Summary
Overview
Work History
Education
Skills
ACHIEVEMENTS
PERSONAL DETAILS
SYNOPSIS
Timeline
Generic
Mohd Yaseen

Mohd Yaseen

Area Head - Bancassurance
New Delhi

Summary

Desiring impactful role in organization to apply and refine managerial capabilities, facilitating achievement of optimal business solutions and enhancing overall productivity in market.

Overview

16
16
years of professional experience
2
2
Languages

Work History

Area Head (Bancassurance)

CARE HEALTH INSURANCE CO. LTD.
04.2018 - Current
  • Managing team of 6 associate cluster managers
  • Managed multiple bancassurance tie-ups with IndusInd Bank, RBL Bank, Yes Bank, AU Bank, and Ujjivan across Gurgaon, Delhi, and Agra. Oversaw strategic partnerships to enhance product offerings and distribution channels. Cultivated relationships with banks to optimize collaboration and drive business growth. Coordinated marketing initiatives to promote bancassurance products effectively. Analyzed market trends to identify opportunities for expanding bancassurance presence. Facilitated training programs for bank staff on product features and benefits. Monitored performance metrics to assess partnership success and inform strategy adjustments.
  • meeting with market heads regularly and developing strategies for achieving monthly and yearly budgets
  • meeting with cluster heads regularly and developing strategies to achieve monthly budget
  • meeting with team members weekly to train on product and login & issuance process
  • establish relationships with all branches and generate new business as key responsibility
  • Generated performance MIS reports segmented by cluster and branch every other day. Delivered comprehensive performance insights based on circle data to facilitate decision-making. Compiled and analyzed segment-wise data to identify trends and optimize strategies. Ensured timely distribution of performance reports to relevant stakeholders bi-daily. Monitored key performance indicators across clusters for consistent reporting accuracy. Collaborated with cross-functional teams to enhance report relevance and utility.
  • mtd issuance management information systems and ytd issuance management information systems to all branches on regular basis
  • mentoring team and assisting in target achievement
  • evaluate performance of all clusters with circle head weekly
  • Educate all branch staff on product training and competitor product knowledge through team sessions.
  • Diligently tracked work processes to enhance delivery quality and strengthen overall operating relationships within company
  • key outcomes: (as area head - bancassurance)

Cluster Manager (Bancassurance)

RELIGARE HEALTH INSURANCE CO. LTD
01.2017 - 04.2018
  • Managed Gurgaon cluster for IndusInd Bank.
  • meeting with cluster head regularly and developing strategies for achieving monthly targets
  • establish relationships with all branches and generate new business as key responsibility
  • send lg activation mtd issuance reports to all branches regularly
  • mentoring team members and assisting in target achievement
  • review performance of all branches with cluster head weekly
  • train all branch staff with ongoing product training and competitor product knowledge
  • Diligently monitored work processes to enhance delivery quality and strengthen overall operating relationships within company.
  • key outcomes: (as cluster manager - banc assurance)

Senior Relationship Manager (Bancassurance)

RELIGARE HEALTH INSURANCE CO. LTD.
11.2016 - 01.2017
  • Directed activities across six branches of IndusInd Bank Ltd.
  • Documenting information regarding all current clients online represents primary duty
  • trained branches on health coverage products and knowledge
  • guiding team and facilitating target completion
  • evaluate CSM, RM, RO, and PB performance alongside BM each week
  • lead generation and conversion via branch staff, primary focus
  • Systematically observed work activities, ensuring superior delivery quality and fostering robust operating relationships across the company.
  • key outcomes: (as relationship manager - bancassurance)

Tele Sales Officer - General Insurance

BAJAJ CAPITAL INSURANCE BROKING LTD.
08.2010 - 02.2013
  • driving business using cold calling analytics for health insurance
  • engaging with all health insurance products from various insurers
  • engage potential and existing customers for health product cross-sell
  • manage and revise customer records in CRM
  • engage customers to clarify needs and secure sales
  • key deliverable: tele sales position

Education

Bachelor of Commerce - undefined

University of Delhi
01-2013

Intermediate - undefined

CBSE
01-2008

High School - undefined

CBSE
01-2006

Skills

Results-driven mindset

Team management

teamwork

Customer-centric approach

Strategic development

Team management

Strategic thinking and solutions Tactical planning and execution Problem-solving and analysis Decision-making skills

ACHIEVEMENTS

Promotions

1. Achieved 3 promotions within 7 years at Religare Health Insurance, progressing from a frontline role to a leadership position.

2. Promoted as Area Head (Bancassurance) – April 2018

3. Promoted as Cluster Manager (Bancassurance) – January 2017

4.Promoted as Senior Relationship Manager (Bancassurance) – November 2016

Awards & Recognitions

1.Won an international trip to Dubai for qualifying in Bancassurance Nite Contest (Jan 2018 – March 2018)

2.Won an international trip to Bali for performance excellence (Oct 2017 – Dec 2017)

3. Won an international trip to Bangkok for achieving targets (Jan 2016 – March 2016)

4. Won a domestic trip to Goa for Banca Nite Contest (March 2015)

5. Awarded multiple trophies, plaques, and certificates for outstanding performance in the Bancassurance channel

PERSONAL DETAILS

Name: Mohd Yaseen

Date of Birth: 02 September 1990

Address: Plot No. A2/6, Hastal Vihar,

Uttam Nagar, New Delhi – 110059

SYNOPSIS

  • Self-motivated, visionary professional with 15 years of domestic experience in Marketing Management, Customer Services, Retail Management, Channel Management with relationship management skills with the ability to relate to people at any level of business and management; Multitasking ability to sketch the plan, prioritize the work and manage the complex projects under committed timelines.
  • Setting up and heading sales with key focus on bottom line profitability by ensuring optimal utilization of available resources.
  • Maximizing Partner Relationship, customer satisfaction level, monitoring customer complaints, providing efficient services to channel Partner and Customers
  • Building and maintaining healthy relations with Partners, ensuring maximum revenue generation by achieving performance parameters delivery & quality norms.
  • Preparing MIS of branches & team members to keep a track of their performances.
  • Formulating business strategies and deployment of available resources to achieve managerial business objectives.
  • Organizing market operations for achieving increased growth & profitability.
  • Identifying prospective resources, trained them & generating business from them & developing them to achieve consistent performance.
  • Maintaining cordial relations with clients & team to sustain the profitability of the business.
  • Handling customer grievances and resolving issues.

Timeline

Area Head (Bancassurance)

CARE HEALTH INSURANCE CO. LTD.
04.2018 - Current

Cluster Manager (Bancassurance)

RELIGARE HEALTH INSURANCE CO. LTD
01.2017 - 04.2018

Senior Relationship Manager (Bancassurance)

RELIGARE HEALTH INSURANCE CO. LTD.
11.2016 - 01.2017

Tele Sales Officer - General Insurance

BAJAJ CAPITAL INSURANCE BROKING LTD.
08.2010 - 02.2013

Bachelor of Commerce - undefined

University of Delhi

Intermediate - undefined

CBSE

High School - undefined

CBSE
Mohd YaseenArea Head - Bancassurance