Prajakta Kachi
@prajaktakachi
I drive banking and life insurance sales through financial advisory, lead generation, and customer relationships.
IndiaWhat I'm looking for
I'm currently building and maintaining customer relationships at Axis Max Life Insurance, where I understand financial needs, recommend insurance solutions, promote financial products, generate leads, and achieve monthly sales targets.
Previously at HDFC Bank, I provided financial guidance, generated business through referrals, supported account opening and documentation, and coordinated with branch teams for smooth service delivery.
My earlier internship at Woxen Digital Pvt. Ltd. involved digital marketing campaigns, market research, competitor analysis, lead conversion, social media marketing, and product promotion.
I've consistently achieved monthly sales targets across banking and insurance, while building a strong customer base through relationship management, service, and retention.
Experience
Work history, roles, and key accomplishments
Senior Officer
Axis Max Life Insurance
Mar 2025 - Present (1 year 7 months)
Build and maintain strong relationships with new and existing customers. Understand customer financial needs and recommend suitable insurance solutions, promote life insurance and financial products, generate quality leads, and achieve monthly sales and revenue targets.
Sales Executive
HDFC Bank
Jun 2024 - Mar 2025 (9 months)
Built strong relationships with customers and provided financial guidance. Generated new business through lead generation and referrals, achieved monthly sales targets, assisted in account opening and documentation, and coordinated with branch teams for smooth service delivery.
Sales & Marketing Intern
Woxen Digital Pvt. Ltd.
Jun 2022 - Aug 2022 (2 months)
Assisted in planning and executing digital marketing campaigns, conducted market research and competitor analysis, generated and converted leads through various marketing channels, managed social media marketing activities, and supported the sales team in product promotion and customer engagement.
Education
Degrees, certifications, and relevant coursework
Indira Institute of Management
Post Graduate Diploma in Management, Marketing
2022 - 2024
Pursued a PGDM in Marketing from Indira Institute of Management, Tathawade, Pune.
Tilak Maharashtra Vidyapeeth
Bachelor of Business Administration, Marketing
2019 - 2022
Completed a BBA in Marketing from Tilak Maharashtra Vidyapeeth, Pune.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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