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Taj Mohd, Relationship Manager

Taj Mohd

Relationship Manager·PNB MetLife Insurance

India

Bachelor's degree, Arts General

Work experience

Total years of experience: 8 years, 9 months

Relationship Manager

January 2025 - Present

PNB MetLife Insurance

Jammu, India

January 2025 - Present

• Managed and grew a portfolio of individual and corporate insurance clients.
• Provided consultative financial advisory to match clients with suitable insurance products.
• Consistently achieved and exceeded monthly sales targets with high customer retention.
• Conducted regular follow-ups and policy reviews to ensure long-term client satisfaction.
Company industry:
Insurance & TPA

Insurance Agent

January 2017 - April 2024

LIC India (Life Insurance Corporation of India)

Jammu, India

January 2017 - April 2024

• Acquired new clients through referrals, cold outreach, and community networking.
• Sold life, health, and investment-linked insurance policies to individuals and families.
• Conducted financial needs analysis and recommended appropriate coverage solutions.
• Maintained strong client relationships resulting in high policy renewal rates.
• Consistently met sales targets and received performance-based incentives.
Company industry:
Insurance & TPA

Education

Indira Gandhi University

June 2024

June 2024

Bachelor's degree, Arts General

India

Indira Gandhi National Open University

January 2024

January 2024

Bachelor's degree, Arts

India

Skills

problem solving skills
Expert
problem solving skills
Expert
Learner
Expert
Learner
Expert
Management
Expert
Management
Expert
Retail Oprations
Expert
Retail Oprations
Expert
Sales Development
Expert
Sales Development
Expert
Ecommerce Exicutive
Expert
Ecommerce Exicutive
Expert
AI Tools For Automation and Business Development
Expert
AI Tools For Automation and Business Development
Expert
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CONSULTATIVE SELLING
Intermediate
CONSULTATIVE SELLING
Intermediate
CUSTOMER RETENTION
Intermediate
CUSTOMER RETENTION
Intermediate
FINANCIAL NEEDS ASSESSMENT
Intermediate
FINANCIAL NEEDS ASSESSMENT
Intermediate
FINANCIAL SERVICES
Intermediate
FINANCIAL SERVICES
Intermediate
INDIVIDUAL LIFE INSURANCE
Intermediate
INDIVIDUAL LIFE INSURANCE
Intermediate
INSURANCE SALES
Intermediate
INSURANCE SALES
Intermediate
POLICY ANALYSIS
Intermediate
POLICY ANALYSIS
Intermediate
RELATIONSHIP MANAGEMENT
Intermediate
RELATIONSHIP MANAGEMENT
Intermediate
SALES
Intermediate
SALES
Intermediate

Languages

English

Expert

Hindi

Native Speaker

Urdu

Native Speaker

Punjabi

Beginner

Training and Certifications

Certifications
MetLife Certified Relationship Manager
IRDA Licensed Insurance Agent
Digital Marketing strategy
Social Media Management
ChatGpt for Marketing
WordPress Development