Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Additional Qualifications
Timeline
Generic
SWETA SHUKLA

SWETA SHUKLA

Ahmedabad

Summary

Dynamic investment professional with a proven track record at Reliance Life, excelling in client acquisition and relationship management. Achieved over ₹15 Cr in life insurance sales and recognized for outstanding performance. Expertise in strategic business leadership and financial analysis drives market expansion and revenue development.

Overview

16
16
years of professional experience

Work History

Founder & Investment Professional

Sweta Shukla
01.2020 - Current
  • Built and managed financial services firm (Life Insurance, General Insurance, Mutual Funds)
  • Delivered ₹15 Cr+ Life Insurance and ₹20 Cr+ AUM Mutual Funds
  • Achieved TOT, MDRT, COT across multiple companies
  • Awarded & invited to international conferences in 10+ countries

Partner

Tact Finvest
01.2016 - 01.2020
  • Delivered ₹6 Cr+ Life Insurance and ₹20 Cr+ Mutual Funds AUM
  • Achieved COT, MDRT recognitions
  • Expanded business portfolio with HNI & Corporate clients

Chief Relationship Manager (BSC)

Reliance Life
01.2015 - 01.2016
  • Handled branch walk-ins & client portfolio
  • Generated ₹75 Lakhs in one year
  • Qualified for Amsterdam contest

Deputy Manager (Agency)

Bharti AXA Life
01.2014 - 01.2015
  • Onboarded and developed new agents
  • Delivered ₹1.1 Cr new business in one year
  • Qualified for Bangkok contest

Chief Relationship Manager (Loyalty)

Reliance Life
01.2013 - 01.2014
  • Pioneer member of Loyalty Channel
  • Generated ₹55.6 Lakhs business, 2 promotions in one year
  • Qualified for Dubai & Bangkok contests

Sales Manager

HDFC Life
01.2011 - 01.2013
  • Achieved 3 promotions in 2 years
  • Delivered ₹34+ Lakhs per promotion cycle
  • Ranked PAN India #1 (2011-12)
  • MDRT qualifier (2012, 2013)
  • Contest qualifier: Sri Lanka, Switzerland, Bangkok

Team Leader

Landmark Insurance
01.2010 - 01.2011
  • Promoted from Telecaller → Team Leader in 8 months
  • Managed 10-member sales team across multiple cities
  • Awarded for 100% Quality Customer Calling

Education

Diploma in Hospitality & Tourism Management -

Nanyang Institute of Management
Singapore
01.2019

S.Y.B.Com - Commerce

Gujarat University
Gujarat
01.2012

HSC - Commerce

GHSEB
Gujarat
01.2007

SSC - Education

GHSEB
Gujarat
01.2005

Skills

  • Strategic Business Leadership
  • Sales & Marketing Excellence
  • Insurance & Investment Advisory
  • Client Acquisition & Retention
  • Team Development & Leadership
  • Market Expansion
  • International Business Exposure
  • Relationship Management
  • Financial analysis
  • Investment strategies
  • Regulatory compliance
  • Client relationship management
  • Decision making
  • Revenue development
  • Negotiation
  • Client engagement
  • Ethics and integrity

Accomplishments

  • Generated ₹50+ Cr Life Insurance and ₹40+ Cr AUM Mutual Funds
  • Achieved TOT, MDRT, COT multiple times
  • Represented India in 10+ International Conferences
  • Ranked PAN India #1 in HDFC Life (2011-2012)
  • Built premium HNI client base across Gujarat & Maharashtra

Languages

  • English
  • Hindi
  • Gujarati

Additional Qualifications

  • Tally 6.5
  • Windows
  • MS Office

Timeline

Founder & Investment Professional

Sweta Shukla
01.2020 - Current

Partner

Tact Finvest
01.2016 - 01.2020

Chief Relationship Manager (BSC)

Reliance Life
01.2015 - 01.2016

Deputy Manager (Agency)

Bharti AXA Life
01.2014 - 01.2015

Chief Relationship Manager (Loyalty)

Reliance Life
01.2013 - 01.2014

Sales Manager

HDFC Life
01.2011 - 01.2013

Team Leader

Landmark Insurance
01.2010 - 01.2011

Diploma in Hospitality & Tourism Management -

Nanyang Institute of Management

S.Y.B.Com - Commerce

Gujarat University

HSC - Commerce

GHSEB

SSC - Education

GHSEB

Similar Profiles

CREATE PROFILE
SWETA SHUKLA