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Work Background
PolicyBossSr Vice President
Jul. 2023Digital Automation , 0-1 Projects, POS Distribution , End to end Online sales
Hero Insurance BrokingVice President
Jan. 2021 - Jul. 2023Delhi, IndiaHead of POS Support - Coordinating the tech required to manage a strong PoS network across the country. Train, engage and deliver is the moto here.
AdvisoryCloudAdvisor
Sep. 2020 - Jan. 2021
Landmark Insurance Brokers P LtdVice President - PoSP
Sep. 2016 - Dec. 2020Mumbai Area, India- Built the tech product (mobile & web application with full transaction capability) for both insurance and loan products. This is work in progress with new products being added at frequent intervals
- Built the registration and training module to comply with IRDA norms
- Built the entire back end system to run the business remotely including remote hiring of POSP’s (channel allowed by IRDA to distribute pre underwritten products). This includes a CRM with full service capability, a mobile dialer, deployed a marketing automation tool First Hive to run campaigns and drives in real time. Developed a professional rewards program to drive loyalty
- The business is divided in two parts – recruitment of POSP’s and activation once they are certified as per IRDA norms. In our remote model the recruiters sit in our call centres in Mumbai/Bangalore and Delhi and recruit POSP’s across the country. Once the POSPs are certified they are handed over to a team of Relationship Managers who manage and drive business across all product lines. Currently we have scaled to a team size of 125+ people
- Engage with the in house IT team on new product and feature development
- Liaise and engage with principals to drive product penetration
- Drive usage of the tech product, using various engagement methods which in turn drives sale
Zoom Insurance Brokers P LtdRetail Head
Jan. 2013 - Aug. 2016Managed retail business. Worked on developing a hybrid online-offline model that took the pain away from retail transactions.
Royal Sundaram Alliance Insurance Company LimitedRegional Manager Agency Business - West
Jan. 2008 - Jan. 2013MumbaiHead the Agency Business in the West – area covered includes the states of Maharashtra & Gujarat. Have operations in all the districts. Responsibilities include:
-Developing & Managing the agency network, over 1000 people strong
-Developing & implementing the agency plan for the year
-Interfacing with the admin, finance, claims & operations teams for service delivery -Compliance -Part of the Agency Product Developement & Training group
-Lead strategic tie ups & new initiatives
All For Kids, MumbaiConsultant
Mar. 2007 - Dec. 2007MumbaiAll For Kids, works with children in English elocution & public speaking in a tie up with the Trinity College of London. It was a start up and my role included:
-Selling the concept to the top 100 Schools in Mumbai and rolling out the programme in these schools.
-Create events to market the concept for eg. I created the Mumbai Interschool Elocution Championship as a means of reaching out to schools and students. - Did over 10 Tie ups with over 1000 children enrolled in the programme.
ING Vysya Life Insurance Co LtdBranch Manager
Feb. 2006 - Feb. 2007NashikPromoted as Branch Manager and entrusted with the responsibility of setting up a new branch in Nashik.
-Set up the operations from scratch including the new branch's infrastructure.
-Successfully set up a core team of 12 Sales Managers and 200 advisors in nine months flat.
-Had a Training Manager, two Customer Service Executives and one Admin Executive reporting to me.
-Responsible for New Retail & HNI Business, Conversion, Preliminary Underwriting, Post Sale Customer Service, Training and Compliance for the Branch.
ING Vysya Life Insurance Co LtdAgency Manager
Jan. 2005 - Jan. 2006MumbaiPromoted as Agency Manager. Role included recruiting, training and mentoring a team of 12 Sales Managers.
-Trained and deployed a team of 12 sales managers and 100 advisors in 3 months
-Sold Business Insurance as a concept to generate high value premia
-Hands on Trainer for both Sales Managers and Advisors
ING Vysya Life Insurance Co LtdGroup Sales Manager
Sep. 2003 - Dec. 2004MumbaiPromoted as Group Sales Manager. Created a team of 6 Sales Managers.
-Responsible for hiring, training & mentoring the advisors
-Won a trip to Dubai
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