Interacting with new people
Rajesh Banswal
Bancassurance (Leadership)
Moti Nagar , New Delhi
Summary
Proven leader in insurance and financial services with a track record of driving business growth initiatives and enhancing operational efficiency. Skilled in data analysis and staff leadership, have successfully increased customer retention and achieved a 250% sales increase through strategic business development and relationship building. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
2
2
Languages
Work History
Center Manager
Max Life Insurance Company
2023.04 - 2023.06
- Promoted a culture of teamwork through effective leadership, open communication channels, and regular team-building activities.
- Successfully resolved client concerns by actively listening to their needs and proposing viable solutions that met their expectations.
- Established performance metrics and conducted regular evaluations to identify areas for improvement and drive continuous growth.
- Developed and maintained strong relationships with key stakeholders, ensuring smooth communication and collaboration across departments.
- Ensured compliance with all relevant regulations, maintaining a safe and secure environment for staff members and clients alike.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Prepared monthly budgets with controls to prevent overages.
- Oversaw the recruitment, hiring, and onboarding processes to ensure a skilled workforce capable of meeting organizational target.
- Introduced various initiatives aimed at improving employee engagement levels within the workplace which led growth in business numbers.
- Initiated new marketing campaigns that effectively raised brand awareness, attracting more customers to the Bank.
Senior Territory Manager
PNB Met Life Insurance Company
2022.09 - 2023.03
- Exceeded targets by building, directing, and motivating high-performing sales team.
- Improved overall team performance by providing regular coaching, mentoring, and training to junior territory managers.
- Retained high net worth clients through diligent relationship management, understanding client needs, and providing proper resolutions.
- Drove sales efficiency through data-driven decision-making processes based on accurate reporting and analysis of key performance metrics.
- Built lasting rapport with customers by delivering exceptional presentations that demonstrated product value propositions effectively.
- Optimized sales operations by streamlining processes, reducing redundancy, and improving communication between team members.
- Implemented innovative incentive programs for team members which led to higher motivation levels resulting in improved productivity.
- Exceeded business targets through effective account management and implementation of successful sales strategies.
- Increased sales growth by developing strategic plans for territory expansion and relationship building with bank staff.
- Generated new business leads through targeted prospecting techniques and strong networking skills.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Conducted regular market analysis to identify new opportunities for territory sales growth.
- Analyzed sales data to identify areas for territory improvement and implemented strategies to maximize sales growth.
Area Manager
SBI Life Insurance Company
2017.07 - 2022.09
- Mentored team members, providing guidance on best practices and professional development opportunities.
- Scheduled multiple training program on various parameters to generate qualitative business for bank staff.
- Facilitated conflict resolution among team members, promoting open communication and fostering positive workplace culture.
- Regular review of team to guide them on their shortfall and parameters for running campaigns
- Conducted regular performance evaluations to identify areas for improvement and develop action plans for growth.
- Conducted training sessions to educate employees on best practices and procedures to increase business.
- Dedicated to expanding client bases by building lasting relationships.
- Brought in exceptional candidates to boost team productivity and operational efficiency.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
Senior Financial Services Manager
ICICI Prudential Life Insurance Company
2010.11 - 2017.07
- Handled two and more branches with Team including Privilege Bankers, Value Bankers, and Junior Officers.
- Generating Leads with help of bank staff for quality/quantity business.
- Setting goals and plans to meet targets for calling teams and sales executive.
- Responsible for Cost of sales.
- Building smooth relationship with clients as well as Bank staff for improving business.
- Manage Bancassurance product portfolio and drive sales target in bank branch.
- Follow compliance with regulatory policies and guidelines.
- Organize events in branch to identify sales opportunities.
Proprietor
Money Matrix (DSA Of Barclays Bank)
2007.07 - 2010.11
- Was running own business with the team of 1 Team Leader, 11 tele callers & 5 sales executive outlets.
- Handling escalations by customers for ensuring timely resolution for same to minimize potential loss.
- Mentored staff members, fostering professional development and enhancing overall team performance.
- Designing processes and DSR to aid sales effectively.
- Create links with brokers & free lancers for additional business.
- Consulted with customers to assess needs and propose optimal solutions.
- Enhanced productivity by streamlining workflows and optimizing daily processes within business operations.
- Preparing sales plans and policies for calling piece, payout –incentive grids for team as per market standards.
- Handled Payouts & billing part from the Bank side also Co-ordination with clients for business enhancement.
Education
Bachelor of Arts -
University Of Delhi
Delhi 2003.06 - 2005.05
Senior Secondary School Certificate -
Harcourt Butler Ser. Sec School
New Delhi 2001.04 - 2002.05
Secondary School Certificate -
Harcourt Butler Sr. Sec School
New Delhi, India 1999.04 - 2000.05
Skills
Sales management
Sales expertise
Team Development
Team Supervision
Relationship Building
Business Growth Initiatives
Problem-solving abilities
Multitasking Abilities
Adaptability and Flexibility
Accomplishments
- Year on Year consecutive promotion in SBI Life from Sr. Business development executive to Area Manager.
- 14 + years of rich experience in Life Insurance with renowned names like ICICI Prudential and SBI Life.
- Reward and Recognition from Regional Director.
- Appreciation mail received from Regional Director.
- Received many Awards and Trophies.
- Qualified in Various contest and had won number of National and International Trips.
- Organized business celebration in branch with a lunch or dinner buffet.
- Organized trained for new joiners.
Interests
Exploring new places
Reading Books
Timeline
Center Manager
Max Life Insurance Company
2023.04 - 2023.06
Senior Territory Manager
PNB Met Life Insurance Company
2022.09 - 2023.03
Area Manager
SBI Life Insurance Company
2017.07 - 2022.09
Senior Financial Services Manager
ICICI Prudential Life Insurance Company
2010.11 - 2017.07
Proprietor
Money Matrix (DSA Of Barclays Bank)
2007.07 - 2010.11
Bachelor of Arts -
University Of Delhi
2003.06 - 2005.05
Senior Secondary School Certificate -
Harcourt Butler Ser. Sec School
2001.04 - 2002.05
Secondary School Certificate -
Harcourt Butler Sr. Sec School
1999.04 - 2000.05
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