Akshat Pokle
2A/402, Green Meadows, Lokhandwala Towship, Kandivali East
Summary
Seeking a challenging career that offers opportunities for growth and advancement, while utilizing skills and experience to contribute to organizational success. Motivated to excel in a dynamic environment and committed to continuous learning and professional development.
Overview
17
17
years of professional experience
3
3
Languages
Work History
Assistant Manager – Client Servicing
Xperitus Insurance Broker Pvt. Ltd.
08.2022 - Current
- Fostered and maintained strong relationships with insurance companies and clients through regular communication and timely follow-ups
- Managed entire portfolio of clients' by evaluating insurance needs and provided tailored solutions and assistance
- Oversaw policy-related tasks such as issuance, renewals, endorsements, and cancellations, ensuring adherence to organizational and industry regulations
- Ensured accuracy and completeness of policy documentation and processes
- Addressed client inquiries, concerns, and complaints promptly and professionally
- Collaborated with internal teams to resolve client issues efficiently and achieve satisfactory outcomes
- Identified opportunities to introduce additional insurance products to existing clients
- Drove business growth by acquiring new clients and fostering organic growth within existing portfolio
- Educated clients on additional coverage options that met their specific needs
- Ensured compliance with applicable legal and regulatory standards in all servicing activities
- Maintained accurate, up-to-date records and documentation in line with company policies
- Conducted morning huddles to plan daily activities, focusing on new business, organic growth, and renewals, particularly for retail motor and health insurance
- Conducted regular client meetings for status updates, fostering open communication channels.
- Managed diverse portfolio of clients across various industries, showcasing adaptability and versatility.
- Implemented strategies to identify potential clients, resulting in business expansion and growth.
- Analyzed client feedback to identify areas of improvement, driving continuous process enhancements.
- Collaborated with cross-functional teams to ensure timely delivery of services, ensuring client satisfaction.
- Coordinated with sales teams to upsell additional services or products based on client needs assessment.
- Organized regular workshops and training sessions for team resulting in enhanced skill sets essential for delivering superior client service.
- Prepared detailed reports on account activity for management review, enabling informed decision making.
Assistant Manager – RSME - Agency
Bajaj Allianz General Insurance Company
12.2021 - 07.2022
- Managed broker relationships to maximize revenue
- Identified and onboarded high-potential brokers as distribution partners
- Ensured timely processing of campaign budgets and pay-outs by liaising with finance team
- Organized periodic meetings to resolve service-related issues and escalations
- Recommended focus areas for brokers to optimize business generation
- Led meetings with team to address challenges and develop solutions for broker conversions
Unit Sales Manager – Key Relation Group
ICICI Lombard GIC Ltd.
07.2018 - 11.2021
- Handled business banking segments for Yes Bank Limited and PNB HFL branches
- Generated insurance business through collaboration with frontline teams and leadership personnel
- Built relationships with team leaders and corporate clients in SME, large corporate, and retail banking
- Managed team of three members to execute end-to-end processes, including data entry, policy issuance, endorsements, and reversals
- Conducted training sessions to motivate team members and channel personnel
- Ensured adherence to defined processes while maximizing business generation
Financial Sales Manager - Bancassurance
Max Life Insurance Company Ltd.
06.2016 - 07.2018
- Managed insurance business operations for Yes Bank branches
- Conducted joint calls with sourcing staff and team leaders to generate leads
- Trained and motivated branch staff to achieve contest qualifications and sales targets
- Ensured compliance with KYC and AML guidelines while maintaining accurate sales reports
- Received appreciation gifts from Regional Head for exceptional seller activation in 2016-17
- Collected data on competitors' pricing and promotions through primary and secondary research techniques.
Insurance Sales Officer AM
Star Union Dai-ichi Life Insurance, Mumbai
02.2015 - 05.2016
- Built long-term relationships with bank staff and clients by providing complete after-sales services
- Sold insurance products through assigned bank branches while addressing customer needs
- Facilitated completion of medical reports and ensured prompt policy issuance
- Responded to client queries and resolved claim requests effectively
Assistant Manager
Easy Money, Mumbai
10.2009 - 11.2014
- Managed lead generation and conversions into prospective clients through regular follow-ups
- Ensured compliance with KYC norms and facilitated account opening processes
- Provided clients with research insights and ensured timely execution of equity and commodity trades
Keywording Expert
Jainco Tech Pvt. Ltd., Mumbai
08.2007 - 03.2008
- Keyworded images as per client guidelines
- Communicated with US-based clients to align on keywording standards
- Performed quality control on keyworded images
Education
Master’s - international business
University of Leeds
09.2008 - 01.2010
BMS -
Chinai College
06.2024 - 03.2007
HSC -
Sathaye College
06.2024 - 03.2004
SSC -
National High School
06.2024 - 03.2002
Skills
Upselling strategies
Sales support
Task delegation
Client education
Client retention
Personal Information
- Date of Birth: 03/17/86
- Marital Status: Married
Timeline
BMS -
Chinai College
06.2024 - 03.2007
HSC -
Sathaye College
06.2024 - 03.2004
SSC -
National High School
06.2024 - 03.2002
Assistant Manager – Client Servicing
Xperitus Insurance Broker Pvt. Ltd.
08.2022 - Current
Assistant Manager – RSME - Agency
Bajaj Allianz General Insurance Company
12.2021 - 07.2022
Unit Sales Manager – Key Relation Group
ICICI Lombard GIC Ltd.
07.2018 - 11.2021
Financial Sales Manager - Bancassurance
Max Life Insurance Company Ltd.
06.2016 - 07.2018
Insurance Sales Officer AM
Star Union Dai-ichi Life Insurance, Mumbai
02.2015 - 05.2016
Assistant Manager
Easy Money, Mumbai
10.2009 - 11.2014
Master’s - international business
University of Leeds
09.2008 - 01.2010
Keywording Expert
Jainco Tech Pvt. Ltd., Mumbai
08.2007 - 03.2008
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