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Vikash Thakur

@vikashthakur

Bancassurance professional at Care Health Insurance Ltd who managed health insurance sales through banking partner channels.

India

Message

At Care Health Insurance Ltd, I managed and drove health insurance business through banking partner channels within my assigned cluster. I built and maintained relationships with bank officials to support lead generation and conversion.

I conducted product training and sales motivation sessions for bank staff, and oversaw the end-to-end sales process while ensuring service standards and compliance with Bancassurance guidelines.

Earlier, I managed national distributors for life insurance products at HDFC Life Insurance Pvt. Ltd. At Star Union Dai-ichi Life Insurance Co Ltd, I handled customer lifecycle activities and grievance resolution; at BMA Wealth Creator Pvt. Ltd., I marketed life insurance investment products.

Experience

Work history, roles, and key accomplishments

Associate Cluster Manager

Care Health Insurance Ltd

May 2019 - Apr 2023 (3 years 11 months)

Managed health insurance business through banking partner channels within the assigned cluster. Built strategic relationships with bank officials, conducted product training, and oversaw end-to-end sales processes ensuring compliance with Bancassurance guidelines.

Bancassurance Cluster Management Software Relationship Management Sales Strategy Product Training Compliance

Assistant Relationship Manager

Star Union Dai-ichi Life Insurance Co Ltd

Aug 2018 - Apr 2019 (8 months)

Handled operational activities and lifecycle management for Life Insurance customers. Executed aggressive sales and cross-selling strategies to meet organizational targets and managed end-to-end customer handling and grievance resolution.

life insurance Customer Relationship Management Cross Selling Sales Grievance Resolution

Corporate Agency Manager

HDFC Life Insurance Pvt. Ltd.

Feb 2015 - Dec 2016 (1 year 10 months)

Managed National Distributors for Life Insurance products. Planned and implemented sales programs and strategies to secure continuous business and conducted high-impact product presentations for corporate partners and clients.

life insurance Sales Strategy Channel Management Product Presentations Business Development

Relationship Manager

BMA Wealth Creator Pvt. Ltd.

Jun 2014 - Dec 2014 (6 months)

Marketed Life Insurance investment products to new and existing market segments. Implemented sales strategies to support and grow the client portfolio.

life insurance Investment Products Sales Strategy Client Portfolio Management