KARANDEEP SINGH
Key Account Manager (Unit Head)
Ropar
Summary
Dynamic and results-driven professional with extensive experience in managing key accounts and branch operations. Skilled in developing strategic partnerships and leading teams to implement innovative solutions that enhance customer satisfaction and drive organizational growth, with a strong focus on operational efficiency and compliance.
Overview
20
20
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Territory Manager
PNB MetLife Insurance
09.2025 - Current
- Developed strong relationships with key decision-makers, fostering trust and loyalty in the assigned territory.
- Improved customer satisfaction and retention through frequent visits, timely response to inquiries, and effective problem resolution.
- Optimized sales pipeline management through diligent follow-ups on leads, resulting in higher conversion rates across the territory.
- Achieved sales targets by cultivating and securing new customer relationships.
Key Account Manager (Unit Head)
Pramerica Life Insurance company
12.2024 - 08.2025
- Empanelment of Mutual fund Distributors
- Established strong relationships with Mutual fund Distributors through regular communication and follow-up activities.
- Conducted meetings with distributors to discuss their objectives, challenges, and strategies.
- Accomplished New Customer Acquisition targets
- Conducting COP meeting to help distributors to create AUM
Branch Service Manager
RELIANCE NIPPON LIFE INSURANCE CO LTD
06.2023 - 12.2024
- Managing a team of 10 Customer Care Executives and 6 Team Leaders
- Driving them for Renewal and 13-month Collection
- Over Achieved 110% YTD Service to Sales Targets
- Weekly Governance with team on Product training for better renewal conversion
- Preparing MIS data cuts of renewals data and sharing with team to micro level tracking mechanism
- Weekly Governance with Branch Managers and pushing them on 13-month collection
- Meeting with HNI Not Interested Customer's for renewal conversion
- Training to Customer Care Executives to use Elevator pitch for renewal collection
- Managing Conversion of Login to Issuance for New Business
- Continues Monitoring Audits and Risk Audit of Branches & Timely submission of Audit Reports to risk Team
- Retention of HNI Customer's from Surrender of policies, freelook cancellation retention
- Accuracy & Within TAT Closure of Servicing requests and minimal rejection of Service Calls
- Handling escalations for Pre Issuance, Post Issuance, Policy Servicing, Customer Complaint and Underwriting Exceptions
- Driving team to generate more PFA's from Walkin Customer's
- Authorised for Claim Investigation such as Early Claims and Sending Reports to Claims Team
- Timely Claim Settlement
- Addressing & Handling branch level Grievance
- Daily PIS verification of Cash & Cheque to control fraud
- Ensuring Risk Mitigation through Proper Process
- Enabling Head Office Team with Necessary Inputs on UAT's on all the New Process Frame
Branch Service Officer
RELIANCE NIPPON LIFE INSURANCE CO LTD
04.2012 - 01.2023
- Scrutinizing the application basis information available in the form that are logged in the branch & taking decision on these cases: to reject / to process or further refer
- Handling Decentralized NB Issuance with 100% Data Entry Accuracy
- Handling Customer Queries pertaining to Customers, Advisors, Sales Managers, & Updating Branch Complaint Register
- Maintaining TAT in NB (New Business) process from Login to Issuance
- Ensure banking of premium collection (Cash or Chq.) with in TAT
- Managing the retention runners to improve the persistency & LIMRA
- Retaining customers who want to surrender the policy & convince them to continue the policy
- Ensuring proper procedure lay down from the point proposal logged in Life Asia, till its issuance 100% follow up in Issuance & maintaining Branch MIS on daily basis
- Taking care of Advisor recruitment, their training and Exam Schedule
- Cheque and Cash entries of renewal as well as new cases in the system
- Preparation of MIS such as daily reconciliation, data maintenance and TAT analysis reports, escalation reports and recon reports
- Coordinating with Central Operations for smooth movement of Policy issuance and resolution of IT problems
Senior Customer Care Executive
RELIANCE NIPPON LIFE INSURANCE CO LTD
04.2009 - 03.2012
Customer Care Executive
RELIANCE NIPPON LIFE INSURANCE CO LTD
09.2007 - 03.2009
Branch Operations Executive
ICICI Prudential Life insurance company
01.2007 - 09.2007
- Taking Care of Cash Counter and DOPS processing
- Agent Exam Scheduling
- Coordinated with Head office to clear the pendencies
Field Sales Officer
ICICI Bank Limited
05.2006 - 12.2006
- Worked as Sales officer at ICICI Bank, Selling financial products like Saving accounts, Fixed Deposits.
- Understanding of financial needs of individuals and businesses client's
- Establishing strong relationship with existing customer
- Addressing customer queries effectively
Education
M.A - undefined
PANJAB UNIVERSITY
ChandigarhB.A - undefined
PUNJABI UNIVERSITY
Patiala12th - undefined
Punjab School Education Board
10th - undefined
Punjab School Education Board
Skills
Customer relationship management
Certification
NISM-Series-V-A NISM Series XXI-A –
Interests
Punjabi Poetry Writing, Music, Travelling, Interacting with people, Reading
Timeline
Territory Manager
PNB MetLife Insurance
09.2025 - Current
Key Account Manager (Unit Head)
Pramerica Life Insurance company
12.2024 - 08.2025
Branch Service Manager
RELIANCE NIPPON LIFE INSURANCE CO LTD
06.2023 - 12.2024
Branch Service Officer
RELIANCE NIPPON LIFE INSURANCE CO LTD
04.2012 - 01.2023
Senior Customer Care Executive
RELIANCE NIPPON LIFE INSURANCE CO LTD
04.2009 - 03.2012
Customer Care Executive
RELIANCE NIPPON LIFE INSURANCE CO LTD
09.2007 - 03.2009
Branch Operations Executive
ICICI Prudential Life insurance company
01.2007 - 09.2007
Field Sales Officer
ICICI Bank Limited
05.2006 - 12.2006
M.A - undefined
PANJAB UNIVERSITY
B.A - undefined
PUNJABI UNIVERSITY
12th - undefined
Punjab School Education Board
10th - undefined
Punjab School Education Board