Navin M B Nair

Experience

• 

  Shriram Chits Maharashtra Ltd. - India

  Oct 2019 - Nov 2020

  Executive Trainee

  Agency Channel. Appointing Sales Officer and Development Officers from open market. Generating leads from appointed people and selling Life Insurance, Chit & Fixed Deposit as per their requirements and closing the prospect.

• 

  Tata AIA Life Insurance

  Apr 2021 - Aug 2023

  Building a strong relationship with the sales team of channel partner HDFC Bank. Meeting the prospective customers with channel sales team to sell insurance solutions. Achieving sales targets as per channel and organization strategy. Providing pre and post sales support. Ensuring quality of business and persistency. Overall need to ensure to Engage Channel Partners, Strive for Customer Satisfaction and Overall Achieve Sales Targets. Building a strong relationship with the sales team of channel partner HDFC Bank. Cross sell and up sales of Life Insurance products based on the life cycle needs of the customers and as defined by the organization. Strict adherence to organizations policies and processes.

  • Senior Corporate Account Manager

    Apr 2023 - Aug 2023

  • Corporate Account Manager

    Apr 2021 - Mar 2023
• 

  Max Life Insurance Company Limited

  Sept 2023 - Jul 2024

  Relationship Manager - Affluent Banking

  Building a strong relationship with the RM team of channel partner Axis Bank. Build and maintain strong relationships with high net worth clients through regular interactions, understanding their financial goals, and addressing their wealth management needs. Identify potential affluent clients through various channels, including referrals, networking, and market research. Develop and execute strategies to acquire new HNI clients and grow the portfolio size. Collaborate with product specialists, marketing, and other teams to enhance product offerings and improve client acquisition and retention. Stay updated with market trends, financial products, and industry regulations to offer the most relevant and up-to-date financial advice. Ensure compliance with all internal policies, procedures, and regulatory guidelines. Collaborate with internal teams, including relationship managers from other divisions, wealth specialists, credit officers, and customer support, to deliver comprehensive and seamless services to clients. Work closely with the support teams to ensure smooth onboarding of new clients and efficient handling of any client-related issues. Show less