Vivek Joshi
Ahmedabad
Summary
Experienced insurance professional with a strong background in managing a broad range of insurance products within the Bancassurance Vertical at HDFC ERGO GIC Ltd. Since 2018, I have been leading the Gujarat region’s insurance operations for HDB Financial Services Ltd and HDFC Securities Limited, focusing on Motor Vehicle, Health, and Loan Protection Insurance. Eager to contribute to a forward-looking organization where innovation, growth, and learning are prioritized.
Overview
17
17
years of professional experience
Work History
Manager
HDFC ERGO General Insurance Company Limited
Ahmedabad
11.2018 - Current
Relationship Manager
Cholamandalam MS General Insurance Company Limited
08.2016 - 11.2018
Team Leader
Landmark Insurance Brokers Pvt Ltd
04.2010 - 07.2016
Agent Advisor
Max New Yourk Life Insurance Co Ltd
01.2009 - 12.2009
Domestic Tour Manager
Ace Tours
01.2008 - 12.2008
Education
HSC -
Shree Narayan Guru Vidhyalaya
B Com -
Gujarat University
Skills
- Active listening
- Adaptability
- Attention to detail
- Collaboration
- Communication
- Computer
- Conflict resolution
- Creativity
- Critical thinking
- Data analysis
- Decision-making
- Leadership
- Management
- Marketing
- MS Office
- Organization
- Planning and coordination
- Problem solving
- Customer Service
- Public relation
- Self discipline
- Self motivated
- Teamwork
- Time management
- Writing
- Analytical skills
- Research skills
HDFC ERGO GIC Ltd | 2018 – Present
Manager, Bancassurance Vertical
- Lead the insurance portfolio for the Gujarat region, encompassing Motor Vehicle, Commercial Vehicle, Health, Loan Protection, Non-Motor, and Travel Insurance products.
- Collaborate with channel partners HDB Financial Services Ltd and HDFC Securities Limited to drive product penetration and achieve sales targets.
- Spearhead strategic initiatives to enhance product offerings and customer engagement, contributing to sustained business growth.
- Ensure compliance with industry regulations while optimizing processes to improve efficiency and service delivery.
Additional Information
IRDA Broker Ship Exam
I Have Passed Exam Of Insurance Broker Ship In IRDA Through Landmark Insurance Broker In 2011..
Keyareas
My key Areas Are Ahmedabad, North Gujarat & Kutch..
Recent Responsibilities
Recently, I have taken on the additional responsibility of overseeing the insurance coverage for Personal Loans, Business Loans, and Gold Loans for HDFC Bank.
Personal Information
- Date of Birth: 11/27/85
- Gender: Male
- Nationality: Indian
Languages
- English
- Hindi
- Gujarati
Hobbies and Interests
- Art
- Gardening
- Listening to music
- Photography
- Sports
- Travel
Timeline
Manager
HDFC ERGO General Insurance Company Limited
11.2018 - Current
Relationship Manager
Cholamandalam MS General Insurance Company Limited
08.2016 - 11.2018
Team Leader
Landmark Insurance Brokers Pvt Ltd
04.2010 - 07.2016
Agent Advisor
Max New Yourk Life Insurance Co Ltd
01.2009 - 12.2009
Domestic Tour Manager
Ace Tours
01.2008 - 12.2008
HSC -
Shree Narayan Guru Vidhyalaya
B Com -
Gujarat University
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