Anjali Gupta
Delhi
Summary
Dynamic and results-oriented Key Account Manager with 7+ years of experience in managing strategic partnerships, sales operations, and cross-functional coordination within the insurance and fintech sectors. Proven track record in relationship management, data-driven decision-making, and team leadership. Adapt at building long-term client relations, improving service delivery, and driving revenue growth.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
2
2
Languages
Work History
Key Account Manager
Asego Technologies LLP
12.2024 - 05.2025
- Managed key partner VFS for travel insurance services.
- Led and mentored a team of 20 sales executives.
- Designed and maintained sales and error dashboards.
- Boosted partner sales through targeted strategies and team oversight.
- Coordinated across departments to streamline operations.
- Led recruitment efforts for expanding the sales team.
- Enhanced client relationships via tailored marketing materials.
Deputy Manager / Assistant Manager, Digital Partnerships
Niva Bupa Health Insurance
01.2021 - 11.2024
- Fast-tracked promotion from Assistant Manager to Deputy Manager
- Acted as SPOC for 30+ digital partners (brokers, web aggregators, etc.).
- Oversaw pre- and post-sales operations, ensuring partner satisfaction.
- Built and maintained strong relationships with key stakeholders.
- Handled partner payouts, integration, onboarding, and training.
- Generated and analyzed issuance & error reports for performance tracking.
Business Development Manager
SBI Life
06.2019 - 09.2020
- Supervising sales of three SBI branches.
- Focusing on issuance and renewal of policies.
- Basic Underwriting so as to correctly match product and clients need.
- Knowledge of working and functioning of all other departments as a part of the management trainee program.
- Increased customer/client satisfaction by resolving their issues.
Intern
South Indian Bank
04.2018 - 06.2018
- A study on the role of IT in enhancing Banking Services
- Researched the impact of digitization on banking services.
- Suggested app improvements to enhance customer experience.
Senior Assistant Retail Operations
Apollo Munich Health Insurance
12.2014 - 04.2017
- Underwriting for health insurance policies.
- Oversaw data operations across 45 branches.
- SPOC for the Data entry team on PAN India basis.
- Releasing Targets and publishing dashboards on a daily/monthly basis; and calculating the accuracy for branches and client.
- Report making: team performance calculation, efficiency, productivity.
- On floor training of new team members
Education
MBA - Finance, BFSI
Birla Global University
06.2017 - 05.2019
BBA - Banking and Insurance
Maharaja Surajmal Institute
09.2010 - 05.2013
School - Commerce
Carmel Convent School
03.2009 - 05.2010
Skills
- Advanced MS Excel & Reporting
- Key Account Management
- Stakeholder Engagement
- Cross-Functional Team Leadership
- Sales Strategy & Execution
- Recruitment & Training
- Insurance Operations
- Pre/Post Policy Issuance
- MIS & Dashboard Management
- Process management
Accomplishments
- 3x Performance Awards – Niva Bupa
- “Superstar” for 3 quarters – Niva Bupa
- Qualified for international trip to Dubai – Niva Bupa
- 2x Excellence Awards – Apollo Munich (2015, 2016)
- Participated– Excel-o-logy, Apollo Munich (2016)
- Winner – Tug of War, Birla Global University
- Runner-up – Throwball, Birla Global University
- 3rd Prize – Idea Generation Competition, Bhawan’s Centre
- 3rd Prize – “Create Your Own Brand,” MARCOB"
Timeline
Key Account Manager
Asego Technologies LLP
12.2024 - 05.2025
Deputy Manager / Assistant Manager, Digital Partnerships
Niva Bupa Health Insurance
01.2021 - 11.2024
Business Development Manager
SBI Life
06.2019 - 09.2020
Intern
South Indian Bank
04.2018 - 06.2018
MBA - Finance, BFSI
Birla Global University
06.2017 - 05.2019
Senior Assistant Retail Operations
Apollo Munich Health Insurance
12.2014 - 04.2017
BBA - Banking and Insurance
Maharaja Surajmal Institute
09.2010 - 05.2013
School - Commerce
Carmel Convent School
03.2009 - 05.2010
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