Saurabh Yadav
Banking And Insurance
Delhi
Summary
- Area of Expertise Business Development
- Overseeing the sales and marketing operations, thereby achieving increased sales growth.
- Experienced Relationship Manager with knack for creating long-lasting client loyalty and customer advocates. Skilled at building rapport by providing quick and friendly responses to inquiries and problems.
- Enthusiastic Relationship Manager with good eye for spotting where organisational procedures can be improved to enhance customer and client satisfaction. Warm and highly organised. Skill for building loyalty and rapport. Strategic thinker with proven track record of achieving financial objectives. Stays up-to-date on market trends to deliver actionable insights and evidence-based advice. Manages caseload of clients in line with industry regulations.
Overview
7
7
years of professional experience
Work History
Affuluent Relationship Manager
Axis Max Life Insurance Company
02.2025 - Current
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Participated in staff meetings to discuss innovative strategies to improve services.
Relationship Manager
ADITYA BIRLA SUN LIFE INSURANCE
06.2023 - 02.2025
- Achieved Monthly Target with consistence mindshare
- Managing imperia portfolio of HDFC BANK
Relationship Manager
TATA AIA LIFE INSURANCE LTD
01.2022 - 06.2023
- Achieved Monthly Target with 100% Market share
- Managing Multiple branches
- Managing Pioneer portfolio of branch.
Sales development manager
HDFC STANDARD LIFE INSURANCE COMPANY
02.2020 - 01.2022
- Achieved sales target timely set by company
- Sales of financial products like ulip Term plan, Endowment plan and etc.
BUSINESS DEVELOPMENT REPRESENTATIVE
HDFC BANK LTD
07.2018 - 02.2020
- Extensive experience in promotion and sales of Retail Banking Product i.e., Saving, Current, NRI, DEMAT, Trading, etc
- Accounts.
Education
10th -
12th -
Graduation -
Delhi University
Skills
MS Office
Personal Information
- Nationality: indian
- Marital Status: Single
- Gender: Male
- Date of Birth: 04/03/1995
Skills
- Trust building
References
I hereby declare that all the statements made above are true and complete to the best of my knowledge and belief and nothing has been concealed / distorted.
SAURABH YADAV
Timeline
Affuluent Relationship Manager
Axis Max Life Insurance Company
02.2025 - Current
Relationship Manager
ADITYA BIRLA SUN LIFE INSURANCE
06.2023 - 02.2025
Relationship Manager
TATA AIA LIFE INSURANCE LTD
01.2022 - 06.2023
Sales development manager
HDFC STANDARD LIFE INSURANCE COMPANY
02.2020 - 01.2022
BUSINESS DEVELOPMENT REPRESENTATIVE
HDFC BANK LTD
07.2018 - 02.2020
10th -
12th -
Graduation -
Delhi University
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