Himi Agrawal
Noida
Summary
Dynamic professional with a proven track record at HDFC Life Insurance Company Ltd., excelling in sales management and relationship building. Spearheaded strategic partnerships and sales initiatives, achieving significant sales targets and fostering corporate agency relations. Skilled in cross-functional team coordination and operations management, adept at delivering tailored product solutions to enhance customer satisfaction and drive revenue growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sr. CAM (Senior Corporate Agency Manager)
HDFC Life Insurance Company Ltd.
Noida
06.2022 - Current
- Provided tailored insurance products to customers by understanding their needs and recommending suitable solutions.
- Coordinated with bank Relationship Managers to generate leads and drive sales.
- Achieved sales targets through effective lead management and product recommendations.
CAM (Corporate Agency Manager)
HDFC Life Insurance Company Ltd.
Jaipur
09.2018 - 10.2021
- Managed corporate agency relationships within the IDFC First Bank channel to enhance bancassurance services.
- Developed and maintained strategic partnerships with IDFC First Bank to support bancassurance growth.
- Resolved Hold Cases (Shortfall, Excess Premium & NML) using MIS data sheets.
- Facilitated Death Claim Settlements and provided solutions for Surrender cases, ensuring timely delivery of Policy Bonds.
- Maintained relationships with Channel Partners to enhance Credit Product (CP) business.
SDM (Sales Development Manager)
HDFC Life Insurance Company Ltd.
Jaipur
08.2017 - 08.2018
- Collaborated with cross-functional teams to optimize sales processes and achieve targets.
- Implemented strategic sales plans to enhance customer acquisition and retention.
- Led sales development initiatives to drive revenue growth and expand market reach.
Education
Post-Graduation Diploma in Insurance -
Manipal University
Bengaluru06-2018
B.Tech - Electronics and Communications Engineering
K.I.T.E.
Jaipur06-2015
Skills
- Sales management
- Cross-functional team coordination
- Operations management
- Corporate communications
- Product solutions
- Adaptability and flexibility
Accomplishments
• Qualified in the Silver Club as part of the Step-Up Employee Certification for Sales in HDFC Life.
• Secured the Position in Top 5 FLS on Percentage Achievement (131%) & Absolute Achievement (0.63 Crs.) in Dec 2019.
• Successfully completed the Course in “Financial Market Beginners Module” from NIFM in September 2020.
Certification
• Certificate course in “Financial Market Beginners Module” from NIFM in September 2020.
• Completed One Year Internship Smart Achievers Program as a Sales Development Manager (Aug 2017 to Aug 2018).
Timeline
Sr. CAM (Senior Corporate Agency Manager)
HDFC Life Insurance Company Ltd.
06.2022 - Current
CAM (Corporate Agency Manager)
HDFC Life Insurance Company Ltd.
09.2018 - 10.2021
SDM (Sales Development Manager)
HDFC Life Insurance Company Ltd.
08.2017 - 08.2018
Post-Graduation Diploma in Insurance -
Manipal University
B.Tech - Electronics and Communications Engineering
K.I.T.E.
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