Summary

Overview

Work History

Education

Skills

Accomplishments

Interests

Declaration

Timeline

Gaurav Batra

Ludhiana,PB

Summary

Seeking a growth oriented position in a progressive organization that provides an opportunity to apply my knowledge and skills in order to keep abreast with latest trends and technologies and thus help the organization to achieve desired goals.

Overview

years of professional experience

Work History

Senior Associate

SBI Life Insurance Company

02.2025 - Current

Manage day-to-day operations of branch office, ensuring efficient servicing of customers and agents.
Oversee insurance operations, including policy issuance, renewal, and claims processing.
Ensure compliance with regulatory requirements and internal policies to maintain a high level of service quality.
Develop strong relationships with agents to drive sales growth and customer satisfaction.
Identify areas for improvement and implement process enhancements to increase efficiency.
Oversee daily administrative activities, including policy issuance, documentation, and data management.
Interact with clients, address queries, and resolve service requests promptly to ensure high satisfaction.
Identify gaps in processes, implement improvements to enhance efficiency, and maintain quality control standards.
Collaborate with the sales team to facilitate faster policy processing and provide administrative support for business goals.
Ensure all branch operations comply with company policies, procedures, and regulatory requirements.

Manager – Branch Operations

Reliance Nippon Life Insurance Ltd

04.2024 - 02.2025

Renewal Calling M0 to M12 Customers and Special Pool Collections
Maintain a MIS of daily and monthly logins tracker MIS as per TM wise, NOP wise, Agent wise, Recruitment Wise, Inforce Wise case.
Checking documents of NB logins, Policy Servicing, Agent Servicing
Surrender Retention , Branch Walk in Leads Generation.
Engage in procedure of scrutinize new business proposal from before login in operation according to underwriting guideline and documentation wise. And also resolve description soon and take follow up for issuance.
Cash process policy Implementations- Daily recon & closing of cash, Following of process & polices.

Branch Operation Executive

Bharti Axa Life Insurance Ltd

03.2020 - 04.2024

Maintain a new business logins tracker on daily basis.
Maintain a MIS of daily and monthly logins tracker MIS as per TM wise, NOP wise, Agent wise, Recruitment Wise, Inforce Wise case.
Arranging appointment of medical examiner for the client whose medical triggered.
Collecting cash for renewal as well as new business premium.
Engage in procedure of scrutinize new business proposal from before login in operation according to underwriting guideline and documentation wise. And also resolve description soon and take follow up for issuance.
Follow up for Zonal Manager and Regional Director Approval as per case to case basis.
Coordinate with Head Office for medical updating, issuance cases, pending cases, RPC Pending cases, Medical pending and other requirement in pending cases & for description resolve.
Also engage in Recruitment Procedure like checking of new recruitment dockets as per IRDA & Company guideline. Other roll play like maintain a Daily & Monthly Recruitment MIS, Create a training batch & take a approval of Batch start for new recruit candidate, arrange a training for candidate, follow up for TCC, Coordinate with HO for Exam Schedule, License Issuance, Advisor Code Generation, Renewal License and Arrange their training. Advisor commission & commission statement, advisor pan card and Bank Account opening & A/c. no updation, training reimbursement claim of advisor, etc.
Cash process policy Implementations- Daily recon & closing of cash, Following of process & polices
Supported the sales team in completing their KYC documents.

Assistant Manager Branch Credit And Operations

Bajaj Finance Ltd

04.2018 - 11.2019

Checking Of Personal , Salaried, Doctor Loan and Consumer Durable Files as per policy
Reviewed Credit Applications, financial statements, credit history of customers for extending lines of credit.
Femi Customers Calling and checking customers creditworthiness.
Improve the operational systems, processes and policies in support of organization’s mission-specifically, support better management reporting, information flow and management, business process and organizational planning And service-SR requests closure within TAT.
Manage and increase the effectiveness and efficiency support services (HR, IT and Finance), through improvements to each function as well as coordination and communication between support and business functions.
Play a significant role in long term planning, including an initiative geared toward operational excellence.
Collection cash management – error in receipt updation and daily recon of collection.
Disbursement of Rural Consumer Durable/ Salaried loan/Doctor loan/Personal loan Files.
Organization of fiscal documents and File quality.
Supervise and coach officer manager on a weekly basis.
Cash process policy Implementations- Daily recon & closing of cash, Following of process & polices.
Monitoring, Scheduling, Reviewing and Reporting day to day progress, Preparation of Daily, Weekly, Monthly Programmers.
Handle all operational process.
Handling customers disputes regarding all products, interest and auctions.

Accounts Executive/ Operations

Muthoot Finance Ltd

11.2015 - 08.2016

Deals in Total 8 Diversified Product of Muthoot Group- Gold Loans, Gold Coins, Money Transfer, NCD, Foreign Exchange, Pan Card & D-mat Services, Insurance- Travel , Health, Life Insurance.
Forex Dealing Like. Sale & Purchased of Foreign Currency as well as Outward Remittance.
Handling of Cash & Gold Checking, Loan Appraising, full KYC updation and Document Punching in System .Maintaining and Building Good Relationship with customers.
Target Achiever of Interest collection of our branch in Gold Loan & also convince customers for investment like Bond, Insurance NCD & Sale Gold Coins
Recovery of NPA Account.
Successfully organized marketing activities like canopy, school drawing competition
For increasing the business of organization & collect data.
Keeping record of Billing Documents and process regarding to operational expenses of my branch.

Education

B.com -

Punjab University

Chandigarh

01-2013

Senior Secondary - undefined

N.M.Jain SR. SEC. School

Ludhiana

01-2010

Secondary - undefined

N.M. Jain SEC. SCHOOL