Narendra D. Chincholkar
Pune
Summary
Senior Manager focused on digital transformation and strategic planning at PNB Metlife. Honored with the ‘Beyond and Above Award’ from Metlife US for substantial gains in Agency channel productivity. Proficient in data analysis and project management, consistently delivering results through strategic insights and teamwork.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Manager Strategy (Agency Sales)
PNB METLIFE INSURANCE COMPANY LIMITED
Pune
02.2021 - Current
- Led Life Portfolio Manager Model in Strategy department, driving strategic initiatives.
- Created and published dashboards for Life Portfolio Manager Model to provide insights.
- Manage the whole LPM tagging process from start to finish, making sure the sales team uses the correct steps and follows the company's guidelines.
- Organize Chief Distribution Officer calendar for Agency channel -related reviews.
- Collaborated with cross-functional teams to establish Leader model in Agency channel.
- Controlled Daily/Weekly/Monthly activity calendar for sales team, optimizing productivity.
- Partnered with IT department to develop applications tailored for Agency needs.
- Managed campaign operations for Agency channel, ensuring effective outreach.
Asst. Manager MIS (Agency Sales)
TATA AIA LIFE INSURANCE COMPANY LIMITED
Pune
02.2008 - 01.2021
- Analyzed zone-wise data using Excel to present KRA reports to Chief Agency Officer.
- Built and circulated parameter-wise databases to clusters, ensuring timely updates.
- Performed forecasting modeling for business submissions and issuances, presenting results to CAO.
- Prepared presentations for CAO to communicate insights to upper management.
- Mediated between R&R team and Agency team for contest and appeal follow-ups.
- Coordinated with CAO and HO teams for target setting of zonal and cluster heads, generating periodic reports.
- Collaborated with strategy team on projects aimed at streamlining processes for Agency channel.
- Monitored operational activities, ensuring compliance with procedures across branch operations.
Jr. Executive - Underwriting
BAJAJ ALLIANZ LIFE Insurance Company Ltd
Pune
01.2006 - 12.2007
- Conducted financial and medical underwriting for new business proposals up to 20 lacs.
- Analyzed financial documents to assess customer eligibility, including balance sheets and profit and loss accounts.
- Guided branches in resolving high net worth individual cases and re-insurance issues.
- Reviewed medical documentation to support underwriting decisions.
- Managed two teams of 10 employees, ensuring efficient operations and document scrutiny.
- Coordinated between operations and sales force to expedite proposal processing within TAT.
- Identified process deviations across branches and hubs, implementing corrective measures.
- Generated daily MIS reports to track performance and streamline workflows.
Education
Master in Business Administration - Marketing and Finance
IMDR, Shivaji University
01.2005
Bachelor in Science - Mathematics
Shivaji University -Kolhapur
Kasturba Walchand Collage03-2002
Certification in BIBA - Business Intelligence and Business Analytic
Orange Tree Global ltd
01.2016
Certification in Financial & Technical Analysis -
BSE
01.2009
Skills
- Data analysis
- Campaign management
- Project management
- Digital transformation
- Strategic planning
- Data-driven decision making
Accomplishments
In 2022, MetLife US honored me with the prestigious 'Beyond and Above Award' for my exceptional efforts in revolutionizing the agency's digital landscape
References
Can be provided on demand.
Certification
- Certification in BIBA (Business Intelligence and Business Analytics) by Orange Tree Global Ltd
- · Certification in licenciate exam (III)
- · Certification in Financial & Technical Analysis By BSE
Languages
Marathi
First Language
Hindi
Proficient (C2)
C2
English
Proficient (C2)
C2
Timeline
Senior Manager Strategy (Agency Sales)
PNB METLIFE INSURANCE COMPANY LIMITED
02.2021 - Current
Asst. Manager MIS (Agency Sales)
TATA AIA LIFE INSURANCE COMPANY LIMITED
02.2008 - 01.2021
Jr. Executive - Underwriting
BAJAJ ALLIANZ LIFE Insurance Company Ltd
01.2006 - 12.2007
Master in Business Administration - Marketing and Finance
IMDR, Shivaji University
Bachelor in Science - Mathematics
Shivaji University -Kolhapur
Certification in BIBA - Business Intelligence and Business Analytic
Orange Tree Global ltd
Certification in Financial & Technical Analysis -
BSE
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