Raghvendra Singh
Agra
Summary
Results-driven Deputy Manager with expertise in strategic planning, process improvement, and client relationship management. Proven track record of enhancing operational efficiency and ensuring regulatory compliance within the insurance sector.
Overview
12
12
years of professional experience
Work History
Deputy Manager of Strategic Initiatives
PB Partners(Policybazaar Insurance Broker Pvt Ltd)
Gurugram
04.2021 - 10.2026
- Managed team operations to ensure efficient insurance policy processing.
- Collaborate with complementary businesses to access new markets, resources, and customer bases
- Developed training materials for onboarding new staff in policy management.
- Collaborated with cross-functional teams to enhance customer service strategies.
- Analyzed market trends to inform product offerings and client recommendations.
- Oversaw compliance with regulatory standards in insurance brokerage practices.
- Coordinated client meetings to discuss policy options and updates effectively.
- Implemented process improvements to streamline workflow and reduce turnaround time.
- Coordinated with other departments to ensure smooth functioning of activities.
- Maintained records of all operational activities for future reference.
- Monitored daily operations and ensured compliance with company policies and regulations.
- Prepared monthly progress reports detailing achievements against set targets.
- Provided guidance and support to team members to help them achieve goals.
- Provided necessary technical assistance and advice to subordinates when needed.
- Developed and implemented new procedures to improve efficiency of the organization.
- Collaborated with fellow employees, vendors and other parties to achieve smooth coordination of activities, risk remediation and follow-up.
Accountant
Bhole Baba Milk Food Industries (Dairy Products Unit)-Agra
Agra
04.2017 - 03.2021
- Managed financial records and ensured accurate reporting for dairy product sales.
- Prepared monthly financial statements and reconciled accounts for operational efficiency.
- Analyzed expense reports and identified cost-saving opportunities within the production unit.
- Trained junior accountants on software systems and best practices in accounting procedures.
- Enhanced data accuracy by implementing new accounting software for streamlined operations.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Maintained accurate accounts for cash, fixed assets and other transactions.
- Managed accounts payable and receivable, improving cash flow management.
- Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
- Posted financial data in Excel spreadsheets and managed inventory.
Equity Research Analyst
R P Financial
Agra
07.2014 - 03.2017
- Conducted in-depth analysis of equity markets and investment opportunities.
- Developed detailed financial models to support investment recommendations.
- Prepared comprehensive reports on industry trends and company performance.
- Collaborated with senior analysts to refine research methodologies and processes.
- Monitored stock performance and reported significant market changes regularly.
- Assisted in the preparation of presentations for internal and external stakeholders.
- Monitored industry trends and identified potential investment opportunities.
- Performed quantitative analysis using Excel spreadsheets and statistical software packages such as SPSS or SAS.
- Produced financial models for buy and sell recommendations within multiple industries.
- Mentored and educated subordinates on quality control issues in critical databases.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
- Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
Education
Bachelor of Commerce -
F.S College - Firozabad
01-2016
Intermediate -
Motilal Sr.Sec School-Aligarh
Aligarh01-2011
High School Diploma -
Holman Institute of English Medium- Agra
01-2008
Skills
- Sales strategics
- Sales monitoring
- Sales reporting
- Strategic thinking
- Sales growth
- Policy management
- Market analysis
- Regulatory compliance
- Team leadership
- Process improvement
- Client relationship management
- Data analysis
- Cross-functional collaboration
- Strategic planning
- Sales strategies
- Operations management
Timeline
Deputy Manager of Strategic Initiatives
PB Partners(Policybazaar Insurance Broker Pvt Ltd)
04.2021 - 10.2026
Accountant
Bhole Baba Milk Food Industries (Dairy Products Unit)-Agra
04.2017 - 03.2021
Equity Research Analyst
R P Financial
07.2014 - 03.2017
Bachelor of Commerce -
F.S College - Firozabad
Intermediate -
Motilal Sr.Sec School-Aligarh
High School Diploma -
Holman Institute of English Medium- Agra