Rajani Dubey

• Led a team comprising 4 managers and 14 associates.
• Ensured service quality at branches through effective training and consistent audits.
• Coordinated with cross-functional teams to implement improvements for enhanced customer experience.
• Directed team in leveraging branch walk-ins and data points to expand HNI and NRI customer base.
• Reviewed team performance using daily funnels and tools like Excel and LMS.
• Coordinated with sales teams, CUW, and COPS team for Mumbai Agency channel issuance.
• Conducted data analysis to support team and senior decision-making.
• Achieved significant improvement in persistency metrics for Mumbai S2S Channel last fiscal year.
• Enhanced upsell strategies at branches using maturity and foreclosure data.
• Performance review of Team on regular basis providing them inputs on working areas.

• Managed Super branches like Ghatkopar, Kalyan and Vashi. Handled Team of 5-6 CSEs. Managed Policy Issuance, Policy Servicing, Advisor Servicing, Issuance, Cross-selling, Branch Audit, Underwriting of proposals at branch level.

• Managed customers at front desk, Policy Servicing, New Business application processing, Distribution Operations. Underwritten proposals up to 10 Lakh SA. Managing call closures within TAT along with quality of closure.

Worked in Ipca Laboratories as marketing executive. Managed sales and distribution for cardiac division.

• Worked in Bajaj Allianz Life Insurance in Branch Operations for one Year