Sunny Dhal

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.

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)