RANU PATIDAR
@ranupatidar
Client Success professional at HDFC Life who maintained 95%+ client retention and managed HNI client servicing and operations.
IndiaWhat I'm looking for
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.
Experience
Work history, roles, and key accomplishments
Area Business Manager
HDFC Life
Aug 2023 - Apr 2026 (2 years 8 months)
Managed HNI client premium portfolio and maintained 95%+ retention through portfolio reviews and proactive servicing. Led and mentored a team of 50+ partners and advisors, achieving 110%+ team targets.
Business Development Manager
Orion Market Research
Nov 2021 - Dec 2022 (1 year 1 month)
Managed customer relationships and developed strategic partnerships. Analyzed market trends and supported business strategy through market and competitor analysis.
Sales Executive Manager
Bitcom Informatics
Aug 2019 - Oct 2021 (2 years 2 months)
Coordinated sales-team activities and maintained key account relationships. Collaborated with marketing on campaign alignment and supported business growth through structured account management.
Education
Degrees, certifications, and relevant coursework
Devi Ahilya Vishwavidyalaya
Bachelor of Commerce, Commerce
Bachelor of Commerce degree from Devi Ahilya Vishwavidyalaya, Indore.
NISM
NISM V-A, Insurance
NISM V-A certification, IRDA licensed.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
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