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Bank / insurance sales (relationship executive) resume sample

A complete, ready-to-edit resume for graduates applying for sales roles in banks, NBFCs or insurance companies. It fits on one page, follows the format Indian employers expect, and every line below is yours to copy or change.

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Harsh Vardhan Singh

Relationship Executive – Retail Banking · Jaipur, Rajasthan

Career Objective

B.Com graduate who has cleared the IRDAI agent exam and NISM Mutual Fund certification, seeking a relationship executive role in retail banking or insurance. Confident in explaining products simply, building trust with customers and following up until the sale is closed.

Skills

  • Relationship building
  • Cross-selling
  • Insurance & mutual fund basics
  • KYC documentation
  • Lead generation
  • Objection handling
  • Customer needs analysis
  • Follow-up discipline
  • MS Excel
  • CRM

Education

  • Bachelor of Commerce (B.Com) (Accounting & Business Statistics)

    University of Rajasthan · University of Rajasthan · 70.2% · 2022 – 2025

  • Class 12 (Commerce)

    Maharaja Sawai Man Singh Vidyalaya · CBSE · 81.0% · 2022

  • Class 10

    Maharaja Sawai Man Singh Vidyalaya · CBSE · 84.6% · 2020

Work experience

Sales Intern, Suraksha Life Insurance Co. Ltd.

Jaipur, Rajasthan · Jan 2025 – Apr 2025

  • Generated leads through referrals and society camps; met 60+ prospective customers.
  • Closed 14 term and health insurance policies in three months.
  • Completed KYC and proposal paperwork accurately, with zero rejections.

Certifications

  • IRDAI Insurance Agent Examination – Insurance Institute of India (2025)
  • NISM Series V-A: Mutual Fund Distributors – NISM (2025)

Achievements & Awards

  • Fast Starter Award – most policies by an intern – Suraksha Life Insurance, Jaipur branch (2025)

Languages Known

  • Hindi – Native
  • Rajasthani – Fluent
  • English – Fluent

Tips for data and analytics resumes

  • Name your tools (SQL, Python, Excel, Power BI, Tableau) and the size of the data you worked with.
  • Give one or two results in numbers: a report that saved time, a model's accuracy, a decision it changed.
  • Link a portfolio, Kaggle or GitHub with real analyses.
  • Before you apply, paste the job advert into Dossier4u's ATS check: it lists the skills, years and qualifications the advert asks for that your resume does not show yet.

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