Ashwitha Poojary

In this role, I'm providing support for all the insurance-related sales and services for HDFC securities. my responsibilities include • Managing the insurance sales and services of HDFC BANK. • Keeping a good relationship with the channel partner. • Provide support to the branch to increase its insurance business. • Meeting the clients for the branch for insurance sales. • Provide after-sales services. • Controlling the competition and market share.

Worked as a relationship associate in AXIS bank as max life insurance. • Guiding RM's to achieve their targets and helping them in their business. • Managing the sales and services of insurance in the AXIS bank branch. • Meet the clients for insurance sales. • Provide the best investment advice to AXIS bank clients. • After-sales services • Keeping the Excel records and sharing them to max life for business review.

Worked as a Relationship Manager with HDFC LIFE, Involved in • Cross-selling and up-selling of retail lines of products. • Developed a strong relationship with the bank and customers. • Acquisition and retention of new customers • Manage existing relationships by Ensuring speedy resolution of queries. • Maintaining excellent relations with the clients to generate revenue for additional business Competition mapping and focus on increasing the market share