09/2020

maxbupa health insurance

Cluster Relationship Manager

Banccasurance - client HDFC Bank

*Responsible for managing the Max Bupa regional Sales through the

Bancassurance partner.

*Work closely with the partner channel, particularly branch managers

of the Banca partners, Customer Service and across the business

to ensure the timely delivery of high value, high-quality services to

Banca bene ciaries.

2/08/2017 -

30/08/2019

Tata aia life insurance

Relationship manager

Banccasurance, client - indusind bank

*Acted as an Investment advisor to the priority customers

*Handling Walk- In customers of the bank and Identifying their investment needs and providing solution with a suitable investment

plan.

*Tapping the right database of the branch and ensure authentic documentation

*Engaging in open and trusting relationship with the Branch Managers/sta /o cers

*Engage the employees of the bank branches in regular discussion

to transfer knowledge about insurance.

*Sharing MIS data of sta achievement and future prospects or business on daily basis with manager.

*Lead the cross selling of insurance (life & non-life) products to the

priority customers

Signi cant Highlights:

*Achieved YTD Goalsheet of INR 1.3 crores and achieving 80% persistency

10/01/2016 -

30/07/2017

Rubique nance

Relationship executive and customer sales service

All type insurance sales and service

*Responsible for cross selling various nancial products like Mutual

funds, Insurance (Life, General), etc to new customers and building

depth within the existing relationships.

*Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing

portfolio reviewing of the various client segment.

*Formulating strategies for expanding the client base by providing

investment advice to the clients.

*Maintaining long-term relationships with existing/new clients for

increasing the Asset Under Management (AUM) for the company.

*Cross-sell products and services to both new & existing clients according to their need.

08/2014 -

17/12/2015

Andromeda Bpo

Tale sales executive

Outbound calling

JUNE 2011 -

January 2014

Bharti Airtel

Field sales executive

Field sales all type of airtel product

EXPERIENCE

2013 Berhampur University

B.com

53%

2010 SB science College

12th

49

EDUCATION

Declaration

I hereby declare that all the above information is true to best of my knowledge DECLARATION

Signature:

Ranjit Kumar

patro



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