Dec 2023 – Nov 2024 · 11 mos · Mumbai, Maharashtra, India · On-site

• Part of Tata Digital Insurance Squad - Scaled Business Strategy, Training and Quality in the Insuretech space from Zero to One for Tata Fintech
• Spearheaded ₹10 Cr+ monthly life insurance business by setting up and scaling a full-stack contact center.
• Integrated data pipelines across business and ops, enabling BI-driven projections and performance tracking.
• Designed and deployed training programs and QA frameworks to elevate service delivery.
• Handled business reconciliation and ensured compliance across financial and operational functions.
• Oversaw floor ops and led hiring across key roles - Business, TLs, QAs, and trainers.
• Streamlined UCC complaint resolution and optimized CX through data-backed quality improvements.

Sep 2022 – Nov 2023 · 1 yr 2 mos

• Developed and executed a comprehensive training and performance improvement plan from scratch, establishing a clear career progression roadmap for internal team members.
• Collaborated closely with founders on annual growth projections, contributing to strategic goal setting and alignment across departments.
• Streamlined and restructured training materials, boosting training efficiency and significantly reducing onboarding time.
• Spearheaded cross-departmental process development in Sales, Growth, Quality, Tech, and HR, laying a scalable foundation for continued growth and operational excellence.
• Led the training and daily operations for 200+ employees, ensuring seamless coordination within the team lead and training departments for consistent performance outcomes.

Sep 2022 – Sep 2022 · 0 mo

• Senior advisor for a day. Keeping Nayak reference jokes aside, Got an opportunity to lead the Training department there onwards

Sep 2021 – Aug 2022 · 11 mos

• Provided consultancy services to more than 3,500 end users for their insurance needs,
• ensuring a smooth and seamless onboarding and retention process.
• Lead the quality assurance efforts for advisory services to maintain the highest service
• standards.
• Assisted with intra-insurer operations
• Additionally, responsible for overseeing the content partnership between Ditto and Zerodha over Varsity

Jun 2020 – Jul 2021 · 1 yr 1 mo · Ranchi, Jharkhand, India · On-site

• Clients handled - Indusind Bank, Punjab National Bank, Union Bank & Bank of Baroda
• 1) Establishing, maintaining, and growing relationships with the key stakeholders of the Bank in the branches under control.
• 2) Opportunity mapping starting at the branch level and sharing the same, including activities such as branch/customer profiling and survey on competitor products
• 3) Conducting in-branch training and joint calls to train and convert business
• 4) Handling and driving marketing and business promotion campaigns designed at National/ Zonal/Regional levels
• 5) Providing regular and timely updates of various activities and campaigns as per the agreed frequency and formats by the management.
• 6) Owning the budgeted sales target for the branch/ branches. Ensuring and owning 360-degree support on OPS, MIS, Customer Service, and Claim-related queries.
• 7) Following and adhering to the governance plan

Jan 2020 – Apr 2020 · 3 mos · Kolkata Area, India

• 1. Sending internship and Bootcamp mailers to contacts from various companies and colleges respectively.
• 2. Responsible for conducting events in those cities where I have hired campus managers in many colleges of the same city.
• 3. Each campus manager in My team
• has 1 to 5 active youth reps under them across different campuses at all times, that I have to take out a session with and know them (interactions is the best experiences for me).
• 4. Expanding operations into new markets each month (at least 2 new colleges) i.e, hire new Youth Reps in my specific region.
• 5. Building my team by tracking the performance of Youth Reps using the Dashboards and promoting them to Campus Managers.
• 6. Getting POCs(Youth Rep Applicants) in markets that the operations team requires and in the existing and new markets.
• 7. Maintaining Sales sheet and Performance Dashboard Sheet (for each month) of all my
• campus managers and youth reps.
• 8. Bringing up Collaborations with events on campuses where I have campus managers as well as surrounding colleges in the City Managers region.
• 9. Motivating and maintaining a good team culture, knowing every progress and problems encountered by my team, by having regular meetings with My Campus Managers.