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Sumit

Relationship Manager with 10+ years of sales and client management

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Amritsar, Punjab, India
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Competencies

Customer Relationship ManagementExpert

Developed and maintained relationships with clients in insurance and telecom sectors, ensuring customer satisfaction.

Sales and Business DevelopmentAdvanced

Proven track record of generating new business and increasing sales, including venue, insurance, and resort sales.

Team Management & TrainingAdvanced

Led teams of 6 to 10 members, conducting training and development programs to enhance performance.

Product Upgradation & Strategy PlanningIntermediate

Implemented new strategies for customer engagement and product enhancements across multiple roles.

Need Based Selling and Technical Insurance SkillsExpert

Specialized in selling life insurance and investment instruments using need-based and technical sales approaches.

Education

B.A.
Vinayaka Mission University
Completed 2016
XII
PSEB
Completed 1998
X
PSEB
Completed 1996

Summary

Experienced in client relationship management, team leadership, and sales across insurance, banking, telecom, and hospitality sectors.

Key Achievements

  • Managed a team of 10 executives at Mahindra holidays, ensuring customer satisfaction and target achievement
  • Handled HNI clients for individual and corporate sales at Reliance Jio, driving business growth through referrals
  • Responsible for selling life insurance products and investment instruments at PNB MetLife, focusing on need-based selling

Experience

Senior Relationship Manager (Banca Insurance)

PNB MetLife Insurance Co Ltd
02 Aug 2025 - till Date

Deals in Life Insurance of PNB MetLife., Working in need based Selling., Responsible for selling the entire investment Instrument available in PNB MetLife.

Corporate Account Manager (HDFC Bank Branch Banking)

TATA AIA Life Insurance Co Ltd
06th Sep 2023 - 31 July 2025

Senior Relationship Manager (Banca Insurance)

PNB MetLife Insurance Co Ltd
19th Feb 2020 - 31 Aug 2023

Premium Relationship Manager

Reliance Jio Infocomm Ltd
14th Feb 2017 - 30th Jan 2020

Handling HNI client for individual and corporate sales., Relationship Management with old and new customers., Generating business through reference of the existing customer.

Assistant Sales Manager

Magic Holidays (Panoramic Group)
Jan 2013 - Dec 2016

Managing a team of 6 Executives & Sr. Executive., Team of tele callers was also reporting me., Managing in venue sales& on site sales., Training development of the new joiners., Brand Development while driving the customer satisfaction., Ensuring the smooth running of venue business...

Take Over Manager

Mahindra Holidays & Resorts India Limited
Apr 2007 - Dec 2012

Managing a team of 10 executives., Product up gradation on routine basis., Ensuring routine training programs for all the staff members., Ensuring proper coordination with existing customers., Implementation new strategies for customer meetings on monthly basis., Ensuring proper allocation of data...

Sales Consultant

Avalon Resorts Pvt. Limited
Apr 2003 - Mar 2007

Selling of membership under the venue selling & on site selling., Generating business through reference of the existing customers through relationship enterprise., Relationship management with the customers of the resort n generating new references from them.

Skills

Customer Relationship ManagementSales and Business DevelopmentTeam Management & TrainingProduct Upgradation & Strategy PlanningNeed Based Selling and Technical Insurance Skills
Published on CazVid - May 17, 2026
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