Specialist
BDO Life Distribution Oman Insurance Company
Total years of experience :18 years, 8 Months
Business Analyst &Policy
Implementation
Business Development
NB Acquisition/Channel Management
Client Relationship Management
Strategy Management
Team Building & Leadership
Employee Relations &Engagement
Underwriting
Sales Strategy
Hire and Train Insurance Consultant
Develop business improvement initiatives based on current
Market trends and competitors
Communicate agency performance levels including areas of
Concern to management.
Identify performance improvement areas and provide
Recommendations to Insurance Consultants.
Build and maintain strong customer relationship by providing
Excellent customer service.
Develop New Business Strategy for lead generation
Follow all company and safety guidelines and policies.
Managing the Business (West Region) segment of Standard Chartered Bank.
Tasks
English
Hindi
Marathi
Responsible of managing SME, PRIVATE BANKING, CARDS-
TELE Unit, MORTGAGE (MRTA) developed and maintain strong
Relationship with Channel Heads.
Manage corporate employee banking vertical with penetration
Of 1000 NOP.
Managed all lending vertical of SCB channel by maintain
Highest value and number penetration.
Responsible for IRDA certification of RM’s.
Holds the distinction of managing 6 branches in up locations
Business Analysis & implementing new Strategies with Product
Team of SVC Bank.
Responsible to Accomplish Business Targets and Revenue
Generation for Bank.
Managing 198 Branches of SVC Bank across India with team
Size 58 members.
Responsible for organizing regular training for all Bank Staff
On products and Underwriting.
Created a Model of MGM - Member Get Member i.e.
Referencing Model; planned and executed events at various
Places in the catchment area to identify HNI Clients.
Led and motivated the team through Hurdles, Concall,
Publishing Business Updates and Micro Managing through
E active MIS.
Advise and guide existing clients of SVC Bank by Managing
Retail and Credit life (MRTA) Products.
Responsible for Driving Number & Value Penetration for Credit
Life Segment.
Achieving Persistency & Renewal for Target for Partner as per
Approved Plans.
Designing Campaigns periodically to upscale Business s&
Promoting Events and Activities for Lead Generation and
Increasing client base of CASA and retail Base.
Assignment- Managing Standard
Managing a team of 40 Insurance Advisers
Responsible for recruitment and management of Agents -
Identify, recruit and manage adviser
Train and motivate adviser to provide a better understanding
Of market/products
Monitor and review agents’ performance. Help them achieve
Maximum business
Meeting existing customers on a regular basis for achieving
Service standards
Conducting various lead generation micro level activities
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