Summary
Overview
Work History
Education
Skills
Disclaimer
Certification
Timeline
Generic

Aditya Pandit

New Delhi

Summary

Experienced Operations Manager with over 11 years of expertise in B2B & B2C sales /collections - Operations & Training. Skilled in managing large teams, optimizing processes, and fostering strong team performance through effective people management. Currently working as a FOS Manager at PolicyBazaar.com, where I lead Investment Sales Operations for the Delhi Region. My role focuses on driving operational efficiency, enhancing customer experiences, and contributing to business growth through strategic planning and streamlined workflows.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Sales Manager (Center Head)

Policybazaar Insurance Brokers Pvt Ltd
New delhi
03.2024 - 08.2025
  • Managed Tele-Sales & Field Sales Operations for Delhi NCR Region, driving revenue growth and leading a team of 100+ advisors with 6 Team Leaders and 2 Assistant Managers
  • Handled Market Linked plans (ULIP), Guaranteed/Traditional plans, Child, Retirement, and Pension plans
  • Handled HNI and NRI customers from Delhi NCR
  • Conducted daily huddles with Field and Tele Sales teams, including Team Leaders and Assistant Managers, to motivate them and build confidence in long-term investments and current market trends
  • Reviewed Sensex and Nifty graphs with Financial Advisors and trained them on explaining it to customers to gain confidence
  • Conducted bi-hourly meetings with Team Leaders and Assistant Managers to ensure targets were met and discussed operational efficiencies and performance improvement
  • Discussed Target vs Achievement daily, reviewed LMTD and SDLM, and guided leaders on setting individual targets and beating previous month's performance
  • Ensured advisors fulfilled parameters like Talk-time, Visits/Meetings and effective bucket utilization on a daily basis
  • Trained staff on policy sourcing - Proper need analysis, and underwriting guidelines to ensure smooth issuance
  • Prepared MIS reports and shared with leaders and Assistant Managers to build confidence within teams
  • Maintained issuance above 90%, shrinkage and attrition below 2.5%, and Health of Business Rating above 80% (In-force policies)

Sales Manager

Cargaison Express Logistics Pvt Ltd
Mohali/Gurgaon
05.2023 - 11.2023
  • Streamlined logistics operations through effective scheduling and shipment tracking
  • Managed collections and accounts receivable, including invoicing and payment reconciliation
  • Ensured compliance with quality standards by conducting audits and process improvements
  • Analyzed shipment data to identify areas for operational enhancement
  • Prepared comprehensive reports on performance metrics to support decision-making

Manager

Quess Corp (Contractual Role)
Noida
07.2022 - 03.2023
  • Managed collections operations from 7 to 360+ days past due
  • Handled account reconciliations, bad debt write-offs, and customer refunds
  • Led a team of 20+ members, providing guidance and feedback
  • Created monthly collection forecasts and discussed metrics with Senior Leadership
  • Conducted quality assessments and prepared Root Cause Analysis documents for escalations

Assistant Manager (B2B Sales)

Johnson Controls India Pvt Ltd
Gurgaon
01.2022 - 07.2022
  • Led a team of 60+ Associates and 3 Team Leaders in B2B Sales
  • Managed customer experience process for fire, HVAC, and security products
  • Optimized operational efficiency, service quality, and issue resolution within TAT, resulting in enhanced customer satisfaction
  • Delivered regular feedback and coaching to team members, fostering growth and improvement

Subject Matter Expert

Accenture Solutions Pvt Ltd
Gurgaon
05.2019 - 10.2021
  • Led a team of 10 in managing >90-day past-due accounts, refining SOP's for healthy cash flow
  • Ensured high-quality performance and strict process adherence within the team
  • Sent Statements of Account, Demand letters, and Credit Hold notices to non-responsive customers
  • Implemented skip tracing measures to locate customers and maintained customer relationships
  • Provided actionable insights to senior leadership, driving strategic decisions and healthy cash flow

Account Manager

Encore Capital Group
Gurgaon
07.2017 - 05.2019
  • Experienced Debt Collector (3rd Party Agency Collections) – Proficient in overseeing credit card collections, Medical Bills and Telecom Bills Collection Process.
  • Skilled in developing strategies to recover outstanding debts while adhering to industry regulations.
  • Adept at negotiations and maintaining positive customer relationships throughout the recovery journey.
  • Leveraged open communication techniques to effectively engage with customers and navigate their psyche during the recovery process
  • Negotiated payments, successfully convincing customers to make payments over the phone.
  • Demonstrated a proactive approach by offering settlements to facilitate the account resolution
  • Possesses in-depth knowledge of bankruptcy laws and statute of limitations, ensuring compliance and accuracy in recovery efforts

Process Associate

Genpact India Pvt Ltd
Hyderabad
04.2014 - 03.2016
  • Experienced as a first party debt collector specialized in private label credit cards collections process.
  • Managed accounts of customers holding credit cards for major retail stores in USA such as American Eagle, GAP, Chevron Texaco, Victoria’s Secret, Lowe’s Store etc. within the GE Money Process
  • Proficiently engaged in proactive communication with cardholders, effectively navigating the intricacies of retail credit card landscape.
  • Employed a strategic approach to recover outstanding debts while maintaining customer relationships.
  • Adhered to rigorous call quality standards, ensuring exceptional service and FDCPA compliance throughout the interactions
  • Recognized for outstanding performance, I have been honored with a one-time silver and two-times bronze awards from the client.

Education

Graduated - Computer Science Stream

Sambhram Institute of Technology
Bangalore
06-2013

Skills

  • Revenue growth
  • Market analysis
  • Team leadership
  • Policy sourcing
  • Performance metrics
  • Customer relationship management

Disclaimer

I do declare that the above particulars of facts and information stated are true, correct and complete to the best of my belief and knowledge.

Certification

  • Brokers Qualified Person/Principal Officer - Direct Life & General Insurance Valid upto 20.12.2027
  • Project Management by LearnTube Cred ID : DJA-B-1-1585278-0
  • Advanced Project Management by Learn Tube Cred ID : DJA-B-1-1609464-0

Timeline

Sales Manager (Center Head)

Policybazaar Insurance Brokers Pvt Ltd
03.2024 - 08.2025

Sales Manager

Cargaison Express Logistics Pvt Ltd
05.2023 - 11.2023

Manager

Quess Corp (Contractual Role)
07.2022 - 03.2023

Assistant Manager (B2B Sales)

Johnson Controls India Pvt Ltd
01.2022 - 07.2022

Subject Matter Expert

Accenture Solutions Pvt Ltd
05.2019 - 10.2021

Account Manager

Encore Capital Group
07.2017 - 05.2019

Process Associate

Genpact India Pvt Ltd
04.2014 - 03.2016

Graduated - Computer Science Stream

Sambhram Institute of Technology
Aditya Pandit