At Policybazaar, I managed the complete insurance journey for around 2,500 HNI and ultra-HNI customers, from portfolio reviews and needs-based recommendations to claims and renewals. I generated ₹1.25 Cr+ in fresh business through cross-selling, upselling, and referrals, and was recognised as a Top 10 performer.
As one of the initial members of the HNI team, I helped set up service workflows and delivered more than 30 training sessions. Earlier, I ran the full sales cycle at Knorish and managed post-sales relationships at BIK, where upselling added around ₹30–40L in revenue.
