Rohan Bhargava

Operations Associate

Mumbai, Maharashtra, India8 yrs 5 mos experience
Most Likely To SwitchAI Enabled

Key Highlights

  • 35%+ ANP growth via incentive architecture redesign
  • 26% improvement in NOP through structured lead governance
  • 200+ hours saved annually through SOP automation
Stackforce AI infers this person is a Program Management expert in the Insurance sector with a focus on strategic initiatives.

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Skills

Core Skills

Program ManagementDecision-makingSales StrategyStakeholder ManagementCustomer Relationship Management (crm)Business Strategy

Other Skills

Amazon Web Services (AWS)Analytical SkillsArtificial Intelligence (AI)Business AnalysisBusiness DevelopmentCloud ComputingCommunicationData AnalysisGTPMarket AnalysisMarket ResearchMarketing ManagementMarketing StrategyMicrosoft ExcelMicrosoft PowerPoint

About

Program & Transformation professional with 5+ years in Insurance & Banking (TATA AIA, Bharti AXA, HDFC Bank), driving governance, distribution scale, and automation-led efficiency.Impact Highlights:• 35%+ ANP growth via incentive architecture redesign• 26% improvement in NOP through structured lead governance• 200+ hours saved annually through SOP automationCore Focus:• Program & Project Execution• Governance & KPI Frameworks• Senior Stakeholder Management• Change & Process OptimizationI build scalable operating structures that convert strategy into measurable outcomes.Open to Program Management, PMO, and Transformation roles in global banks and consulting firms.

Experience

Tata aia life insurance

Assistant Manager

Nov 2023Present · 2 yrs 4 mos · Mumbai, Maharashtra, India · On-site

  • Awarded 5+ times within 1st year of outstanding performance & impact – Rising Star, Acclaim, Atlas & Titan.
  • Lead daily governance across CRM (VYMO), tracking Channel Managers, Sales Heads, and Zonal leadership to ensure
  • structured field activity, visit compliance, and sales effectiveness.
  • Delivered 35% delta in ANP productivity and 26% improvement in NOP through high-impact Reward & Recognition
  • (R&R) programs mapped to lead flow, sales funnel stages, and business targets.
  • Achieved 7% topline growth and 6% ATS improvement by launching the strategic ‘Lead by Example’ L1 self-sourcing
  • model, improving sales ownership and conversion.
  • Boosted incentive achievers by 9% via contests, visibility campaigns, and milestone-based recognition frameworks.
  • Engaged with underperforming zones (low LCI) to activate targeted remediation plans and raise KPIs through governance.
  • Created visibility on ZBH–CM–FLS linkages, enabling more effective performance monitoring and resource allocation.
  • Partnered with Business Intelligence Unit (BIU) to design and launch data-driven campaigns, driving premium-linked
  • outcomes and cross-sell ratios.
  • Built dynamic sales equations combining lead inflow, product focus, conversion % and weekly ANP/NOP targets.
  • Co-developing Net Banking journey for digital distribution, ensuring alignment with compliance and sales risk frameworks
Decision-MakingArtificial Intelligence (AI)Market AnalysisProgram Management

Bharti axa life insurance

Associate Manager Strategy

Sep 2022Nov 2023 · 1 yr 2 mos · Mumbai, Maharashtra, India

  • As a highly experienced strategy associate manager at Bharti AXA, I have consistently demonstrated expertise in driving strategic initiatives and improving overall business performance. With a focus on managing internal and external PO, MDRT, and EAGLE Club teams, I have played an integral role in delivering exceptional results for the company.
  • One of my key responsibilities has been to develop and implement Incentive and PMS simulations for the Strategy Initiatives Team. By conducting trend analysis of past performance and preparing full-year business plans, I have been able to provide valuable insights to senior management and help drive critical decision-making.
  • My responsibilities include overseeing the development of policies and procedures that support the QMS, as well as providing guidance and support to all employees in the organization. I have been responsible for conducting regular audits to assess compliance with the QMS and identify areas for improvement. Through this process, I have been able to establish a culture of continuous improvement that encourages employees to take ownership of their work and drive change where necessary
Market ResearchSales StrategyArtificial Intelligence (AI)Market AnalysisProgram Management

Aditya birla sun life insurance

Deputy Manager

Oct 2021Sep 2022 · 11 mos · Mumbai, Maharashtra, India

  • As a Cluster Manager with extensive experience in stakeholder and partner management, I have consistently demonstrated expertise in aligning business requirements with the needs of external stakeholders. Through my focus on building strong relationships, I have been able to deliver exceptional results for the organizations that I have worked with.
  • In my role, I have been committed to delivering exceptional pre- and post-sales support and services to our customers and clients. By closely monitoring customer satisfaction levels and implementing effective feedback mechanisms, I have been able to identify areas for improvement and implement targeted initiatives that enhance the customer experience.
  • Furthermore, I have been responsible for building and maintaining strong relationships with our stakeholders and partners. Through regular communication and collaboration, I have been able to gain a deep understanding of their needs and expectations, and to align our business operations to meet those needs. This has included developing effective communication and collaboration strategies, identifying areas of synergy and alignment, and driving ongoing engagement and partnership.
Business StrategyBusiness DevelopmentAnalytical SkillsStrategic PlanningCustomer Relationship Management (CRM)Market Analysis+5

Welingkar institute of management

Placement Secretary

Sep 2020Oct 2021 · 1 yr 1 mo · Mumbai, Maharashtra, India

Dentsu aegis network

Marketing Intern

Jun 2020Oct 2021 · 1 yr 4 mos · Mumbai, Maharashtra, India

Hdfc bank

Assistant Manager

Sep 2016Sep 2018 · 2 yrs · Mumbai, Maharashtra, India

  • Work closely with sales hierarchy to identify pain points and formulate strategy for solving them
  • Execute approved strategy/plan and ensure effective implementation on the field
  • Develop robust review mechanisms for entire sales hierarchy- Own and drive reviews with functional heads on monthly performance updates
  • Develop robust sales management process to ensure effective day to day working for field staff
  • Work closely with channel partner, build & develop relationships to ensure smooth day to day operations in conjunction with external stakeholders
  • Perform data driven trend analysis for key metrics with focus on improving the shape of the P&L while highlighting key insights to leadership & external stakeholders
Microsoft ExcelBusiness StrategyMarketing Strategy

Genius computers

Marketing Research Analyst

Jan 2015Dec 2015 · 11 mos · Borivali

Education

Welingkar Institute of Management

Master of Business Administration - MBA

Jan 2019Jan 2021

Thakur College of Science and Commernce

Bachelor's of management Studies

Jan 2012Jan 2015

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