Reema Mehta

Master's

Finance

HDFC Life Insurance

Bancassurance Manager

- Managed three Saraswat bank branches, driving a 10% increase in market Share through targeted financial - Provided personalized financial advice to over 250 customers, focusing on life insurance and long-term - Sourced and cultivated 50+ new business leads monthly, boosting regional market share by 15 - Trained 30+ bank staff on life insurance products, resulting in a 12% increase in cross-selling and improved - Maintained a 95% customer satisfaction rate, enhancing retention and loyalty through strong client relationships - Exceeded sales targets by 120% on average, contributing to the successful partnership with Saraswat Bank - Collaborated with bank employees during meetings and customer visits, identifying 20+ new business - Recognized for outstanding performance: Awarded Employee of the Quarter three times and ranked 3rd in retail banking PAN India for the fiscal year 2021-2022