ANURUPA SHARMA
Bengaluru
Summary
Over 22 years of work experience across BFSI organizations, leveraging cross-functional success through clear strategy and seamless execution. Helped organizations create and nurture new strategic business relationships thereby enhancing market share while maintaining right blend of quality and profitability.
Overview
21
21
years of professional experience
Work History
Chief Manager – Key Relations Group
ICICI Lombard General Insurance Company Ltd
10.2022 - Current
- Managing portfolios (Group & Retail) of Jana Small Finance Bank across 499 Branches pan India
- Additional responsibility to manage relationships of 03 more SFBs (Ujjivan, Equitas & AU)
- Helped improve critical business vectors like Market share, Combined Ratio, P&L growth, Sales Budget and Portfolio growth across all the attached products
- Managing branch banking business for the Jana SFB key account, pan India
- Timely and successful delivery of our solutions according to Channel Needs and Objectives
- Supervise training, overview Claims and Service related issues & timely booking/issuance across all Group products
- Managing Tele sales team for existing Portfolio of all assigned accounts
- General Insurance
- Increased business revenue YOY by 20% (30 Cr incremental revenue - FY 24 over FY 23)
- New corporate business tie-up done with Equitas Small Finance Bank
- Successfully launched and managed 04 Business Correspondents of all Key Accounts
Senior Regional Manager - Strategic Alliance & Partnerships
Global Assure Pvt. Ltd
07.2021 - 10.2022
- As part of early stage organization responsible for products like Digital health consultation platforms (during COVID and beyond), Road Side Assistance services, Extended Warranty for vehicles, Insurance for electronic appliances & devices, Wallet protection services
- Identification & onboarding of Business Partners across varied domains - Fintech, NBFC, OEMs, Banks, Neo Banks, MFIs
- Negotiating attractive partnership deals and ensuring mutually beneficial partnership terms that are in line with business objectives and strategy
- Maintaining and deepening relationships with existing partners and thereby developing metrics to measure ROI from the partnerships
- Managing end to end partner onboarding process (within prescribed TAT) and hand holding through its life cycle
- Handling escalations and managing business quality parameters
- Increased the partner count & sales coverage growth exponentially, pan India, during early stage of the organization
Branch Head
Verifacts Services Pvt. Ltd
01.2021 - 05.2021
- As Branch Head Karnataka responsible for acquiring & appointing new accounts and managing delivery of background verification services through a team of 10 employees
- Manage sales team to generate new business – Identification, Prospecting, Proposal, Onboarding
- Act as client Interface in order to address escalations and resolve service related issues promptly
- Bring out the best of Team by providing them with training, coaching, development and motivation
Area Sales Manager (LMS Expert)
Next Education India Pvt. Ltd
01.2020 - 12.2020
- As ASM (LMS expert) for South Bangalore schools and education institutes, developed and executed sales strategies for digital learning solutions in the K-12 segment
- Built and maintained relationships with key stakeholders in educational institutions
- Conducted product presentations and demonstrations to showcase the value of EdTech solutions
- Negotiated contracts and closed deals, consistently exceeding sales targets by 20%
- Collaborated with marketing teams to tailor promotional materials to the educational sector
- Responsible for sale of Learning Management System comprising of curriculum and assessment modules, through Concept Sales Method in the Education Segment of assigned geography
- Actively involved in managing B2B Business, both for existing relationships through renewal of curriculum and acquisition of new accounts as part of business development goals
- Develop, Implement, Schedule client meetings, ensuring that number of meetings are achieved as per assigned goal sheet
Senior Manager - Service Delivery
ASK Wealth Advisors
07.2018 - 12.2019
- To ensure high levels of client satisfaction and service delivery as part of client service team
- Providing seamless service to clients around Wealth Management, Portfolio Advisory, Mutual Funds, PMS, Alternative Investments & Real Estate
- Address client service concerns, inquiries, and issues promptly, escalating as needed
- Maintain ongoing communication with clients to ensure their wealth management needs are met and exceeded
- Partner with wealth managers, financial advisors, and other departments to address client needs and ensure seamless service
- Coordinate with compliance and operations teams to ensure that all client-related activities comply with regulatory and internal policies
- Resolve client complaints or service issues with a focus on retention and long-term relationships
Client Associate
ICICI Securities Private Wealth Management Ltd
12.2016 - 06.2018
- Client Relationship Support: Provide proactive support to Relationship Managers/Wealth Managers managing client relationships and requests
- Build and maintain strong client relationships by addressing queries, coordinating meetings, and assisting with account management
- Portfolio and Investment Support: Assist in the preparation of client portfolio reviews, investment proposals, and performance reports
- Help clients with account inquiries, investment transactions, and updates on the status of their portfolios
- Operational Assistance: Handle administrative aspects of client onboarding while ensuring all documents are collected, accurate, and compliant with regulations
- Maintain accurate and up-to-date client records in the CRM system and assist in documentation storage and retrieval
Financial Partner
Yes Bank Ltd
06.2016 - 11.2016
- Relationship Management and Customer Engagement
- Managing the banking relationship of YES FIRST clients and responsible for overall Growth of the branch’s’ HNI segment
- Proactively sell full range of consumer and commercial products to current and potential Yes FIRST HNI Relationships
- Increase CASA balance in allocated portfolio through either Deepening or Acquisition
Branch Sales and Service Manager
Standard Chartered Bank
05.2004 - 05.2016
- Officiating Branch Manager for 21 Old Court House Branch
- Maximize sales performance to achieve portfolio and revenue targets of the branch through all the products and contributing to the overall achievement and growth of the business
- Mentoring New/ junior staff in internal processes, product related information, customer interaction & query handling
- Managing all the Branch Banking Services through a Single Service Platform
- Handling customer queries and difficult customer situations and redressing complaints
- Ensuring high quality customer service and ensuring internal and external compliances/audit
- Held Key custodianship for lockers and deliverables
- Executed SLA development and contributed to the growth across Phone Banking unit
- Recognized for outstanding contributions in the Branch Liabilities and Third-Party Products
- Exemplary performance in sourcing highest quantum of General Insurance business at Gariahat Branch, Standard Chartered Bank Kolkata
- Led Marketing Events and Campaigns at Standard Chartered Bank
Education
Diploma - Interior Design
Jenson & Nicholson
Kolkata01-1999
B. Com - Commerce
Tripura University
Agartala, India01-1997
Skills
- Strategic Account Management
- New Business Development & B2B Sales
- Strategic Alliances & Partnerships
- Service & Operations
- Professional Integrity
- Strong Team Player
Languages
English
Hindi
Manipuri
Bengali
Hobbies
Sports Culinary Streak
Gardening Dress designing
Timeline
Chief Manager – Key Relations Group
ICICI Lombard General Insurance Company Ltd
10.2022 - Current
Senior Regional Manager - Strategic Alliance & Partnerships
Global Assure Pvt. Ltd
07.2021 - 10.2022
Branch Head
Verifacts Services Pvt. Ltd
01.2021 - 05.2021
Area Sales Manager (LMS Expert)
Next Education India Pvt. Ltd
01.2020 - 12.2020
Senior Manager - Service Delivery
ASK Wealth Advisors
07.2018 - 12.2019
Client Associate
ICICI Securities Private Wealth Management Ltd
12.2016 - 06.2018
Financial Partner
Yes Bank Ltd
06.2016 - 11.2016
Branch Sales and Service Manager
Standard Chartered Bank
05.2004 - 05.2016
Diploma - Interior Design
Jenson & Nicholson
B. Com - Commerce
Tripura University
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