Mustafa Raza Turk
Mumbai,India
Summary
Dynamic and results-driven individual with a proven track record of success in the banking/finance/Insurance industry. Skilled in customer service, sales strategies, multiproduct sales, and interpersonal communication, digital channels. Customer relationship management, communication and negotiation. Proven track record of achieving and surpassing targets, recognized as a top achiever multiple time.
Overview
3
3
years of professional experience
Work history
Senior Sales Associate
Pbpartner policybazaar
07 2025 - Current
- B2B Channel Facilitation: Strategically manage and guide a dedicated portfolio of B2B insurance partners (agents/brokers) to facilitate seamless sales and policy fulfillment within the PBpartner ecosystem.
- End-to-End Policy Management: Drive the completion of the customer's online insurance journey after lead handover from the partner, ensuring accurate document collection, system login, application processing, and final policy issuance.
- Operational Compliance: Ensure high operational efficiency by meticulously handling all documentation and login procedures, minimizing errors, and reducing the Turnaround Time (TAT) for policy issuance.
- Partner Enablement: Serve as the primary product and process expert, training and supporting partners on Policybazaar's platform and compliance guidelines to maximize their business potential and drive revenue growth.
Assistant Manager | Virtual Relationship Manager
Kotak Mahindra Bank Ltd
Mumbai
01.2024 - 10.2024
- Managed a base of mapped customers for book growth, cross sales and was responsible for managing a CASA portfolio, along with banking and insurance products. Promoting digital payments, the digital app of the bank, cross-sell, and customer service.
- Effectively worked for successive channel of Kotak in VRM to perform financial planning of customers and advise them suitable products as per their requirements.
- Assisted reporting manager in creating timely reports of multiple campaign data, shared feedback on the output of data through analysing campaigns.
Financial Performance Report Analyst
ICICI Bank Ltd
Mumbai
09.2022 - 10.2023
- Conducted market research to identify trends and customer needs.
- Developed financial models to analyze data and identify potential risks.
- Created reports, presentations, and other documentation for stakeholders.
- Provided recommendations based on data analysis results.
- Identified opportunities for process improvements across the organization.
Education
Bachelor in Commerce -
Mumbai University
HSC - undefined
Mumbai, MaharashtraSSC - undefined
Mumbai, MaharashtraSkills
- Customer service
- Communication
- Relationship management
- Team management
- MIS Reports
- Complaint resolution
- Documentation And Reporting
- Data Reporting
- Mentoring
- Sales expertise
Languages
English
Hindi
Urdu
Marathi
Custom
I hereby declare that the above-mentioned information is correct up to my knowledge and I hear the responsibility for the correctness of the above-mentioned particulars.
Timeline
Assistant Manager | Virtual Relationship Manager
Kotak Mahindra Bank Ltd
01.2024 - 10.2024
Financial Performance Report Analyst
ICICI Bank Ltd
09.2022 - 10.2023
Senior Sales Associate
Pbpartner policybazaar
07 2025 - Current
Bachelor in Commerce -
Mumbai University