AMIT KHORANIA
Banking / Insurance Professional
Jaipur
Summary
Dedicated professional with a proven track record in operations management and team leadership. Proficient in KYC procedures, adept at leveraging MS Excel for data analysis, and skilled in overseeing MIS management. Experienced in optimizing processes to enhance operational efficiency, mitigate risks, and ensure compliance. Adept at managing cross-functional teams to deliver exceptional results. Demonstrated ability to streamline workflows, drive team performance, and ensure accurate data tracking through well-executed MIS practices. Committed to fostering collaboration and delivering top-tier solutions in fast-paced environments."
Overview
18
18
years of professional experience
2
2
years of post-secondary education
Work History
Manager
Axis Bank
Jaipur
09.2022 - Current
- Managing a team of 18 team members with 34 mapped branches, responsible for target achievement for all 34 branches which includes sales
- Managing and assuring all relevant trainings and refresher sessions on product are provided to all team members
- Regular Meetings with team members for target achievement and feedback sharing
- Monthly meeting with branch manager to review the branch’s monthly and yearly targets
- Responsible for Quality Checks and rejections received in application forms
- Managing cross sell penetration for Loans, New Accounts , General Insurance
- Delivering revenue parameter by doing income products
- Managing a team of 18 team members with 34 mapped branches, responsible for target achievement for all 34 branches which includes sales
- Managed and motivated employees to be productive and engaged in work.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Managing and assuring all relevant trainings and refresher sessions on product are provided to all team members
- Regular Meetings with team members for target achievement and feedback sharing
- Monthly meeting with branch manager to review the branch’s monthly and yearly targets
- Responsible for Quality Checks and rejections received in application forms
- Managing cross sell penetration for Loans, New Accounts , General Insurance
- Delivering revenue parameter by doing income products
- Developed and maintained relationships with customers and suppliers through account development.
- Onboarded new employees with training and new hire documentation.
- Maximized performance by monitoring daily activities and mentoring team members.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Developed and implemented business strategies to achieve business goals and stay competitive.
Deputy Manager
HDFC Bank
Jaipur
05.2018 - 09.2022
- Supervised and guided a diverse team of 18 members across 34 branches.
- Spearheaded efforts to achieve targets across all 34 branches, encompassing sales goals.
- Orchestrated comprehensive training programs, ensuring that all team members received essential product knowledge and periodic refresher sessions
- Initiated and chaired regular meetings with team members, fostering a collaborative environment for target attainment and valuable feedback exchange.
- Conducted monthly reviews with branch managers to evaluate both monthly and annual targets, fostering strategic alignment and performance improvement.
- Assumed responsibility for meticulously overseeing quality checks and addressing application form rejections, optimizing operational efficiency
- Spearheaded cross-selling initiatives for Loans, New Accounts, and General Insurance, enhancing overall product penetration
- Achieved revenue objectives by strategically promoting income-generating products, contributing to the branch's financial success.
Sales Executive
Liberty Videocon General Insurance Com. Ltd
Jaipur
02.2017 - 05.2018
- Effectively managed a dynamic team of advisors focused on health and motor policy sales, driving exceptional sales performance and fostering team cohesion.
- Conducted regular customer visits to address pre and post-sales inquiries, strengthening customer relationships and ensuring personalized service.
- Orchestrated comprehensive training sessions for brokers and advisors, equipping them with in-depth knowledge of health and motor insurance products, resulting in enhanced advisory capabilities.
- Spearheaded efforts to consistently meet and surpass monthly and yearly sales targets, showcasing a results-driven approach to achieving organizational goals.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Deputy Manager
Future Generali India Life Insurance Co. Ltd
Jaipur
01.2010 - 11.2015
- Effectively managed teams in Rajasthan and Gujarat, overseeing renewal collection and customer service operations.
- Employed a strategic and analytical approach to consistently achieve and exceed set targets.
- Conducted regular meetings with high-revenue customers to address queries, handle complaints, and fulfill their requests.
- Successfully attained month-on-month persistency targets through focused efforts and strategic planning.
- Provided vigilant supervision of branch processes and controls, ensuring timely issue closure and process enhancements.
- Managed daily branch cash and cheque reconciliation at end of day, ensuring accuracy and accountability.
- Conducted monthly one-on-one sessions with team members, fostering open communication and delivering constructive feedback.
- Held responsibility for internal branch audit, ensuring compliance, efficiency, and adherence to company policies.
- Conducted comprehensive product and policy-related training sessions for team members, enhancing their skills and knowledge.
Sr. Sales Co-Ordinator
Bharti Axa Life Insurance Co. Ltd
Jaipur
09.2007 - 01.2010
- Orchestrated seamless onboarding experiences for new clients, ensuring a smooth transition and building strong client relationships.
- Provided exceptional customer service, promptly addressing inquiries, resolving issues, and ensuring client satisfaction.
- Proficiently conducted basic underwriting assessments of new business application forms, ensuring adherence to company policies and risk assessment.
- Maintained comprehensive databases encompassing login information, recruitment data, and contest records, ensuring accurate and accessible data for reference.
- Tracked key data points and meticulously prepared monthly review presentations for the Regional Sales Manager, facilitating informed decision-making.
- Collaborated closely with Sales Managers and Advisors, addressing business-related queries and issues, fostering effective communication and swift issue resolution.
- Identified areas for process enhancement within client onboarding, customer service, and underwriting, leading to streamlined operations and improved customer experiences.
- Collaborated with various departments to ensure smooth handoffs and efficient problem-solving, contributing to the overall operational effectiveness.
- Maintained a meticulous approach to quality control, ensuring all processes and activities complied with industry standards and regulations.
- Conducted training sessions and shared knowledge with team members to enhance overall performance and ensure consistency in client interactions.
Sales Co-Ordinator
ICICI Lombard General Insurance Co. Ltd
Jaipur
11.2005 - 09.2007
- Interacted with clients to address inquiries, provide information about insurance policies, and offer prompt resolution to concerns.
- Effectively communicated policy details, coverage options, and terms to clients, ensuring a clear understanding of their insurance plans.
- Assisted clients with the claims process, guiding them through necessary steps, and coordinating with relevant departments for smooth claims settlement.
- Collaborated with clients to facilitate policy renewals, sending timely reminders, explaining renewal options, and processing renewal requests.
- Addressed and resolved customer complaints in a professional and empathetic manner, maintaining a focus on customer satisfaction and retention.
- Managed escalated issues by coordinating with senior team members, underwriters, or other relevant departments to ensure prompt resolution.
Education
M.Com - Accounting And Business Management
University of Rajasthan
Jaipur 01.2010 - 04.2012
B.Com -
University of Rajasthan
04.2000 - 04.2003
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Board of Secondary Education
Secondary -
Board of Secondary Education
Jaipur 04.2001 - 04.1998
Skills
Team Management, Relationship Management, Operations Management, Basic Underwriting, MIS Management, MSundefined
Timeline
Manager
Axis Bank
09.2022 - Current
Deputy Manager
HDFC Bank
05.2018 - 09.2022
Sales Executive
Liberty Videocon General Insurance Com. Ltd
02.2017 - 05.2018
M.Com - Accounting And Business Management
University of Rajasthan
01.2010 - 04.2012
Deputy Manager
Future Generali India Life Insurance Co. Ltd
01.2010 - 11.2015
Sr. Sales Co-Ordinator
Bharti Axa Life Insurance Co. Ltd
09.2007 - 01.2010
Sales Co-Ordinator
ICICI Lombard General Insurance Co. Ltd
11.2005 - 09.2007
Secondary -
Board of Secondary Education
04.2001 - 04.1998
B.Com -
University of Rajasthan
04.2000 - 04.2003
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Board of Secondary Education
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