Neelam Roy

Strategic Leadership

• Define and execute business strategy for the assigned cluster in line with organizational goals
• Drive growth, profitability, and market share across multiple locations or units

Revenue & P&L Ownership

• Own cluster-level P&L, budgeting, and cost controls
• Achieve revenue, margin, and productivity targets

Sales & Business Development

• Lead sales strategy and key account management across the cluster
• Identify expansion opportunities, new markets, and partnerships
• Ensure consistent sales processes and performance standards

Operations & Execution

• Oversee day-to-day operations across branches/units in the cluster
• Ensure operational efficiency, quality standards, and regulatory compliance
• Resolve escalations and remove execution bottlenecks

People & Performance Management

• Lead, coach, and develop regional/branch heads and senior managers
• Set KPIs, review performance, and drive accountability
• Build leadership pipeline and succession plans

Customer & Market Focus

• Strengthen customer experience and retention across the cluster
• Monitor market trends, competitor activity, and customer feedback

Governance & Reporting

• Ensure adherence to company policies, controls, and risk frameworks
• Provide regular performance reviews and insights to senior leadership

• Build a relationship with bank employees. Then create lead from employees and help them in closing the lead.
• Coordinate with bank employees for renewals and maintaining the 100% persistency level.
• Conducting activities in the branch and giving awareness about life insurance and tax benefit plans to the customers. Giving training to the customer based on tax benefit products.
• Conduct training for bank employees on month on month basis.
• Provide best service on issuing the policies and solve the queries of the customers.
• Previous company: MAX life Insurance Co. Ltd (14th OCT 2022– 05th July 2025)

• To Build a relationship with bank employees. Then create lead from employees and help them in closing the lead.
• Coordinate with bank employees for renewals and maintaining 100% persistency level.
• Maintain 100% Mindshare of business on month on month basis.
• Conduct training for bank employees on month on month basis.
• Provide best service on issuing the policies and solve the queries of customers.
• Previous company: Aditya Birla Sun Life Insurance(02nd Sep 2019 to Oct 01st 2022 )