Sakshi Chandrol

To leverage my experience in client advisory, portfolio reporting, and financial analysis across financial services roles, contributing to insightful solutions and process improvements in a dynamic consulting or advisory role.

Business Loans Disbursement Department - HDFC Bank

• Generate leads and acquire new customers for business loan products.
• Understand customers' financial requirements and recommend suitable loan solutions.
• Explain loan features, interest rates, eligibility criteria, and repayment terms.
• Collect and verify customer documents required for loan processing.
• Coordinate with credit, underwriting, and operations teams for loan approval and disbursement.
• Build and maintain strong relationships with customers and business partners.
• Achieve monthly sales targets and contribute to business growth.
• Conduct market visits, customer meetings, and follow-ups to generate new business opportunities.
• Ensure compliance with company policies and regulatory requirements throughout the loan process.

Business Development Manager (Life Insurance) - IndiaFirst Life Insurance

(2025-10 - 2026-03)

• Develop and expand the life insurance business by acquiring new customers and generating leads.
• Build and maintain strong relationships with clients, partners, and advisors.
• Understand customers' financial protection needs and recommend suitable life insurance solutions.
• Conduct client meetings, presentations, and product demonstrations.
• Achieve sales and business growth targets through effective planning and execution.
• Provide excellent customer service and support throughout the policy lifecycle.
• Coordinate with internal teams to ensure smooth policy issuance and servicing.
• Stay updated on insurance products, market trends, and regulatory guidelines.
• Identify new business opportunities and implement strategies to increase revenue and market presence.

Cash Management (AM) - IndusInd Bank

(2025-07 - 2025-10)

• Handle daily cash transactions, including cash deposits and withdrawals.
• Verify and process customer transactions accurately and efficiently.
• Maintain cash balance and ensure proper cash handling procedures.
• Assist customers with account-related queries and banking services.
• Process cheques, demand drafts, and other banking instruments.
• Ensure compliance with bank policies, operational guidelines, and regulatory requirements.
• Maintain transaction records and prepare daily cash reports.
• Identify and report any discrepancies or suspicious transactions.
• Provide excellent customer service and support branch operations.

BDM - Insurance - Aditya Birla Sunlife Insurance (HDFC)

(2024-01 - 2025-07)

• Build and maintain strong relationships with customers and channel partners.
• Generate leads and promote health insurance products to prospective clients.
• Understand customer requirements and recommend suitable insurance solutions.
• Assist customers with policy issuance, renewals, and service-related queries.
• Coordinate with internal teams to ensure smooth policy processing and customer support.
• Achieve sales and business targets through effective customer engagement.
• Conduct follow-ups with existing and potential customers to enhance business opportunities.
• Provide accurate information regarding policy features, benefits, and claim procedures.
• Ensure compliance with company policies and regulatory guidelines.
• Deliver a high level of customer satisfaction through prompt and professional service.

MBA - Shri Ram Institute Of Technology (2022)

BSc - Biotechnology - Govt MH College Of Home Science & Science - Jabalpur (2020)

Higher Secondary School (HSC) - Vallabh HS School - Jabalpur (M.P.) (2017)

Senior Secondary School (SSC) - St Aloysius Senior Secondary School, Rimjha, Jabalpur (2015)