Lehru Goswami
Mumbai
Summary
“Highly detail-oriented and professional Branch Manager successful at meeting and exceeding branch goals.
Expertise in customer service relations and sales management. Motivated Bank Manager passionate about
providing excellent customer service and exceeding expectations. Talented professional well-versed in service
marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills. Skilled
Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable
professional with remarkable leadership and program management skills.
Overview
10
10
years of professional experience
Work History
Branch Manager
Reliance Nippon Life Insurance
12.2023 - Current
- Insurance manages the daily activities of the branch office, with duties such as insurance claim processing (life, etc.), marketing, auditing, loss prevention, and underwriting
- Hires, trains, and monitors the performance of new insurance agents
- Manage the branch's budget
- Hire and train employees
- Solve problems for bank customers and staff
- Supervise branch employees
- Communicate news and learning opportunities to other bank branches
- Help customers and staff solve problems
- Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
- Assess local market conditions and identify current and prospective sales opportunities
- Develop forecasts, financial objectives and business plans
- Meet goals and metrics
- Manage budget and allocate funds appropriately
- Bring out the best of branch’s personnel by providing training, coaching, development and motivation
- Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
- Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs
- Address customer and employee satisfaction issues promptly
- Adhere to high ethical standards, and comply with all regulations/applicable laws
- Network to improve the presence and reputation of the branch and company
- Stay abreast of competing markets and provide reports on market movement and penetration
Associate Partner
Aditya Birla Capital, Lehru Goswami
08.2022 - 12.2023
- Year 5 months)
- Drive end-to-end management of key agency/channel partners and partner offices, focusing on business growth and turnaround targets
- Build a high-performing team of MDRT affiliates and HNI account experts, fostering a culture of expertise and excellence
- Implement digital techniques across sales and training domains to enhance operational efficiency and drive digital readiness
- Page 2 of 5
- Establish a revenue growth mindset and implement strategies to drive sustainable business growth
- Ensure consistency across performance and compliance standards, emphasizing both sales and quality benchmarks
- Design and implement a robust development, training, and career growth module to nurture talent and drive employee engagement
- Implement rewards and recognition initiatives
- Develop immediate and long-term sales strategies, focusing on process efficiencies to maximize productivity
- Lead and manage a diverse team, comprising young talent, experienced professionals, and senior individuals, leveraging digital and analytical platforms for sales effectiveness
- Establish a strategic roadmap to enhance capabilities, gain a competitive advantage, and drive profitable growth in the evolving insurance landscape.
Senior Personal Banker
HDFC Bank
02.2022 - 08.2022
- A personal banker handles new customers as well as existing customers who want to open a new account
- These bankers sit at those large, L-shaped desks that sit near the lobby at most retail bank branches
- It's a personal banker's job to customize an account to fit the customer's needs.Personal banker Gold Loan team handling retail branch banking business
Business Development Manager
IndusInd Bank
09.2020 - 02.2022
- Develop a growth strategy focused both on financial gain and customer satisfaction
- Conduct research to identify new markets and customer needs
- Arrange business meetings with prospective clients
- Promote the company’s products/services addressing or predicting clients’ objectives
- Prepare sales contracts ensuring adherence to law-established rules and guidelines
- Keep records of sales, revenue, invoices etc
- Provide trustworthy feedback and after-sales support
- Lehru Goswami - page 2
- Build long-term relationships with new and existing customers
- Develop entry level staff into valuable salespeople
Insurance Consultant
Life Insurance Corporation of India - LIC
09.2015 - 08.2020
- Develop positive working relationships with clients
- Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs
- Deliver policy proceeds after a claim is filed and approved
- Communicate with Insurance Adjusters about the life cycle of each claim
- Explain the differences in policy specifics so clients can make informed decisions about their purchases
- Assist with obtaining underwriting approval
- Respond to clients’ questions and complaints
- Follow up with clients after initial meetings or conversations
- Participate in continuing education programs in both insurance and sales
Education
Master of Business Administration - MBA - Business and Personal/Financial Services Marketing
Rajasthan Technical University
Aug 2023
Bachelor of Commerce - B Com - Accounting
University of Mumbai
2019
Licenses & Certifications National service scheme - National Service Scheme -
2019
Expires 2021 IAB Digital Marketing and Media Foundations Certification - Coursera -
Feb 2023
Expires Aug 2023 -
Expires Sep 2023 Lehru Goswami - page 3 -
DLLE, Mumbai University, Mumbai University
Sep 2023
Billionaire Blueprint Program - Bada Business Pvt. Ltd. (Dr. Vivek Bindra) -
Oct 2023
Expires Nov 2024 1 Year Program In Entrepreneurship Certificate of Completion | MS Excel - Unstop -
Skills
- Entrepreneurship
- Lean Manufacturing
- Analytical Skills
- Life Insurance
- Management
- Digital
- Marketing
- Digital Media
- Business Analysis
- Financial Accounting
- Online Advertising
Additional Information
- Honors & Awards , Customer Loyalty Awards 2017 - LIC Nov 2017 Best Loyalty Program in Financial Sector - Non-Banking Excellence in Leadership Awards - The National Service Scheme (NSS) is a Central Sector Scheme of Government of India, Sep 2018 Excellence in Leadership Awards The Excellence in Leadership Awards celebrate the outstanding achievements of University of Mumbai students and their co-curricular experience. Lehru Goswami - page 4
- ff3c36c5-3ad5-48b2-b2c7-ad9ff98b63c4
Timeline
Branch Manager
Reliance Nippon Life Insurance
12.2023 - Current
Associate Partner
Aditya Birla Capital, Lehru Goswami
08.2022 - 12.2023
Senior Personal Banker
HDFC Bank
02.2022 - 08.2022
Business Development Manager
IndusInd Bank
09.2020 - 02.2022
Insurance Consultant
Life Insurance Corporation of India - LIC
09.2015 - 08.2020
Master of Business Administration - MBA - Business and Personal/Financial Services Marketing
Rajasthan Technical University
Bachelor of Commerce - B Com - Accounting
University of Mumbai
Licenses & Certifications National service scheme - National Service Scheme -
Expires 2021 IAB Digital Marketing and Media Foundations Certification - Coursera -
Expires Aug 2023 -
Expires Sep 2023 Lehru Goswami - page 3 -
DLLE, Mumbai University, Mumbai University
Billionaire Blueprint Program - Bada Business Pvt. Ltd. (Dr. Vivek Bindra) -
Expires Nov 2024 1 Year Program In Entrepreneurship Certificate of Completion | MS Excel - Unstop -
Similar Profiles
BAJRANG PAULBAJRANG PAUL
Senior Branch Manger at Reliance Nippon Life InsuranceSenior Branch Manger at Reliance Nippon Life Insurance
Aman DubeyAman Dubey
Sr. Manager (Group Employee Benefits) at Reliance Nippon Life InsuranceSr. Manager (Group Employee Benefits) at Reliance Nippon Life Insurance
Swapnil TatkareSwapnil Tatkare
Associate Vice President – (DM Channel) Governance at RELIANCE NIPPON LIFE INSURANCE CO. LTD.Associate Vice President – (DM Channel) Governance at RELIANCE NIPPON LIFE INSURANCE CO. LTD.
Prerana JadhavPrerana Jadhav
Software Development Senior Analyst at AccentureSoftware Development Senior Analyst at Accenture
Akshay MuthalAkshay Muthal
Video Editor at Mobile Media Pvt LtdVideo Editor at Mobile Media Pvt Ltd