Tanisha Singh
Jammu
Summary
Results-driven professional with over 2 years of experience in the banking and insurance sector, specializing in portfolio management and high-net-worth client acquisition. Passionate about client advisory and financial analysis, seeking to contribute strong communication, leadership, and financial service skills to a reputable organization.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
CAM (Corporate Agency Manager)
HDFC Life
10.2023 - Current
- Manage client relationships and support portfolio growth.
- Assist clients with insurance and financial product information.
- Identify potential clients and support business development activities.
- Maintain accurate documentation and customer records.
Education
Bachelor of Vocation (B.VoC) - Banking and Finance
Central University of Jammu
06.2020 - 04.2023
12th Class -
CBSE
04.2019 - 04.2020
10th Class -
CBSE
04.2017 - 04.2018
Skills
- Leadership
- Communication
- Teamwork
- Self-Motivated
- Client Relationship Management
- Financial Awareness
Certification
- Investor Awareness Programme, 01/19/21
- SOF - 4th International English Olympiad (IEO)
- BFSI - Role of Financial Inclusion Officer
- BFSI - Compliance Officer
- NIPAM - Intellectual Property Office, India
- National Research Paper Writing - Bhartiya Shiksha Mandal (Yuva Aayam)
Personal Information
Date of Birth: 10/01/03
Languages
- English
- Punjabi
- Hindi
Timeline
CAM (Corporate Agency Manager)
HDFC Life
10.2023 - Current
Bachelor of Vocation (B.VoC) - Banking and Finance
Central University of Jammu
06.2020 - 04.2023
12th Class -
CBSE
04.2019 - 04.2020
10th Class -
CBSE
04.2017 - 04.2018