Akshay Bali
VP-Insurance Products | Insuretech|B2B & B2C| Principal officer | formerly with Integra Micro,Paulmerchants, Aegon Religare, PNBmetlife, Aviva, Ranbaxy fine chemicals
- Role
- Vice President- Third Products Distribution at Religare Broking Ltd
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Akshay Bali
I help fintechs, NBFCs, and corporates launch and scale profitable insurance & financial…
Experience
Vice President- Third Products Distribution
Sep 2021 — Present · Noida, IN
Building Phygital culture through offering products like Insurance, MF, SGB, NCD, PMS and fixed deposits. Prime object is to generate revenue through different verticals in RBL. Work closely with Tech team in designing the UI & UX for customers based through different channels like B2B & B2C.Helping the organization to become a wealth advisory company.
Education
PGDM (Marketing) from Symbiosis
PGDM
2002 — 2004
Indian Institute of Management Visakhapatnam
Executive Certificate Program, Strategic Transformational Leadership & Management
2024 — 2024
ADMAS (Sales) from Advance Diploma in Sales & Marketing,
ADMAS
1996 — 1997
National Institute of Securities Markets (NISM)
NISM-Series-V-A: Mutual Fund Distributors Certification Examination
2018 — 2021
KV school
Bachelor of Applied Science (B.A.Sc.)
1992 — 1994
Skills
- Business Development
- Up-Selling
- Business Planning
- Sales Management
- Life Insurance
- Cross Selling
- Performance Management
- Crm
- Banking
- Risk Management
- Team Management
- Strategic Planning
- Customer Relationship Management (Crm)
- Vendor Management
- Channel Partners
- Sales
- Business Strategy
- Business Relationship Management
- Bancassurance
- Leadership
- Customer Retention
- Management
- Team Building
- Management Information Systems (Mis)
- Relationship Management
- Insurance
- Mis
- Employee Engagement
- Key Account Management
- Training
- New Business Development
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