Shubham RAJ

• Manage and nurture relationships with existing HDFC Life customers by providing personalized financial planning solutions.
  
  Conduct regular customer meetings to understand their evolving financial needs and goals.
  
  Upsell and cross-sell suitable life insurance, investment, and protection products to enhance customer portfolios.
  
  Present product features, benefits, and value propositions clearly to help customers make informed decisions.
  Achieve sales targets through effective, need-based selling and relationship management.
  
  Maintain accurate records of customer interactions, proposals, and policy updates.
  
  Ensure high customer satisfaction by providing timely support and after-sales service.

Collected and verified business loan applications from agents and coordinated their processing and disbursement within the company.

Managed end-to-end collection of business loan files from channel partners and agents, ensuring accuracy and completeness of documentation before submitting for internal processing and disbursement.

Liaised with agents and internal teams to streamline workflow and ensure timely loan disbursements.
Handled documentation and collection of business loan files from agents, contributing to faster processing and smoother disbursement cycles within Protium Finace Limited.