CHINMAYA JENA
GENERAL INSURANCE
Bhubaneswar
Summary
Focused and quality driven professional with decent sales & distribution background and strong multitasking and service skills; targeting customer acquisition, service, satisfaction in an organization preferably in Odisha. Highly skilled in a wide variety of tasks like: Open market sales, Sourcing, Distribution, Collection, Retention Enhancement, Customer Service, Team Management / Leadership, Liaison & Coordination. Sales || distribution || customer retention || Renewal || Underwriting.
Overview
11
11
years of professional experience
1
1
Language
Work History
Senior Manager
Reliance General Insurance Company
02.2023 - Current
- Broking & Agency selling of SME insurance in Odisha along with direct clients
- Customer retention of near about 80% customer whole region
- Area wise Agent follow up in branches for new product sales attending customer complains and services within TAT with cross selling
- Visiting HNI CUSTOMERS weekly basis of Bigger branches
- Broker activation with YOY growth 87% in Agency and 115% in broker.
- Felicitating new Agent recruitments and customers for performance.
- Managing a team with High performance and deliverance as per the goal set by company.
Area Head
CHOLA MS
01.2022 - 01.2023
- Bancassurance sales from 400 PNB, BOB & INDIAN BANK branches across KOLKATA, Barasat, Hoogly circle
- Customer retention of near about 50% customer whole region
- Area wise FSM follow up and SP follow up in branches for new product sales attending customer complains and services within TAT with cross selling
- Visiting HNI CUSTOMERS weekly basis of Bigger branches
- Collection of premium from NPA/Near regular customers branch wise
- Felicitating SPs and customers for performance.
Senior Manager
SBI General Insurance
12.2015 - 02.2022
- HNI/RURAL/URBAN sourcing, cross selling HNI customer, Operation
- Steered complete tasks by liaising with number of bank staff and BM of branches
- Sales Team; for timely delivering of their month on month targets in case of SPs (bank staff designated for sales) Risk Team; for underwriting policy simplification & suggestions for high risk units of HNI/RURAL customers
- Cross selling for HNI Customer
- Providing service taking quarries of HNI customers within TAT of 0-2 days
- Door to door collection of premiums with high amounts for HNI customer
- Solving issues and providing better way for premium paying ways for NPA HNI customers
- Cross selling of new products as per the need of customers
- HNI customer operation, collection, service Management
- Manages operations related to underwriting policy (HIGH/MEDIUM/LOW risk) and pendency at UW stage
- Manages collection of (Regular/Non regular/NPA) by telecalling/door to door visit/visit along with bank staff
- Manages service issues from sourcing to delivering for customer satisfaction and retention throughout the term.
Sr. Sales Executive
KHORDHA
01.2013 - 12.2015
- Managing two sales teams of D2D (20 members) and SHG (10 members)
- Open market selling with individual customers, units, retail counters
- Documents, evaluated verification reports of daily sales
- Preparing DSR for teams and assigning daily targets
- Steered multiple processes (daily huddle, on board writing, dairy assessment) to ensure smooth target achievements team wise on month on month
- Conducted team meetings and setting up objectives with streamlining processes to ensure smooth functioning of teams
- Felicitating team members for their individual achievements for a composite goal of company.
Education
Skills
Strategic Planning
undefinedNotable Accomplishments
- Merit of getting recognized as best rating twice and on account of excellent performance got promotions.
- Acknowledged by the management at various occasions for putting Above & Beyond efforts for:
- Two times NATIONAL TOPPER in two financial year.
- 3 consecutive PROMOTION in 6 Years.
- Renewal retention of clients for successfully driving year renewal.
- Excellent worker for identifying and taking initiative to increase sales consistently month on month.
- Employee of the month twice from EAST in achieving month on month target.
- Secure Award for consistently achieving the benchmark in the performing business metrics.
- Maximum Sales Award for highest policy sales HNI/in rural market.
Area Of Excellence
- Open market sales
- Sourcing
- Distribution
- Collection
- Retention Enhancement
- Customer Service
- Team Management / Leadership
- Liaison & Coordination
Personal Information
Date of Birth: 07/14/86
swiming
Hardworking , focused, punctual ,discipline , work as per the need of company
Timeline
Senior Manager
Reliance General Insurance Company
02.2023 - Current
Area Head
CHOLA MS
01.2022 - 01.2023
Senior Manager
SBI General Insurance
12.2015 - 02.2022
Sr. Sales Executive
KHORDHA
01.2013 - 12.2015
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