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Jitendra Dalal

@jitendradalal

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Dynamic Corporate Account Manager focused on relationship building and sales.

India

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What I'm looking for

I am looking for a dynamic environment that fosters professional growth and aligns with my goals.

I am a dedicated Corporate Account Manager with extensive experience in the insurance sector, currently working with TATA AIA Life Insurance. My role involves developing and nurturing productive relationships with partner banks, conducting training sessions, and actively engaging in lead generation. I pride myself on my ability to build a pipeline of prospective customers and assist them in making informed decisions about their life insurance needs.

Throughout my career, I have consistently achieved sales targets and fostered long-term relationships with key corporate clients. My previous roles at Star Union Dai-Chi Life Insurance and SBI Life Insurance have equipped me with the skills to manage and develop client accounts effectively. I am committed to ensuring compliance with regulatory requirements while providing exceptional customer support and maintaining strong communication with clients.

Experience

Work history, roles, and key accomplishments

Current

Corporate Account Manager

Current

TATA AIA Life Insurance

Oct 2023 - Present (1 year 8 months)

Develop and nurture relationships with partner banks, conduct training sessions for bank employees, engage in lead generation, and ensure compliance with regulatory requirements. Act as the primary contact for corporate clients and manage client accounts to ensure retention and growth.

Relationship Management Sales Strategy Lead Generation Compliance Customer Acquisition Performance Analysis

Deputy Relationship Manager

Star Union Dai-Chi Life Insurance Co.Ltd.

Mar 2023 - Oct 2023 (7 months)

Develop relationships with partner banks, conduct training for bank employees, engage in lead generation, and ensure compliance with regulations. Provide comprehensive information about life insurance policies and assist customers in decision-making.

Relationship Management Sales Strategy Lead Generation Compliance Customer Acquisition Performance Analysis

Development Manager

SBI Life Insurance

Aug 2021 - Feb 2023 (1 year 6 months)

Achieve business goals through recruitment and training of insurance advisors. Manage a team of agents to drive sales and maintain client relationships. Support agents in premium collection and ensure high persistency rates.

Team Management Sales Strategy Recruitment Client Relationship Management Insurance Agent Performance Monitoring Lead Generation

Assistant Manager

Axis Bank Ltd

Feb 2020 - Feb 2021 (1 year)

Handle daily banking operations, process customer requests, and manage account openings. Engage in cross-selling banking products and address customer queries effectively.

Banking Operations Customer Service Cross Selling Account Management Compliance

Assistant Branch Operation Manager

IDFC First Bharat Ltd.

Oct 2019 - Jan 2020 (3 months)

Manage business processing operations, oversee loan disbursement processes, and maintain documentation. Cross-sell life and health insurance products to customers.

Operations Management Loan Processing Documentation Cross Selling Customer Service Compliance

Assistant Executive/Cashier

Shriram Transport Finance Company Ltd.

Jul 2016 - Jul 2019 (3 years)

Oversee business processing operations and manage loan disbursement. Engage in customer verification and cross-sell insurance products.

Operations Management Cross Selling Documentation Compliance

Office Incharge

SUSHANT LIC SEVA

Feb 2015 - Jun 2016 (1 year 4 months)

Interact with clients to provide assistance, process policy applications, and manage claims. Support clients with personal loans and maintain client relationships.

Claims Management Customer Service Loan Processing Marketing Relationship Management

Education

Degrees, certifications, and relevant coursework

R.C.Patel IMRD

Master of Computer Applications, Computer Applications

2011 - 2014

Grade: 60.80%

Completed a Master of Computer Applications (MCA) with a focus on software development and programming. Gained knowledge in various programming languages and database management, enhancing skills in application development and problem-solving.

R.C.Patel IMRD

Bachelor of Computer Applications, Computer Applications

2008 - 2011

Grade: 78.43%

Achieved a Bachelor of Computer Applications (BCA) degree, focusing on computer science fundamentals, programming, and software development. Developed strong analytical and technical skills through various projects and coursework.

R.C.Patel Junior College

Higher Secondary Certificate, Science

2006 - 2008

Grade: 73.67%

Completed Higher Secondary Certificate (HSC) with a focus on science and mathematics, laying a strong foundation for further studies in computer applications.

R.C.Patel Secondary School

Secondary School Certificate, General Education

2004 - 2006

Grade: 80.00%

Achieved Secondary School Certificate (SSC) with a strong performance in various subjects, demonstrating early academic excellence and a commitment to education.