Arif
SME – Policybazaar | Ex-ABSLI, BALIC & HDFC Life | Insurance Strategist | Financial & Risk Consultant | Securing Futures & Optimizing Wealth for 500+ Clients.
- Role
- Subject Matter Expert at Policybazaar.com
- Location
- Chandigarh, IN
- LinkedIn followers
- 500 followers
About Arif
As a Subject Matter Expert (SME) at Policybazaar, I specialize in insurance, wealth management, and risk advisory with a proven track record of assisting 500+ clients in financial planning. With over 5 years of experience across top insurance firms (ABSLI, BALIC, HDFC Life), I excel in: • Risk Analysis & Financial Advisory - Providing expert guidance on wealth protection, life insurance, and retirement planning. • Insurance Product Consulting - Deep expertise in life, health, and general insurance, ensuring clients choose the right financial solutions. • Regulatory Compliance & Process Optimization - Ensuring clients meet financial regulations while optimizing their wealth portfolios. • Client Relationship Management - Managing HNI portfolios and delivering personalized financial strategies. I am actively exploring opportunities in risk consulting, financial advisory, and audit roles Let\'s connect to explore opportunities!
Experience
Subject Matter Expert
Aug 2022 — Present · Chandigarh, IN
Consulted 500+ clients on life insurance and wealth management solutions, ensuring 95% client satisfaction.• Led training sessions for junior advisors, improving sales effectiveness by 20%.• Collaborated with cross-functional teams to streamline insurance application processes, reducing approval time by 50%.
Education
Panjab University,Chandigarh
Bachelor of Arts - BA
2016 — 2019
CHANDIGARH UNIVERSITY
Master of Business Administration - MBA
2021 — 2023
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