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pradeep nayal
Looking for a jobSenior Relationship Manager – HNI
Senior Relationship Manager at Policybazaar who managed 2,500 HNI customers and generated ₹1.25 Cr+ in fresh business.
IndiaSenior Relationship Manager – HNI at Policybazaar
Experience
Senior Relationship Manager – HNI
Managed the complete insurance portfolio of ~2,500 HNI and ultra-HNI customers, driving cross-selling, upselling, and referrals. Grew fresh business from ₹40L to ₹70L (~75%) and handled claims and escalations.
HNI NRI Relationship ManagementInsurance Portfolio ManagementCross SellingUpsellingReferral GenerationClaims ManagementEscalation ManagementHealth InsuranceTerm Life InsuranceMotor InsuranceInvestment ProductsGMCRenewalsTrainingMentorshipPolicybazaar CRMMatrixSalesforceZoho CRMHubSpotFreshdeskExcelGoogle Sheets
Inside Sales Representative
Ran the full sales cycle including discovery, product demos, objection handling, and closing for creators and educators. Handled customer onboarding and guided customers in setting up online sales funnels.
SalesDiscoveryProduct DemonstrationsObjection HandlingClosingCustomer OnboardingSaaS
Customer Success Manager
Managed post-sales relationships end to end and grew accounts through upselling, adding ~₹30–40L in upsell revenue. Ran the CSM function alone for ~5 months after team exits, keeping accounts and renewals on track.
Customer SuccessUpsellingAccount ManagementRenewalsSaaS
Education
NMIMS
Pursuing an MBA in Sales and Marketing, expected to complete in 2027.
Pursuing an MBA in Sales and Marketing, expected to complete in 2027.
Shivaji College, University of Delhi
Completed a Bachelor of Science in Mathematics with Honors.