Pradeep Sharma
Banking And Insurance Professional
Delhi
Summary
Versatile & Collaborative Senior Executive specializing in Banking and Insurance and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Pursuing new professional challenges with a growth-oriented company.
Overview
23
23
years of professional experience
1
1
Language
Work History
Chief Manager
Reliance Nippon Life Insurance Co. Ltd.
12.2021 - Current
- Managing 12 offices in the Pune Region.
- Responsible for Branch Operations, meeting KPIs, and ensuring adherence to TAT.
- Achieved 58% Surrender Retention in FY 22-23.
- Successfully managed audit ratings with 4 out of 5 branches receiving Good/Satisfactory ratings.
- Responsible for renewal premium collection and maintaining persistency (Persistency - 80.58%).
- Achieved NACH Registration at a minimum of 70%.
- Ensured 100% Lead Generation at Branch Ops offices
Regional Customer Service &Ops Manager
Max Life Insurance Co. Ltd.
02.2006 - 12.2021
- Managed 14 offices in the region, overseeing various key vectors.
- Conducted training for agents, ADMs, and new operation team members.
- Ensured process adherence, quality check, and customer service excellence.
- Handled administration, vendor management, transportation, facility management, and security.
- Acted as the SPOC for Ombudsman hearings.
- Achieved various awards, including the Chairman's Award and Internal ISO Certified Auditor.
Service Coordinator - Operations
MetLife India Insurance Co. Pvt. Ltd.
03.2005 - 02.2006
- Underwrote fresh applications and coordinated with corporate and agency branches.
- Quality checked policy documents and handled customer queries.
- Coordinated with sales for application conversion and maintained weekly/monthly reports.
Branch Operations Executive
Kotak Life Insurance Co. Ltd.
02.2003 - 02.2005
- Handled 3-member back-office operations team
- Achieved All India ranking for meeting minimum wastage norms and TAT ranking.
- Resolved fraud cases, represented Kotak Life in various claim settlements, and settled claims.
- Independently generated business and trained assistants.
Auto Loan Operation
Lovelock & Lewes Services Private Ltd.
07.2002 - 02.2003
- Worked in auto loans Loan Processing for Standard Chartered Bank, it includes both pre-approval credit checking and post approval documentation checking. All checking was done according to strict norms prescribed by Bank.
Banking Assistant
BNP Paribas Bank
03.2001 - 04.2002
- Worked in Remittance Department, Responsibilities involved Telex & SWIFT Operations, preparing Pay orders, Demand Drafts payable to other BNP branches & other allied branches, maintenance of standing instructions & inter branch transactions.
Education
Bachelor of Law -
Vivekanand College of Law, Agra University
Six months certificate course (swift India.) - undefined
NIIT, Dilshad Garden, Delhi-95
M.Com. - undefined
C.C.S. University, Meerut
B.Com. - undefined
University of Delhi
Skills
Customer Relations
Personal Information
Age: 47 years
Mailing Address
Pkt-E-55A, Dilshad Garden, Delhi, 110095
Extracurricular Activities
Represented the college team in Badminton tournaments at Inter-University level.
Accomplishments
- Chairman's Award recipient for Outstanding Performance in 2007.
- Acknowledged by the Legal team for handling Legal requests at the Ombudsman Office.
- Internal ISO Certified Auditor for the company since 2010.
- Winner of the "Care Award" for achieving business objectives in Q2 2006.
- Initiated a Sales Promotion Contest for General Offices.
- Received highest appreciation from MDRT Agents for paid business.
- Earned the highest number of Nomination Flags through the "Culture Ambassador Program."
- Successfully completed the project on "Movement of Medical Cases & Letter Dispatch Process," reducing Policy Issuance TAT.
- Appointed as MDRT SPOC for the North Zone.
- Completed a Six Sigma "Green Belt Project" for Business Leakage in the Region.
Interest Areas
Adventure Travel
Badminton
Music
Tech- Gadgets
Re-skilling
Timeline
Chief Manager
Reliance Nippon Life Insurance Co. Ltd.
12.2021 - Current
Regional Customer Service &Ops Manager
Max Life Insurance Co. Ltd.
02.2006 - 12.2021
Service Coordinator - Operations
MetLife India Insurance Co. Pvt. Ltd.
03.2005 - 02.2006
Branch Operations Executive
Kotak Life Insurance Co. Ltd.
02.2003 - 02.2005
Auto Loan Operation
Lovelock & Lewes Services Private Ltd.
07.2002 - 02.2003
Banking Assistant
BNP Paribas Bank
03.2001 - 04.2002
Bachelor of Law -
Vivekanand College of Law, Agra University
Six months certificate course (swift India.) - undefined
NIIT, Dilshad Garden, Delhi-95
M.Com. - undefined
C.C.S. University, Meerut
B.Com. - undefined
University of Delhi
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