Pooja Patil
BANCASSURANCE MANAGER
- Role
- Bancassurance Manager at HDFC Life
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Pooja Patil
Experienced financial services consultant with a proven track record of 5 years 2 months…
Experience
Bancassurance Manager
Aug 2024 — Present · Mumbai, IN
Building relationships: Build strong relationships with the sales teams of channel partners, such as banks and NBFCs. Meeting customers: Meet potential customers with channel sales teams to sell insurance solutions. Achieving targets: Meet sales targets as per channel strategy. Providing support: Provide pre and post sales support, such as claim settlement. Ensuring quality: Ensure the quality of business and persistency, such as premium renewals. Using digital platforms: Enable the channel sales team to use the latest digital platforms. Converting leads: Convert leads based on the customer. Making joint calls: Make joint calls with bank employees. Giving leads: Give leads to the company. Engaging partners: Engage channel partners. Striving for customer satisfaction: Strive for customer satisfaction.
Education
Marath High School,Nashik
12th, Commerce
2012 — 2014
Marath High School, Nashik
10th
2012
IIEBM Indus Business School
PGDM, Marketing and Entrepreneurship
2018 — 2020
COMMERCE, MANAGEMENT & COMPUTER SCIENCE COLLEGE
Bachelor of Commerce, Banking and Finance
2014 — 2017
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