Amit Anantrao Koleshwar
Pune
Summary
Accomplished Sr. Corporate Agency Manager with a proven track record at HDFC Life Insurance, adept in leadership and strategic problem-solving. Excelled in enhancing customer engagement and streamlining operations, achieving significant improvements in policy sales through bancassurance channels. Skilled in interpersonal communication and proficient in basic computer applications, consistently ensuring high levels of customer satisfaction and team performance.
Overview
17
17
years of professional experience
Work History
Sr. Corporate Agency Manager
HDFC Life Insurance
01.2022 - Current
- Drive insurance policy sales through bancassurance channels
- Manage operations with Janaseva Sahakari Bank Ltd., ensuring seamless policy issuance and customer service
- Address and resolve customer queries related to policies efficiently
- Conduct team training sessions as required and ensure compliance with operational standards
- Supervise customer issue resolution and process updates in a timely manner
Tele Executive
Yash Enterprises
10.2020 - 01.2022
- Managed credit card outstanding collections through telephonic communication
- Resolved customer billing inquiries and ensured a positive client experience
- Coordinated with the team to streamline application updates and query resolutions
Service Executive
Bajaj Allianz Staffing Solutions Pvt. Ltd.
04.2014 - 06.2019
- Promoted consumer durable loans and provided sales team support
- Conducted quality checks and coaching sessions for a team of 5 full-time employees
- Ensured timely resolution of loan-related issues and streamlined customer applications
Central Processing Associate
HDFC Bank Ltd. (Excel Sol.)
06.2013 - 03.2014
- Processed and underwrote loan applications
- Delivered onboarding training for new hires
- Resolved field staff queries regarding loan files
Back Office Supervisor
A G Professional Systems Pvt. Ltd.
03.2011 - 05.2013
- Acted as a liaison between the company and field officers
- Managed MIS reports and monthly billing processes
- Facilitated issue resolution for field officers
Back Office Executive
ICICI Prudential Life Insurance Ltd.
03.2009 - 03.2011
- Oversaw proposal form verification and customer data processing
- Ensured timely resolution of customer queries and accurate team reporting
- Prepared monthly reports and conducted team coaching
Back Office Executive
India Infoline, Aurangabad
Aurangabad
08.2007 - 03.2009
- Managed team adherence to training schedules
- Conducted quality checks and coordinated with teams to resolve customer issues
- Delivered timely, detailed reports for regional stakeholders
Education
Bachelor of Business Administration -
Sudarshan College of Management and Research
Pune01.2012
H.S.C. -
MIT College
Aurangabad01.2006
Skills
- Leadership and Team Management
- Strategic and Optimistic Problem Solving
- Interpersonal Communication and Customer Engagement
- Proficiency in Basic Computer Applications
Accomplishments
- Qualified for the Singapore Contest in JFM 2023, 10/01/23
- Achieved qualification in the Malaysia Contest DJ 2023–24, 06/01/24
- Selected for the Baku Contest in AMJ 2024, Pending
- Recognized as one of the Top 5 Employees for achieving ₹10 Lakh+ in premium sales, #2 in the Region
Languages
- English
- Hindi
- Marathi
Hobbies and Interests
- Traveling
- Networking
- Participating in Drama and Sports Competitions
Disclaimer
I hereby declare that the information provided above is accurate and true to the best of my knowledge.
Personal Information
- Date of Birth: 12/19/85
- Marital Status: Married
Certificationsandtechnicalproficiencies
- Certified by the Indian Institute of Banking and Finance (DRA)
- Proficient in MS Office (Word, Excel) and .NET
- Typing speed: 35 w.p.m. (English and Marathi)
Timeline
Sr. Corporate Agency Manager
HDFC Life Insurance
01.2022 - Current
Tele Executive
Yash Enterprises
10.2020 - 01.2022
Service Executive
Bajaj Allianz Staffing Solutions Pvt. Ltd.
04.2014 - 06.2019
Central Processing Associate
HDFC Bank Ltd. (Excel Sol.)
06.2013 - 03.2014
Back Office Supervisor
A G Professional Systems Pvt. Ltd.
03.2011 - 05.2013
Back Office Executive
ICICI Prudential Life Insurance Ltd.
03.2009 - 03.2011
Back Office Executive
India Infoline, Aurangabad
08.2007 - 03.2009
Bachelor of Business Administration -
Sudarshan College of Management and Research
H.S.C. -
MIT College
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