Manish Bhatt
Summary
Dynamic Area Head with a proven track record at Girnar Insurance Brokers, excelling in financial analysis and compliance management. Spearheaded strategies that enhanced operational efficiency and B2B client engagement, driving significant sales growth. Adept at team coordination and effective communication, fostering a culture of excellence and continuous improvement.
Experienced Area Head with proven track record in overseeing operations, managing teams and driving sales growth. Strengths include strategic planning, leadership and the ability to improve operational efficiency. Have consistently excelled in roles that require strong decision-making skills, problem-solving abilities and customer focus. In previous positions, contributed significantly towards organizational growth and profitability.
Overview
17
17
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Area Head
Girnar insurance brokers Pvt Ltd
GURUGRAM
01.2025 - Current
- Analyzing financial data to identify areas of improvement and devise cost-saving measures.
- Ensuring compliance with local laws and regulations in all area locations.
- Developing strategies for improving sales, customer service, and operational efficiencies across the region.
- Directed the B2B agency channel, implementing effective strategies and enhancing client engagement.
Area Head
Reliassure insurance brokers Pvt Ltd
Delhi
07.2024 - 12.2024
- Analyzing financial data to identify areas of improvement and devise cost-saving measures.
- Ensuring compliance with local laws and regulations in all area locations.
- Developing strategies for improving sales, customer service, and operational efficiencies across the region.
- Managed and coordinated area-level activities to drive performance and achieve key objectives.
Area Head
Smc insurance brokers Pvt Ltd
06.2023 - 06.2024
- Analyzing financial data to identify areas of improvement and devise cost-saving measures.
- Ensuring compliance with local laws and regulations in all area locations.
- Developing strategies for improving sales, customer service, and operational efficiencies across the region.
- Conducting regular meetings with regional teams to review goals, objectives, and progress towards targets.
Area Head
Policybazaar insurance brokers Pvt Ltd
GURUGRAM
10.2021 - 05.2023
- Analyzing financial data to identify areas of improvement and devise cost-saving measures.
- Ensuring compliance with local laws and regulations in all area locations.
Area Head
D2C INSURANCE BROKING PVT LTD
Delhi
01.2019 - 09.2021
- Analyzing financial data to identify areas of improvement and devise cost-saving measures.
- Ensuring compliance with local laws and regulations in all area locations.
- Developing strategies for improving sales, customer service, and operational efficiencies across the region.
- Recruiting, training, coaching, and mentoring regional staff to maximize productivity.
MCBM
Edelweiss tokio life insurance company LTD
04.2016 - 01.2019
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
- Directed CBM activities, optimizing processes and enhancing team performance.
SBM
Pnb MetLife insurance company ltd
02.2014 - 03.2016
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Conducted testing of software and systems to ensure quality and reliability.
- Worked effectively in team environments to make the workplace more productive.
MDRT ADVISOR
Future Generali life insurance company LTD
10.2008 - 01.2014
- Answered inquiries from customers regarding investments.
- Instructed individuals in job search and application strategies, resume writing and interview skills.
- Identified cases of abuse, encouraging students or parents to seek assistance from mental health professionals.
- Provided expert advice on insurance plans, enhancing client satisfaction through personalized recommendations.
Education
Bachelor of Commerce - Commerce
Shri Ram College of Commerce
08.2005 - 08.2008
Skills
- Financial analysis
- Compliance management
- Sales strategy development
- Operational efficiency
- B2B client engagement
- Customer relationship management
- Team coordination
- Process improvement
- Effective communication
- Leadership skills
- Decision making
Languages
English
First Language
English
Elementary (A2)
A2
Hindi
Beginner (A1)
A1
Accomplishments
- PAN INDIA TOPPER ON ANP MARCH 2025
- Total 11 PROMOTIONS OVER THE CAREER
- NO 1 AREA HEAD IN POSP RECRUITMENT 2024
- NO 1 AREA HEAD IN POSP ACTIVATION 2024
- NO 1 AREA HEAD ON PREMIUM 2023
- 18 INTERNATIONAL TRIPS QUALIFIED
- 10 DOMESTIC TRIP QUALIFIED
- 3 TIMES MDRT QUALIFIED
Certification
- IRDA BROKER QUALIFIED PERSON( BQP)
References
References available upon request.
Timeline
Area Head
Girnar insurance brokers Pvt Ltd
01.2025 - Current
Area Head
Reliassure insurance brokers Pvt Ltd
07.2024 - 12.2024
Area Head
Smc insurance brokers Pvt Ltd
06.2023 - 06.2024
Area Head
Policybazaar insurance brokers Pvt Ltd
10.2021 - 05.2023
Area Head
D2C INSURANCE BROKING PVT LTD
01.2019 - 09.2021
MCBM
Edelweiss tokio life insurance company LTD
04.2016 - 01.2019
SBM
Pnb MetLife insurance company ltd
02.2014 - 03.2016
MDRT ADVISOR
Future Generali life insurance company LTD
10.2008 - 01.2014
Bachelor of Commerce - Commerce
Shri Ram College of Commerce
08.2005 - 08.2008