AMAN KATARIA

Achieved 100% of the annual sales target; successfully generating AED
66, 000+ ($18, 000 USD) in new business portfolio.
Managed end-to-end customer relationships, retention strategies, and
comprehensive policy servicing activities.
Resolved complex customer grievances and complaints through
proactive cross-functional coordination.
Identified and executed high-yield cross-selling and upselling
opportunities within the existing banking client portfolio.

Recruited, onboarded, and trained a team of 10 Financial Advisors to
aggressively expand the agency network.
Conducted performance tracking, structured training programs, and
product knowledge workshops for advisors.
Drove sales of diverse Life and Health Insurance products through
consultative selling and need-based financial analysis.

35, 000+ (59, 500 USD) through strategic partner channels.
Successfully marketed and distributed Motor, Health, and Loan
Protection Insurance products.
Oversaw backend document processing, customer onboarding, and
provided end-to-end support during insurance claims.
Built and sustained productive, long-term relationships with key banking
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Cross-Selling & Upselling
Ability to identify and execute upselling and
cross-selling opportunities.
Customer Retention
Maintaining and growing customer
relationships.
Claims Assistance
Assisting with insurance claims processes.
Policy Servicing
Handling policy servicing activities.
Advisor Training & Recruitment
Training and recruiting insurance advisors.
partners and corporate clients.
Managed executive schedules, calendar coordination, and complex travel
arrangements, boosting overall office efficiency by 40%.
Developed and optimized a digital database management system,
increasing data retrieval speed and accuracy by 30%.
Processed billing invoices and financial expense reports, ensuring 100%
data accuracy and compliance.

Managed executive schedules, calendar coordination, and complex travel
arrangements, boosting overall office efficiency by 40%.
Developed and optimized a digital database management system,
increasing data retrieval speed and accuracy by 30%.
Processed billing invoices and financial expense reports, ensuring 100%
data accuracy and compliance.