Bhavana Singh
Morgage Banker
Gurgaon
Summary
Passionate about pursuing a dynamic career in banking, financial services, HR, and the insurance industry. Eager to cultivate a path in management to drive innovation and foster collaboration within and beyond the team. Committed to leading by example, establishing new benchmarks, and contributing to the success of a reputable organization through expertise. Thrive on the opportunity to enhance skills and expand knowledge within a structured organizational framework.
Overview
17
17
years of professional experience
2022
2022
years of post-secondary education
2
2
Languages
Work History
Branch Manager
Care Health Insurance Ltd
05.2022 - 12.2022
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Maintained friendly and professional customer interactions.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Associate Partner Sales - Cleared Criteria- Sr.Agency Development Mgr
Max Life Insurance Co. Ltd
10.2016 - 04.2022
- Manage Recruitment, Development and Retention of Advisors.
- Manage AADM managers in Avenue Programme.
- Manage Established Class Advisors to assess new requirements and maintain relationship with existing clients.
- Manage Agency Associates Team and their respective team.
- Manage portfolio of vintage clientele.
- Consistently maintained YTD Standards.
- Promoted Agency Associates within team.
- Maintained growth of new managers as expected mentioned goals.
- Get Promoted in Feb 2020.
- Continued get Increment in salary since joined.
- Many Awards and Recognition's received from Senior Management.
- Qualified twice Champions meet international and In India in 2020.
- Create Councils in my team in June 2020.
- Create MDRT Advisor.
Sales Manager (Bancassurance)
Kotak Life Insurance Co Ltd
06.2016 - 09.2016
- Manage and collaborate with Team of Relationship managers.
- Manage the bank customers, developing new clientele and branch profitability.
- Manage HNI clientele portfolio of bank.
- Served as key member in the company and generate revenue by end to end.
- Manage and Retained many HNI clientele of Bank.
- Retained vintage clients of bank.
Asst.Relationship Manager
PNB Metlife India Ins.Co Ltd
09.2014 - 10.2015
- Manage three most profitable branches in gurgaon itself.
- Manage and collaborate with Team of Relationship managers.
- Manage the bank customers, developing new clientele and branch profitability.
- Manage HNI clientele portfolio of bank.
- Served as key member in the company and generate revenue by end to end.
- Manage and Retained many HNI clientele of Bank.
- Retained vintage clients of bank.
- Consistently maintained 100% or better of established mentioned goals.
- Mostly Achieved Club Criteria.
- Recognized for outstanding performance with Trophy and certificates for starting programme.
- Quarter Standards Achieved in 2014.
- Qualified for Foreign trips twice in Oct and March 2014.
Sales Manager
Reliance Life Insurance Co Ltd
04.2012 - 07.2014
- Manage Recruitment, Development and Retention of Advisors.
- Manage Agency Distribution channel and their respective team.
- Manage portfolio of vintage clientele.
- Consistently maintained YTD Standards.
- Maintained growth of distributors as expected mentioned goals.
- Create MDRT,s in my team.
- Many Awards and Recognition's received from Senior Management.
- Create Club Qualifiers in my team.
- Recognized with Trophy and certificate for outstanding performance on Annual Pan India Contest in Mar 2013.
Business development Mgr HR
ABACUS Consultants
10.2010 - 03.2012
- Manage team of five members.
- Manage and collaborate with Renowned companies HR Seniors.
- Build up and generate business with big brands on Manpower strength.
- Manage growth and responsible of branch.
- Consistently maintained growth of branch.
- Create Good deals with big brand companies.
Sales Manager (Financial Planning Mgr)
Kotak Old Mutual Life Ins. Ltd
01.2009 - 09.2010
- Build a solid record of achievement and advancement through increasingly responsible financial investment position.
- Manage a team of Assistant Managers.
- Ensuring production of revenue levels and branch profitability.
- Lead team in insurance product sales and delivery of customer relationship management techniques.
- Manage the clients to access individual financial solution and develop strategic financial planning.
- Take Increment in Salary thrice within a year 2009.
- Get Promoted in Feb 2010.
- Recognized for outstanding performance in Mar 2010 for Pan India Contest.
- Qualified for International Trip in 2009.
Team Manager
ING Vysya Bank Ltd
04.2006 - 11.2008
- Manage Liabilities and cross selling and After sometime In Operations.
- Manage The Team of Seven Sales Executives.
- Handling the liabilities of CaSa, F.D, R.D, demat etc. financial transactions.
- Initiate and build a relationship with high net worth Individuals.
- Responsible to provide monthly targets and motivate the Team.
- Responsible to check whole branch forms according to KYC.
- Handling daily activities on front desk and providing solutions to our walking customers.
- Follow up with drawee banks and correspondent bank for realization.
- Maintenance of register for the inward and outward drafts.
- Ensuring the processing of cheques as per clearing cut off time.
- Retained vintage clients of bank.
- Consistently maintained and achieved 120% against target by the team.
- Get promoted twice since joined.
- Recognized for outstanding performance with Trophy and certificates for branch V/S branch Contest in Jan 2008.
- Qualified and won a trophy for Pan India Ranking Employee in Sep 2007.
Education
Diploma in Business Development - Business Skills and Development
Services Unlimited Corp.
Bechelor of Commerce - undefined
Chhatrapati shahuji Maharaj University
06.2002 - 06.2004
U.P. Board - undefined
R.P.S Int College
04.2000 - 07.2001
U.P. board - undefined
N.S.L Girls High School
04.1998 - 06.1999
'A' Level Course - Banking Software: Pinnacle, Oracle and C++ language and Email operations
Doeecc Society
06.2004 - 12.2005
Skills
- Excellent Communication Skills
- Problem Solving Skills
- Customer Service Skills
Customer service
Branch operations management
Relationship building
<Enter your own>
- Date of Birth: 23-03-1984
- Nationality: Indian
References
- Namrata Khan, Max Life Ins Co Ltd
- Vineet Sharma, Max Life Insurance Co Ltd
Timeline
Branch Manager
Care Health Insurance Ltd
05.2022 - 12.2022
Associate Partner Sales - Cleared Criteria- Sr.Agency Development Mgr
Max Life Insurance Co. Ltd
10.2016 - 04.2022
Sales Manager (Bancassurance)
Kotak Life Insurance Co Ltd
06.2016 - 09.2016
Asst.Relationship Manager
PNB Metlife India Ins.Co Ltd
09.2014 - 10.2015
Sales Manager
Reliance Life Insurance Co Ltd
04.2012 - 07.2014
Business development Mgr HR
ABACUS Consultants
10.2010 - 03.2012
Sales Manager (Financial Planning Mgr)
Kotak Old Mutual Life Ins. Ltd
01.2009 - 09.2010
Team Manager
ING Vysya Bank Ltd
04.2006 - 11.2008
'A' Level Course - Banking Software: Pinnacle, Oracle and C++ language and Email operations
Doeecc Society
06.2004 - 12.2005
Bechelor of Commerce - undefined
Chhatrapati shahuji Maharaj University
06.2002 - 06.2004
U.P. Board - undefined
R.P.S Int College
04.2000 - 07.2001
U.P. board - undefined
N.S.L Girls High School
04.1998 - 06.1999
Diploma in Business Development - Business Skills and Development
Services Unlimited Corp.
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