Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bilal Mehdi

Gurgaon

Summary

Experienced sales manager with extensive experience at HDFC Life Insurance, excelling in sales management and corporate communications. Specialist with strength in negotiations, sales, and after-sales customer service. Excellent interpersonal and time-management skills. Drive customer loyalty by providing friendly, skilled support. Self-motivated outside sales professional experienced in sales matters, including solving issues, attending meetings, and managing other communications.

Overview

10
10
years of professional experience

Work History

Sr. Corporate Agency Manager

HDFC LIFE Insurance CO. LTD.
GURGAON
12.2022 - Current
  • Collaborating with home loan centers and DSAs to align department goals with the overall company vision.
  • Developing strong relationships with corporate channel partners through attentive service and proactive resolutions.
  • Implementing training programs for the sales team, enhancing their skills and knowledge of the products and services offered.
  • Maintaining up-to-date knowledge of industry trends, as well as competitor offerings, for better countermeasures.
  • Assured almost 50 odd sales executives for POSP certifications, along with 30 sales managers for IRDAI SP certifications.

Sales Manager

Edelweiss Tokio life insurance co. ltd.
New Delhi
07.2021 - 11.2022
  • Directed CP group insurance division for EHFL, ECFL, and ECL across Delhi.
  • Formulated effective PR campaigns and sales strategies to drive revenue growth.
  • Recognized customer needs to ensure service continuity with tailored offerings.
  • Supervised after-sales functions including renewals, claims resolution, and back-book services.
  • Established long-lasting client relationships through exceptional customer service and regular follow-ups.

Relationship Officer

HDFC SALES Pvt. Ltd.
NEW DELHI
12.2015 - 07.2021
  • Developed financial planning strategies for home loan team clients.
  • Utilized consultative selling techniques to promote property, life, health, and motor insurance.
  • Conducted regular client communications to assess needs and evaluate product utilization.
  • Cross-sold insurance products tailored to client requirements and preferences.
  • Quoted premium rates for policies and provided information on available options.
  • Identified sales prospects through Home loan databases and networks.
  • Collected premiums prior to effective coverage dates.
  • Managed branch leads and tracked cases to increase conversion rates.

Education

Bachelor of Science - MATHS

CSJM UNIVERSITY
KANPUR

Skills

  • Customer relationship management
  • Employee training
  • Client communication
  • Corporate communications
  • Sales management
  • Operational efficiency
  • Cross-functional collaboration

Timeline

Sr. Corporate Agency Manager

HDFC LIFE Insurance CO. LTD.
12.2022 - Current

Sales Manager

Edelweiss Tokio life insurance co. ltd.
07.2021 - 11.2022

Relationship Officer

HDFC SALES Pvt. Ltd.
12.2015 - 07.2021

Bachelor of Science - MATHS

CSJM UNIVERSITY

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Bilal Mehdi