Shubham Sinha
Prayagraj
Summary
A dynamic and result oriented professional looking to explore opportunities where I can effectively utilize my skillset.
Overview
4
4
years of professional experience
Work History
Financial Planning Manager (Direct Sales- Loyalty)
HDFC Life
04.2024 - Current
- Directly interact with customers through calls, walk-ins, and field visits.
- Understand customer needs related to protection, savings, investment, retirement, and child plans.
- Manage and follow up on company-provided leads.
- Explain product features, benefits, and premium details clearly to customers.
- Conduct financial need analysis and suggest suitable insurance plans.
- Prepare and share premium illustrations with customers.
- Assist customers in finalizing policies and completing documentation.
- Maintain strong relationships with existing policyholders and provide service support.
- Handle renewal reminders and customer queries.
- Qualified ‘Rising Stars’-An initiative by the organization for new employees.
- Received Award of Excellence –‘Amazing Sri Lanka’ – an award for exemplary performance in 2024.
Certified Internet Consultant
Just Dial Private Limited
12.2022 - 01.2024
- Generate revenue through sale of packages
- Introduce clients to company’s platform to increase business
- Manage pre-existing clients
- Manage company’s risks to increase growth and profitability
- Analyze market trends and use them in revenue generation
- Received Young Achievers award for being exceptionally good in the field of the allotted work.
Sr.Sales Executive
Dainik Jagran
01.2022 - 12.2022
- Handling the customers’ Advertisement needs
- Initiating Sales
- Updating DBMS
- Client calling for identifying potential business opportunities.
- Cross selling
- Data mining
Education
Certificate of Higher Education - Proficiency in English Communication
National Institute of Information Technology
New Delhi, DL2013
Business Analysis Fundamentals -
International Institute of Business Analytics
11.2025
Certification of Mutual Funds -
National Institute of Financial Markets
01.2025
Bachelor of Arts -
Kanpur University
01.2016
Higher Diploma in Information Technology -
National Institute of Information Technology
New Delhi, DL01.2016
Intermediate -
VNGIC
Bhadohi01.2011
High School -
Maharaj Kumar Anant Narayan Singh
Bhadohi, U.P. BOARD01.2009
Skills
- Good communication skills
- Self motivated
- Fungible to work environment
- Tries to explore sales aspects
- Hard working
Custom Section
- Good communication skills
- Self motivated
- Fungible to work environment
- Tries to explore sales aspects
- Hard working
Personal Information
- Pan Number: FIEPS2461A
- Father's Name: Mr.Sudhir Kumar Sinha
- Mother's Name: Mrs.Sneh Lata Sinha
Hobbies and interests
Surfing Internet
Playing online games
Exploring the places
Hitchiking
Accomplishments
Qualified ‘Rising Stars’-An initiative by the organization for new employees.
Received Award of Excellence –‘Amazing Sri Lanka’ – an award for exemplary performance in 2024.
Received Young Achievers award for being exceptionally good in the field of the allotted work.
Timeline
Financial Planning Manager (Direct Sales- Loyalty)
HDFC Life
04.2024 - Current
Certified Internet Consultant
Just Dial Private Limited
12.2022 - 01.2024
Sr.Sales Executive
Dainik Jagran
01.2022 - 12.2022
Certificate of Higher Education - Proficiency in English Communication
National Institute of Information Technology
Business Analysis Fundamentals -
International Institute of Business Analytics
Certification of Mutual Funds -
National Institute of Financial Markets
Bachelor of Arts -
Kanpur University
Higher Diploma in Information Technology -
National Institute of Information Technology
Intermediate -
VNGIC
High School -
Maharaj Kumar Anant Narayan Singh