Sonu Jagtap

Managed bancassurance channel partnerships for insurance product distribution. Maintained strong relations with bank staff for smooth sales operations. Ensured compliance with company policies and regulatory requirements.

Sales Development Manager (Bancassurance) - HDFC Life Insurance

(2024-01 - 2024-12)

• Managed bancassurance channel partnerships for insurance product distribution.
• Maintained strong relations with bank staff for smooth sales operations.
• Ensured compliance with company policies and regulatory requirements.
• Conducted regular market research to identify business opportunities.

Sales Officer - SBI Bank Pvt Ltd

(2022 - 2024)

• Promoted and sold retail banking and loan products to customers.
• Achieved monthly sales targets through direct and referral sales.
• Built strong customer relationships to ensure repeat business.
• Assisted customers in resolving banking-related queries.