Ashish Bhagat - Relationship Manager

Ashish Bhagat

Relationship Manager

Relationship Manager at Niva Bupa Health Insurance with 5+ years across insurance, banking, and customer service. I build lasting client relationships, lead a cluster of 17 Axis Bank bancassurance branches, and drive branch performance and business growth.

Experience

My professional journey across insurance, banking, and customer service.

Relationship Manager

Niva Bupa Health Insurance CompanyRudrapur, Uttarakhand
2021 - Present

Promoted from Assistant Relationship Manager to Relationship Manager in August 2022.

Relationship ManagementSales & Business Development+4 more

Accounts & Foreign Compliance Executive

Gramen Botanicals Pvt. Ltd.Haldwani, Uttarakhand
2020 - 2021

Managed financial accounts and ensured compliance with international regulations.

Regulatory ComplianceAccount Management+2 more

Operations Advisor

Concentrix Daksh Services India Pvt. Ltd.Gurgaon, Haryana
2019 - 2020

Advised on optimizing operational processes and improving organizational efficiency.

Operations ManagementStrategic Planning+2 more

Skills

Professional strengths that define my work as a Relationship Manager.

Relationship Management

Build and maintain lasting client relationships built on trust, support, and satisfaction.

Sales & Business Development

Identify growth opportunities and drive business performance across branch networks.

Bancassurance

Distribute insurance products through banking partners and manage branch-level performance.

Regulatory Compliance

Ensure adherence to industry regulations and support internal and external audits.

Customer Service

Deliver personalized support and ensure customer satisfaction at every touchpoint.

Communication

Communicate clearly across phone, email, and chat to resolve needs and build rapport.