Dheeraj Nair

Managed a portfolio of keycorporate and high-value clients by building strong, long-term relationshipsfocused on retention and
revenue growth.
Acted asthe single point ofcontactfor all client servicing, ensuring smooth communication between clients and internal
departments.
Identified business opportunities within existing accountsto increase penetration of life insurance and wealth protection
products.
Developed tailored insurance solutions based on clientfinancial goals, risk exposure, and long-term investment needs.
Conducted periodic portfolio reviews with clientsto reassess coverage adequacy and recommend upgrades or modifications.
Coordinated with underwriting, operations, and claimsteamsto ensure seamless policy issuance and servicing experience.
Handled escalations and resolved complex client issues within defined turnaround time to maintain service quality.
Prepared detailed reports on account performance, renewal status, and revenue contribution for management review.
Strengthened client engagementthrough regular meetings, business reviews, and relationship-building activities.

Led and supported sales activitiesfor life insurance products across assigned territoryto achieve monthly businesstargets.
Managed relationships with channel partners, advisors, and agentsto ensure consistent business sourcing and productivity.
Provided training and guidance to advisors on productfeatures, salestechniques, and regulatorycompliance.
Conducted regularjointfield visits with advisorsto improve customer acquisition and closure rates.
Identified customerfinancial needs and recommended suitable insurance and investment-linked solutions.
Ensured smooth policy issuance bycoordinatingwith operations and underwritingteams.
Monitored dailysales performance and prepared reportsfortrackingtarget achievement and productivitygaps.
Implemented strategiesto improve lead conversion ratio and reduce drop-offs in the salesfunnel.
Organized customer engagement activities such as seminars, financial awareness sessions, and promotional events.
Handled customer queries and grievances, ensuringtimely resolution and improved satisfaction levels.

Assisted in managing client relationships bysupportingfinancial advisors in dailycustomer interactions and follow-ups.
Helped in preparing insurance and investment proposals based on clientfinancial goals and risk appetite.
Conducted basic client onboarding activities, including documentation, data entry, and policytracking.
Participated in client meetings and learned consultative sellingtechniquesforfinancial products.
Supported lead generation activitiesthrough calls, referrals, and database management.
Gained exposure to insurance products, mutual funds, and financial planning processes undersenior mentorship.
Developed understanding ofcustomer relationship management systems and sales pipelines.