Rohit Swaroop
Financial Planning Manager at HDFC Life | Trivandrum, Kerala, India
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Rohit Swaroop currently serves as a Financial Planning Manager at HDFC Life, where he leverages his extensive expertise in client relations, financial analysis, and operations management to drive strategic growth and enhance customer satisfaction. In his role, Rohit is responsible for monitoring the retail liabilities portfolio, ensuring optimal management of the bank’s CASA (Current Account and Savings Account) segment. His keen analytical skills enable him to analyze annual CASA budgets, track key business objectives, and assess the performance of investments, thereby providing valuable insights that support informed decision-making.
Rohit’s proficiency in creating detailed financial models allows him to make data-driven recommendations on investment strategies, aligning with both client needs and organizational goals. His experience in sourcing CASA accounts and analyzing their growth contributes significantly to HDFC Life’s efforts to expand its retail banking footprint. Additionally, Rohit’s expertise in internal audits and operations management ensures compliance and operational efficiency, which are critical in the highly regulated financial services industry.
With a strong foundation in client relations and communication, Rohit excels at building long-lasting relationships with customers and stakeholders, fostering trust and loyalty. His skills in pressure handling and conflict management enable him to navigate challenging situations with professionalism and tact. Passionate about delivering a superior customer experience, Rohit continuously seeks opportunities to improve product education, provide timely assistance, and incorporate helpful feedback. His dedication to excellence and his personable approach make him a valuable asset in HDFC Life’s financial planning and client service teams, where he strives to support clients’ financial goals while contributing to the company’s strategic objectives.
Financial Planning Manager at HDFC Life in August 2024 to Present
Customer Relations Supervisor at Vaga Nakshatra Suites in August 2023 to March 2024
Customer Relations Specialist at OrisysIndia in January 2023 to August 2023
Sales Development Representative at Sivaji Motors in June 2022 to November 2022
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sngcas, Bachelor of Science - BS, November 2026
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Team Leadership
Internal Audits
Support Management
Operations Management
Client Relations
Communication
Sales
Relationship Building
Business English
English
Pressure Handling
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Discover more about HDFC LifeWhat is Rohit Swaroop email address?
Email Rohit Swaroop at [email protected] and [email protected]. This email is the most updated Rohit Swaroop's email found in 2026.
What is Rohit Swaroop phone number?
Rohit Swaroop phone number is 7907684965.
How to contact Rohit Swaroop?
To contact Rohit Swaroop send an email to [email protected] or [email protected]. If you want to call Rohit Swaroop try calling on 7907684965. (updated on April 02, 2025)
What company does Rohit Swaroop work for?
Rohit Swaroop works for HDFC Life
What is Rohit Swaroop's role at HDFC Life?
Rohit Swaroop is Financial Planning Manager
What industry does Rohit Swaroop work in?
Rohit Swaroop works in the Information Technology & Services industry.
Rohit Swaroop Email Addresses
Rohit Swaroop Phone Numbers
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