Aditya Shivhare
Excutive trainee | HDFC LIFE | MBA-25 Finance | Marketing
- Role
- Excutive Trainee at HDFC Life
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
About Aditya Shivhare
MBA (Finance)| Executive Trainee at HDFC Life Insurance (Bancassurance Channel)…
Experience
Excutive Trainee
Aug 2025 — Present · Indore, IN
As part of the Bancassurance channel, I work at the intersection of banking and insurance to provide integrated financial solutions. My role involvesFinancial Needs Analysis – Assessing customers’ life goals, risk appetite, and investment horizon to recommend suitable insurance and investment-linked products.Portfolio Optimization – Suggesting protection, savings, and ULIP Strategies to enhance customers’ long-term wealth creation and risk coverage.Bank Partner Engagement – Collaborating with bank staff to generate leads, conduct joint client meetings, and drive cross-selling of life insurance solutions.Product Advisory – Explaining financial products such as term insurance, endowment plans, retirement solutions, and market-linked investment options.Regulatory & Compliance – Ensuring all transactions adhere to IRDAI guidelines, KYC norms, and internal audit standards.Sales & Revenue Growth – Meeting monthly targets while maintaining a customer-centric approach in delivering financial security and investment growth plans.
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