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Pritesh MehtrePM
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Pritesh Mehtre

@priteshmehtre

Client-focused insurance sales professional driving revenue, relationships, and operational efficiency.

India
Message

What I'm looking for

I seek a client-facing role in insurance or sales where I can drive revenue, build bank and client relationships, and improve processes for growth.

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

Bajaj Allianz Life Insurance logoBI

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

KS

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.

NN

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

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