Open To Work
ANIKET KUMAR SINHA
Summary
Conducted product and process training for banking partners, identified knowledge and performance gaps, and delivered targeted coaching to improve partner productivity and engagement. Supported Branch Managers and Relationship Managers with product clarification, process guidance, and refresher training. Monitored post-training performance, conversion, and productivity to identify improvement areas. Coordinated with internal teams to ensure accurate communication of product, process, and guideline updates while supporting overall branch performance.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Bancassurance Manager
HDFC Life Insurance
Gurgaon
04.2023 - Current
- Led product and process training sessions to enhance banking partners' capabilities.
- Improved partner understanding of insurance products, processes, and sales practices.
- Provided product clarification and process guidance to support Branch Managers and Relationship Managers in achieving sales targets.
- Improved partner confidence and engagement through structured training and continuous support.
- Helped improve branch-level performance through targeted training and coaching.
- Conducted regular training and knowledge-sharing sessions based on identified performance gaps.
- Monitored post-training performance to identify improvement areas in productivity and conversion.
- Conducted refresher sessions whenever there were changes in products, processes, or guidelines.
- Coordinated with internal teams to deliver timely and accurate information to banking partners.
Business Development Associate
Byju's
Patna
11.2021 - 03.2023
- Developed strategic partnerships, enhancing market reach and brand visibility.
- Collaborated with sales teams to create tailored pitches, boosting conversion rates.
- Utilized data analytics to refine outreach strategies, optimizing campaign effectiveness.
- Maintained MIS dashboards to provide insights into customer behavior and optimize sales processes.
- Tracked client interactions in CRM systems, streamlining follow-up processes for improved client engagement.
- Managed high-value clients throughout customer lifecycle, and enhancing client satisfaction.
- Conducted risk profiling and due diligence for accurate client assessment.
Education
PGDM - Finance & Marketing
Indian Institute of Business Management
Patna09-2021
PGDM - Finance & Marketing
St. Xavier's College of Management
01-2017
Bachelor of Business Economics -
St. Xavier's College of Management
Skills
- HNI & Affluent Client Relationship Management
- Wealth Portfolio Monitoring & Financial Planning
- Investment Advisory (LI, GI, MF, Fixed Income)
- Risk Assessment & Compliance (RBI/IRDAI)
- KYC, AML & Financial Crime Controls
- Banking & Insurance Product Expertise
- Cross-Sell & Revenue Maximization
- Sales Leadership
- Financial Planning
- Revenue Growth
- Channel Development
- Data Analytics, MIS & Insights
- Data Analysis
- Dashboard Reporting
- Microsoft Excel (Advanced)
- Microsoft PowerPoint
- Microsoft Word
- CRM Tools
- Google Workspace
- AI Productivity Tools (ChatGPT, Microsoft Copilot)
- Business Reporting
- Relationship Management
Certification
Harvard Manage Mentor – Leadership, Compliance & Strategy Advanced Diploma – Excel, Data Analytics, Tally ERP 9 – Financial Accounting
LANGUAGES
ENGLISH Advanced, HINDI Advanced
KEY PROJECTS
- Banking Partnership Growth, Improved banking partner engagement through structured review meetings., Developed branch-level business plans., Monitored KPIs and business performance., Increased portfolio productivity through focused partner activation.
- Sales Analytics & MIS Reporting, Built performance dashboards., Prepared weekly and monthly business reports., Analysed conversion trends and productivity metrics., Supported management with actionable business insights.
Accomplishments
- Silver Medalist – PGDM (Finance & Marketing)
- Recognized by HDFC Life for channel leadership & compliance excellence
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteTimeline
Bancassurance Manager
HDFC Life Insurance
04.2023 - Current
Business Development Associate
Byju's
11.2021 - 03.2023
PGDM - Finance & Marketing
Indian Institute of Business Management
PGDM - Finance & Marketing
St. Xavier's College of Management
Bachelor of Business Economics -
St. Xavier's College of Management