PANKAJ UPADHYAY
DVP And Regional Chief
Kolkata
Summary
Proactive manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.
Overview
18
18
years of professional experience
3
3
Certifications
Work History
DVP and Regional Chief (Zonal Head )Emerging Market East Zone
Liberty General Insurance Ltd
Kolkata, East Zone
12.2017 - Current
- Looking after entire East Zone with full-fledged 32 Branches along with 14 VO,responsible for profitability and business of entire Zone along with Top Line and bottom line growth.Handling total portfolio and target of 200 cr inclusive of Agency,Motor dealers and Bancassurance
- Consecutively awarded as best performer (2018 -2021) for Business excellence in FLAMES (A Liberty General Award Initiative ) at Phuket and Bali.
- Consecutively rated Exceeded Expectation in all appraisals with 2 promotions in 4 years.
- Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
- Effectively recruited and hired highly talented individuals bringing exceptional skills and expertise to sales team.
- Managed team of 8 regional sales representatives and consistently achieved high sales targets.
Sr. Manager (Area Head) Northeast
HDFC Ergo General Insurance Co Ltd
Guwahati, Northeast and NorthBengal
12.2015 - 11.2017
- Looking after entire North east, North Bengal and Sikkim HDFC Ergo branches with Full fledged 3 Branches Guwahati,Jorhat and Siliguri .
- As a Area head was responsible for profitability and business of entire North East and North Bengal State along with Top Line growth
- Initiated Virtual Office ( VO) project for the company with 17 VO location identification,recruitment of VO Managers and thereof generating business from enire NorthEast and North Bengal.
- Executed appropriate staffing and budgetary plans to align with business forecasts.
Area Head & Deputy Manager
SBI General Insurance Company Ltd.
Guwahati, North East
01.2012 - 11.2015
- Looking after entire SBI Bank business for North East and liasioning with CPC ( Credit Processing Centers) and branches and generating business therof with a dedicated team in entire north east India.
- Looking after the Core Business Segment of General Insurance (SME) Like Fire, Marine, Motor, Home Etc
- Qualified for International Convention to Malaysia for achieving 105% of target.
- Gained strong leadership skills by managing projects from start to finish.
Retention Head ( North East and North Bengal)
Bajaj Allianz General Ins.Co. Ltd
Guwahati
2009 - 2012
- Looking after entire Retention Business for North East (All states) and North Bengal (Siliguri ,Malda,CoachBihar) region and maintaining retention target month on month with team of 3 Sr Relationship managers and 25 Relationship officers
Senior Relationship Manager
Bajaj Allianz General Ins.Co. Ltd
Surat,Vapi ,Siivassa,Daman
05.2007
- Looking after entire Business Banking division (HDFC bank) for south Gujarat Region and generating the sales thereof with a dedicated team
- Looking after the Core Business Segment of General Insurance (SME) Like Fire, Marine, Motor, Home Etc and generating the business therof from the group of HDFC Relationship Managers
- Training and Councelling of HDFC team Members whenever necessary
- Develop the partner channel for general insurance cross- sell at the location and the in catchments
- Handling a Team of & Relationship Managers, Sales Officers and CSR’s.
Unit Sales Manager
ICICI Lombard
Rajkot ,Ahmedabad,Gandhidham ,Bhuj
04.2006 - 05.2007
- Played a pivotal role in handling two wheeler and tractor dealers for the entire north Gujarat region and generating sales for the company
- Demonstrated excellence in managing a team to drive the sales/target numbers, ensuring optimum performance
- Distinctively won a trip to Goa and Mauritius
Education
PGDM (MBA) -
Assam Institute of Management
Guwahati, AssamBCA - undefined
National Education Foundation (Institute of Management and Information Technology)
Guwahati, AssamSkills
Identify and develop new streams for long term revenue growth and maintaining relationships with customers to achieve repeat/ referral businessundefined
Certification
Licentiate from Insurance Institute of India with 60% Marks.
Computer Forte
Hands on experience on MS office and a comfort level on working with Excel, Power point and Microsoft Outlook
Profile Snapshot
A competent General Insurance professional with 17 years of qualitative experience in Team management, business development, inspection & customer relationship management in General Insurance Industry. A licentiate from Insurance Institute of India. Proficient in handling operations in compliance to the rules and regulation laid by the company. Significant exposure in SME & Retail business by developing and effectuating innovative business development strategies. An effective communicator with exceptional relationship management skills with the ability to relate to people at any level of business and management.
Personal Information
Date of Birth: 01/15/82
Projects
To Study the Status of Effective Use of Customer Relationship Management (CRM) for the Cellular Market Operator (AIRCEL) in the North Eastern Region A study for the sanitary system in the Guwahati railway system was done in the year 2005. A study in the feasibility report for opening of a new Multiplex in the Guwahati city was done in the year 2005. A seminar was organized in the topic Tobacco Awareness along with the B.Baruah Cancer Institute in the year 2005.
Training
Undergone a training program on Employees Satisfaction Index at Tata Steel Tubes Division in Tata Nagar (Jamsedhpur)
Timeline
DVP and Regional Chief (Zonal Head )Emerging Market East Zone
Liberty General Insurance Ltd
12.2017 - Current
Sr. Manager (Area Head) Northeast
HDFC Ergo General Insurance Co Ltd
12.2015 - 11.2017
Area Head & Deputy Manager
SBI General Insurance Company Ltd.
01.2012 - 11.2015
Retention Head ( North East and North Bengal)
Bajaj Allianz General Ins.Co. Ltd
2009 - 2012
Senior Relationship Manager
Bajaj Allianz General Ins.Co. Ltd
05.2007
Unit Sales Manager
ICICI Lombard
04.2006 - 05.2007
PGDM (MBA) -
Assam Institute of Management
BCA - undefined
National Education Foundation (Institute of Management and Information Technology)
Licentiate from Insurance Institute of India with 60% Marks.
Ongoing Associate in General Branch from Insurance institute of India.
On Campus SME Training completion certified from National Insurance Academy. (NIA, Pune).
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