MUHAMMED YASEEN C
ERNAKULAM
Summary
Dynamic Corporate Agency Manager at HDFC LIFE with a proven track record in driving customer satisfaction and sales growth. Leveraging strong financial acumen and relationship-building skills, I excelled in developing strategies that increased efficiency and expanded clientele. Recognized for achieving retention targets and delivering exceptional service in competitive environments.
Overview
5
5
years of professional experience
Work History
Corporate Agency Manager
HDFC LIFE
Ernakulam
03.2025 - Current
- Monitored performance metrics to track progress against organizational targets.
- Collaborated with staff members on various projects aimed at increasing customer satisfaction levels.
- Supported agency partner campaign execution for many campaigns, facilitating effective use of technologies to achieve stated partner objectives.
- Recruited and trained new employees to meet job requirements.
- Resolved customer complaints regarding service issues or billing disputes promptly.
- Developed strategies to increase efficiency within the organization.
- Analyzed client data to identify trends in customer needs and preferences.
- Sought out new clients and developed clientele by networking to find new customers.
- Developed appropriate quotes based on risk information.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Actively sought out new business opportunities through networking events or cold calling prospects.
Trainee
BAJAJ FINSERV
Ernakulam
01.2025 - 04.2025
- Negotiated policy terms and premiums with potential clients, ensuring competitive offers.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Achieved repeat business and referrals through personalized services.
- Maintained up-to-date knowledge of health care reform laws and regulations.
- Monitored clients' insurance coverages to ensure changing needs were met.
Relationship Officer
AXIS BANK
Ernakulam
12.2023 - 01.2025
- Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
- Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
- Explained the various types of loans available and advised on the best product suited for customer's needs.
- Analyzed loan applications and supporting documents to determine eligibility for approval.
- Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.
Business Facilitator
ICICI BANK
Ernakulam
06.2023 - 12.2023
- Prepared documents for regulatory compliance audits.
- Assisted customers in opening new accounts and resolving any queries or issues they had.
- Provided excellent customer service through active listening and problem solving skills.
- Prepared detailed reports summarizing the status of each loan portfolio on a monthly basis.
- Drafted reports summarizing research findings, providing insights into strategic decisions.
- Consulted with business customers and presented payment card solutions to help businesses streamline expense management and optimize cash flow.
Floor Manager
BAHA RESIDENCY
Ernakulam
01.2020 - 05.2023
- Created daily work schedules for staff members according to the needs of the business.
- Resolved customer complaints in a timely manner while maintaining excellent relations with customers.
- Maintained a safe, clean and organized floor environment.
- Provided exceptional customer service by addressing inquiries promptly and professionally.
Education
MBA - Marketing Management
UTTARANCHAL UNIVERSITY
Ernakulam02-2027
Bachelor of Commerce - Accounting And Finance
BARATHIYAR UNIVERSITY
ERNAKULAM 07-2024
High School Diploma -
GHSS EDAPPALLY
ERNAKULAM 05-2019
Skills
- Marketing knowledge
- Financial Acumen
- Creativity and Innovation
- Assertiveness
- Product Recommendations
- Banking
- Relationship Building
- Policy Management
- Excellent Communication
- Relationship review process
- Service assistance
- Value Selling
- Customer Service
- Sales Reporting
- Performance monitoring
- Customer satisfaction
- Employee training
- Customer complaints
- Data analysis
- Sales strategy
- Networking skills
- Relationship management
- Sales management
- Staff development
Languages
Malayalam
First Language
English
Intermediate (B1)
B1
Timeline
Corporate Agency Manager
HDFC LIFE
03.2025 - Current
Trainee
BAJAJ FINSERV
01.2025 - 04.2025
Relationship Officer
AXIS BANK
12.2023 - 01.2025
Business Facilitator
ICICI BANK
06.2023 - 12.2023
Floor Manager
BAHA RESIDENCY
01.2020 - 05.2023
Bachelor of Commerce - Accounting And Finance
BARATHIYAR UNIVERSITY
High School Diploma -
GHSS EDAPPALLY
MBA - Marketing Management
UTTARANCHAL UNIVERSITY
Similar Profiles
Aditya VimalAditya Vimal
Key Account Manager at HDFC LifeKey Account Manager at HDFC Life
ASMA KHANAMASMA KHANAM
SENIOR BANCASSURANCE MANAGER at HDFC LIFESENIOR BANCASSURANCE MANAGER at HDFC LIFE
Jyoti SainiJyoti Saini
Sr. Corporate Agency Manager at HDFC LifeSr. Corporate Agency Manager at HDFC Life
Akshaya Siddhesh PolekarAkshaya Siddhesh Polekar
Senior Manager – Process Transformation at HDFC LifeSenior Manager – Process Transformation at HDFC Life
KANNAN BHAGATKANNAN BHAGAT
STATE HEAD - CHANNEL MANAGEMENT AND LM OPERATIONS at Busybees Logistics Solutions Pvt LtdSTATE HEAD - CHANNEL MANAGEMENT AND LM OPERATIONS at Busybees Logistics Solutions Pvt Ltd