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Samrat Dhyani is a seasoned insurance professional with extensive experience in risk management, sales, and leadership. He holds a Post Graduation Diploma in Risk Management and Insurance from Maharashta Institute of Technology and a Bachelor's degree in Business Administration from Treethankar Mahaveer University.

Credentials

  • Certified by Indian regulatory development authority
    IRDA

Experience

    • Kuwait
    • Insurance
    • 100 - 200 Employee
    • Insurance Specialist
      • Nov 2020 - Present

    • Administrative- LIC HFL Department
      • Dec 2016 - Nov 2020

      Providing Housing loan to NRI’s.Generating leads through cold calling and client’s referenceAnalyse Risk according to the Client profile.Managing Team/Agents of financial advisors.Camping and Canvassing during social group andassociation related marketing.Managing portfolio of the HNW customers.Contacting clients and setting up meetings.Advertisements for Product publicity.Follow up and ensuring timely payments of Sponsorship andAdvertisement activity.

    • Financial Advisor
      • Apr 2015 - Jul 2016
      • Kuwait

      Managing team of Housing Finance and Insurance Team.Ensuring customer satisfaction by achieving delivery &service quality norm.Producing financial reports and submitting sales MIS reportson daily basis.Conducting in-depth reviews of clients' financialcircumstances.Providing financial planning, Investment & financial adviceto the customer.Researching information from various sources, includingproviders of financial products.

  • Davis Club
    • New Delhi Area, India
    • Manager Sales
      • Sep 2013 - Apr 2015
      • New Delhi Area, India

      Handling and supervising Health Insurance Team.Tie-up with Hospitals and Health Clinic.Recruit right candidate for Sales and Operation.Maintaining track record and Handling Client Grievance.

  • Birla Sun Life Insurance
    • New Delhi Area, India
    • Senior Unit Sales Manager
      • Jan 2013 - Sep 2013
      • New Delhi Area, India

      Generate leads through reference, Digital marketing,ExistingClient references and cold calling.Analysing client investment capacity, suggest him a suitableproduct and closed the lead.Provide Clients after Sales services: Original Policydocuments, Connect through Email and Telephone, Onlineportal service.

  • HDFC Life
    • New Delhi Area, India
    • BANK ASSURANCE OFFICER
      • Sep 2011 - Jan 2013
      • New Delhi Area, India

      Represent HDFC life in allotted HDFC Retail BankingBranch.Coordinating with Bank staff in generation of lead.Proper follow up, joint meeting and converting the lead.Support branch staff to achieve their monthly quarterly andyearly target.Provide Clients after Sales services: Original Policydocuments, Connect through Email and Telephone, Onlineportal service.Cross selling of Banks Product: FD’s, Mutual Fund, RD’s,Credit Cards, Personal and Homes loan.

Education

  • 2018 - 2019
    Maharashta Institute of Technology
    Post Garduation Diploma in Risk Management and Insurance, Risk Management and Insurance
  • 2009 - 2012
    Treethankar Mahaveer University
    Bachelor's degree, Business Administration and Management, General

Suggested Services

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Industry Focus. “Insurance”

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