services
🔹 Insurance Advisory
Title: Choose the Right Insurance Without Confusion
Price: ₹999 | Duration: 45 mins
Description:
Confused between policies? I’ll help you pick the right insurance based on your needs. Simple explanation, clear comparison, and no unnecessary add-ons—just what actually protects you.
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🔹 Investment Guidance
Title: Simple Investment Plan for Long-Term Growth
Price: ₹999 | Duration: 45 mins
Description:
Not sure where to invest? I’ll help you build a simple and practical investment plan based on your goals. Easy to understand and easy to follow.
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🔹 Policy Review
Title: Review Your Insurance & Find Gaps
Price: ₹699 | Duration: 30 mins
Description:
Already have insurance? I’ll check your policies and tell you what’s missing or unnecessary. Get clear, honest feedback to improve your coverage.
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🔹 Business Risk Advisory
Title: Protect Your Business from Financial Risks
Price: ₹1999 | Duration: 60 mins
Description:
I’ll help you identify key risks in your
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about
I am an ambitious and commercially astute Cluster Manager with over 5 years of progressive leadership experience in General Insurance and Wealth Management. Currently, I lead operations for 21 digital office locations across Maharashtra and Gujarat at HDFC Ergo General Insurance, managing a high-performing team of 15+ professionals. My expertise spans driving multi-channel business across Bancassurance, Agency, Brokers, and OEM verticals, P&L management, channel development, loss ratio optimisation, and building distribution networks from scratch. I combine a strong analytical foundation with hands-on field leadership, designing and implementing structured incentive schemes, and managing the full agent and broker onboarding lifecycle. I actively track and manage Loss Ratio and Business Development metrics, ensuring business profitability. My prior experience includes sales management for HDFC Bank's Bancassurance channel at ICICI Lombard, where I drove cross-sell of general insurance products and managed grievance resolution. I also served as a Relationship Manager for HNI clients at ICICI Securities, managing diversified equity and mutual fund portfolios, delivering holistic financial planning, and conducting market research to identify investment opportunities. I am adept at managing complex stakeholder relationships, training teams, and ensuring superior channel partner and customer experience. I contribute to industry discourse on health insurance policy and regulatory reform, with strong analytical perspectives. My goal is to transition into a senior regional or zonal leadership role within the General Insurance or BFSI sector.