Rahul Rajpal
Life And Health Insurance
Faizabad
Summary
Dedicated and disciplined financial professional committed to achieving organizational goals through hard work and effective teamwork. Seeking to contribute as a Personal Banker within a dynamic team while leveraging extensive knowledge of financial products, services, and branch operations. Aiming to provide exceptional value by fostering strong client relationships and delivering tailored financial solutions. Enthusiastic about driving success and enhancing customer experiences in a fast-paced banking environment.
Overview
16
16
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Sr. Corporate Agency Manager (Bancassurance)
HDFC Life Insurance Company
11.2025 - Current
- Retail Life Insurance
- Achieving the said targets
- Handel 10 Branches
Sr.Cluster Sales Manager (Bancassurance)
PNB MetLife India Insurance Co. Limited
06.2024 - 02.2025
- Retail Life Insurance
- Team Handling
- Solve all the problems of customers
- Handel 12 Branches
- PNB Bank
Senior Cluster Manager (Bancassurance)
Care Health Insurance
06.2022 - 05.2024
- Retail Health Insurance
- Team Handling
- Zone In-Charge (Ayodhya) 39 Branches
- UCO Bank
- Promote From Cluster Manger to Sr.Cluster Manager
- Implemented trending initiatives to help drive sales across cluster.
- Established strong relationships with Zonal and Branch Staff through regular meetings, reports, and presentations on cluster progress.
Personal Banker
HDFC Bank Ltd
04.2019 - 01.2022
- Opening current and saving account
- Cash handling
- Branch Operations
- Solve all the problems of customers
- To prepare reports on a daily basis
- Achieving the said targets
- Cross-sold bank products and services to meet customer needs and provide options
- Handling customer grievances
- Rewarded with " Be The Best Award " in Sep. 2020 from Mr. Arvind Vohra ( Contry Head ) RBB.
Relationship Manager
IndusInd Bank
11.2013 - 12.2018
- Opening current and saving account
- To prepare reports on a daily basis
- Handling customer grievances.
- Continuously enhanced product knowledge staying updated latest industry developments trends facilitated persuasive presentations prospects/customers alike.
- Solve all the problems of customers
- Join as a Associat Sales Manager and got Promotion as a Relationship Manager in 2017
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Store Manager, Cashier/ Billing & Accountant
THE RAYMOND SHOP
03.2010 - 09.2013
- Solve all the problems of customers
- To prepare reports on a daily basis
- Handling customer grievances
- Achieving the said targets.
Education
Graduation - B.Com
R.M.L. Awadh University
Faizabad 04.2001 -
Intermediate - Commerce
M.P.L.L. Adarsh Inter College
Faizabad08-2006
High School - undefined
M.P.L.L. Adarsh Inter College
Faizabad08-2004
Skills
Team leadership
Customer relationship development
Financial planning expertise
Sales experience
Building professional relationships
Understanding of banking processes
Staff training
Customer service
Computer skills
Positive attitude
Multitasking Abilities
Certification
1 Year Basic Computer Course.
Interests
Listening Music, Playing cricket, Net surfing
Timeline
Sr. Corporate Agency Manager (Bancassurance)
HDFC Life Insurance Company
11.2025 - Current
Sr.Cluster Sales Manager (Bancassurance)
PNB MetLife India Insurance Co. Limited
06.2024 - 02.2025
Senior Cluster Manager (Bancassurance)
Care Health Insurance
06.2022 - 05.2024
Personal Banker
HDFC Bank Ltd
04.2019 - 01.2022
Relationship Manager
IndusInd Bank
11.2013 - 12.2018
Store Manager, Cashier/ Billing & Accountant
THE RAYMOND SHOP
03.2010 - 09.2013
Graduation - B.Com
R.M.L. Awadh University
04.2001 -
Intermediate - Commerce
M.P.L.L. Adarsh Inter College
High School - undefined
M.P.L.L. Adarsh Inter College
Software
- MS office
- Tally