Ludhiana, Punjab, India
Currently pursuing a Master of Computer Applications at Chandigarh University, specializing in Computer Programming, with a Bachelor’s degree in Computer and Information Sciences from Chaudhary Charan Singh University. Presently serving as a Corporate Agency Manager at HDFC Life since April 2024, where the focus is on branch development and business generation through strategic planning, client engagement, and meeting monthly business targets. Proficient in business relationship management and financial advisory. At HDFC Life, the role involves contributing to the team’s success by ensuring key performance indicators such as branch productivity, policy rider attachment, and customer engagement are consistently met. Committed to fostering operational excellence through collaboration, data-driven strategies, and training initiatives, while leveraging a strong foundation in computer programming to drive process efficiency and innovation. Dedicated to building meaningful client relationships and aligning team efforts with organizational objectives.
Senior CA Manager
Develop the branch and generate the business for completing Binder without any Gap & be on 130% MOM KPI of Year *Output* *1* Self activation before 3rd of month. *2* Term activation before 5th of Month. *3* Branch will get active before 7th of month. *4* 60% LG will get active month on month. *5* Branch Productivity 2 lac per Branch. *6* Rider attachment in every Policy. *7* 95% Persistency will require. *8* Call and meeting receive in One Go. *9* 100% MLearn goal complete. *Input* *1* MSD updation *2* Insta GO required before 10 AM *3* DTS updation *4* Branch Training *5* Lead MIS share on Daily basis *6* Daily Tracker report
retail sales
sales
policy sales