Keyur Shah

Keyur Shah

Followers of Keyur Shah1000 followers
location of Keyur ShahVadodara, Gujarat, India

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  • Timeline

  • Skills

    Wealth management
    Investment advisory
    Strategic financial planning
    Retirement planning
    Portfolio management
    Investments
    Investment strategies
    Financial advisory
    Wealth
    Financial planners
    Wealth management services
    Retirement
    Asset management
    Investment management
    Bonds
    Banking
    Microsoft office
    Insurance
    Powerpoint
    Microsoft word
    Microsoft excel
    Financial services
    Life insurance
    Risk management
    Mutual funds
  • About me

    Relationship Manager at Landmark Insurance Brokers Pvt Ltd (Policy Boss)

  • Education

    • Insurance Institute of India

      2017 - 2018
      Licentiate degree insurance
    • Navnirman Institute of Management

      2009 - 2012
      Bachelor of business administration - bba finance, general
  • Experience

    • Apex strategic consulting pvt ltd

      Feb 2013 - Jun 2014

      • got promoted & team leading profile • selling life insurance products of various life insurance companies.• maintain relationship with client.• manage renewals of life insurance policies.

      • Floating Team Leader- Client Relationship

        Apr 2014 - Jun 2014
      • Client Relationship Executive

        Jul 2013 - Mar 2014
      • Client Relationship Executive

        Feb 2013 - Jun 2013
    • Landmark insurance brokers pvt ltd

      Aug 2014 - Nov 2016

      • working in cross sell vertical.• selling of all general insurance product to existing clients i.e fire, marine, health, gmc, gpa, motor insurance.• maintaining retention & relationship with client.• co-ordinate with insurance company’s uw & claims team.

      • Senior Relationship Manager

        Jul 2016 - Nov 2016
      • Relationship Manager

        Aug 2014 - Jun 2016
    • Future Generali India Insurance Company Limited

      Nov 2016 - Jul 2017
      Senior executive - agency

      • developing strategic business and sales plans, ensuring company goals are met.• initiating and coordinating development of action plans to enter new markets.• assisting in implementing marketing plans; reviewing performances of agents and helping them improve sales.• establish new business by recruiting agents for fgii, developing and maintaing relationship with them to get the best possible outcome.•responsible for providing periodical training to the recruited agents about fgii products and process.•maintaining records of sales and pricings; creating and presenting proposals; and controlling expenses to meet budget guidelines, among others. show less

    • ICICI Lombard

      Aug 2017 - Mar 2019
      Unit sales manager- key relations

      • execution analyse the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business • conduct trainings at the branch for all nbfc partners around regulatory guidelines and products. • plan for activation of nbfc through r&r activities to increase the penetration in active branches of surat gj• drive the campaign/contest for the partner to drive sales in profitable segments. • identify cross sell opportunities for existing customers of branch. • interdepartmental coordination with other departments such as u/w, claims, & operations. show less

    • TATA AIG General Insurance Company Limited

      Mar 2019 - now

      • handling commercial lines business(sme)agency• preparing quotes for commercial line’s lob.• responsible for recruitment of agents through various sources to ensure achievement of business targets.• responsible for execution of the organizational strategy to ensure desired business results.• accountable for training and development of each agent thus recruited.• responsible for broadening & sustaining existing business base with exploration of opportunities among the channel partners & by increasing organisational share in the client portfolio.• testing/uat for newly launched online platforms of commercial lines products. show less

      • Area Sales Manager

        Dec 2023 - now
      • Area Sales Manager

        Nov 2022 - now
      • Area Sales Manager

        Apr 2022 - Nov 2022
      • Senior Channel Sales Manager

        Mar 2019 - Mar 2022
  • Licenses & Certifications

    • Nano Tips for Using Excel with Miss Excel

      LinkedIn
      Aug 2022
    • Creative Collaboration

      LinkedIn
      Aug 2022
    • Customer Service Mastery: Delight Every Customer

      LinkedIn
      Aug 2022
    • Teamwork Essentials: Stand Out as a Valuable Team Member

      LinkedIn
      Dec 2023