Shubham Choudhary
Indore
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. A determined leader with over 3+yrs of assessing clients with financial processes and assessing financial data.
Overview
2
2
years of professional experience
Work History
Associate Relationship Manager
HDFCLIFE
02.2023 - Current
- Strengthened client relationships by conducting regular meetings and addressing their financial needs.
- Managed and deepened existing client relationships, leading to increased business opportunities.
- Developed tailored investment solutions for clients, resulting in higher satisfaction levels and long-term loyalty.
- Provided exceptional customer service, resolving issues promptly and effectively to ensure high client retention rates.
Unit Manager
ICICI Prudential Life Insurance
09.2021 - 01.2023
- Recruited and identify the right quality advisors to build a strong advisors base
- Provide training on products,business processes and selling technique continuously
- Provide assistance to advisors in lead generation,prospecting and business development
- Ensure that advisors provide the right financial solutions to customers as per need analysis and they adhere to required business process and norms
- Achieve the business target each months for generating new business and advisor recruitment
Education
Bachelor of Computer Applications - Computer And Information Sciences
RGPV UNIVERSITY
INDORE06.2018
High School Diploma -
MP BOARD
04.2015
Skills
- Cross-selling
- Adaptability
- Financial analysis
- Stress management
- Product knowledge
- Portfolio Growth
Languages
Hindi
Advanced (C1)
English
Advanced (C1)
Timeline
Associate Relationship Manager
HDFCLIFE
02.2023 - Current
Unit Manager
ICICI Prudential Life Insurance
09.2021 - 01.2023
Bachelor of Computer Applications - Computer And Information Sciences
RGPV UNIVERSITY
High School Diploma -
MP BOARD
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