ARBAAJ KHAN

Supported branch operations including account opening
assistance, customer servicing, and preliminary loan
eligibility assessment.
Built strong relationships with bank staff and customers,
contributing to business growth and customer
satisfaction.
Provided post-sales service to existing policyholders,
identified cross-selling opportunities, and generated
referrals for new business.
Achieved 200% of assigned business targets within the
first three months ofjoining and successfully qualified
for the Vijaypath Pro recognition program.

Assisted clients with inquiries, policy details, and the
claims process to ensure a smooth customer experience.
Generated business through cold calling, field activities
and self-sourced leads.
Supported branch growth by assisting bank staff in
customer servicing, account opening, loan-related
activities, fixed deposits, and other banking solutions.
Improved policy persistency through regular customer
follow-up and Excel-based tracking reports.
Consistently achieved monthly business targets and
earned performance-based incentives.
Earned the prestigious Prarambh Qualifier Award at
HDFC Life for exceptional performance and target
achievement, highlighting dedication and competence in
the insurance industry.