Jagdish Naik
Executive Relationship Manager @Bajaj Life
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WORK HISTORY
Executive Relationship Manager @Bajaj Life
Mumbai, IN
Working in The Banca Channel as an Investment Banker/advisor representing BALIC as Life Insurance Channel Partner. • Handling South Bombay\'s 2 Branches of Axis Bank and their Customers portfolio. • Helping customers understand the importance of life insurance for securing financial goals. • Advising bank customers on investing in diversified portfolios and tax-saving options.
EDUCATION
D E Societys Kirti M Doongursee College of Arts Science & Commerce,
Bachelor of Business Administration - BBA, Sales and Marketing,
Jain (Deemed-to-be University)
Master of Business Administration - MBA, Marketing/Marketing Management, General
ABOUT JAGDISH NAIK
About MeI’m Jagdish Chandrashekhar Naik — a passionate, results-driven MBA Marketing professional with hands-on experience across fintech, ed-tech, and insurance sectors. My core strength lies in connecting strategy with execution, whether it’s driving customer acquisition, building digital marketing campaigns, or advising clients on investment and insurance solutions.Currently, I serve as an Executive Relationship Manager at Bajaj Allianz Life Insurance, managing key Axis Bank branches in South Bombay. I specialize in life insurance advisory, tax-saving investment planning, and relationship management — helping clients secure their financial future with confidence.My previous roles in ed-tech and fintech companies helped me sharpen my skills in market research, lead generation, and digital engagement strategies, consistently delivering value to customers and growth to businesses. Core Competencies: Strategic Sales & Marketing Planning Digital Marketing & Social Media Strategy Customer Acquisition & CRM Investment Consulting & Financial Advisory Market Research & Business Intelligence Communication | Team Collaboration | Problem Solving Winner of the Ekyam 2019 Inter-College Management Competition, I bring energy, creativity, and discipline to every team I work with.Let’s connect! I\'m actively open to marketing roles, strategic opportunities, or collaborations where I can help drive customer value and business growth.
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