Jan 2025 – Jul 2025 · 6 mos · RDC Ghaziabad

• As Branch Manager at Reliance Nippon Life Insurance, I am responsible for driving overall branch performance through strategic planning, team leadership, and client-centric insurance solutions. I lead a team of sales professionals to deliver life insurance products tailored to customer needs, ensuring 📈 sustainable growth and compliance with regulatory frameworks.
• 🔹 My role focuses on:
• Leading & mentoring a team of frontline advisors and sales managers
• Driving branch-level sales targets & revenue growth
• Enhancing customer experience through strong relationship-building
• Ensuring smooth branch operations & policy servicing
• Recruitment, training & performance management of team members
• Driving persistency, quality business, and long-term client engagement
• I work with a strong focus on ethical selling, process efficiency, and a result-oriented culture.

Aug 2023 – Jan 2025 · 1 yr 5 mos · Uttar Pradesh, India · On-site

• As Assistant Branch Manager in the Agency Channel, I was responsible for managing both operational and business growth aspects of the branch while driving a large advisor-based sales force through Sales Managers.
• Key Responsibilities:
• Team Handling: Managed a team of Sales Managers, guiding them in recruiting, licensing, training, and activating Insurance Advisors (agents)
• Advisor Recruitment & Licensing: Ensured IRDAI licensing of new advisors and supported timely onboarding and training
• Business Target Management: Drove achievement of monthly and quarterly business targets (premium collection, activation ratio, persistency, cross-sell)
• Daily Monitoring: Regularly tracked performance metrics for Sales Managers & Advisors — activation %, premium, FYP, renewal Training & Development: Conducted field training, joint calls, and workshops for Sales Managers and Advisors to boost productivity Compliance & Audit: Ensured all advisor activity adhered to regulatory guidelines and internal compliance standards
• Sales Strategy Execution: Implemented zonal strategies at branch level with custom plans for rural/urban markets
• Motivation & Retention: Maintained team morale and advisor retention through engagement activities, recognition, and timely support
• Customer Handling: Resolved client queries related to policy servicing, claims, and renewals through direct intervention
• Major Challenges Faced & Overcome:
• Low Advisor Activation: Tackled inactive advisor base by focused re-activation campaigns, call drives, and engagement meetings
• High Dropout Ratio: Reduced advisor attrition through regular follow-ups, reward-based recognition, and early onboarding handholding
• Underperforming Managers: Provided extra field support and mentorship to help low-performing Sales Managers regain productivity

Feb 2021 – Aug 2023 · 2 yrs 6 mos · Noida, Uttar Pradesh, India · On-site

• Managed a diversified corporate & large cap/mid‑cap client portfolio, delivering end-to-end banking and financial solutions. Drove business growth through salary account onboarding, credit card and personal loan cross-sell, and tailored portfolio management.
• Key Responsibilities:
• Led salary account acquisition and credit products integration for employees
• Cross-sold health & life insurance alongside banking services
• Coordinated seamless onboarding, compliance (KYC/AML/RBI), and servicing processes
• Provided customised finance solutions such as CMS, trade finance, OD/CC, personal loans, and payment products
• Key Achievements:
• Consistently exceeded revenue targets via integrated banking and insurance sales
• Built strong, long-term client relationships with corporate and mid-cap portfolios
• Recognized for driving high-impact cross-sell of insurance and corporate lending products

Apr 2020 – Feb 2021 · 10 mos

• Managed government and defence segment clients, with a focus on onboarding Army personnel and government officials for salary accounts and delivering a full suite of banking & financial products.
• Key Responsibilities:
• Handled end-to-end onboarding of defence & government employees for salary accounts
• Developed and maintained relations with commanding officers & government liaison officers
• Promoted and sold cross-sell products:
• 💳 Credit Cards
• 🏦 Personal & Consumer Loans
• 🛡 Life Insurance & General Insurance (Motor, Health)
• 📈 Investment products (FDs, SIPs, Mutual Funds)
• Ensured 100% KYC compliance, service quality, and timely salary credit setup
• Conducted financial awareness camps in army units and government offices
• Managed service escalations and provided customized banking solutions based on profile
• Key Achievements:
• Successfully opened 1000+ salary accounts across defence & government zones
• Recognized for high-volume cross-selling of insurance & unsecured lending products
• Established strong relations with unit heads, leading to bulk onboarding drives
• Generated consistent monthly revenue through bundled product offerings

Jul 2018 – Apr 2020 · 1 yr 9 mos

Feb 2018 – Apr 2018 · 2 mos · New Delhi, Delhi, India · On-site