ABID ALI
NEW DELHI
Summary
Dynamic Branch Manager with a proven track record in team leadership and compliance adherence. Skilled in developing training programs and driving profitability through strategic decision-making.
Overview
19
19
years of professional experience
2
2
Certifications
Work History
Branch Manager
ROBINHOOD INSURANCE BROKER PVT LDT
12.2020 - Current
- Managed daily operations for a leading insurance brokerage firm.
- Developed training programs for staff to enhance service delivery skills.
- Coordinated marketing efforts to attract new clients and retain existing ones.
- Facilitated compliance with industry regulations and company policies.
- Analyzed market trends to inform strategic decision-making processes.
- Managed staff scheduling, hiring and training processes.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Planned work schedules to maintain adequate staffing levels.
- Disciplined employees to encourage compliance with company policies and procedures.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Designed sales and service strategies to improve revenue and retention.
- Supported outside sales force in servicing and obtaining new business.
- Provided feedback on employee performance evaluations conducted by supervisors.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Used hedging to mitigate financial risks related to interest rates on company's borrowings.
Relationship Manager
PNBMET LIFE INSURANCE
New Delhi
02.2016 - 03.2020
- Cultivated strong client relationships through regular communication and engagement.
- Analyzed client needs to recommend appropriate products and services.
- Facilitated training sessions for new team members on relationship management strategies.
- Monitored industry trends to provide clients with relevant insights and updates.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Provided training sessions for colleagues on best practices.
- Negotiated terms and conditions of client contracts to ensure mutual satisfaction.
Senior Relationship Officer
BHARTI AXA LIFE INSURANCE
GURGAON
07.2014 - 01.2016
- Cultivated strong client relationships through regular engagement and communication.
- Analyzed client needs to provide tailored insurance solutions effectively.
- Developed comprehensive financial plans aligned with clients' goals and objectives.
- Mentored junior team members on best practices in client management and service.
- Monitored industry trends to identify potential opportunities for clients' growth.
- Interacted with customers and worked closely to resolve issues.
- Cultivated relationships with customers by participating in meetings onsite and at client locations.
- Identified new business opportunities through market research and analysis.
Team Leader, Sales Operations
POLICYBAZAAR.COM
GURGAON
06.2010 - 07.2014
- Led daily sales operations meetings to align team goals and strategies.
- Developed and implemented process improvements to streamline sales workflows.
- Coordinated training programs for new team members on operational procedures.
- Managed inventory levels to ensure product availability for sales teams.
- Analyzed sales data to identify trends and inform operational decisions.
- Facilitated communication between sales and customer service departments for alignment.
- Ensured compliance with company policies related to safety, security, and privacy regulations.
- Resolved customer complaints quickly and efficiently.
Financial Advisor
ICICI PRUDENTIAL LIFE INSURANCE
NEW DELHI
11.2006 - 06.2010
- Advised clients on investment strategies and financial planning options.
- Managed client portfolios, ensuring alignment with individual financial goals.
- Educated clients on insurance products and risk management techniques.
- Developed presentations for client meetings to explain complex financial concepts.
- Maintained accurate records of client interactions and transactions for compliance purposes.
- Facilitated client meetings with comprehensive investment strategy planning.
Education
Bachelor Of Science (BS) - BACHELOR OF SCIENCE
MAHATMA GANDHI UNIVERCITY
DISTANCE 05-2015
12TH - Science
NIOS
DISTNCE EDUCATION05-2011
10TH - ALL SUBJECT
CBSE BOARD
NEW DELHI06-2004
Skills
- Staff management
- Regulatory compliance
- Market analysis
- Sales strategy development
- Financial reporting
- Customer relationship management
Languages
English
Upper Intermediate (B2)
B2
Hindi
Proficient (C2)
C2
Urdu
Proficient (C2)
C2
Certification
IRDA Certification Life Insurance Adviser
Accomplishments
3 TIME QUALKIFIED INTERNATIONAL TOUR
References
References available upon request.
Timeline
Branch Manager
ROBINHOOD INSURANCE BROKER PVT LDT
12.2020 - Current
Relationship Manager
PNBMET LIFE INSURANCE
02.2016 - 03.2020
Senior Relationship Officer
BHARTI AXA LIFE INSURANCE
07.2014 - 01.2016
Team Leader, Sales Operations
POLICYBAZAAR.COM
06.2010 - 07.2014
Financial Advisor
ICICI PRUDENTIAL LIFE INSURANCE
11.2006 - 06.2010
Bachelor Of Science (BS) - BACHELOR OF SCIENCE
MAHATMA GANDHI UNIVERCITY
12TH - Science
NIOS
10TH - ALL SUBJECT
CBSE BOARD