Dynamic leader with a proven track record at HDFC Life Insurance, adept in business development and sales marketing. Excelled as Circle Head, enhancing team performance and client relations. Skilled in MS-CIT and effective communication, consistently achieving organizational goals. Demonstrates exceptional managerial capabilities and a results-driven approach, with a focus on strategic growth and team collaboration.
· Team Leader managing team of 9 people and working towards common organizational objective
· Handling channel partner branches of CSB bank for Mumbai 2 cluster to generate business.
· Deliver approved policies to new clients and explain benefits and risks of the policy
· Advise clients on the insurance policies that best suit their needs
· Research and source potential clients and build long-term relationships with them
· Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
· Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
MS-CIT