BOKKENA JAGADEESH
Visakhapatnam
Summary
To take-up a position of greater responsibilities and challenging assignments, which gives me a space to grow and enhance my potentiality where I can contribute my knowledge and experiences with the organization, which brings out the best of my abilities and provides carrier & personal growth.
Respected and dedicated professional experience provided with internal employee development. Team effectiveness and leadership development consulting to all levels of an organization, able to design and implement strategic plans and develop high performing teams.
Overview
18
18
years of professional experience
Work History
Executive Relationship Manager – Direct Loyalty Channel
TATA AIA Life Insurance Co.Ltd
Visakhapatnam
08.2022 - Current
- Maintaining the lead conversion ratio based on company expectations.
- Doing the business on service based selling of existing customer and from natural market
- MDRT member for the year of 2023.
Assistant Sales Manager – Direct Loyalty Channel
HDFC Life Insurance Co.Ltd
Visakhapatnam
02.2021 - 07.2022
- Maintaining Lead Conversion ratio based on company expectations
- Doing the business on service based selling of existing customer and from natural market
Assistant Manager – Customer services
Exide Life Insurance. Co. Ltd.
Hyderabad
10.2008 - 12.2020
- Maintaining 95% of logins Vs issuance of entire Tied, Direct and alternate channels
- Maintaining 90% achievement of branch renewal targets with my team
- Conducting internal audit of entire branch operations on monthly basis
- Conducting internal sales and team meetings for company new process clarifications
- Monitoring and reviewing team achievements as per company expectations
- New Business & Distribution Operations:
- Scrutinizing for completeness of proposal and advisor dockets
- Adherence to process in application/document validation through AML/KYC
- Generating the Outstanding requirement memos on a daily basis and fixing up the medical appointment with Diagnosis Centre for medical triggered case till closure
- Generating commission statements and TDS deduction for Issuing commission payments to agents, Monthly report submission to Service manager/location head
- Collating of entire branch agent payouts reports, MIS updating for audit purpose
- Finance:
- Impress recording/maintenance of petty cash and process of reimbursement claim within TAT
- Indent procurement for monthly Sales materials /Printing and Stationery
- Processing of advance funding from H.O
- For Business promotion activities & Utility Payments and submission of bills/settlement reports to H.O
- Finance
Central Processing Agent (CPA)-Customer Support
ICICI Prudential Life Insurance Co. Ltd.
11.2006 - 09.2008
- Recording of Customer Interaction, Closure of Queries within TAT, Accuracy & Quality of Calls, Query & Escalation management
- Processing of Policy Surrenders/Cancellation and Re-Fund of payouts /Death and Maturity claims
- Call tracking, and Customer care interaction and escalations management to concern department
- Client/contract Error modifications through AS400 based on client request
- Back-End Banking & Finance Operations:
- Screening of applications for its completeness to be processed through work flow and processing all STP cases for the branch level and Handling sales queries on new business application status
- Application tracking of all jet cases on bi-weekly basis to ensure policy documents is dispatched to customer on time and also to achieve our Targets
- Preparing daily MIS on cheque bounce cases and Processing of NB applications in Life Asia and advisor applications in AMS
Education
B.Sc. -
Raja R S R K College
BobbiliIntermediate - M.P.C.
Sri Vasavi Junior College
SalurS.S.C. -
Z P H School
MamidipalliSkills
- Result-driven Work Approach
- Strong Work Ethics & Team Dynamics
- Hardworking and quick learner
- Sincerity and Self-Confidence
- Quick Adaptability
- Commitment towards work
References
Furnished upon request.
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge.
Languages
- English
- Telugu
Personal Information
Date of Birth: 07/21/85
Timeline
Executive Relationship Manager – Direct Loyalty Channel
TATA AIA Life Insurance Co.Ltd
08.2022 - Current
Assistant Sales Manager – Direct Loyalty Channel
HDFC Life Insurance Co.Ltd
02.2021 - 07.2022
Assistant Manager – Customer services
Exide Life Insurance. Co. Ltd.
10.2008 - 12.2020
Central Processing Agent (CPA)-Customer Support
ICICI Prudential Life Insurance Co. Ltd.
11.2006 - 09.2008
B.Sc. -
Raja R S R K College
Intermediate - M.P.C.
Sri Vasavi Junior College
S.S.C. -
Z P H School
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