GAGANDEEP SINGH TANEJA
Kharar
Summary
Organized Agency Manager with dedication to delivering high levels of client satisfaction and generating loyal clientele. Constructed annual budgets for agency spending, capital improvements and operating costs. Driven Corporate Agency Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 1+ years' experience in Bancassurance.
Personable and organized individual with astrong background in customer service and team coordination. Possesses solid knowledge of branch operations and financial products, along with proficiency in managing schedules and training staff. Committed to driving branch efficiency and enhancing customer satisfaction through effective management and problem-solving.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Future Generali India Insurance Company
01.2025 - Current
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw thesuccessful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Corporate Agency Manager
HDFC Life
09.2023 - 08.2024
- Managed 3 Retail branches of Ujjivan Small Finance Bank branch in Patiala, Chandigarh, Panchkula and Amritsar.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Generated 20 lac in bancassurance revenue over one years by optimizing client acquisition strategies and enhancing product offerings.
- Successfully sold a range of insurance products, including term plans, traditional plans, guaranteed plans, and market-based plans.
- Conducted regular training sessions for sales teams, leading to a 30% improvement in product knowledge and sales effectiveness.
- Outgoing and ambitious professional with 1 plus years' experience in Bancassurance.
- Working on CAM with bank staff with portfolio of 500 peoples.
- Handling clients profile from first contact until enrollment.
- Coordinates with branch operations in order to ensure timely processing of policy/application forms.
- Provides consistent, balanced and timely performance feedback to team and improve performance.
- Developing a great depth of knowledge of securities and investment policies.
Internship as Corporate Agency Manager
HDFC Life
09.2022 - 08.2023
- Mentored junior staff members on best practices in sales techniques, relationship-building skills, and product knowledge.
- Analyzed sales data to identify trends, areas for improvement, and potential growth opportunities, using this information to inform future strategy and decisionmaking.
- Devised comprehensive account management strategies tailored to individual client needs, driving growth in both new business acquisition and existing customer expansion.
- Increased client satisfaction by implementing efficient communication strategies and streamlining processes.
- Managed senior-level personnel working in marketing and sales capacities.
Education
Post Graduate Diploma Certificate - Insurance
Manipal Academy of BFSI
09.2023
MBA - HR and Marketing
Chandigarh University
01.2021
BBA - undefined
Uttarakhand Technical University
01.2017
XIIth - undefined
N.I.O.S
01.2012
Xth - undefined
N.I.O.S Board
01.2010
Skills
- Cross-functional Team Coordination
- Operations Management
- Sales management
- Human Resources Management
Certification
IBM certificate
LANGUAGES
English
Hindi
Accomplishments
- Certificate in "The Fundamentals of Digital Marketing" from Google
Timeline
Assistant Branch Manager
Future Generali India Insurance Company
01.2025 - Current
Corporate Agency Manager
HDFC Life
09.2023 - 08.2024
Internship as Corporate Agency Manager
HDFC Life
09.2022 - 08.2023
MBA - HR and Marketing
Chandigarh University
BBA - undefined
Uttarakhand Technical University
XIIth - undefined
N.I.O.S
Xth - undefined
N.I.O.S Board
Post Graduate Diploma Certificate - Insurance
Manipal Academy of BFSI
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