Nitesh Singh
New Delhi
Summary
To obtain a challenging position in the financial sales sector where I can utilize my skills in customer handling, insurance sales, and relationship management to contribute to the growth of the organization and enhance my professional development.
Motivated and customer-focused sales professional seeking a role in the financial services industry where I can leverage my experience in home loan insurance to deliver value-added solutions to clients and achieve business targets.
Dynamic Relationship Associate with proven success at HDFC SALES PVT LTD, specializing in insurance solutions and client relationship management. Expert in achieving sales targets while ensuring compliance with IRDA guidelines. Strong communicator with a knack for educating clients on complex policies, fostering trust, and enhancing customer satisfaction.
Overview
5
5
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Relationship Associate
HDFC SALES PVT LTD
Gurgaon
11.2022 - Current
Provided insurance solutions to home loan customers to secure their loan liabilities.
Explained the benefits of loan protection plans such as term insurance and credit life cover.
Ensured proper documentation and coordination between loan and insurance departments.
Achieved monthly sales targets and ensured high customer satisfaction.
Educated customers on policy terms, premiums, and claim procedures.
Built strong relationships with clients and ensured compliance with IRDA and company norms.
Senior Associate
Home Credit India Finance Pvt Lt
Gurgaon
09.2021 - 10.2022
- Analyzed customer financial data to identify trends and insights.
- Collaborated with teams to enhance customer service processes and solutions.
- Developed training materials for new staff on product offerings and services.
Education
Master of Arts - English Language And Literature
SWAMI VIVEKANAND SUBHARTI
Meerut 12.2020 - 04.2023
Bachelor of Arts - Business Economics
MAHATMA GANDHI COLLEGE
Darbhanga 11.2015 - 08.2019
Skills
- Client relationship management
- Insurance solutions
- Policy explanation
- Compliance assurance
- Customer Relationship Management
- Loan Protection Insurance Selling
- Cross-selling & Upselling Lead
- Conversion & Target Achievement
- Communication & Negotiation Skills
- Product Knowledge – Term Insurance / Credit Life Objection Handling
- Documentation & Compliance CRM Tools,
- Team Collaboration Knowledge of Banking & Financial Products IRDAI Guidelines Awareness
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Certification
- Diploma in computer application
- Certified by Insurance Regulatory and Development Authority of India (IRDAI) as Licensed Insurance Agent
Accomplishments
- Recognized with Trophy for High Performance in HCA Premium – HDFC ERGO
Affiliations
- Actively engaged in customer interaction and relationship buildingParticipated in insurance sales campaigns and promotional activitiesConducted client meetings and explained insurance productsInvolved in lead generation and follow-upsMaintained strong communication and negotiation with clients.
INTERESTS AND HOBBIES
Exploring new destinations, building professional networks, staying updated with industry trends, and continuous self-development.
Timeline
Relationship Associate
HDFC SALES PVT LTD
11.2022 - Current
Senior Associate
Home Credit India Finance Pvt Lt
09.2021 - 10.2022
Master of Arts - English Language And Literature
SWAMI VIVEKANAND SUBHARTI
12.2020 - 04.2023
Bachelor of Arts - Business Economics
MAHATMA GANDHI COLLEGE
11.2015 - 08.2019