Shrey Vyas

About Shrey Vyas

With over 13 years of experience across the money market and life insurance industry, I have developed a well-rounded skill set in financial services, strategic planning, and leadership. My career spans from managing individual client portfolios to contributing as a key member of the Regional Strategy Team, where I played a crucial role in driving business performance and market growth.Throughout my journey, I’ve worked across sales, operations, and strategic roles—building a reputation for integrity, performance, and results. Core Expertise:• Financial Planning & Advisory• Money Market Instruments & Investments• Life Insurance Products & Risk Solutions• Sales & Distribution Management• Regional Business Strategy & Market Expansion• Performance Monitoring & KPI Tracking• Client Relationship Management (CRM)• Regulatory Compliance & Risk Management• Sales Forecasting & Target Planning• Data Analysis & Business Intelligence• Team Leadership & Training• Cross-functional Collaboration• Customer Retention & Engagement Strategies• MIS Reporting & Market Research Tools & Technologies- Microsoft Excel (Advanced)- PowerPoint (for strategic presentations)- CRM Platforms (Salesforce, etc.)- Business Intelligence Tools (basic exposure to Tableau / Power BI)- Data-driven Decision MakingI am passionate about helping clients and businesses achieve financial clarity and growth. I thrive in dynamic environments and continuously look for innovative ways to add value, solve problems, and drive performance.

Experience

1. Territory Head Mp & Cg

   HDFC Life

   Sep 2025 — Present · Madhya Pradesh, IN

Education

• Prestige Institute of Management Dewas

  BBA, Marketing/Marketing Management, General

  2007 — 2010

• Padmaja Higher Sec. School,Dewas

  12th, Mathematics and Computer Science

Skills

• Commissioning
• Employee Engagement
• Customer Service
• Personnel Management
• Business Development
• Performance Management
• Crm
• Talent Acquisition
• Talent Management
• Sales & Marketing
• Deferred Compensation
• Product Marketing
• Marketing Communications
• Employee Relations
• Labor Relations