Vivek Mishra

Certified ScrumMaster® Business Manager | Bancassurance | HDFC Life

Role
Corporate Agency Manager at HDFC Life
Location
Gurugram, HR, IN
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Vivek Mishra

Dynamic PGDM Graduate | I thrive in dynamic environments, leveraging my expertise in B2B…

Experience

  1. Corporate Agency Manager

    HDFC Life

    Apr 2024 — Present · Lucknow, IN

    Relationship Building: Selling Life insurance products to HDFC Bank customer* Account Planning: Creating excellent plans as per the need of the customer* Customer Identification: verifying customer\'s identity through documents (e.g, ID, passport).* Customer Due Diligence (CDD): Gather information on customer\'s occupation, income, and transaction purpose.* Claims Assistance: Facilitate smooth claims processing.* Compliance: Ensure adherence to regulatory requirements.

Education

  • Riverside Academy

    High School, Business/Commerce, General

    2009 — 2011

  • SYMBIOSIS INTERNATIONAL UNIVERSITY

    Bachelor of computer Application, bachelor of computer Application

    2011 — 2017

  • Jaipuria Institute of Management

    Master of Business Administration - MBA, Sales, Distribution, and Marketing Operations, General

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Vivek Mishra — Corporate Agency Manager at HDFC Life in Gurugram, HR, IN | Unifers