Pritesh Mehtre
@priteshmehtre
Client-focused insurance sales professional driving revenue, relationships, and operational efficiency.
What I'm looking for
I am an insurance sales and relationship professional with demonstrated success in bancassurance channels and direct client engagement. I consistently exceed sales targets by understanding client needs and recommending tailored life insurance solutions.
In my recent roles I built strong partnerships with bank staff, generated and converted leads from walk-ins and referrals, and maintained high policy persistency through attentive service and follow-ups. I also handle objections, resolve queries, and streamline processes to improve conversions.
I bring operational strengths in inventory and process management, alongside proficiency in MS Office and strong communication skills. I prioritize collaborative work with bank teams to drive awareness and measurable sales growth.
I am ready to contribute to business development and organizational success by leveraging relationship management, sales strategy, and efficient operations to deliver consistent results.
Experience
Work history, roles, and key accomplishments
Sr. Corporate Agency Manager
HDFC Life Insurance
Aug 2025 - Present (6 months)
Connect with HDFC Bank customers virtually to promote life insurance products, achieve assigned sales targets, and maintain strong bancassurance relationships to drive policy conversions.
Senior Relationship Manager - MT
Bajaj Allianz Life Insurance
Apr 2024 - Aug 2025 (1 year 4 months)
Built relationships with bank staff to generate and convert leads, achieved sales targets with a balanced product mix, and ensured high policy persistency through service and follow-ups.
Education
Degrees, certifications, and relevant coursework
Kohinoor Business School
Master of Management Studies, Management
2022 - 2024
Completed Master of Management Studies focusing on management disciplines and business practices from January 2022 to December 2024.
Narshinha Jr. College, YCOM University Nashik
Bachelor of Arts, Arts
2017 - 2020
Completed Bachelor of Arts from January 2017 to December 2020.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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