Naveen Verma
Area Head
New Delhi
Summary
Experienced Area Head with over 15 years of proven success in enhancing business processes, driving revenue growth, and fostering customer loyalty across multiple locations. Adept in financial administration, successfully managing budgets and implementing cost-effective strategies to maximize profitability. Skilled team leader, motivating and guiding diverse teams to achieve exceptional results. Expertise in agency development resulting in successful expansion of operations and establishment of strong partnerships.
Overview
15
15
years of professional experience
Work History
Area Head
Bajaj Allianz General Insurance Company Limited
5 2022 - Current
- Managing a strong team of 28 experienced sales professionals ( 3 Branch Managers and 25 sales managers) responsible for health business in Delhi/NCR region through team of freelance insurance advisors
- Currently managing a total base of 1400 agents in 9 different locations in NCR (Motinagar, Nehru Place, Connaught Place, Noida, Gurugram, Shakti Nagar, Janakpuri, Preet Vihar and Kirti Nagar).
- Planned and implemented growth strategies.
- Revamped outdated operational procedures which positively impacted overall workflow efficiency within the area.
Senior Branch Manager
Care Health Insurance
04.2021 - 05.2022
- Managed daily operations while maintaining a high level of efficiency, productivity, and customer service.
- Built strong relationships with key clients, resulting in increased loyalty and repeat business.
Branch Manager
Kotak Life Insurance
06.2019 - 04.2021
- A dedicated team of 5 Sales managers responsible for variable agency model by recruiting AP (Agency Partners) for Kotak Life Insurance from competition companies.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Maintained friendly and professional customer interactions.
Chief Business Manager
PNB Metlife Insurance Company Limited
09.2017 - 06.2019
- Responsible for recruitment of variable agency (Insurance Managers), training and development
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Executed business plans to further strengthen and maximize territory sales and profits.
- Surpassed all branches in the north zone by achieving higher recruitment numbers, exceeding targets and greatly contributing to the branch's capabilities and success
- Surpassed annual profit goals in under 8 months, driving financial success and organizational growth.
Territory Manager
SBI Life Insurance Company Limited
05.2015 - 09.2017
- Recruitment, training and development of IA (insurance agents) from open market for business expansion for SBI Life Insurance.
- Developed strong relationships with key decision-makers, fostering trust and loyalty in the assigned territory.
- Improved customer satisfaction and retention through frequent visits, timely response to inquiries, and effective problem resolution.
Sales Manager
Exide Life Insurance Company Limited
09.2012 - 05.2015
- Sales Manager responsible for recruitment, training and development of life insurance advisors from open market.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
Life Insurance Advisor - Zonal Club Member
Life Insurance Corporation of India
10.2009 - 09.2012
- Worked as a club life insurance advisor (Zonal Club) since 2009 to till 2012.
- Implemented CRM systems to effectively track client communication history, leading to improved follow-up practices and enhanced client experiences.
- Assisted clients in navigating complex claims processes, ensuring timely payouts and minimizing stress during difficult times.
Education
MBA - Marketing
Symbiosis Centre For Distance Learning
Noida 1 2005 - 12 2007
Bachelor of Science - Physics
Indira Gandhi National Open University
New Delhi, India 1 2000 - 6 2003
High School Diploma -
CBSE Board
New Delhi 6 1998 - 7 1999
Skills
Agency Development
Team Management
Branch operations
Leadership
Sales management
Customer Service
Relationship Building
Decision-Making
Team Building and Leadership
Business Growth
Business Development
Sales Reporting
Sales Planning
Staff Management
Customer Relationship Management
Strategic Planning
Branch Operations Management
Staff Development
Operations Management
Sales Training
Sales Presentations
Competitive Analysis
Languages
Hindi
Bilingual or Proficient (C2)
English
Advanced (C1)
Timeline
Senior Branch Manager
Care Health Insurance
04.2021 - 05.2022
Branch Manager
Kotak Life Insurance
06.2019 - 04.2021
Chief Business Manager
PNB Metlife Insurance Company Limited
09.2017 - 06.2019
Territory Manager
SBI Life Insurance Company Limited
05.2015 - 09.2017
Sales Manager
Exide Life Insurance Company Limited
09.2012 - 05.2015
Life Insurance Advisor - Zonal Club Member
Life Insurance Corporation of India
10.2009 - 09.2012
Area Head
Bajaj Allianz General Insurance Company Limited
5 2022 - Current
MBA - Marketing
Symbiosis Centre For Distance Learning
1 2005 - 12 2007
Bachelor of Science - Physics
Indira Gandhi National Open University
1 2000 - 6 2003
High School Diploma -
CBSE Board
6 1998 - 7 1999