Siddharth Chandarana
Bancassurance Manager
Mumbai
Summary
Customer-focused professional with successful five year career in Banking & Financial sector. Dynamic successful applying Sale and Communication Skills in busy business environment.
Overview
5
5
years of professional experience
3
3
Languages
Work History
Bancassurance Manager
HDFC Bank Limited
07.2023 - Current
- Monitored and updated financial plans to comply with client goals.
- Collaborated with clients to develop customized investment portfolios.
- Developed tailored financial solutions for clients, taking into account their unique needs and circumstances.
- Advised clients on investments, retirement and estate planning.
- Presented financial plans and investment recommendations to clients.
- Increased customer satisfaction by providing knowledgeable advice on suitable insurance products and services.
- Recommended specific investments to help clients meet financial goals.
- Self-motivated, with a strong sense of personal responsibility.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Business Development Manager
URBAN MONEY
09.2022 - 07.2023
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Optimized sales funnels by leveraging data-driven insights to refine targeting strategies and maximize conversion rates.
- Provided professional services and support in a dynamic work environment.
- Demonstrated leadership skills in managing projects from concept to completion.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
Financial Advisor
ICICI Prudential Life Insurance
03.2021 - 09.2022
- Helped clients make informed decisions about financial future.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on potential risks and rewards associated with various investments.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Presented financial plans and investment recommendations to clients.
Relationship Executive
Aditya Birla Sun Life Insurance Company
07.2020 - 02.2021
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Managed a diverse portfolio of clients, ensuring their financial goals were met or exceeded through personalized recommendations and solutions.
- Enhanced client relationships by consistently providing exceptional service and promptly addressing concerns.
- Achieved success in retaining key accounts through strategic relationship building efforts and tailored financial solutions.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Set and achieved company defined sales goals.
- Created, modified and executed business plans to maximize client satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Maintained regular contact with clients and identified opportunities to deliver added value to client relationships.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Sales and Marketing Representative
Gemini International PVT LTD.
01.2019 - 06.2020
- Met existing customers to review current services and expand sales opportunities.
- Increased customer retention rates by providing exceptional post-sales support and maintaining regular communication with clients.
- Consulted with businesses to supply accurate product and service information.
- Conducted market research to identify customer needs and preferences.
- Expanded market reach by conducting thorough industry research and identifying potential new clients.
- Built local sales and marketing plan for each targeted district within defined territory.
- Boosted sales revenue by implementing effective marketing strategies and building strong client relationships.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Maintained current knowledge of evolving changes in marketplace.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Education
Bachelor of Commerce
Mumbai University
Mumbai, India04.2019
H.S.C
Mumbai University
Mumbai03.2015
S.S.C
ICSE BOARD
Mumbai04.2013
Skills
Financial Management
Customer Relationship Management (CRM)
Positive Attitude
Teamwork and Collaboration
Problem-solving abilities
Excellent Communication
Self Motivation
Sales Techniques
Timeline
Bancassurance Manager
HDFC Bank Limited
07.2023 - Current
Business Development Manager
URBAN MONEY
09.2022 - 07.2023
Financial Advisor
ICICI Prudential Life Insurance
03.2021 - 09.2022
Relationship Executive
Aditya Birla Sun Life Insurance Company
07.2020 - 02.2021
Sales and Marketing Representative
Gemini International PVT LTD.
01.2019 - 06.2020
Bachelor of Commerce
Mumbai University
H.S.C
Mumbai University
S.S.C
ICSE BOARD
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