PABITRA KUMAR BALIARSINGH
Cuttack
Summary
Dynamic leader in the insurance sector with a track record of converting underperforming departments into profitable units. Increased customer retention by 15% through the implementation of an innovative customer service strategy. Oversaw a team of 32 insurance agents, consistently surpassing sales targets by 20%. Experience includes roles in both startups and large corporate environments.
Overview
11
11
years of professional experience
2013
2013
years of post-secondary education
Work History
Senior Agency Manager
HDFC ERGO GIC LTD
Cuttack
11.2019 - Current
- Managed Agent relationships to ensure service excellence and satisfaction.
- Led teams to develop strategic insurance solutions for diverse client needs.
- Oversaw policy renewals and claims processes to enhance operational efficiency.
- Analyzed market trends to identify new sales opportunities and competitive positioning.
Relationship Manager
SMC Global Securities Ltd.
Bhubaneswar
11.2018 - 07.2019
- Managed client relationships to enhance satisfaction and retention.
- Coordinated communication between clients and internal teams for efficient service delivery.
- Facilitated workshops to educate clients about financial products and investment opportunities.
Executive
Karvy Stock Broking Ltd.
Cuttack
01.2018 - 10.2018
- Developed investment strategies to enhance client portfolio performance.
- Collaborated with financial analysts to assess risk management practices.
- Facilitated client meetings to discuss investment goals and options.
Senior Officer
ICICI Bank Ltd.
Cuttack
08.2016 - 05.2017
- Assisted customers with account inquiries and transaction requests.
- Processed loan applications and provided status updates to clients.
- Educated customers on banking products and services available.
Officer
Axis Bank Ltd.
Cuttack
02.2015 - 08.2016
- Assisted clients in selecting appropriate banking products and services.
- Collaborated with team members to streamline account opening procedures.
- Educated clients about online banking tools and features available to them.
Education
Bachelor in Commerce - Financial Accounting
Basantee Jaya Durga High School
KoliathaSkills
- Client relationship management
- Training development
- Effective communication
- Attention to detail
- Campaign management
- Training and mentoring
- Competitor analysis
- Complaint resolution
- Problem solving
Education and Training
other
Languages
- English
- Hindi
- Odia
Timeline
Senior Agency Manager
HDFC ERGO GIC LTD
11.2019 - Current
Relationship Manager
SMC Global Securities Ltd.
11.2018 - 07.2019
Executive
Karvy Stock Broking Ltd.
01.2018 - 10.2018
Senior Officer
ICICI Bank Ltd.
08.2016 - 05.2017
Officer
Axis Bank Ltd.
02.2015 - 08.2016
Bachelor in Commerce - Financial Accounting
Basantee Jaya Durga High School