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@upasanadowerah
Experienced insurance professional driving business growth through strategic partnerships.
I am an experienced insurance professional with over 5 years in health and life insurance, having worked with leading companies such as Niva Bupa, Bajaj Allianz, HDFC Ergo, and Apollo Munich. My expertise lies in agency recruitment, bancassurance, and relationship management, where I have consistently driven business growth through strategic partnerships with banks. I pride myself on delivering customer-centric solutions across diverse regions, including Northeast India.
In my recent role as a Financial Sales Manager at Max Life Insurance, I managed relationships with customers and resources of YES Education Bank, successfully pitching sales calls and closing deals. My previous experiences as a Sales Manager and Business Sales Manager have equipped me with the skills to recruit advisors, process claims, and ensure client retention. I am passionate about building strong relationships and achieving sales targets while maintaining a high level of customer satisfaction.
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Work history, roles, and key accomplishments
Max Life Insurance Company
Jun 2023 - Aug 2024 (1 year 2 months)
Managed relationships with bank customers and resources, pitching sales calls and closing deals. Logged closed cases step by step and managed claims.
Niva Bupa Health Insurance Company
May 2022 - May 2023 (1 year)
Recruited advisors and agents, conducted joint calls, pitching, and closing sales. Processed all claims.
Bajaj Alliance Life Insurance Company
Nov 2020 - May 2022 (1 year 6 months)
Managed relationships with Axis Bank customers and resources, resulting in case closures. Logged closed cases step by step and managed claims.
HDFC Ergo General Insurance Company
May 2019 - Nov 2020 (1 year 6 months)
Managed relationships with Axis Bank and HDFC Bank customers and resources, pitching and closing sales calls. Processed cases, maintained database and MIS, and provided claim services.
HDFC Life Insurance Company
Dec 2018 - May 2019 (5 months)
Worked as a Sales Development Manager for the Branch Banking vertical with HDFC Bank.
Degrees, certifications, and relevant coursework
Bachelor of Engineering, Information Technology
2007 - 2011
Completed a Bachelor of Engineering degree with a focus on Information Technology. Studied core engineering principles and specialized IT subjects.
You can contact Upasana and 90k+ other talented remote workers on Himalayas.
Message UpasanaRAHUL DHANKASH
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