Surendra Singh

A professional with a total of 18+ years' experience in General Insurance Industry (Agency, Broker & Direct Channel). Proficient in prioritizing and completing tasks in a timely manner, yet flexible to multitask when necessary. A good team leading player with strong analytical, problem solving and continuous learning skills.

Regular training and motivations to the broker sales team and giving them regular input about the market and deadlines. Demonstrated abilities in designing Business Proposals/Sales & Marketing programs across multi vertical sales and marketing domain. An effective communicator with excellent presentation skills, relationship building & interpersonal skills, strong analytical, problem solving & organizational abilities.

Interaction with the customers and random check on the existing customers about their satisfaction level.

Regional Head-North at Heute and Morgen Insurance Broker Pvt Ltd (2025-06 – Present)

Sales and business development leadership role handling team of managers in Delhi/NCR location

• Handling a team of 6 Managers in Delhi/NCR Location
• Relationship building with partners, Manufacturers, dealers and key direct accounts
• Responsible for achievement of the sales budget through intermediaries mapped
• Responsible for generating and maximize growth of business, build relationship and penetrate into the existing counter
• Liaison with underwriting and operation team in rolling out day to day processes
• Develop and execute strategies for forming strategies alliances
• Track and report on the progress and impact of partnerships

Zonal Head-North at Global India Insurance Broker Pvt Ltd (2024-06 – 2025-05)

Zonal leadership role managing sales and business development across North Territory

• Handling a team of 6 Area Head in North Territory from Rajasthan to till Jammu & Kashmir and West U.P.
• Relationship building with bancassurance partners, Manufacturers, dealers and key direct accounts
• Responsible for achievement of the sales budget through intermediaries mapped

Cluster Head-ROMG at Reliance General Insurance Co. Ltd (2021-12 – 2024-05)

Cluster head managing sales and marketing of General Insurance products in Maharashtra and Goa region

• Managed sales & marketing of General Insurance Product in Maharashtra & Goa Region (ROMG)
• Regular training and motivations to the broker sales team and giving them regular input about the market and deadlines
• Interaction with the customers and random check on the existing customers about their satisfaction level
• Regular Client servicing for any assistance in usage of the service, consulting advice on other Motor products
• Building and sustaining fruitful relationship with Brokers, Agents, Banker & clients
• Formulating strategies to build business, countering competition, creating awareness about motor product & services in assigned market
• Focusing on target achievement from the defined region
• Prospecting, selling & manage channel partners (SP's) in the area
• Manage a team of 4 Sales Manager, 2 Sales executives and 80 Brokers

Circle Head at Bajaj Allianz General Insurance Co. Ltd. (2019-10 – 2021-11)

Circle head responsible for sales, marketing and team management

• Recruitment of team leader, Sr. Sales Manager, Jr. Manager
• Handle a team of 16 peoples in Goa Location
• Meet top line numbers for GOA Territory
• Focusing on target achievement with available resources in effective & efficient manner
• Maintain a healthy and competitive business environment among team members
• Provide adequate sources of team recruitment and help fulfilling the vacancies timely
• Stay in line with channel initiatives & ensuring the same through respective team timely
• Develop new business through selling and marketing activities
• Capable of resolving escalated issues arising from operations and requiring coordination with others departments

Branch Manager – Chandani Chowk-Delhi at Care Health Insurance Co. Ltd. (2019-01 – 2019-09)

Branch manager responsible for sales and marketing operations

• Recruit ABM and Agency Manager
• Handle a team of 7 managers
• Generate more the 15 lacs health business with the help of team members
• Identify performance related issue and resolve it
• Responsibility for timely execution of task assigned

Sr. Agency Manager-Noida at ICICI Prudential Life Insurance Co. Ltd. (2014-09 – 2018-12)

Senior agency manager responsible for agent recruitment, training and sales targets

• Appointing agents and providing them technical assistance to sell our products efficiently
• Keeping track of agents and HNI clients for achieving sales targets at different levels
• Building a distribution force through recruitment
• Identify and developing new streams for growth and maintaining relationships with HNI clients to achieve repeat and referral business
• Identifying performance related issues & developing action plan for improvement
• Obtain regular feedback and build in new ideas based on market reports

Agency Development Manager - Noida at Max Life Insurance Co. Ltd. (2010-07 – 2014-08)

Agency development manager handling large agent team and investor portfolio screening

• Working as Agency Development Manager
• Handle the team of 52 agents in Noida location for LI business
• Screening of investor portfolio in terms of best fit as per their investment bandwidth, location and work profile
• Deal sourcing, pitching and securing private investment sales assignments from high net-worth individuals

Sales Manager-Delhi at ICICI Lombard General Insurance Co. Ltd. (2006-05 – 2010-06)

Sales manager responsible for agent and broker recruitment and sales channel development

• Appointing I-Bank DSA, agents and brokers and providing them technical assistance to sell our product efficiently
• Working as Agency Development Manager
• Keeping track of brokers and strategic customers for achieving sales targets at different branches
• Recognize potential customers for motor insurance to reach desired profitability level and maintain sales growth
• Strong relationship with bank branches and credit processing centers
• Identifying high yielding products and services to increase the overall growth of the company
• Responsible for building dynamic sales team

MBA in Marketing & IT – RSMT, Varanasi (1999-01 – 2001-01)

Bachelor in Science in Science – Veer Kuwar Singh University, Ara, Bihar (1995-01 – 1998-01)

AISSE in General – Kendriya Vidyalaya, Dhanbad (1993-01 – 1995-01)

SSE in General – Kendriya Vidyalaya, Dhanbad (1992-01 – 1993-01)