Hitashree Sharma
Kolkata
Summary
Tireless Service Delivery Manager talented in assessing client needs and developing solutions to promote business opportunities. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Service Delivery Manager
Indusind Bank Ltd
02.2022 - Current
- Evaluation of client financial positions and identifying most appropriate banking products.
- Adhere to established security procedures and report potential fraud or safety violations to management for immediate recourse.
- Managing portfolio of accounts and monitor for issues in need of attention.
- Providing advice on different bank products and financial options.
Corporate Agency Manager
HDFC Life Insurance Company Ltd
12.2017 - 01.2022
- Delivered engaging and polished presentations to build connections with potential customers and distinguish business from competitors.
- Handle customer financial investment portfolio and resolve their financial issue.
Intern
HDFC Life Insurance Company Ltd
11.2016 - 11.2017
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Discovered root causes of problems and identified appropriate solutions.
Education
Post Graduate Diploma In Insurance - Insurance
Manipal University
Bangalore 11.2017
B.Com - Accounting And Finance
Calcutta University
Kolkata, IndiaISC - Accounts
Julien Day School
Kolkata, IndiaICSE - Accounts
Julien Day School
Kolkata, IndiaSkills
- Accounting processes
- Effective Communication
- Team Management
- Problem solving and analysis
- MS- Excel
- MS- Word & PowerPoint
Accomplishments
- Qualified Product Portfolio Scorecard for the quarter Jan-Mar 2023 at Indusind Bank.
- Qualified Medal of Honour contest for Liabilities, with 1cr growth in a quarter and ranked top 5 in PAN India.
- Qualified for Zonal Head Royal Club contest on generating 35lacs of Life Insurance business in the month of August & September 2023.
- Qualified for Cruise to Glory contest for the month of December 2023 on generating 35lacs Life Insurance business.
- Qualified for Royal Regalia Trip to Goa contest for the month of April-Jun 2023 on generating 50lac of Life Insurance business.
- Qualified for Powerplay Contest (October 2023, December 2023 & February 2024) for lagged value achievement of more than 20lac in a month.
- Qualified for BBH Club Revenue Rockstar on achieving above 5lac revenue for the month of December 2023.
- Qualified for SLG and Upsell contest at HDFC Life Insurance Company Limited.
- Qualified Persistency contest with 98% achievement at HDFC Life Insurance Company Limited.
Languages
English
Master or proficient (C2)
Hindi
Master or proficient (C2)
Bengali
Bilingual or Proficient (C2)
Timeline
Service Delivery Manager
Indusind Bank Ltd
02.2022 - Current
Corporate Agency Manager
HDFC Life Insurance Company Ltd
12.2017 - 01.2022
Intern
HDFC Life Insurance Company Ltd
11.2016 - 11.2017
Post Graduate Diploma In Insurance - Insurance
Manipal University
B.Com - Accounting And Finance
Calcutta University
ISC - Accounts
Julien Day School
ICSE - Accounts
Julien Day School
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