Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Timeline
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Kuldeep Lakhera

Jhansi

Summary

Dynamic professional with a proven track record in insurance product training and sales strategy development at HDFC Life. Excelled in customer relationship management and team leadership, significantly enhancing market analysis and lead generation capabilities. Expertise in GST filling and bookkeeping honed at Finsol Financial Services.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Assistant Sales Manager

HDFC Life
Jhansi
09.2023 - Current
  • Recruitment of Insurance advisor's.
  • Give them training about the financial products.
  • Lead them, from where he can picked the business.

Sales Officer

JMK Toyota
Jhansi
12.2021 - 12.2022

Accountant

Finsol Financial Services
Jhansi
11.2020 - 11.2021

1 year experience in GST filling, Book Keeping, Reconciliation in a C.A firm

Education

BBA -

Bundelkhand University
Jhansi

MBA - Finance

Bundelkhand University
Jhansi

Skills

  • Insurance product training
  • Sales strategy development
  • Customer relationship management
  • Market analysis
  • Lead generation
  • Team leadership

Accomplishments

  • Qualified Agency Allied Contest and win International trip to Muscat city and win a trophy

Affiliations

  • Got promoted with over achievement of promotion target from Business Development Manager to Assistant Sales Manager

Certification

  • Achieve a Certificate of Appreciation in Step-up programme

Timeline

Assistant Sales Manager

HDFC Life
09.2023 - Current

Sales Officer

JMK Toyota
12.2021 - 12.2022

Accountant

Finsol Financial Services
11.2020 - 11.2021

BBA -

Bundelkhand University

MBA - Finance

Bundelkhand University
Kuldeep Lakhera