Harshita Verma
Lucknow
Summary
Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.
Overview
5
5
years of post-secondary education
4
4
years of professional experience
Work History
Relationship manager
PNB metlife insurance company limited
2025.12 - Current
- Resolved customer queries regarding policy issuance, renewals, and claims to enhance customer satisfaction.
- Managed end-to-end insurance policy processing from proposal to policy issuance.
- Verified customer documents and ensured KYC and compliance requirements were met.
- Tracked business quality metrics, including persistency and case rate, to assess policy quality.
Assistant branch manager
Future generali life insurance company limited
2025.02 - 2025.11
- Trained and supported advisors on insurance process
- Ensured compliance with regulations and achieved monthly service targets.
- Trained and supported advisors on insurance products and operational processes.
Financial planning manager
HDFC life insurance company limited
2023.08 - 2025.02
- Executed direct sales strategies for loyalty programs.
- Planned financial activities to align with company goals.
- Conducted meetings with clients to discuss needs.
- Sales and reinvest the amount of clients in our new investment products.
Relationship manager
ICICI bank
2022.07 - 2023.08
- Maintained productivity by organizing daily tasks efficiently.
- Handled customer queries to enhance customer satisfaction
- Served customers by identifying and addressing their needs
- Perform compliance, service, monthly targets
- Provided guidance and advice to customers on products and services offered
Education
Bachelor of commerce -
University of Lucknow
2016.07 - 2019.07
Intermediate -
New Era Inter college
2015.05 - 2016.05
Highschool -
New Era High school
2013.05 - 2014.05
Post graduation program - Relationship Management
National institute of information and technology ifbi
Lucknow Skills
- Customer relationship management
- Client engagement
- Insurance operations
- KYC verification
- Query handling
- Process management
- Policy administration
- Problem solving
Personal Information
- English
- Hindi
Timeline
Relationship manager
PNB metlife insurance company limited
2025.12 - Current
Assistant branch manager
Future generali life insurance company limited
2025.02 - 2025.11
Financial planning manager
HDFC life insurance company limited
2023.08 - 2025.02
Relationship manager
ICICI bank
2022.07 - 2023.08
Bachelor of commerce -
University of Lucknow
2016.07 - 2019.07
Intermediate -
New Era Inter college
2015.05 - 2016.05
Highschool -
New Era High school
2013.05 - 2014.05
Post graduation program - Relationship Management
National institute of information and technology ifbi