ANAND
KANPUR
Summary
Experienced,Confident successful at increasing monthly revenue using insightful marketing strategies and aggressive product development. Skilled at understanding customer and employee requests and meeting needs. Furthers success by strengthening staff training, streamlining internal systems and facilitating sales techniques.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Senior Manager
Motilal Oswal Financial Services Ltd
Lucknow
09.2024 - Current
- Led strategic initiatives to enhance client engagement and service delivery.
- Managed cross-functional teams to streamline operational workflows and processes.
- Developed training programs for staff to improve performance and productivity.
- Mentored junior staff in the organization's business processes, customer service standards, and quality assurance protocols.
- Established effective communication channels between different departments within the organization.
- Ensured compliance with applicable laws, regulations, policies, and procedures across all business units.
- Facilitated team meetings and workshops to align on goals and strategies.
- Analyzed market trends to identify opportunities for portfolio growth and diversification.
- Worked with cross-functional teams to achieve goals.
- Utilized various software and tools to streamline processes and optimize performance.
- Selling third Party products like PMS,AIF,Bond and Insurance Etc.
- Working Investment - wealth product with HNI partner and clients
Sr Relationship Manager
ICICI LOMBARD GENERAL INSURANCE CO LTD
KANPUR
04.2022 - Current
- Spearheaded sales and marketing initiatives, working with internal teams to drive improvements.
- Conducted research to determine top prospective clients and continually cultivated sales pipeline.
- Reviewed claims to investigate coverage and liability details, collaborating with teams to address gaps in data.
- Assessed monthly reports to review client activity and identify opportunities.
- Explained claims processes and proactively followed up with claimants to provide status updates.
- Skilfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Developed, implemented and monitored new underwriting guidelines for the agency.
- Evaluated customer needs and providing individualised insurance solutions suited to budget and coverage requirements.
- Stayed up-to-date on emerging industry trends, identifying and researching potential new revenue streams.
- Recruited top talent, mentoring insurance agents in industry best practices and high-quality client service.
- Reviewed correspondence, renewals activity and new business quotations to track performance.
Sr Agency Mananger
Renewbuy.com
LUCKNOW
12.2021 - 04.2022
- Reviewed correspondence, renewals activity and new business quotations to track performance.
- Recruited top talent, mentoring insurance agents in industry best practices and high-quality client service.
- Coded claims forms and mediated disputes between carriers and clients.
- Developed, implemented and monitored new underwriting guidelines for the agency.
- Stayed up-to-date on emerging industry trends, identifying and researching potential new revenue streams.
Sr Agency Manager
LANDMARK INSURANCE BROKER PVT LTD (Policyboss.com)
KANPUR
01.2020 - 12.2021
- Created effective marketing, sales and promotional initiatives to drive revenue.
- Produced detailed monthly and yearly financial reports for senior management.
- Managed escalated client enquiries with exceptional professionalism and enthusiasm to maintain trust and reliability.
- Closed long-term agreements through skilful negotiation.
- Surpassed sales and customer service targets, consistently exceeding established KPIs.
- Identified cross-selling opportunities through ongoing customer needs analysis.
- Researched prospective clients to develop and execute cold call lists.
- Produced quotes and proposals to provide value and benefits to prospective clients.
- Coached and trained staff to comply with company policy and procedures.
- Developed business plans to establish revenue and growth.
Insurance Agency Manager
MANIPAL CIGNA HEALTH INSURANCE CO LTD
KANPUR
04.2019 - 12.2019
- Evaluated customer needs and providing individualised insurance solutions suited to budget and coverage requirements.
- Skilfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Identified and handled customer issues in strict alignment with company complaints procedure.
- Developed, implemented and monitored new underwriting guidelines for the agency.
- Performed market analysis to gather industry insights and inform strategic plans.
- Reviewed correspondence, renewals activity and new business quotations to track performance.
Insurance Agency Manager
BAJAJ ALLIANZ LIFE INSURANCE CO LTD
KANPUR
11.2018 - 03.2019
- Presided business meetings to define vision and mission of company.
- Drafted sales contracts to use during consummated deals.
- Produced quotes and proposals to provide value and benefits to prospective clients.
- Developed business plans to establish revenue and growth.
- Planned and developed winning strategies to increase sales, expand territories and boost market positioning.
- Augmented sales value by upselling and cross-selling new products and services to existing customers.
- Researched prospective clients to develop and execute cold call lists.
- Identified cross-selling opportunities through ongoing customer needs analysis.
Associate Agency Development Manager
MAX LIFE INSURANCE CO LTD
KANPUR
07.2017 - 10.2018
- Produced detailed monthly and yearly financial reports for senior management.
- Attended conferences and trade association meetings to represent company, build industry networks and promote new product lines.
- Planned and developed winning strategies to increase sales, expand territories and boost market positioning.
- Evaluated team performance to identify areas requiring improvement.
- Drafted sales contracts to use during consummated deals.
- Produced quotes and proposals to provide value and benefits to prospective clients.
- Augmented sales value by upselling and cross-selling new products and services to existing customers.
Team Leader, Sales Operations
POLICYBAZAAR.COM
GURGAON
01.2010 - 08.2016
- Recruited and trained high-achieving sales teams, aiding company success against profit goals.
- Proactively led and developed high-performing Sales Executives to consistently deliver against annual targets.
- Used outstanding interpersonal and relationship-building skills to develop and nurture productive, profitable client relations.
- Monitored sales leads and conversions, motivating and incentivising teams to continue increased business.
- Created and implemented monthly KPI targets, driving team motivation and morale to achieve them.
- Supported talent acquisition by sourcing optimum candidates aligned with team cultures and dynamics.
- Led by example to achieve sales and service targets while coaching to get maximum effort from teams.
- Produced management information and monthly staffing rotas to keep employees informed on business changes and cover shifts adequately.
- Supported plan campaigns to achieve important goals by planning telemarketing promotions to reach target goals.
- Oversaw training and development programmes to guarantee team growth.
- Improved team telemarketing skills by introducing and teaching modern sales techniques, encouraging positive engagement with customers and increasing sales.
- Upheld and implemented company policies and procedures in all work activities to deliver consistent leadership.
- Kept up to date with industry trends and relevant news to drive sales and increase business.
- Adopted flexible, enthusiastic and driven approaches to achieving business financial goals to inspire staff.
Senior Manager
Motilal Oswal Financial Services Ltd
Lucknow
Education
Bachelor of Commerce - COMMERCE
DSN PG COLLEGE
UNNAO2007
Skills
- Negotiation techniques
- Public speaking
- Problem-solving
- Complaint handling and resolution
- Professional telephone etiquette
- Public Relations
- Calm under pressure
- Sales expertise
- Energetic
- Effective Retail Sales Manager
- Product knowledge
- Compelling leadership skills
- Solutions
- Territory sales management
- Rapport and relationship building
- Market intelligence
- Profit and revenue-generating strategies
- Persuasive negotiations
Accomplishments
- In Policy bazaar I achieved tow promotion
- Was awarded for five years successful completion
- I got 3-star rating in annual reporting in ICICI Lombard General Insurance Co Limited in 2022 -2024
Certification
- Highest utilization award certificate for Term BU for continues three months in Policy Bazaar.
- Certificate of NOP Champion for achieving 133.33% of NOP plan in JAS 2017 in Max Life Insurance Co ltd.
- Certificate of QR Champion for achieving 262.50% of QR plan in JAS 2017 in Max Life Insurance Co Ltd.
- Certificate of Proactive Champion for achieving 166.7% Proactive Man months in JAS 2017 in Max Life Insurance Co Ltd.
- Certificate of Champion for achieving 100% QR in Max Life Insurance Co Ltd.
- Certificate of appreciation for being a champ in September 2019 in Manipal Cigna Health Insurance Co Ltd.
- Certificate of outstanding performance in licensing contest in ICICI Lombard general Insurance Co Ltd.
- Certificate of outstanding performance of Sale Olympics drive in ICICI Lombard General Insurance Co Ltd.
- Certificate of NCC (B)
- Certification of 1 day workshop on Power BI
PURSUING
- Pursuing course of office workflow using AI mastery, besic to advance excel mastery, basic to advance SQL mastery, basic to advance Tableau master class, corporate communication mastery, Microsoft mastery, Power BI dashboard mastery.
PERSONAL DETAIL
- ANAND
- 09 Feb 1988
- Sarwar Husain Jafri
- 469 B Faithfull Ganj Cantt Kanpur 208004
Languages
English
Upper Intermediate
B2
Urdu
Upper Intermediate
B2
Hindi
Upper Intermediate
B2
Timeline
Senior Manager
Motilal Oswal Financial Services Ltd
09.2024 - Current
Sr Relationship Manager
ICICI LOMBARD GENERAL INSURANCE CO LTD
04.2022 - Current
Sr Agency Mananger
Renewbuy.com
12.2021 - 04.2022
Sr Agency Manager
LANDMARK INSURANCE BROKER PVT LTD (Policyboss.com)
01.2020 - 12.2021
Insurance Agency Manager
MANIPAL CIGNA HEALTH INSURANCE CO LTD
04.2019 - 12.2019
Insurance Agency Manager
BAJAJ ALLIANZ LIFE INSURANCE CO LTD
11.2018 - 03.2019
Associate Agency Development Manager
MAX LIFE INSURANCE CO LTD
07.2017 - 10.2018
Team Leader, Sales Operations
POLICYBAZAAR.COM
01.2010 - 08.2016
Senior Manager
Motilal Oswal Financial Services Ltd
Bachelor of Commerce - COMMERCE
DSN PG COLLEGE