Ravi Upadhyay
Bharatpur
Summary
Dynamic Life Insurance Sales Representative with HDFC Life, adept at conducting thorough client needs assessments and delivering impactful policy educational presentations. Proven expertise in recommending tailored insurance solutions, leveraging strong product knowledge and exceptional communication skills to enhance client understanding and satisfaction. Committed to driving client success through informed decision-making.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
Work History
Life Insurance Sales Representative
HDFC LIFE INSURANCE
Bharatpur
12.2022 - Current
- Conducted client needs assessments to recommend suitable life insurance products.
- Educated clients on policy features, benefits, and coverage options effectively.
HDFC BANK LTD
4 year experience in retail branch banking
Bharatpur
10.2018 - 11.2022
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
Education
2012 - Mechanical Engineering
Rajasthan Technical University
07.2008 - 06.2012
Skills
- Client needs assessment
- Policy recommendations
- Product knowledge
- Policy educational presentations
Languages
Hindi
First Language
English
Beginner (A1)
A1
Personal details
Father name -Mohan lal upadhyay
Date of birth -15/03/1990
Nationality - Indian
Meriatal status - Married
Timeline
Life Insurance Sales Representative
HDFC LIFE INSURANCE
12.2022 - Current
HDFC BANK LTD
4 year experience in retail branch banking
10.2018 - 11.2022
2012 - Mechanical Engineering
Rajasthan Technical University
07.2008 - 06.2012
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