JAI SHANKAR TIWARI
NEW DELHI
Summary
An accomplished professional with a proven track record of strong operations leadership, expertise in sales planning, and effective personnel management. Throughout my career, I have successfully revitalized businesses through the implementation of creative and strategic initiatives. My leadership style is characterized by a drive for high achievement, innovative thinking, and a diplomatic yet persuasive communication approach.
With extensive experience in the Mortgage and Insurance industry, I have established a solid reputation within the financial and insurance service sectors. My skill set spans across banking, sales, credit, and customer and partnership relationship management, providing me with a comprehensive understanding of these industries. I have consistently demonstrated the ability to drive business growth by executing programs that leverage process improvements and technology solutions. As an innovative problem solver, I excel at efficiently identifying, analyzing, and resolving complex issues.
My work ethic is characterized by a strong sense of dedication and high energy, enabling me to excel in analyzing and solving intricate problems while consistently meeting deadlines. I am driven by a genuine eagerness to expand my knowledge and actively share insights with my peers. With over 9.7 years of experience in Mortgage and Insurance relationship management, coupled with my proficiency in Operation Management Information systems, I am well-equipped to deliver exceptional results.
Overview
10
10
years of professional experience
8
8
years of post-secondary education
Work History
Regional Manager - Alliances
IIFL Home finance Ltd.
Gurugram
09.2017 - Current
- Data Management,IRDA Reporting H1, H2, and Yearly, and query handling. IRDA Training, Exam, and Certification for the Specific Person and PO
- Incentive, Contest, RNR and Business Trip Coordinate with all Branch Office Regional and Zonal sales and credit managers for business numbers and LTV as per the latest contest
- Fund Transfer and Data Logs for Business Partners to Policy Booking Billing and Invoices Coordination with Finance and Accounts for Income against Business Managing the Issuance & Income recon process for all business partner
- Established and maintained operational standards for 400+ locations.
- During my tenure, I successfully achieved a 2% increase in insurance value penetration and a 4% enhancement in unit penetration, resulting in a remarkable 45% overall revenue growth for the company.
- Managing the Insurance Claims for the company with all business partners.
- Developed a sales strategy based on research on consumer buying trends and market conditions.
- Leveraged profit opportunities by recruiting top talent and managing brand image to exceed plan performance.
- Worked diligently to resolve unique and recurring complaints, promote loyalty, and enhance operations.
- Built and deepened partnerships with industry leaders to strengthen collaborative efforts and promote mutual profitability.
- Managed P&L to decrease discrepancies and retain timely and under-budget project completion.
- Evaluated costs against expected market price points and set structures to achieve profit targets.
Assistant Coordinator Operation
Aakash Educational Services Pvt. Ltd
New Delhi
05.2017 - 09.2017
- Worked with the supervisor to assess needs and determine the best courses of action.
- Managed filing systems for electronic and hard copy documents to keep organized records.
- Recorded project expenses and submitted weekly reports to management.
- Held meetings with Business partners and internal departments to outline goals.
- During my tenure, I was responsible for M.I.S. in 24x7 environments. Responsible for Dispatches, Query handling (walk-in), online admission, counseling, data management for Test Services, attendance, and resource management.
OPERATION EXECUTIVE
Cs Datamation Research Services Pvt Ltd (Max Life Insurance Pvt Ltd)
Gurugram
06.2016 - 05.2017
- Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
- Strategically coordinate operations according to objectives and capabilities, effectively allocating resources to meet demands
- Built and strengthened relationships across functional leadership areas to keep revenue development and operational plans interconnected and effective.
- I successfully achieved a 2% increase in first-year renewal premium collection (persistency), resulting in a remarkable 16% overall revenue growth for the company.
- Implemented a visitor management system to foster a positive visitor experience with minimal disruption for employees.
- During my tenure, I was responsible for complete M.I.S. in 24x7 environments. persistency, Collection, Recovery, Data management, Reporting Management, and resource management.
MIS Executive
Intelenet Global Services (Amex Insurance)
Gurugram
08.2013 - 06.2016
- Planned and led the administration of the management information system for achieving threshold-level performance.
- Generated reports each month covering Issuance data.
- Produced tables, pivot reports, and charts for use in key decision-making processes.
- outline the MIS upgrade roadmap and order corrective actions to elevate performance.
- Throughout my tenure, I held a diverse range of responsibilities, including data management, resource management, vendor management, asset management, data upload, client coordination, agent roasting, and active directory maintenance for all agents. Additionally, I was tasked with preparing BAS (Credit and Debit) files, along with Logs (Credit and Debit) files and VRS.
Education
High School Diploma -
G B S S Scholl Rajokari
New Delhi 04.2004 - 03.2005
GED -
N I O S
Delhi 04.2006 - 03.2008
Bachelor of Computer Applications - Computer Science And Programming
SMU
Delhi 04.2011 - 03.2014
Computer Applications -
NIIT-GNIIT
Delhi 07.2008 - 08.2010
Skills
Product and service sales
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Regional Manager - Alliances
IIFL Home finance Ltd.
09.2017 - Current
Assistant Coordinator Operation
Aakash Educational Services Pvt. Ltd
05.2017 - 09.2017
OPERATION EXECUTIVE
Cs Datamation Research Services Pvt Ltd (Max Life Insurance Pvt Ltd)
06.2016 - 05.2017
MIS Executive
Intelenet Global Services (Amex Insurance)
08.2013 - 06.2016
Bachelor of Computer Applications - Computer Science And Programming
SMU
04.2011 - 03.2014
Computer Applications -
NIIT-GNIIT
07.2008 - 08.2010
GED -
N I O S
04.2006 - 03.2008
High School Diploma -
G B S S Scholl Rajokari
04.2004 - 03.2005
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