Sheetal Chouhan

Insurance Advisor | Financial consultant

Role
Financial Services Consultant at HDFC Life
Location
Pune, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sheetal Chouhan

I want to secure a challenging position and responsible career opportunity.

Experience

  1. Financial Services Consultant

    HDFC Life

    Jun 2023 — Present · Indore, IN

    Delivered effective, affordable coverage presentations, clearly explaining benefits and trade-offs of available. Conducted in-depth financial and lifestyle analyses to identify suitable insurance products within clients’ budgets. Guided clients through policy purchase, documentation, and payment processes, ensuring smooth transactions. Maintained high standards of customer service and accuracy while supporting policy fulfillment and compliance. Proactively generated new leads through networking and built a loyal client base by fostering trust and rapport.

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Sheetal Chouhan — Financial Services Consultant at HDFC Life in Pune, IN | Unifers