ROHIT SETHI
Ludhiana
Summary
Dynamic professional with a strong work ethic and proven expertise in managing investment plans at Policy Bazaar. Skilled in customer engagement and policy comparison, I excel in training teams and driving health insurance sales at Bajaj Allianz. Committed to integrity and adaptability, I deliver optimal solutions that enhance client satisfaction.
Overview
10
10
years of professional experience
Work History
FOS
Policy Bazaar
06.2024 - 01.2025
- Managing responsibilities of various investment plans across all companies and focusing on NFO of each investment firm in panel.
- responsibility includes direct engagement with customers and comparison of plans with competitor companies and provision of optimal investment plans.
Sales Manager
Bajaj Allianz General Insurance Company Limited
01.2023 - 12.2023
- Taking care of Bajaj Allianz Health insurance business with my team in Canara Bank
- Handling 10+ branches of Canara Bank for health insurance
- Responsible for health insurance products and training
Kotak Mahindra Life Insurance Company Limited
05.2021 - 08.2022
- Visiting in government departments for meeting with retirees
- Taking care of life insurance business with my team
- Responsible for life insurance products and training
HDFC Ergo General Insurance Company Limited
07.2019 - 10.2020
- Sitting in Deutsche Bank and taking care of Punjab region
- Taking care of the general insurance product of HDFC Ergo
- Responsible for all general insurance products in banking
Chola Mandalam General Insurance (Murugappa Group)
07.2017 - 06.2019
- Sitting in Ludhiana office and taking care of 16+ branches of CBI, BOB, and UBI in Punjab
- Taking care of general insurance product of Chola Mandalam
- Responsible for all general insurance products in banking
Birla Sun Life Insurance Company Limited (Banca Assurance)
05.2015 - 06.2017
- Sitting in Deutsche Bank taking care of Punjab
- Taking care of the Life insurance product of Birla Sun Life
- Responsible for all Life insurance products in bank
Education
MBA -
Sikkim Maniple University
01.2012
B.A -
Punjab University
01.2006
Senior Secondary -
Punjab school education board
01.2003
Matriculation -
Punjab school education board
01.2001
Skills
- Strong work ethic
- Customer engagement
- Policy comparison
- Insurance products
- Integrity
- Adaptability
- Discipline
- Effective communication
- Product training
- Problem solving
- Supervision and leadership
Mobile Numbers
- +91-9988292165
- 9781082161
Activities
- Organized various stage shows & debates at school level, as a team member of the school Co-curricular club.
- Organized blood donation camps.
Personal Information
- Father's Name: Sh. Bhushan Kumar
- Mother's Name: Smt. Veena Sethi
- Date of Birth: 04/05/85
Timeline
FOS
Policy Bazaar
06.2024 - 01.2025
Sales Manager
Bajaj Allianz General Insurance Company Limited
01.2023 - 12.2023
Kotak Mahindra Life Insurance Company Limited
05.2021 - 08.2022
HDFC Ergo General Insurance Company Limited
07.2019 - 10.2020
Chola Mandalam General Insurance (Murugappa Group)
07.2017 - 06.2019
Birla Sun Life Insurance Company Limited (Banca Assurance)
05.2015 - 06.2017
MBA -
Sikkim Maniple University
B.A -
Punjab University
Senior Secondary -
Punjab school education board
Matriculation -
Punjab school education board
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