Reema Singh

• Establishing solid business relationships with Cluster Heads, Branch Heads and other staff of HDFC Bank, delivering presentations and training on general insurance products and service features and offerings to gain leads and achieve targets.
• Assist banking partner (24 Branches of HDFC Bank) in pitching product to crucial customers, to solve problems/issues proactively & driving sales closure for the same.
• Coordinating with other departments such as Underwriters, Claims, & Operations.
• Extracting & providing required reports & MIS to reporting manager and Banking Partner.

• Overall responsibility of driving life insurance business in mapped 2 branches of Bandhan Bank.
• Prospecting & meeting walk in customers of Bank and conducting Quick Need Analysis and achieve target by cross sell and up sell.
• Conduct training on Life Insurance product in the branch.
• Provide advice to Personal Clients approaching Bank with complex investment needs.

Project Title: Study of Saving account of HDFC Bank with its key competitors and customer survey.

• Responsible for servicing customers, handling queries, complaints and requirements of customers.
• Responsible for CASA and cross selling other banking products.
• Addressing needs and requirements of walk in customers and prospective customers.
• Gained knowledge of company policies, protocols and processes.