Likhith Rao

o Managed client portfolios to drive new business premium income, achieving targeted sales milestones within a fast-paced environment. o Built and maintained strong relationships with bank partners (bancassurance channel) and direct clients to maximize lead conversion. o Conducted comprehensive financial need analyses for diverse customer segments to recommend tailored life insurance and wealth-maximization products

o Partnered closely with Axis Bank branch staff to pitch, cross-sell, and upsell Max Life insurance products to the bank's existing customer base. o Efficiently mapped and activated assigned customer data, converting cold leads into active insurance policies. o Guided clients smoothly through the underwriting process, ensuring clear communication regarding policy terms, benefits, and premium structures.

o Managed customer inquiries and transactions with a focus on delivering quality service o Performed data entry and back-office tasks, ensuring high accuracy and timely completion of duties o Resolved complaints by analyzing issues and proposing viable solutions o Supported data management and entry tasks to ensure the integrity and confidentiality of information