Naman Thakur

• Develop and execute strategies to establish and manage personal loan channel partnerships with various financial institutions.
• Identify and onboard new partners to expand the company's loan distribution network.
• Collaborate with cross-functional teams including sales, marketing, and product development to optimize partner performance and drive revenue growth.
• Provide training and support to channel partners to ensure alignment with company objectives and compliance with regulatory requirements.
• Analyze market trends, competitor activities, and customer feedback to identify opportunities for product improvement and differentiation.
• Monitor partner performance metrics and KPIs, and implement corrective actions as needed to achieve sales targets and maximize ROI.
• Conduct regular business reviews with partners to evaluate performance, address issues, and identify areas for improvement.
• Negotiate contracts, pricing, and terms with partners to ensure mutually beneficial agreements.
• Stay updated on industry developments, regulatory changes, and best practices in personal loan distribution.
• Coordinated cross-functional teams between marketing, sales, operations, finance, and other departments to ensure successful execution of projects related to the channel program.
• Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

• Successfully managed a portfolio of high net worth clients, providing personalized financial advice and wealth management solutions
• Developed and implemented sales strategies, resulting in a significant increase in revenue and market share
• Analyzing the portfolios of the clients and helping them in financial planning by investing in various products like Mutual Funds, SIP, Fixed Deposit, ULIP, keyman insurance, employee and employer
• Managing a team of financial service consultants and assisting them in generating business from Bancassurance in Pune region
• Data analysis & presentation to the senior leadership at regular intervals to facilitate business direction & strategy
• Good exposure to Power BI, CRM, Pulse, DMS
• Experience in Lead Generation, cross selling
• Good understanding of MS office.
• Created detailed reports on project progress for senior management review.
• Collaborated with external vendors to negotiate contracts that met company requirements while minimizing costs.
• Developed long-term relationships with key stakeholders including customers, suppliers, regulatory bodies.

- Understanding insurance market of different location and creating tie up with corporate clients through direct sales. - - - Lead generation for Corporate Clients.
- Business to business lead generation.

- In-depth understanding of Insurance industry.
- Awarded as Silver Club member & certificate of appreciation from BGS