Raja M

Insurance 

Business development manager 

Sales

Corporate agency manager 

Hdfc life 

Corporate Agency Manager / Hdfc - chennai          08/2022 - 03/2024

·           Managed and optimized client investment portfolios, ensuring alignment with financial goals and risk tolerance.

·           Conducted through market analysis to identify investment opportunities and recommend appropriate financial products.

·           Provided expert advice on stocks, bonds, mutual funds, and other investment vehicles.

·           Utilized financial modeling and forecasting to predict market trends and guide investment decisions.

·           Promoted and sold savings products, including ulip plan, retirement plan, and savings plan .

·           Conducted financial literacy workshops to educate clients on effective saving strategies and financial planning.

·           Analyzed client financial situations to recommend optimal savings solutions, improving their financial stability.

·           Collaborated with cross-functional teams to enhance product offerings and streamline savings processes.

·           Increased client satisfaction and through personalized investment and savings advice.

·           Meeting the prospective customers with channel sales team to sell insurance solutions

·           Achieving sales targets as per channel strategy

·           Ensuring quality of business and persistency

·           Overall the Front Line Sales (FLS) need to ensure to Engage Channel Partners, Strive for Customer Satisfaction and Overall Achieve Sales Targets.