ANJALI
Rohini,NSW
Summary
Dynamic financial professional with extensive experience at Bajaj Allianz Life Insurance, excelling in business development and client interaction. Proven track record in enhancing ROI through strategic financial consultancy and data analysis. Adept at leading teams and fostering compliance with IRDA policies, driving significant growth in high-value customer segments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Area Manager
Bajaj Allianz Life Insurance Company Limited
Delhi, Delhi
01.2024 - 03.2025
- Researched economic trends and market conditions, offering clients current investment options.
- Facilitated client meetings to review portfolio performance and recommend necessary adjustments.
- Delivered comprehensive financial advice on retirement planning, estate planning, and tax strategies.
- Advised clients on effective portfolio diversification strategies to achieve return targets.
- Oversaw recruitment, training, and development of new team members to enhance team capabilities.
- Led a team of 12 members handling 60 branches
Deputy Sales Manager
ICICI Prudential Life Insurance CO Ltd
Delhi, Delhi
09.2020 - 12.2023
- Spearheaded operations across seven INDUSIND Bank branches, ensuring compliance with statutory regulations.
- Managed alliance sales for INDUSIND Bank's EXCLUSIVE & NR Channel Sales in North West CLUSTER.
- Drove revenue growth by targeting high-value customer segments.
- Oversaw alliance manpower management for INDUSIND Bank to optimize performance.
- Executed strategies for new acquisitions, renewals, and retention management.
- Facilitated training and development of new team members on ICICI Prudential Values and processes.
Summer Intern
ICICI Prudential Life Insurance
Jhandewalan, Delhi
05.2019 - 11.2019
Office Admin
PR Education Solutions
Karnal, Haryana
06.2016 - 04.2018
- Provided administrative support for projects managed by the elected official's office including budgeting tasks and grant writing efforts.
- Managed office operations, organized and coordinated administrative functions.
- Provided administrative support to the office team by handling phone calls, responding to emails and greeting visitors.
- Supervised administrative staff to ensure efficient operation of the office.
- Backed up experienced sales team by handling office needs such as supply restocking and administrative support.
Education
MBA -
Banasthali Vidyapeeth
Rajasthan01.2020
BBA -
G.V.M. Girls College
Sonipat01.2016
Senior Secondary -
CBSE
01.2013
Secondary Education -
CBSE
01.2011
Skills
- Business development
- ROI Enhancement
- Client interaction
- IRDA Policy Compliance
- Financial Analysis
- Data Analysis
- Financial Consultancy
Certification
Certificate session of TEMPLE (Talks over Employability, Personality and Leadership Enrichment), 2018
Disclaimer
I, hereby, declare that the above written particulars are true to the best of my knowledge and belief.
Awards
- Promoted to Deputy Sales Manager, 05/2021
- Award for exemplary performance in Varchasva, 11/2021
- Banca Achievers Certificate of Excellence, 09/2021
- Award for exemplary performance in Parakram, 08/2021
- 1st position in UDDAN organized at FMS-Wisdom, Date not specified
Personal Information
Date of Birth: 04/24/96
Timeline
Senior Area Manager
Bajaj Allianz Life Insurance Company Limited
01.2024 - 03.2025
Deputy Sales Manager
ICICI Prudential Life Insurance CO Ltd
09.2020 - 12.2023
Summer Intern
ICICI Prudential Life Insurance
05.2019 - 11.2019
Office Admin
PR Education Solutions
06.2016 - 04.2018
MBA -
Banasthali Vidyapeeth
BBA -
G.V.M. Girls College
Senior Secondary -
CBSE
Secondary Education -
CBSE
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