Manoj Kumar Prajapati
INVESTMENT AND INSURANCE MANAGER
NAVI MUMBAI
Summary
I am self-motivated and Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 7 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
8
8
years of professional experience
Work History
Business Development Manager
SBI Life Insurance Company
12.2020 - Current
- Generated new business with marketing initiatives and strategic plans.
- Reached out to potential customers via telephone, Email, bank branch leads, referrals.
- Managing total 6 Relationship manager and develop business through training and development.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
PREMIER RELATIONSHIP MANAGER
KOTAK LIFE INSURANCE CO. LTD
12.2017
- Managing investment for HNI/Retails clients of Kotak Mahindra Bank
- Acquiring new clients as well as managing existing one and referrals
- By Maintaining Good Relationship with the branch employees and generate leads
- Maintain good relationship with clients and sell life insurance products (Protection and long term investments) based on the life cycle needs of the customers and defined by the organization
- Communicating regularly with potential clients for offering insurance deals based on their financial condition of individual, all in order to improve insurance coverage
- Managing the bank channel by training the bank Relationship Manager about various insurance related investment products
- Responsible for achieving target as assigned by the organization on a daily, weekly and monthly basis
- Maintained single point of contact with existing customers and prospect, Maintained database and implementation marketing promotion.
RELATIONSHIP MANAGER
HDFC LIFE INSURANCE CO. LTD
11.2016 - 12.2017
- Work on mapped books clients, Fixing appointments on phone calls, Met directly with clients on field, Service to sales and generate referrals
- Cross sell and up sales HDFC life insurance product based on the life cycle need of the customers and defined by the organization
- Managing the investment portfolios of clients including all assets product
- Acquiring new clients as well as existing clients
- Responsible for achieving target as assigned by the organization on a daily, weekly and monthly basis
- Maintained single point of contact with existing customers and prospect, Maintained database and implementation marketing promotion.
Education
Graduation (B.COM) -
R.J College Ghatkopar (w) Mumbai
04.2001 - 2016.04
H.S.C - undefined
R.J College ghatkopar (w) Mumbai
Skills
Insurance and Investment sales
Customer Service
business development planning
Need analyses and portfolio management
Excellent Communication and Negotiation
Team work and team building
Customer Relationship Building
Team work and team building
Insurance and Investment sales
Accomplishments
- QUALIFIED FOR INTERNATIONAL TRIP SINGAPORE IN 2022 (SBI LIFE)
- PROMOTED FOR BDM IN 2022 (SBI LIFE)
- QUALIFIED FOR INTERNATIONAL TRIP THAILAND IN 2021 (SBI LIFE)
- WON KNOWLEDGE PREMIER LEAGE STATE LEVEL (INITIATIVE BY L&D DEPT HEAD) IN 2023 (SBI LIFE)
- HIGHEST INCENTIVE EARNER OF THE YEAR IN SOUTH MUMBAI (SBI LIFE) 2022
- QUALIFIED 3 RELATIONSHIP MANAGER FOR MDRT IN 2022 (SBI LIFE)
- QUALIFIED 4 REALATIONSHIP MANAGER FOR MDRT IN 2023 (SBI LIFE)
- AWARDED HONOR BY PRESIDENT CLUB FOR IRP BUDGET ACHIVEMET 220% IN 2021 (SBI LIFE)
- 2 DOMESTIC TRIP AND MORE.
- Qualified for international trip in 2019 Thailand (Kotak life)
- PROMOTED FOR DPRM.
- Certificates of appreciation for top business contributors in 2020 (Kotak life)
- Awarded for exemplary performance in Kotak Bank channel 2020 (Kotak life)
- Awarded for top business contributors in Mumbai 2020 (Kotak life) And Many More.
Personal Information
- Place of Birth: Mumbai
- Contact Number- 8652228759
- Father's Name: MR. RAJESHWAR PRAJAPATI
- Date of Birth: 10/08/94
- Nationality: INDIAN
- Marital Status: MARRIED
- Religion: Hindu
Languages
ENGLISH
HINDI
MARATHI
Disclaimer
I do hereby declare that the particulars of information and facts stated herein above are true, correct and complete to the best of my knowledge and belief.
Timeline
Business Development Manager
SBI Life Insurance Company
12.2020 - Current
PREMIER RELATIONSHIP MANAGER
KOTAK LIFE INSURANCE CO. LTD
12.2017
RELATIONSHIP MANAGER
HDFC LIFE INSURANCE CO. LTD
11.2016 - 12.2017
Graduation (B.COM) -
R.J College Ghatkopar (w) Mumbai
04.2001 - 2016.04
H.S.C - undefined
R.J College ghatkopar (w) Mumbai
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