Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

MEENU KHARETA

South-West Delhi

Summary

BANCASSURANCE Manager driving high-value life insurance sales through customer relationship management, customized policy solutions, and close coordination with internal teams. Delivers strong policy issuance and post-sale support while maintaining superior client servicing standards. Advanced through 3 promotions and earned repeated recognition for consistent performance.

Overview

6
6
years of professional experience

Work History

BANCASSURANCE Manager | complete

Tata AIA Life Insurance Company
- 01.2021
  • 5 year in tata aia ( 2021)
  • Managing high-value customer relationships and providing customized insurance solutions.
  • Consistently achieving sales targets while maintaining superior client servicing standards.
  • Liaison with internal teams to streamline policy issuance and post-sale support.
  • 3 Promotions
  • Cleared zcc concert
  • Recognized by star of the month and quarterly many a times

CORPORATE AGENCY MANAGER

HDFC LIFE INSURANCE
01.2020 - 01.2021
  • Oversaw corporate accounts and driven channel-based sales.
  • Recruited, trained, and mentored agency partners for enhanced performance and results.
  • (17th Feb 2020 to April 2021)

ACCOUNT ASSISTANT

ALPHA TRADING COMPANY
01.2015 - 01.2018
  • Handled daily accounting operations and ledger entries.
  • Supported the preparation of financial reports and audit documentation.

Education

MBA - undefined

IMT Ghaziabad

M.Com - undefined

Indira Gandhi National Open University (IGNOU)

B.Com - undefined

Delhi University

C.A. CPT cleared - undefined

Skills

Excellent communication and interpersonal skills

Negotiation & client relationship management

Sales target achievement

Corporate account management

Business development

Policy issuance coordination

Customer servicing

Liaison with internal teams

Analytical & problem-solving ability

Time management & organizational skills

Interests

Badminton, Gardening & Travelling

Timeline

CORPORATE AGENCY MANAGER

HDFC LIFE INSURANCE
01.2020 - 01.2021

ACCOUNT ASSISTANT

ALPHA TRADING COMPANY
01.2015 - 01.2018

C.A. CPT cleared - undefined

B.Com - undefined

Delhi University

M.Com - undefined

Indira Gandhi National Open University (IGNOU)

MBA - undefined

IMT Ghaziabad

BANCASSURANCE Manager | complete

Tata AIA Life Insurance Company
- 01.2021
MEENU KHARETA