Bhadresh Soni Email and Phone Number
Experienced sales professional with over a decade in the financial services and insurance sectors. I've excelled in roles at Aegon Life, ICICI Bank, and Future Generali Life Insurance, consistently driving growth and enhancing client satisfaction. From leading teams to optimizing sales strategies, I am dedicated to delivering results and building strong client relationships. Let’s connect to explore opportunities or discuss industry insights!
Tata Aia Life Insurance
View- Website:
- tataaia.com
- Employees:
- 7376
-
Senior Life PlannerTata Aia Life Insurance Jan 2020 - PresentAhmedabad, Gujarat, India -
Senior Financial Service ManagerFuture Generali India Life Insurance Jan 2019 - Dec 2019Ahmedabad, Gujarat, IndiaAt Future Generali Life Insurance Co. Ltd., from January 2019 to December 2019, I focused on boosting business growth and improving sales results. I developed and implemented sales strategies, built strong client relationships, and led a team to meet and exceed targets. My efforts played a key role in expanding the company’s market presence and enhancing overall sales performance. -
Portfolio ManagerAegon Life Jan 2013 - Dec 2018Ahmedabad, Gujarat, IndiaAt Aegon Life, I excelled as a Relationship Manager starting in January 2013, consistently surpassing sales targets and demonstrating exceptional client management skills. This success led to a promotion to Senior Relationship Manager in March 2015, where I effectively led and mentored a team, broadened our client base, and achieved substantial revenue growth. By January 2017, I advanced to the role of Portfolio Manager, directing strategic initiatives, optimizing portfolio performance, and significantly enhancing client satisfaction. -
Sales ManagerDlf Pramerica Life Insurance Company Limited Nov 2011 - Dec 2012Ahmedabad, Gujarat, IndiaAt DLF Pramerica Life Insurance Co. Ltd., I served as a Sales Manager from November 2011 to December 2012. In this role, I was responsible for driving sales performance and managing a team of sales professionals. My focus was on developing and implementing effective sales strategies, expanding market reach, and enhancing team productivity. Through my leadership, I successfully achieved and exceeded sales targets, contributing to the company's growth and success in the competitive insurance market. -
Personal Loan ConsultantIcici Bank Dec 2005 - Nov 2011Ahmedabad, Gujarat, IndiaI started my career at ICICI Bank as a Personal Loan Executive from 2005 to 2007, where I developed expertise in customer service and financial solutions. In 2007, I advanced to a Team Leader role within the bank assurance channel, where I led a team and managed a comprehensive range of life insurance, mutual funds, and general insurance products until 2008. I then joined ICICI Prudential Life Insurance Co. Ltd. as a Financial Service Provider, where I played a key role in delivering customized financial planning and client support until 2011.
Bhadresh Soni Education Details
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Bachelor Of Commerce - Bcom
Frequently Asked Questions about Bhadresh Soni
What company does Bhadresh Soni work for?
Bhadresh Soni works for Tata Aia Life Insurance
What is Bhadresh Soni's role at the current company?
Bhadresh Soni's current role is Sales Manager | Financial Services Specialist | Expert in Insurance & Client Success.
What schools did Bhadresh Soni attend?
Bhadresh Soni attended Gujarat University.
Who are Bhadresh Soni's colleagues?
Bhadresh Soni's colleagues are Financeplanner Abhishek, Praful Nagane, Akshay Shanbhag, Asta Ray, Jayaprakash Mahamani, Rakesh Charan, Rahul Mane.
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Bhadresh Soni
Senior Vice President - International Business At Ask Investment Managers Private LimitedMumbai -
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