Overview
Work History
Education
Skills
Timeline
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Srishti Singh

Indore

Overview

2
2
years of professional experience

Work History

Corporate Agency Manager

HDFC
Indore
05.2024 - Current
  • Strategic Targeting: Specialized in identifying high-potential clients, including FD investors and HNI customers, driving cross-sell opportunities and enhancing customer portfolio value.
  • Sales Achievement: Assisted in tracking & analysing monthly sales, contributing to achieving 100% of regional targets contributing to revenue growth of 25% in bancassurance channel.
  • Client-Centric Advisory: Educated clients on insurance benefits as part of financial planning, helping clients in achieving long-term savings goals with comprehensive policy solutions.
  • Customer Engagement: Successfully engaged walk-in customers at bank to promote investment-linked insurance & tax-saving plans, leveraging footfall of 50+ customers/week.

Executive Trainee

HDFC
Indore
05.2023 - 05.2024
  • Lead Management: Collaborated with branch teams to handle initial customer queries, generating 10+ leads per month and converting 60% into policy sales under supervision.
  • Process Optimisation: Identified inefficiencies in customer onboarding & eliminated same via DataOps reducing average turnaround time by 20% during training assignments.

Education

MBA - Marketing Management (69%)

Prestige Institute of Management And Research
Indore
04-2023

B.Com With Computer Application (70%) -

Shri Sathya Sai College
Bhopal
03-2020

HSC (65.8%) -

Delhi Public School
Vindhyanagar
03-2017

Skills

  • Customer Relationship Management
  • Financial Product Advisory
  • Interpersonal and Negotiation Skills
  • Proactive Client Engagement
  • MS Excel
  • Power Point

Timeline

Corporate Agency Manager

HDFC
05.2024 - Current

Executive Trainee

HDFC
05.2023 - 05.2024

MBA - Marketing Management (69%)

Prestige Institute of Management And Research

B.Com With Computer Application (70%) -

Shri Sathya Sai College

HSC (65.8%) -

Delhi Public School

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Srishti Singh