Harpreet Saan

A dedicated professional looking to join a progressive, equal opportunity and career oriented organization which will make use of developing skills training and experience, education background, analytical skills, excellent communication skill and self prioritization to perform quality work to the maximum.

Home Loan Advisor at Intelligent Global Service (2017-03 – 2018-12)

Lead generation process IDBI Bank

• Customer visits IDBI Bank site through website, Mobile app
• Understand customer loan requirements and check eligibility
• Generate lead if customer is eligible

Senior Insurance Advisor at Hexaware Technology (2018-01 – 2023-06)

• Customer visits HDFC Life through website, Mobile app or Paytm for products
• Understand customer requirements and check eligibility
• Suggest best plan according to customer requirements
• Convince customers to take plans online and assist with payments through HDFC Life portal
• Ensure assigned team and self achieve sales targets
• Sell investment plans as secondary option
• Customer handling, floor supporter
• Handle escalation calls and maintain daily targets

Assistant Manager / Senior Client Relationship Manager at Aditya Birla Sun Life Insurance (2023-07 – 2024-04)

• Manage two teams (30 people) on HDFC security floor
• Achieve sales targets
• Resolve customer issues and build strong relationships
• Handle escalation calls
• Understand customer needs and develop plans
• Provide constructive feedback and recognition to team
• Team management

Sales Manager at Axis Max Life Insurance Pvt Ltd (2024-06 – Present)

• Manage inbound and outbound teams
• Provide monthly training on investment plans
• Conduct audit calls and provide feedback four times a month
• Achieve sales targets
• Handle escalation calls
• Understand customer needs and develop plans
• Provide constructive feedback and recognition to team
• Team management

Bachelor of Computer Applications in BCA – Guru Nanak Dev University (2016)

Higher Secondary Certificate in HSC – Govt Girls High School (2012)

Senior Secondary Certificate in ISSC – Govt Girls Senior Secondary School (2010)