Shubham Jadhav

Role & Responsibilities:

• Built and managed a portfolio of retail banking clients, offering tailored financial solutions to meet their needs.
• Achieved and exceeded monthly sales targets for third-party products, including life insurance and health insurance policies.
• Conducted financial needs analysis to recommend appropriate insurance plans aligned with customers’ long-term goals and risk profiles.
• Collaborated with insurance partners to stay updated on product offerings, underwriting criteria, and promotions.
• Delivered end-to-end service for insurance sales, from lead generation and client meetings to documentation and policy issuance.
• Organized financial literacy sessions and one-on-one consultations to educate clients on the importance of financial protection.
• Ensured compliance with all regulatory and bank guidelines while selling insurance and investment products.
• Contributed significantly to branch revenue through cross-selling initiatives, focusing on life and health insurance penetration.

Key Achievements:

• Consistently ranked among the top performers for insurance sales in the region.
• Recognized with Sales Star Award for excellence in overall Income.

Role & Responsibilities:

• Assisted in driving life insurance sales through the Bancassurance channel, working closely with partner bank branches to generate leads and convert them into policy sales.
• Conducted regular client meetings at bank branches to understand financial needs and recommend suitable HDFC Life insurance products.
• Built strong working relationships with branch staff to encourage referrals and improve product awareness among bank customers.
• Delivered presentations and product training to bank employees to enhance their ability to identify insurance opportunities.
• Maintained a consistent pipeline of prospective customers and ensured timely follow-ups to achieve sales targets.
• Supported documentation, application processing, and policy issuance while ensuring compliance with regulatory and organizational norms.
• Participated in branch-level promotional activities and campaigns to boost life insurance penetration and visibility.
• Provided post-sales service, including policy servicing and client queries, to ensure customer satisfaction and retention.