Sunny Dhal
Team Lead – Operations (Auto Finance)
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About
Results-driven professional with 10+ years of experience in insurance sales, customer retention, auto finance operations, loan processing, team leadership, and banking/NBFC coordination. Demonstrated success in business development, customer relationship management, policy sales, agency recruitment, retention strategies, and operational excellence.
Experience
Team Lead – Operations (Auto Finance) at Ackodrive Car Finance (2024-04 – Present)
- Managing end-to-end auto loan processing with multiple banks/NBFCs.
- Leading a team of 7 members and ensuring operational efficiency.
- Coordinating across 7 cities for faster loan approvals and disbursements.
- Managing complete loan lifecycle from approval to disbursement.
Agency Development Manager at HDFC Life Insurance Co. Ltd. (2023-09 – 2024-04)
- Onboarded 12 candidates with 75% conversion to productive agents.
- Generated and closed ₹5 lakh in insurance policies.
- Managed prospect generation and MDRT conversions.
Associate – Customer Retention at Canara HSBC OBC Life Insurance Co. Ltd. (2017-09 – 2023-09)
- Managed renewals, reinstatements and retention portfolios.
- Handled customer queries as a Virtual Account Manager.
- Improved retention through proactive engagement and quality checks.
Customer Retention Executive at PNB MetLife Insurance Co. Ltd. (2009-09 – 2014-08)
- Managed policy renewals and retention portfolios.
- Maintained service quality standards and reporting.
- Consistently qualified for incentive programs.
Process Associate at Serco BPO (2007-11 – 2009)
Sales Executive at 3i Infotech (2009 – 2010)
Concept IT Business Solutions (2014-04 – 2016)
