Looking for a job

Rishita Shah

@rishitashah

I drive financial planning, stakeholder relationships, and operational improvement across insurance and business operations.

India

Message

What I'm looking for

I'm looking for a role where I can apply financial analysis, stakeholder management, business reporting, and process improvement to support growth, operational efficiency, and strong client outcomes.

At HDFC Life, I assess client financial goals, recommend planning and risk-management solutions, and use business reporting to identify growth opportunities.

As a Senior Corporate Agency Manager, I develop operational strategies, lead performance-review discussions with stakeholders, and resolve complex queries and escalations while maintaining service standards.

Previously, I built relationships with business partners and clients to support customer acquisition, revenue growth, and portfolio expansion. I also supported onboarding, cross-selling, documentation, and process-improvement initiatives.

My MBA in Finance and HR, along with experience at Atul Ltd. in balance sheet analysis, working-capital studies, MIS reporting, and documentation, grounds my approach in data-driven business operations.

Experience

Work history, roles, and key accomplishments

Current

Sr. Corporate Agency Manager

Current

HDFC Life

Jul 2025 - Present (1 year 3 months)

Assess client needs and financial goals to recommend suitable financial planning and risk-management solutions. Develop and implement operational strategies to improve productivity and achieve organizational targets.

Business Operations Reporting Excel PowerPoint Financial Planning Risk Management Operational Strategy Business Reporting Performance Analysis Stakeholder Management Customer Relationship Management performance reporting

Corporate Agency Manager

HDFC Life

Jun 2024 - Jun 2025 (1 year)

Built and managed strong relationships with business partners and clients to support customer acquisition, revenue growth, and portfolio expansion. Prepared performance and business reports while maintaining accurate records and documentation.

Customer Relationship Management Business Development Reporting Excel PowerPoint Relationship Management Customer Acquisition Revenue Growth Business Reporting Documentation Onboarding Cross Functional Collaboration Cross Selling

Management Intern

Atul Ltd.

Apr 2023 - Jun 2023 (2 months)

Assisted in balance sheet analysis, working capital study, documentation, and reporting. Prepared presentations and MIS reports for management review.