Nishant Kumar

Dynamic and result oriented professional with over 6 years of experience in the Banking and Insurance sector. Proven expertise in risk management, financial analysis and customer relationship management. Strong background in Finance, underwriting, claims processing with keen understanding of regulatory compliance and market dynamics.

Adept at developing and implementing strategic initiatives that drive revenue growth and improve operational efficiency. Experienced in leveraging technology and data analytic to enhance decision making and optimize processes.

Area Manager at Robinhood Insurance Broker Pvt Ltd (Oneinsure) (2025-04 – Present)

• Lead, manage Branches, underwriters, sales representatives and customer service personnel.
• Analyze market trends, competitor activities and internal performance to make informed decisions about marketing, product offering and sales strategies
• Work with marketing department to organize promotional financial planning events, campaigns.
• Regularly report branch performance, sales data, customer feedback and other metrics to senior management.
• Managing the entire up-sell, crest & corporate process and persistence of all existing clients.

Branch Manager at Robinhood Insurance Broker Pvt Ltd (Oneinsure) (2023-02 – 2025-03)

• Oversee daily branch activities and ensure smooth operations.
• Monitor policy issuance, renewals and claim settlement.
• Track Branch sales performance and MIS report.
• Maintain strong relationship with clients and insurance partners.
• Build a target oriented and customer focused culture.

Team Lead at Shriram Life Insurance Company Limited (2022-05 – 2023-01)

• Responsible for setting sales targets for the team based on company goals.
• Regularly track individual and team performance and ensure that targets are met.
• Ensure timely follow-ups for policy renewals and upsell additional products were appropriate.
• Continous support and mentoring to sales officers to improve their skills and Target

Bank Officer at IDFC First Bank (2021-04 – 2022-04)

• Managing day to day branch activities including cash management and reconciliation.
• Ensuring smooth execution of banking processes such as account opening, Insurance, KYC Verification and transactions.
• Assisting in audits and ensuring proper documentation and adherence to protocols.
• Monitoring transactions to detect and report suspicious activities as part of anti-money laundering measures.

PGDM in Finance and Entrepreneurship (2019 – 2021)

B.Com in Accounts Honours (2016-07 – 2019-04)

Schooling – GGPS (2016)