Annu Soni

Role & Business Responsibilities

• GWP - Core product are health, and Non Health ( PVC , TW , HI , TI & PC SAOD)
• Channel Activation: Ensure consistent month-on-month business generation from active & Inactive insurance agents, Franchise, and point-of-sale persons (POSPs).
• Performance Tracking: Conduct daily and weekly performance reviews with 6 managers to monitor their pipelines, agent recruitment, and active agent and MOM Productivity of 1.5 Lac.
• Capability Building: Work with the internal learning department to ensure managers and their respective agent receive updated training Indusind General Insurance products, claims settlement processes, and sales pitches.

• An Area Manager, has operational and financial responsibility for a defined region or territory.
• Hired and managed team of 14 members and two assistant branch managers, fostering a collaborative work environment.
• Managed loyalty channel in Aviva Direct, generating leads through reference collection and worksite plan visits to enhance customer engagement.
• Demonstrated strong skills in team management and supervision.
• Supported new business sales and service functions, contributing to overall operational effectiveness.

• Managed new business development and strategic planning to maximize growth and profitability and Taking care of MP and CG Cluster in Service to sales channel.
• Hired and managed a team of 15 member.
• Strong expertise in Team Handling &Supervision.
• Cluster, daily focus on branch visit, team grooming, and incentive.

• Mentoring and leading a team
• PRM/ EBRO/SBRO/RO and ensuring the desired level of performance From The Cluster of bank branches.
• Managing business from Channel Partner - HDFC Bank. It's an OPEN architecture where we have to ensure the MINDSHARE is always above35%.
• Promoting sales of the Company's products, achieving and exceeding business targets set by the Company in respect of the Flagship branch of HDFC Bank.

• Have maintained relationships with Regional Heads and Branch heads.
• Achieved YOY growth.
• Highest percentage of consistency in the region for premium paid by customers.
• Next year No Single free look case in career span with ICICI prudential.

• Responsible for the entire process and team operations of the A2 office, coordinating with sales team and give support, Meeting & maintaining a good relationship with channel partners, provide after sale services to customers and channel partners.
• Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms, Handling Activation & Documentation, TAT, CAF Auditswith100% accuracy (as per TRAI regulation).
• Leading a Team of 10 associates including 1 team leader, and handling sales team (RM, Vodafone store managers and Distribution market) of Indore zone for Prepaid/postpaid activation and rejection.