Praghya Gurung
Gangtok
Summary
Sales and Business Development professional with 6+ years of experience across banking and insurance, with expertise in B2C sales, customer relationship management, business development, financial products, and team leadership. Experienced in identifying customer needs, recommending suitable financial solutions, developing long-term client relationships, and supporting business growth.
Experienced in leading and coaching sales teams, monitoring performance, implementing customer relationship initiatives, and delivering high-quality customer service. Strong communication, negotiation, networking, problem-solving, and decision-making skills, complemented by an MBA in Finance.
Overview
8
8
years of professional experience
Work History
Priority Banking Relationship Manager
AXIS Bank Ltd
12.2024 - 05.2025
- Built and maintained relationships with new and existing customers while providing personalized financial guidance.
- Maintained strong customer relationships through regular engagement and high-quality service.
- Identified customer needs, recommending tailored insurance and financial solutions to enhance client satisfaction.
- Identified opportunities to recommend additions and changes to existing policies based on customer requirements.
- Supported business development by acquiring new customers, building strong relationships, and effectively promoting financial products.
- Developed targeted customer engagement and marketing strategies, increasing awareness and interest in new insurance contracts.
Cluster Branch manager
Canara HSBC Life Insurance Co. Ltd
12.2023 - 10.2024
- Led and managed 5-member team, providing guidance, coaching, and support to meet business goals.
- Rolled out new customer relationship process, enhancing customer engagement and service quality.
- Built and delivered structured training program for new team members.
- Tracked team performance against assigned goals, identifying areas for improvement.
- Coached team members on customer engagement, relationship building, and sales effectiveness.
- Supported business development through strong customer relationship management and sales execution.
- Coordinated team and branch activities while managing multiple priorities effectively.
Priority Relationship Manager
Axis Bank Ltd
07.2021 - 02.2023
- Managed relationships with priority customers by understanding their financial requirements and objectives.
- Recommended suitable banking products and financial solutions based on individual customer needs.
- Educated customers on product features, benefits, and available banking solutions.
- Developed and maintained strong customer relationships through regular engagement and personalized service.
- Identified opportunities to deepen existing customer relationships through relevant financial products and services.
- Supported business and sales objectives while maintaining high standards of customer service.
Key Relationship Manager
ICICI Prudential Life Insurance Company Ltd
11.2017 - 07.2021
- Built and maintained relationships with new and existing customers while providing personalized financial guidance.
- Identified customer needs and recommended suitable insurance and financial solutions.
- Developed customer engagement and marketing strategies to promote new insurance contracts.
- Identified opportunities to recommend additions and changes to existing policies based on customer requirements.
- Maintained strong customer relationships through regular engagement and high-quality service.
- Supported business development through customer acquisition, relationship building, and product promotion.
Education
M BA - Finance
SPPU
01-2018
B.COM -
SPPU
01-2016
HSC -
WBBSE
01-2012
SSC -
WBBSE
01-2010
Skills
- Investment and Wealth Planning
- Problem solving
- Decision Making
- Relationship Building andNetworking
Languages
English, Hindi, Nepali
Timeline
Priority Banking Relationship Manager
AXIS Bank Ltd
12.2024 - 05.2025
Cluster Branch manager
Canara HSBC Life Insurance Co. Ltd
12.2023 - 10.2024
Priority Relationship Manager
Axis Bank Ltd
07.2021 - 02.2023
Key Relationship Manager
ICICI Prudential Life Insurance Company Ltd
11.2017 - 07.2021
M BA - Finance
SPPU
B.COM -
SPPU
HSC -
WBBSE
SSC -
WBBSE