Kunal Dutta
Senior Financial Relationship Manager at Ageas Federal Life Insurance I Senior Sales Manager at Bajaj Allianz Life Insurance I ICFAI Business School Pune (IBS Pune) I Summer Internship at CSB Bank LTD
- Role
- Senior Sales Manager at Bajaj Life
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
About Kunal Dutta
As a Senior Financial Relationship Manager (SFRM) at Ageas Federal Life Insurance, I specialize in building long-term client relationships and delivering customized life insurance and wealth protection solutions.I work closely with customers to understand their financial goals, risk appetite, and future aspirations, helping them secure their families and grow their wealth through strategic financial planning. My role involves driving business growth through relationship management, cross-selling, client servicing, and maintaining strong partnerships with banking and distribution channels.With a strong focus on customer trust, ethical selling, and performance excellence, I aim to create value for both clients and the organization. I am passionate about financial advisory, sales strategy, and delivering consistent results in a competitive environment. Relationship Management Financial Planning & Protection Solutions Insurance Sales & Business Development Client Retention & Portfolio Growth Target Achievement & Revenue Expansion
Experience
Senior Sales Manager
Mar 2025 — Present · Pune, IN
Education
ICFAI Business School, Pune Official
PGPM
Royal Academy Siliguri
Commerce
SILIGURI COLLEGE OF COMMERCE, DARJEELING
Bachelor of Commerce - BCom
2019 — 2022
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