DILSHAD
Banca Sales Manager
A/195 SHASTRI MOHALLA PATPAR GANJ DELHI
Summary
Dynamic Banking & Insurance Professional with 8+ years of experience in Banca Sales, Relationship Management, and Forex Operations
Expertise in driving revenue growth through strategic cross-selling of Life Insurance products (ULIP, Term & Savings Plans)
Strong experience in managing and developing high-value banking partnerships
Proven track record of consistently achieving and exceeding sales targets
Recognized as a top performer with qualifications for International (Australia, Thailand) and Domestic (Goa) sales contests
Skilled in client engagement, lead generation, and business development
Focused on delivering customer-centric financial solutions and long-term relationship building
Overview
9
9
years of professional experience
2
2
Languages
Work History
HDFC Life Insurance Company
(Banca Channel – YES Bank)
11.2022 - Current
- Driving insurance sales through banca channel across YES Bank branches
- Cross-selling life insurance products (ULIP, Term & Savings Plans)
- Building and maintaining strong relationships with bank staff and customers
- Generating leads and converting them into business revenue
- Conducting training sessions for branch employees
- Achieving monthly and quarterly sales targets
- Ensuring smooth policy issuance and customer satisfaction
ICICI Prudential Life Insurance Company
(Banca – AU Small Finance Bank)
08.2021 - 11.2022
- Managed banca channel sales and insurance portfolio
- Coordinated with bank staff for lead generation and closures
- Conducted branch-level activities and staff training
- Maintained MIS reports and tracked business performance
- Promoted new products and marketing campaigns
SMS Integrated Facility Services (On-sit Axis Bank
Forex Operations Executive (Data Operator Role)
05.2017 - 03.2021
- Handled forex transactions including foreign bill collection & realization
- Processed and verified data related to international transactions
- Ensured accurate and timely data entry and reporting
- Prepared daily, weekly, and monthly reports
- Maintained compliance and audit standards
- Supported banking operations and improved process efficiency
Education
MBA - Finance & Marketing
Swami Vivekanand Subharti University
MEERUT 04.2001 -
Bachelor of Arts - PROGRAM
University of Delhi
DELHI 04.2001 -
Skills
Banking & Financial Services
Banca Sales & Cross-Selling
Relationship Management
Customer Acquisition & Retention
Lead Generation & Conversion
MS Office (Excel, Word, PowerPoint)
Accomplishments
- Qualified for Star Galaxy Contest (Australia) during tenure at HDFC Life Insurance
- Qualified for Domestic Sales Contest (Goa) during tenure at HDFC Life Insurance
- Qualified for International Sales Contest (Thailand) during tenure at ICICI Prudential Life Insurance
- Consistently achieved and exceeded sales targets in banca channel
- Recognized for strong customer relationship management and business growth
Additional Information
- Strong communication and interpersonal skills
- Target-oriented and result-driven
- Team player with leadership ability
- Quick learner and adaptable
Timeline
HDFC Life Insurance Company
(Banca Channel – YES Bank)
11.2022 - Current
ICICI Prudential Life Insurance Company
(Banca – AU Small Finance Bank)
08.2021 - 11.2022
SMS Integrated Facility Services (On-sit Axis Bank
Forex Operations Executive (Data Operator Role)
05.2017 - 03.2021
MBA - Finance & Marketing
Swami Vivekanand Subharti University
04.2001 -
Bachelor of Arts - PROGRAM
University of Delhi
04.2001 -