Somnath Kacharu Chaudhar
Ahmednagar
Summary
Dynamic professional with extensive experience in client relationship management at HDFC LIFE Insurance Company. Proven ability to enhance customer satisfaction and retention through strong communication and analytical skills. Adept at developing marketing strategies and ensuring compliance, driving business growth and operational excellence in competitive environments.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
Work History
Bancassurance Manager
HDFC LIFE Insurance Company LTD
Ahmednagar
03.2021 - Current
- Managed client relationships to ensure satisfaction and address concerns promptly for new reference s.
- Developed training materials for new SPs to enhance onboarding experience.
- Building Good relationship with BMs and all LGs for enhance business in all parameters which are Companies required.
Assistant Manager
Kotak Mahindra Bank LTD
Ahmednagar
07.2019 - 03.2021
- Managed daily operations and ensured compliance with banking regulations.
- Assisted in developing marketing strategies to enhance customer engagement.
Relationship Officer
Aditya Birla Sun Life insurance Co LTD
Ahmednagar
10.2018 - 07.2019
- Managed customer relationships to enhance client satisfaction and retention.
- Facilitated policy renewals and new insurance applications for clients.
- Provided product knowledge and guidance to clients on insurance options.
Education
Bachelor of Commerce - Commerce
SSPMs Art's Commerce And Science College
Dhanora, India 06.2013 - 04.2016
Skills
- Client relationship management
- Marketing strategy
- Compliance oversight
- strong communication
- analytical skills to assess needs
- Time management for a flexible career
Accomplishments
- Qualified for Dubai Dubai Contest - 2019 in ABSLI
- Certified from ABSLI for Product Mixing And Best Contribution in 2019.
- Qualified For DARE-Level 1 in Kotak Mahindra Bank.
- Employee of the Quarter In HLIC for 3 Times
- Qualified for Term Contest PHUKET in HLIC
- Qualified for Term Contest SHRILANKA in HLIC
- Qualified for STAR GALAXY Award- 2024 in HLIC
- Achieving Always Highest Slab of Incentives in HLIC for all parameters
- Awarded 1st Rank in SLG Business for FY 2024 & 2025 (ROM)
- One of the Qualifier For Q2 event - 2024 in ROM
Timeline
Bancassurance Manager
HDFC LIFE Insurance Company LTD
03.2021 - Current
Assistant Manager
Kotak Mahindra Bank LTD
07.2019 - 03.2021
Relationship Officer
Aditya Birla Sun Life insurance Co LTD
10.2018 - 07.2019
Bachelor of Commerce - Commerce
SSPMs Art's Commerce And Science College
06.2013 - 04.2016