Birendra Yadav
Thane
Summary
Dynamic Corporate Agency Manager with extensive experience at HDFC Life Insurance, excelling in client relationship management and financial analysis. Proven track record in enhancing customer satisfaction and retention. Skilled in insurance product knowledge and adept at building strong relationships, driving business growth through strategic planning and personalized service.
Overview
12
12
years of professional experience
Work History
Corporate Agency Manager
HDFC Life Insurance
01.2025 - Current
- Offering insurance products
- Insurance benefits to the bank's customers
- Protects you from unplanned expenses
- Offers a financial cushion from accidents, illnesses and more
- Managed client relationships to enhance customer satisfaction and retention rates.
- Conducted training sessions for new agents on company policies and procedures.
Business Development Manager
Aditya Birla Sun Life Insurance
Mumbai
01.2024 - 01.2025
- Recruiting agents.
- Build relationships with them.
- To guide the agent.
- Getting business from an agent.
- Providing services to the customer
Executive Relationship Manager
Reliance Nippon Life Insurance
01.2023 - 01.2024
- Delivered personalized service to each client, and conducted extensive research to discover reasonable investment prospects for sustainable growth long term.
- Summarized and evaluated clients’ assets against their long-term financial goals to develop strategic plans to facilitate the attainment of these goals.
- Researched and presented financial product options and investment opportunities to clients, to facilitate their financial goals.
- Performed ad hoc data analysis, data extracts and queries using data visualization and analysis tools such as Microsoft Excel.
Sales Officer
Vertex Capital
10.2020 - 01.2023
- Maintain and develop good relationship with customers through personal contact or meetings etc.
- Act as a bridge between the company and its current market and future markets.
- Ability to drive sales targets of multiple loan products PL,BL,HL, ML,LAP etc.
- Collecting documents according to the check list from the customers
- Provide accurate feedback on future buying trends to the respective employers.
- Maintain proper MIS and also give proper feedback time to time on various market related activities
Personal Loan
Bajaj Finance
03.2018 - 04.2020
- Acquisition of Personal Loan, etc
- Maintain customers’ records, carry sales visits.
- Responsible for developing leads of the prospective customers & approach them
- Collecting documents according to the checklist from the customers.
- Maintain proper MIS and also give proper feedback activities to Reporting Manager
Consumer Loan
Bajaj Finance
07.2016 - 02.2018
- Handle walk-in customers & understand their needs
- Sale of the products, up selling & cross-selling of products/services
- Maintain sales targets
CSE
Vodafone
04.2014 - 01.2016
- 3G Data Promoter
Education
B.COM -
Mumbai University
Bhayander01.2013
H.S.C.(SCIENCE) -
Allahabad
Jaunpur01.2009
S.S.C. -
Maharashtra Board
Bhayander01.2007
Skills
- Basic Software Installing Knowledge
- Basic Computer Knowledge
- Visual
- Insurance product knowledge
- Financial analysis
- Relationship building
- Computer skills
- Customer relationship management
Personal Information
Date of Birth: 11/12/88
Technological Skills
- Basic Software Installing Knowledge
- Basic Computer Knowledge
- Visual
Languages
English
Beginner
A1
Hindi
Beginner
A1
Marathi
Beginner
A1
Affiliations
Dancing
References
References available upon request.
Timeline
Corporate Agency Manager
HDFC Life Insurance
01.2025 - Current
Business Development Manager
Aditya Birla Sun Life Insurance
01.2024 - 01.2025
Executive Relationship Manager
Reliance Nippon Life Insurance
01.2023 - 01.2024
Sales Officer
Vertex Capital
10.2020 - 01.2023
Personal Loan
Bajaj Finance
03.2018 - 04.2020
Consumer Loan
Bajaj Finance
07.2016 - 02.2018
CSE
Vodafone
04.2014 - 01.2016
B.COM -
Mumbai University
H.S.C.(SCIENCE) -
Allahabad
S.S.C. -
Maharashtra Board