Shubham Verma

Results-oriented Banking and Insurance professional with 2+ years of experience in Business Loan processing and Bancassurance sales. Proven ability to manage end-to-end loan documentation, ensure regulatory compliance, and convert bank leads into insurance policies. Seeking a challenging and growth-oriented role to leverage my financial services expertise and deliver measurable results.

Senior Executive – Bancassurance - HDFC Ergo General Insurance Co. Ltd. - Noida

(2024-12)

• Convert HDFC Bank-generated leads into motor, health, and other insurance policies for auto loan customers
• Engage and counsel bank customers on suitable insurance products aligned with their financial needs
• Coordinate with bank relationship managers for smooth lead handover and timely policy issuance
• Maintain daily sales performance tracker and submit MIS reports to reporting manager
• Ensure all sales adhere to IRDAI guidelines and internal compliance standards

Senior Associate – Business Loans (CPG) - ICICI Bank Ltd. (via I Process Services India Pvt. Ltd.) - Meerut

(2022-11 - 2024-12)

• Reviewed and processed working capital facility files: GSTOD, BT Variant, EL, EC, CGTMSE, Vyapar Loan
• Verified documentation for login compliance and initiated loan processing workflow accordingly
• Managed end-to-end case progression from login to disbursement including file dispatch and document organization
• Generated CIBIL reports and Dedupe checks to ensure credit quality and policy adherence
• Coordinated RCU (Risk Containment Unit) completion for loan files prior to final approval
• Prepared and maintained MIS for daily case status, approvals, rejections, and disbursements

B.Sc. - PCM - Shri K.L. Shastri Degree College, Jagner, Agra (2013)

Intermediate - Shri Krishna Sudhama Inter College, Agra (2010)

High School - Beni Singh Vadic Vidhyawati Inter College, Agra (2008)