Deputy Manager - Agency
Reliance Life Insurance Company Ltd
Total des années d'expérience :30 years, 2 Mois
Deputy Manager-Agency; since Jul '13
• Core team of Zonal Business Head for driving zonal business through Sales Planning, Sales strategies & Special Initiatives for the four states of South India
• Driving the contests as rolled out from the corporate office
• Planning for sales Development, implementation of sales promotion activities and maximizing sales and drive business growth by developing initiatives and promotional programs.
• Effective performance management process by providing advice, consultancy & support to the team.
• Involved in strategic planning for the business development and execute these in the various
geographies of the circle, functional areas of the business.
• General administrative works related to the organizing the various sales promotional activities
• Ensuring appropriate arrangements for conducting Events and conferences for the Zone
Handling Team for Business Development, CRM.
Training New members on process and systems
Deputy Manager - Operations (Health Insurance); Dec '10-Jun '13
• Facilitate smooth functioning of health insurance processes and seamless service delivery through close
monitoring and interaction with the TPA and relevant departments
• Streamline Health Business Process by initiating user friendly and cost effective process
• Close interaction with underwriting and operations team to expedite policy issuance, medicals etc
• Involved in developing and implementing operational plan.
• Part of new product designing team based on market requirements.
• Ensuring satisfactory resolution of customer complaints within specified turnaround time
• Training of Sales team on health products sales pitch and benefits of the product.
• Identify gaps in process at TPA end and ensure complete closure/action to bridge such lapses
• Ensuring faster Health Claim processing by TPA and thorough monitoring to identify fraud claims.
• Ensuring error free timely IRDA report delivery by TPA.
Branch Service Manager (Handling 22 branches of the Region); Aug '08-Nov '10
• Spearheading efforts in handling a total of 22 branches on process implementation.
• Accountable for tracking HNI cases from login to dispatch of policy bond. Involved in identifying process
gap and educating sales force and branch operations
• Approve and enforce promotions & validations by regularly reviewing Operational performance of the executives.
• Handling CAR-Compliance, Audit & Risk investigation across branches. Managing Financial Underwriting and support to sales force on financial documents.
• Efficiently managing BPMS (Business Process Management System) including Agency Sales end to end
Process Design; Control of forms, formats & Version control of agency related documents; Training Sales
Force; Auditing Branches on Implementation & Adherence of Process; Supporting branches in preparing for ISO 9001:2000 audit.
• Talent management - acquisition, coaching and developing new recruits.
• Manage day-to-day branch administration including housekeeping, maintenance, asset control,
discipline and payroll
• Enabling a smooth work environment by building a culture of collaboration between sales and operations - educating the sales force and enabling them to benefit from processes
• Process Management - ensuring quality of business logged in, implementing necessary checks and balances, regular checks on whether the process is working.
• Customer & advisor servicing - complaint and grievance management
Assistant Branch Service Manager; Oct '07-Jul '08
• Agency Head Team (Panindia) for MIS Preparation and Co-ordination with RBHs; Sep '06-Sep '07
• Generation of Business Reports & Analysis of sales performance
• Communication & follow-up activities rolled out by Head-Agency with Regional Business Heads & Team
Sales Manager; Dec '05-Aug '06
TIMES OF INDIA GROUP - TIMES ONLINE MONEY LIMITED Dec '03-Nov '05
(Times Of Money is a front-runner in global online remittances. Remit2India is a global money transfer service for Non Resident Indians (NRIs) around the world to send money to their family in India.)
Area Sales Manager- Karnataka; Dec '04
Manager, Bangalore Branch
• Explored fresh business opportunities and successfully transformed them to concrete business
transactions. Assessed needs of the customers and presented customized plans.
• Formulated innovative sales and marketing strategies to generate favorable disposition in customers'
minds.
• Established healthy business relations with clients & external associates for securing repeat business & long term customer loyalty and worked towards solving their queries and complaints efficiently.
• Provided guidelines, reviewing activities for effective and inspirational leadership to a sales team.
Extending regular On the Job training.
• Identification and aggressive business acquisition of corporate key accounts with long term and sustainable buying potential and maximizing revenue generation.
• Organize events for beneficiaries for branding & to improve transaction number.
• Trained in customer service center: Voice Inbound and Mails at mumbai
• Identified & developed locations for new profitable ventures and areas of improvements for revenue
generation
• Extending regular on job training to each team group on Homeloans, Personal Loan, Mutual Funds, Insurance and Remittance for maximizing
• Efficiently handled Customer Grievances of Remittances & Mutual Funds.
Attainments
• Successfully increased tie-ups with corporate beneficiary and builders to improve sales & transactions.
• Credentials of identifying new alliances for remittance to Karnataka like corporate, religious and social
service organizations & Generation of non-bank alliances
• Efficiently conducted remittance training for Union Bank of India Managers from South.
• Accredited for handling entire remittance operations activity of DD dispatch from Bangalore, during the
Mumbai floods.
Monitoring Team for Home loan Sourcing and Disbursements.
Building Relationship with Real Estate Developers, Brokers, Clients and Liaising with Bank Credit Managers.
Formulate and Implement business strategies to grow the Mortgage Business.
THE ART OF JEWELLERY Jun '02-Nov '03
Marketing Manager, Bangalore.
• Ensured adequate revenues by Increasing Generating Advertising revenues and magazine distribution
• Involved in regular coordination with Administration, Accounts, EDP and Graphics for error free and informative magazine.
District Sales Manager, Chennai; Jan '01-Mar '02
District Sales Manager, Hyderabad; Jul '98-Jan '01
Sales Executive & Transferred to Hyderabad; Apr '97-Jun '98
Sales Trainee, Bangalore; Dec '96-Mar '97
Tele Sales Coordinator, Bangalore; Feb '95-Nov '96
• Accountable for Complete Sales Management responsibility (recruitment, training, monitoring)
• Coordinated with Marketing, Administration, Accounts, EDP and Graphics; Management interaction at
RM, GM and Branch Manager Levels.
• Effectively designed the methodology of the customer/market feedback and analyzing the same for further improvement
• Responsible for looking after the implementation of marketing strategies to achieve the target.
• Involved in strategic planning, marketing leadership & leveraging synergies across the acquired & domestic businesses for growth.
• Achieved revenue & volume targets of the assigned territory within budget, time and policy parameters through efficient control of the distributor network and staff.
• Provided an effective and inspirational leadership to the team members through regular training,
motivation and performance appraisals in order to achieve the set targets.
• Steered revenue generating business strategies, establishing business relations with clients, thereby
ensuring higher market share. Strategized long term business direction to ensure maximum profitability in line with organizational objectives.
Attainments
• Credentials of achieving sales targets by effective team management; competently accomplished
territory breakup of 110 million markets amongst 50 sales staff.
• Efficiently coordinated with offices in 13 cities for logistics and publishing - supervised 100% error free
output from publishing department.
• Part of Free Ads launch at Hyderabad - Handled distribution, Sales & Publicity
HEGGON VALLEY HOLIDAY RESORT May '93-May '94
Sales Representative, Bangalore
SCHOLASTIC PORTFOLIO BSc; 1993 Bangalore University