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RAJIV SHARMA

Insurance Advisor

Phone: 7987987978
Email: rajivsharma123@gmail.com
Location: Mumbai – 208001, Maharashtra, India

RESUME TITLE

Experienced Insurance Advisor Driving Client Success

CAREER OBJECTIVE

To work as a results-driven Insurance Advisor with a reputed insurance organization where I can utilize my sales expertise, customer relationship skills, and in-depth knowledge of insurance products to help clients achieve financial security while contributing to the company’s growth and long-term success.

WORK EXPERIENCE

Senior Insurance Advisor
HDFC Life Insurance Ltd., Mumbai, Maharashtra
07 April 2021 – Present

  • Provided personalized insurance solutions based on clients’ financial goals and risk profiles
  • Consistently achieved and exceeded sales targets by up to 120%
  • Built and managed a strong client base across Andheri, Powai, and Ghatkopar
  • Assisted clients with policy servicing, renewals, and claims processing

Insurance Advisor
ICICI Prudential Life Insurance
15 June 2018 – 17 March 2021

  • Sold term plans, ULIPs, and savings policies to individual clients
  • Generated leads through field visits, referrals, and cold calling
  • Educated clients on policy benefits, exclusions, and regulatory compliance

EDUCATION

Bachelor of Commerce (B.Com)
University of Mumbai, Santacruz Road
Mumbai, India
Completed: July 2017

SKILLS

  • Sales Expertise
  • Customer Service Orientation
  • Client Relationship Management
  • Policy Sales & Renewals
  • Risk Assessment
  • Claims Support & Documentation

CERTIFICATIONS

  • IRDAI Certified Insurance Advisor
  • POSP Certification – Life & Health Insurance

ACCOMPLISHMENTS

  • Best Performing Advisor – Mumbai Zone (2023)
  • Onboarded 300+ active policyholders
  • Maintained 95% policy renewal ratio

LANGUAGES

  • English
  • Hindi
  • Marathi

PERSONAL INFORMATION

  • City: Mumbai
  • State/Country: Maharashtra, India

 

Position Overview

An Insurance Advisor is responsible for helping individuals and families choose suitable insurance products based on their financial goals and risk profile. The role involves client consultation, policy sales, renewals, claims assistance, and long-term relationship management while ensuring compliance with IRDAI regulations. A successful Insurance Advisor consistently meets sales targets, maintains high renewal ratios, and delivers excellent customer service.

Company Overview

HDFC Life Insurance Ltd. is one of India’s leading life insurance companies, offering a wide range of individual and group insurance solutions. Known for its strong customer focus and innovative products, HDFC Life serves millions of policyholders across India, helping them achieve long-term financial security through protection, savings, investment, and retirement plans.

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