LAXMI MATHUR
New Delhi
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. Innovative and goal-oriented Management professional committed to Area of expertise. Dedicated team player skilled at mediation and conflict resolution. Drives company growth through Action.
Overview
6
6
years of professional experience
Work History
Business Developement Manager - Bancassurance Channel
SBI Life
09.2024 - Current
- Company Overview: Partner Bank: SBI
- Built strong professional relationships with branch managers to drive insurance penetration across multiple bank Branch locations.
- Participated in daily branch huddles, coordinated weekly sales plans with branch managers, and tracked performance against goals.
- Regularly reviewed branch performance data with managers to identify gaps and fine-tune sales strategy accordingly.
- Maintained consistent communication with branch leadership to align insurance offerings with customer needs and branch goals.
- Implemented a referral tracking system in collaboration with bank staff, leading to a 40% increase in qualified insurance leads.
- Provided real-time support for complex insurance queries raised by bank clients, improving closure rate and customer satisfaction.
- Customized insurance proposals during bank sales drives and account openings, resulting in a higher conversion ratio.
- Ensured compliance with bank and insurance regulatory guidelines while conducting sales activities and customer interactions.
- Partner Bank: SBI
Sr. CORPORATE AGENCY MANAGER
HDFC LIFE
New Delhi
02.2023 - 09.2024
- Managed a team of sales professionals, fostering a collaborative environment that resulted in increased productivity.
- Conducted regular performance evaluations for team members, providing constructive feedback and career guidance.
- Created annual budgets and monthly expenditure reports for different offices and departments.
- Protected client and co-worker confidentiality, maintained data privacy compliance and adhered to HIPAA restrictions.
- Established team priorities, maintained schedules and monitored performance.
Associate
MAX LIFE INSURANCE
North West Delhi
01.2022 - 02.2023
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Conducted product demonstrations to highlight features and redirect objections to positive aspects.
- Identified customer needs and wants to enhance customer experiences and boost sales.
- Monitored customer service metrics and performance indicators to identify areas of opportunity.
- Contributed to risk mitigation efforts through careful analysis of potential threats to operations or profitability, recommending appropriate action plans when necessary.
Excutive
I PROCESS ( ICICI BANK)
New Delhi
07.2019 - 12.2022
- Collaborated with back-office team members to facilitate seamless business execution.
- Established clear and competitive goals, growth roadmaps, and strategic business plans.
- Reduced operational risks while organizing data to forecast performance trends.
- Interviewed, recruited and trained new onboarding candidates.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Education
Hindi Honers - Hindi Honers
Hindu College
New Delhi 05.2013 - 05/2016
Skills
- Organizational Skills
- Technical Proficiency
- Continuous Improvement
- Preventive Maintenance
- Self Motivation
- Marketing Management
- Adaptability and Flexibility
- Multitasking Abilities
- Team building
- Time Management
Languages
English
Upper Intermediate
B2
Timeline
Business Developement Manager - Bancassurance Channel
SBI Life
09.2024 - Current
Sr. CORPORATE AGENCY MANAGER
HDFC LIFE
02.2023 - 09.2024
Associate
MAX LIFE INSURANCE
01.2022 - 02.2023
Excutive
I PROCESS ( ICICI BANK)
07.2019 - 12.2022
Hindi Honers - Hindi Honers
Hindu College
05.2013 - 05/2016