RANU PATIDAR

At HDFC Life, I managed an HNI client premium portfolio across the Ujjain–Indore region and maintained 95%+ client retention through portfolio reviews, proactive communication, and need-based servicing. I handled client queries and escalations, onboarding, documentation, and claim-support activities, while conducting risk profiling in line with applicable IRDA guidelines. I led, trained, and mentored a team of 50+ partners and advisors, supporting consistent 110%+ team target achievement. I also used CRM and internal systems for client lifecycle management and service coordination. Before HDFC Life, I managed customer relationships at Orion Market Research and coordinated sales-team activities at Bitcom Informatics. My experience also includes market and competitor analysis, MIS reporting, and MS Excel.