
Keyur Shah

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Skills
Wealth managementInvestment advisoryStrategic financial planningRetirement planningPortfolio managementInvestmentsInvestment strategiesFinancial advisoryWealthFinancial plannersWealth management servicesRetirementAsset managementInvestment managementBondsBankingMicrosoft officeInsurancePowerpointMicrosoft wordMicrosoft excelFinancial servicesLife insuranceRisk managementMutual fundsAbout me
Relationship Manager at Landmark Insurance Brokers Pvt Ltd (Policy Boss)
Education

Insurance Institute of India
2017 - 2018Licentiate degree insurance
Navnirman Institute of Management
2009 - 2012Bachelor 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 2014Client Relationship Executive
Jul 2013 - Mar 2014Client 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 2016Relationship Manager
Aug 2014 - Jun 2016

Future Generali India Insurance Company Limited
Nov 2016 - Jul 2017Senior 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 2019Unit 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 - nowArea Sales Manager
Nov 2022 - nowArea Sales Manager
Apr 2022 - Nov 2022Senior Channel Sales Manager
Mar 2019 - Mar 2022
Licenses & Certifications

Nano Tips for Using Excel with Miss Excel
LinkedInAug 2022
Creative Collaboration
LinkedInAug 2022
Customer Service Mastery: Delight Every Customer
LinkedInAug 2022
Teamwork Essentials: Stand Out as a Valuable Team Member
LinkedInDec 2023
Languages
- hiHindi
- guGujarati
- enEnglish
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