VP – Business Development - PRUDENT INSURANCE BROKERS - Bangalore
(2024-01)
- Responsible for developing new clients and consulting them in managing their risks
- Maintaining strong relationships with CXOs to understand their unique business risks and curate a specific insurance program for their organizations
- Performing gap analysis of existing insurance portfolio and suggesting better terms and negotiating the same with the insurers
- Client retention to be maintained at company average level
- Responsible for preparing proposals for client presentations and assisting the clients with roadshows
- Cross Sell for all lines of business
- Interacting with all relevant risk insurance markets and sourcing the best solutions for clients
- Ensuring all the documentation and policy issuance is as per the SLA discussed
- Renewal tracking and ensuring timely reminders are sent to the clients for premium payment to ensure insurance continuity
- Providing continuous assistance to our clients regarding any query related to claims
- Coordination with all the internal stakeholders for execution of deliverables for the clients
Regional Lead - INTERNATIONAL MARKET ASSESSMENT INDIA PRIVATE LIMITED - Bangalore
(2022-04 - 2023-12)
- Responsible for growing and managing IMA India's CFO Forum in Bangalore, thereby contributing significantly to organization's revenue
- Achieving new business targets on monthly basis by selling targeted number of corporate memberships to CFOs
- Maintaining targeted percentage of retention for the year by minimizing number of drops from the CFO Forum
- Building strong relationships with member companies and ensuing high level of engagement from CFO members
- Ensuing high level of participation of CFO members in IMA sessions, Conferences, Roundtables, Workshops and other planned knowledge and networking events
- Selling targeted number of published reports to member companies and ensuring good participation in company surveys
- Upselling and cross selling to member companies (Multiple forum memberships – CEO, CHRO, CMO and other products and services from IMA, sponsorships, etc.)
Regional Lead - INTERNATIONAL MARKET ASSESSMENT INDIA PRIVATE LIMITED - Bangalore
(2022-04 - 2023-12)
Highlights
- Successfully achieved new business target and outperformed renewal target for FY 2023
- Delivered excellent participation in all sessions and workshops by exceeding the targeted participation levels
Senior Manager (Associate Vice President) – Renewals & Customer Service - Processing Centre - SBI LIFE INSURANCE COMPANY LIMITED - Bangalore
(2017-04 - 2021-12)
- Lead operations for collection of renewal premium across Karnataka region through rigorous follow up on all stages and consistently achieved monthly budget with a team of 6 Customer Service Officers in liaison with stakeholders; based at Processing Centre, Bangalore
- Maintained 13th and 61st month persistency in line with prescribed levels for all channels through coordination among Sales & Operations team, channel partners and collection officers
- Independently handled high net worth individuals, thereby contributed to the profitability of Bangalore region
- Handled escalations pertaining to renewals and related customer complaints to ensure timely resolution
Manager – Renewals & Persistency - SBI LIFE INSURANCE COMPANY LIMITED - Bangalore
(2015-04 - 2017-03)
- Lead operations for collection of renewal premium across Karnataka region through rigorous follow up on all stages and consistently achieved monthly budget with a team of 6 Customer Service Officers in liaison with stakeholders; based at Processing Centre, Bangalore
- Maintained 13th and 61st month persistency in line with prescribed levels for all channels through coordination among Sales & Operations team, channel partners and collection officers
- Independently handled high net worth individuals, thereby contributed to the profitability of Bangalore region
- Handled escalations pertaining to renewals and related customer complaints to ensure timely resolution
Deputy Manager - Business Analysis & Strategy - SBI LIFE INSURANCE COMPANY LIMITED - Mumbai
(2013-04 - 2015-03)
- Assisted Executive Director in business analysis and implementation of marketing strategies for Zone 3 (Eastern India), based at Head Office, Mumbai
- Analyzed key business parameters at zonal level and appraised regular performance to identify areas of improvement; also initiated corrective measures in coordination with stakeholders for consistent performance
- Improved performance of identified high potential branches for Bancassurance as well as Retail Agency channel through branch visits and monitoring of daily MIS reports
- Scrutinized non-profitable branches and devised branch-specific action plan by leveraging goal sheets & promotion scores to drive performance behavior
Assistant Manager – Bancassurance - SBI LIFE INSURANCE COMPANY LIMITED - Mumbai
(2012-04 - 2013-03)
- Defined, monitored and regularly analyzed key performance parameters for the sales force & channel partners resulting in consistent as well as incremental revenue generation
- Assisted Regional Head in strategic planning for effective marketing and sales, based at Regional Office, Mumbai
- Assisted Regional Manager of Bancassurance Channel at state level in business analysis and implementation of marketing strategies
Assistant Manager – Bancassurance - SBI LIFE INSURANCE COMPANY LIMITED - Mumbai
(2012-04 - 2013-03)
Highlights
- Won various awards including Bancassurance Excellence Award for outstanding performance (Oct 2013) and Gems: Champion Award for consistently delivering superior performance (FY2013)
- Spot Recognition for successfully organizing as well as anchoring Million Dollar Round Table felicitation event in 2011 & 2012 at regional level
- All India Merit in two papers, Health Insurance and Principles of Life Insurance at Associate Level from Insurance Institute of India in 2014-15
- Certificate of Appreciation from COO for exemplary performance in FY16
Management Trainee - SBI LIFE INSURANCE COMPANY LIMITED
(2011-05 - 2012-03)
