Anupama Rajgopal

• Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
• Boosted sales performance through the creation of engaging promotional materials and targeted advertising strategies.
• Tracking of lead generation activities, business programs, and competition tracking. Support business programs through local MIS cuts to work with a specific group in order to enhance performance. Sales Activation and Productivity: Business programs for employees and distributors; sales contests and R&R to drive business and productivity.
• Managed budgets, allocating funds strategically towards high-impact initiatives that supported overall business goals.
• Increased brand awareness by developing and implementing strategic marketing campaigns.
• Driving contests and campaigns through local efforts.
• Visiting Channel Partners' branches and ensuring brand visibility periodically

• Drive Business program qualifications. Adhere to decided TATs for launch and follow up plans in business programs.
• Contests - drive execution and fulfillment - for all channels.
• Event & Contest fulfillment, execution of Events / Meets - National and Regional. Coordinate & Execute National sponsorships and events (Meets, Conferences).
• Manage stock & inventory for Pan India gifting requirements.
• Lead Generation & Advisor/AL recruitment activities :
• Support & help drive local lead generation activities.
• MIS & tracking. Track - Communication and Media :
• Regular tracking of LI advertising and media tracking for market intelligence and creative, media strategy.

• Provided effective support to the Zonal Head - Agency & Alliances to aid in the effective management of the zone
• Supervised day-to-day operations to meet performance, quality and service expectations.
• Improved customer satisfaction by addressing and resolving complaints promptly.
• Developed strong working relationships with staff, fostering a positive work environment.
• Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
• % of timeliness and accuracy in generation of MIS on Agent Recruitment, Coding, New Business Income, Commission earning, Channel costs, Persistency, Productivity, etc of the Area offices/branches.
• New Business Quality Report for the zone maintained within set standards.
• Assist in reducing the Expense Gap of branches in the zone by assisting in reducing cost by effective Resource Management, ensuring branches spend within their budgets.
• Effective Coordination, Planning and execution of Agent and Sales Manager’s conventions / regional / zonal meets.
• Ensuring that all Branches of the Zone are Audit compliant, by conducting pre-Audit of Branches and reporting any deviations in terms of Audit requirements, Non- compliance of Labour Laws, etc to the Zonal Head.
• Drive persistency ratio for the zone by making use of contests announced by the channel from time to time. Motivate Branch Support Executives to achieve the highest level in such contests. Educate and train the support staff at the branches.

· Responsible for processing of proposals received from 10 Branches of Andhra Pradesh and Rural proposals from Pan India.

· Build and maintain adequate knowledge of Operation process flow and system to support Client servicing for new business & policy processing, ensuring accuracy levels are maintained and within the respective TAT.

· Investigate all major discrepancies that occur as a result of transaction operations and give feedback to associates on errors

· Provide training to new joiners on workflow and processes.

· Conducting periodic training for Team on new guidelines, products and procedures.

· Delivering customer service support at the front end and providing logistical operations and Finance support

· Initiating newer strategy for better operations procedure

· Looking into the day to day banking,

· Ensuring proposals accepted are complete in all respects

· Coordination with Sales Dept. & HO for speedy resolution of Additional Requirements and Issuance of proposals

· Client Servicing - Effective resolution of all Customer Queries & Policy Servicing requests received at branch through walk-ins, mails, telephone or advisors & coordination with HO for the same

· Handling of Claim intimations received at branch and supporting HO in Claims settlement, Following up for Renewals & facilitating collection of premium and Revival of policies

· Training of Advisor on Operations Process

· Maintaining MIS and reporting in various areas.

· Work with each associate to develop and act upon a developmental plan; promote teamwork and responsiveness of individuals in their area of responsibility support and coaching.

· Continuously assess transaction operations procedures and amend workflows and processes to accommodate changing business needs.

· Closely coordinating with Quality Team to prepare monthly Dash Board on processes and find out ways to improve TAT & Accuracy levels of the processes and processors and implement the same.

Provide training to new joiners on workflow and processes

· Responsible for processing of proposals received from 10 Branches of Andhra Pradesh and Rural proposals from Pan India.

· Build and maintain adequate knowledge of Operation process flow and system to support Client servicing for new business & policy processing, ensuring accuracy levels are maintained and within the respective TAT.

· Investigate all major discrepancies that occur as a result of transaction operations and give feedback to associates on errors

· Provide training to new joiners on workflow and processes.

· Conducting periodic training for Team on new guidelines, products and procedures.

· Delivering customer service support at the front end and providing logistical operations and Finance support

· Initiating newer strategy for better operations procedure

· Looking into the day to day banking,

· Ensuring proposals accepted are complete in all respects

· Coordination with Sales Dept. & HO for speedy resolution of Additional Requirements and Issuance of proposals

· Client Servicing - Effective resolution of all Customer Queries & Policy Servicing requests received at branch through walk-ins, mails, telephone or advisors & coordination with HO for the same

· Handling of Claim intimations received at branch and supporting HO in Claims settlement, Following up for Renewals & facilitating collection of premium and Revival of policies

· Training of Advisor on Operations Process

· Maintaining MIS and reporting in various areas.

· Work with each associate to develop and act upon a developmental plan; promote teamwork and responsiveness of individuals in their area of responsibility support and coaching.

· Continuously assess transaction operations procedures and amend workflows and processes to accommodate changing business needs.

· Closely coordinating with Quality Team to prepare monthly Dash Board on processes and find out ways to improve TAT & Accuracy levels of the processes and processors and implement the same.

Provide training to new joiners on workflow and processes

· Handling Medical related queries

· Generation of MIS reports on day to day basis & National MIS

· Follow ups with Customers & Empanelled doctors

· Customer Service ( Internal & External )

· Handling customer queries, complaints, requests

· Processing of requests & complaints

· Handling Customer Relation Package – Goldmine (CRM)

· Advisor information

· Processing of Insurance proposals

· Tele calling

· Coordinating with Operations & Sales force