Headline

Key Relationship Manager at Icici Prudential Life Insurance | Marketing & Operations | Fortune Institute Of International Business 23-25 | Rajasthan University

About

Results-driven BFSI and client relationship professional currently working with ICICI Prudential Life Insurance, specializing in customer servicing, investment operations, and portfolio relationship management within the Bancassurance channel. Experienced in handling end-to-end client engagement, policy servicing, financial documentation, and resolving complex customer queries while ensuring seamless operational efficiency and regulatory compliance. Skilled in building long-term client relationships, coordinating with cross-functional teams, and supporting business growth through proactive servicing and data-driven decision-making. Experienced in MIS reporting, portfolio analysis, market research, and customer insights with a strong ability to translate analytical findings into practical business outcomes. Technical proficiency includes Advanced MS Excel, Google Analytics, CRM tools, MIS dashboards, AI-backed research, and PowerPoint. Passionate about combining analytical thinking, customer-centric problem solving, and communication skills to create impactful business results.

Location

New Delhi

Work experience

Business Trainee at ICICI Prudential Life Insurance Company Limited, May 2025 - Present · 1 yr 2 mos, Gurugram, Haryana, India, • Built and maintained strong client relationships. • Explored and pitched to potential clients for new business. • Prepared cost estimates and client quotations. • Negotiated agreements and closed sales deals. • Collected and analyzed market and client data. • Provided insights on future buying trends • Coordinated with managers on variations, delivery, and specifications. • Supported product development discussions and promotional activities

Market Research Intern at Bodycare International Limited, May 2024 - Jul 2024 · 3 mos, New Delhi, Delhi, India

Project Intern at Scope For Change, Jan 2024 - Jan 2024 · 1 mo, New Delhi, Delhi, India

Education

Postgraduate Degree, Fortune Institute of International Business

Bachelor of Business Administration - BBA, Business Administration and Management, General, University of Rajasthan