Mugdha R.
Senior Key Account Manager @Tata AIA Life Insurance
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WORK HISTORY
Senior Key Account Manager @Tata AIA Life Insurance
Lucknow, IN
Partnership Distribution -Axis Bank LucknowKey Deliverables: Handling the HNI banking partner which is one of the maximum revenue contributors to the Company. Assisting Wealth Managers for opening and closing the Insurance sales calls. Handling the Citibank base to cross-sell Insurance product mix. Term Plan/Traditional portfolio building. Maintain and strengthen relationship with key customers. Maintaining a consistent persistency ratio. Regularly training the RM’s on existing and new products. Documentation and initial underwriting. Sales and Service follow up. Internally coordinating with different departments like Operations, Underwriting, Issuance and Service
EDUCATION
City Montessori School Lucknow
12th Standard
International Institute for Special Education,Lucknow(Dr B.R Ambedkar University,Agra)
Bachelors of Computer Applications
Indian Institute of Planning and Management
Post Graduate Diploma in Planning and Management
International Management Institute Brussels, Belgium
Master of Business Administration (M.B.A.)
SHRI RAMSWAROOP MEMORIAL UNIVERSITY
Pre-PHDCourse
Mount Carmel School Lucknow
10th Standard
SHRI RAMSWAROOP MEMORIAL UNIVERSITY
Doctor of Philosophy - PhD
ABOUT MUGDHA R.
Reliable and Committed Bancassurance Professional with years of experience in Sales and…
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