Ravinder Singh
Team Lead at Tech Mahindra
- Role
- Senior Cam at HDFC Life
- Location
- Chandigarh, CH, IN
- LinkedIn followers
- 500 followers
Experience
Senior Cam
May 2023 — Present · IN
Acted as a key liaison between Relationship Managers and clients to understand financial goals and recommend suitable solutions.Provided expert insights on newly launched schemes and their benefits tailored to clients’ long-term needs.Focused on wealth management strategies to help clients achieve financial stability and growth.Promoted customized insurance and investment plans aligned with individual client profiles.Ensured consistent client engagement through regular updates and financial consultations.Strengthened partnerships with bank Relationship Managers to streamline client onboarding and servicing.Maintained a high standard of customer service to build trust and long-term client relationships.Contributed to the team’s business targets by identifying cross-sell and upsell opportunities.
Education
Longowal polytechnical college
Master of Engineering, Mechanical Engineering
2014 — 2017
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