Harshmeet Singh

Experience

• 

  HDFC Bank

  Jun 2014 - Jul 2014

  Intern

  Area of Internship: Retail CreditProject Name: Time and Motion study on Contact Point Verification-The main objective of the project was to find out reasons for delay in reporting time by CPV (Contact Point Verification) agencies.-For this purpose, agencies had to be visited. -Their way of working had to be understood and reason for not reporting on time had to be found.

• 

  Student

  Jul 2015 - Apr 2017

  Masters Student
• 

  Air India SATS Airport Services Private Limited (AISATS)

  Apr 2016 - Jun 2016

  Marketing and Operations Intern

  Area of Internship: MarketingProject Name: Client centric market study and organizing events for clients and customer airlines-The main objective of the project was to organize event for the company and its client Jet Airways.-In Support of it coordination had to be done with vendors, procurement and stores department and hotels.- Apart from organizing events some office work like preparing Memorandum, writing drafts and imposing penalties on company for delaying flights was done. Show less

• 

  Citibank India

  Feb 2017 - Jun 2018

  Corporate Sales Associate

  ● Sourced and managed a portfolio of financial products, including salary accounts, credit cards, mutual funds, and home loans.● Conducted business development for new corporate clients for salary accounts through references and cold calling.● Developed demos to explain use cases to new customers.● Responsible for solving problems, identifying and analyzing trends, and monitored competitors' activities. ● Coordinated with backend teams to ensure services were provided within TAT (Turn around time) and resolved customer queries by liaising with the product team.● Achieved one of the best ratings in the Associate Corporate Sales department. Show less

• 

  Capital First Limited

  Jul 2018 - Feb 2019

  Sales Manager

  ● Lead and motivated a team of 15 sales professionals to achieve individual and collective sales targets. aided them to raise revenue of $30,000 over 2 months● Mentored the team to reduce the sales cycle by 40% by devising a unique qualification and follow-up process.● Surpassed the given target by 140% every month.● Supervised sales officers' activities to maximize the company's share of card sales and cross-sold insurance for all consumer durable products.● Developed and strategized new products while analyzing competitive offerings, such as launching a new insurance plan that addressed gaps in competitors' coverage.● Promoted twice in my tenure based on leadership skills and a consistent track record Show less

• 

  RBC

  Aug 2021 - Sept 2022

  Licensed Insurance Agent

  ● Demonstrated a solid understanding of regulatory risk when writing and updating new/existing business policies● Provided information concerning individual insurance packages, the range of risk coverage, benefits paid and other policy features.● Successfully sold over 700 Home and Auto insurance policies and referred potential clients to Life insurance services.● Successfully marketed and sold automobile and property insurance to clients while independently generating leads.● Performed front-line underwriting (Underwriter level 1& 2) of Home & Auto policies.● Assumed the role of team leader, leading and guiding the team to achieve goals and objectives.● Received Power of Advice Certificate of Excellence award in Q1 and Q2 of year 2022● Achieved one of the lowest churn rates in the department (< 3%). Show less