PUSHPENDRA KUMAR
Delhi
Summary
Dynamic professional with extensive experience as a Bancassurance Manager at HDFC Life Insurance, excelling in relationship management and sales training. Proven track record in driving new business and enhancing team performance, leveraging strong financial planning skills to meet client needs and achieve targets consistently. A dedicated team player committed to excellence.
Overview
8
8
years of professional experience
1
1
Certification
Work History
E Bancassurance Manager
HDFC life insurance co ltd
Delhi
08.2021 - Current
- Lead & Motivate the team
- Integrated training service effectiveness for the entire sales force
- Organize and regular sales meeting provide sales training
- Responsible to achieve new business with persistency
- Analysed and identified client need, offered product tailored to their specific circumstances.
- Take care of the investment prospect of the HNI clients.
- Maintain relationship with multiple channel partner and retail business.
- Some of small bank and small sub brokers.
- Providing training and support to sub-broker and bank staff to achieve sales
- Create reports and make mis to report on daily basis
- Oversaw daily operations and ensured team adherence to company policies.
- Coordinated training sessions to improve employee skills and performance levels.
Business Development Manager
SBI LIFE INSURANCE CO LTD
Delhi
07.2018 - 07.2021
- Responsible to achieve new business and persistency.
- Maintain relationship with bank branches, provide product training.
- And knowledge also provide field sales support.
- Visit regularly every branch and retail partners to solve issue about sales.
- Interact with walking customer to pitch and sell insurance policies and helping to generate bank branch revenue.
- Handling multiple bank branches and retail partner.
- Take care of the investment prospect of the HNI clients.
- Maintain relationship with multiple channel partner
- Developed relationships with clients to understand their insurance needs.
Sales Manager
FUTURE GENERALI INDIA LIFE INSURANCE CO LTD
Delhi
02.2017 - 05.2018
- Handling direct sales and retail partnership distribution.
- Provide training and support to achieve sales target.
- Responsible to achive monthly target with persistency.
- Create reports and make mis to report on daily basis.
- Joint field sales call with partners
- Client need base selling and F2F meetings.
- Provide product knowledge and technical support.
- Do cold calling & Activity to jenerate business in multiple Delhi ncr locations
- Trained and supported team members in effective sales techniques and insurance products.
Education
Bachelor in science -
Agra University
Agra06.2012
Skills
- Managerial skills
- Relationship management
- Sales training
- Financial planning
- Team player
- Customer service
Certification
- NISM-Series-V-A: Investment Adviser (Level 1) Apr 2020
- IC 38 - IRDA corporate Insurance agent. May 2021
Languages
English, Hindi
Hobbies and Interests
Playing cricket, Listening Music, Travelling
Accomplishments
- In Future Generali india Ranked top 3 sales manager in partnership distribution team 2017.
- In SBI life received MD trophy from respective MD & CEO 2019.
- In HDFC Life won the EOQ award in JFM 2022
- In HDFC Life won the EOQ award in OND 2023
- In HDFC Life won the EOQ award in JFM 2024
- In HDFC Life won the EOQ award in OND 2024
- In HDFC Life won the EOQ award in JFM 2025
- In HDFC Life, I got four increments and three promotions, along with three international trips to Spain, Dubai, and London
Timeline
E Bancassurance Manager
HDFC life insurance co ltd
08.2021 - Current
Business Development Manager
SBI LIFE INSURANCE CO LTD
07.2018 - 07.2021
Sales Manager
FUTURE GENERALI INDIA LIFE INSURANCE CO LTD
02.2017 - 05.2018
Bachelor in science -
Agra University
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