RAJEEV HANS
Gurgaon
Summary
Dynamic Branch Manager with extensive experience at Bajaj Allianz Life Insurance, excelling in NPS customer handling and process optimization. Proven track record in achieving sales targets and enhancing client relationships through effective team training and development. Adept at resolving client grievances and driving business strategy for sustained growth.
Overview
1
1
Certification
13
13
years of professional experience
Work History
Branch Manager (BM- PFRDA NPS Channel)
Bajaj Allianz Life Insurance
10.2024 - 02.2026
- Oversaw corporate and individual NPS registration processes, ensuring comprehensive support to clients during enrollment and post-enrollment stages.
- Handling complete operational activities of NPS (New Pension Scheme)
- Working as NPS product & process Trainer, Provide training to internal teams, Branches RM's and Govt Offices
- Managed vendor relationships and coordinated operational functions across multiple vendors and internal teams to streamline processes.
- Handled client complaints and requests related to NPS and other investments, resolving issues via email, phone, or written communication within established timelines.
- Coordinate with NSDL for grievance and Submit Resolution for Client's grievance on CRA website within TAT and also having experience in handling complaints from clients, IRDAI and many Govt Bodies.
- Validation and auditing, ensuring legislative, compliance and internal reporting requirements for NPS, Pension.
- Escalated critical issues to the appropriate management chain for decisions and problem resolution.
Cluster Branch Manager (CBM- PFRDA NPS Channel)
Canara HSBC Life Insurance
11.2023 - 09.2024
- Checking and processing of account opening forms (Saving and Appointment of customer, maintaining and increasing sales of company's product.
- Maintain good relations and achievement of key targets in the Company.
- Organizing meetings with clients to identify their needs and give suggestions on the best strategies to meet.
- Provided training to sales team and Govt office staff related to product on weekly basis.
Relationship Manager (RM)
Max Life insurance
10.2021 - 10.2023
- Delivered high-quality service to customers to strengthen future relationships.
- Resolved client queries through email and phone to enhance customer satisfaction.
- Managed operational activities of All Plans to ensure seamless service delivery.
- Developed business strategies to establish short and long-term goals for the company.
- Formulated business plans to maximize growth and lower costs for the company.
Sales Manager (SM)
HDFC Life Insurance Company Limited
07.2017 - 06.2021
- Maintain good relations and achievement of key targets in the Company.
- Reaching the targets and goals set.
- Establishing, maintaining and expanding customer base.
- Servicing the needs of existing customers.
- Increasing business opportunities through various routes to market.
- Developing sales strategies.
- Managing leads from call center and taking care of LCR.
- Responsible for revenue, sales and renewals.
- Adherence to regulatory requirements.
Relationship Manager (RM)
Aviva Life Insurance
01.2016 - 01.2017
- Appointment of customer, maintaining and increasing sales of company's products.
- Excellent track record with good exposure in achieving the predetermined targets and objectives.
- Maintain good relations and achievement of key targets in the Company.
- Reaching the targets and goals set.
Retail Relationship of office (RRO)
MTS (Sistema shyam teleservices Ltd.)
06.2013 - 12.2015
- Planned initiatives to improve systems and generated optimal results.
- Ensured high availability and visibility index for market.
- Infrastructure developments through robust distribution, strong focus on UDO, UAO and stable retailers.
- Thorough follow-up of dealers & parties to get the end sales.
- Conducted thorough analysis of competitor activities.
- Appointed new dealers and sub-dealers to expand market reach.
- Built and motivated strong sales team, coordinating efforts of three distributors, prepaid recharge executive, and six FOS.
Education
MBA - Marketing & HR
MDU University
Graduation -
MDU University
12th - CBSE
National Open School
10th - HBSE
Haryana Open School
Skills
- NPS management
- NPS reporting
- Customer Feedback Analysis
- Process Optimization
- Branch performance analysis
- Sales strategy development
- Client resolution
- Relationship management
- Strategy development
- Team Leadership
- Team development
- Staff performance evaluation
- Performance reviews
- Talent acquisition
- Customer engagement
- Collaboration
- Effective communication
- Problem solving
- Strong work ethic
- Financial product knowledge
Accomplishments
- Got qualified in various local contests from 2021 to 2023.
- 100% target achievements month on month, MPA-YTD.
- Qualified medals, certificates, awards, trophies, smart watches, trolley bags, and smart TVs were given in Gurgaon.
- Got qualified in various local contests from 2018 to 2019.
- Got promoted in 2019 to 2020.
- Got qualified in the EVP Galaxy Contest in Dubai from 2020 to 2021.
- Special appreciation from Anoop Sir (National Head - Direct Loyalty) for my contribution to NPS.
- Secured 4th rank all over India.
- Got qualified in various local contests from 2017 to 2018.
- Special appreciation from Kschitij Yadav Sir (National Head - Direct Loyalty).
- Qualified certificates and awards were given at the Gala Night in Delhi NCR.
Hobbies and Interests
- Trekking Mountains
- Reading spiritual books
- Cooking
Disclaimer
I hereby declare that all the information stated in this RESUME is true to the best of my knowledge and beliefs till date.
Personal Information
- Date of Birth: 01/31/86
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Languages
English
Upper Intermediate (B2)
B2
Hindi
Native
Native
Certification
- 100% Target Achievements month on month MPA-YTD. Qualified Medal’s/Certificate
Timeline
Branch Manager (BM- PFRDA NPS Channel)
Bajaj Allianz Life Insurance
10.2024 - 02.2026
Cluster Branch Manager (CBM- PFRDA NPS Channel)
Canara HSBC Life Insurance
11.2023 - 09.2024
Relationship Manager (RM)
Max Life insurance
10.2021 - 10.2023
Sales Manager (SM)
HDFC Life Insurance Company Limited
07.2017 - 06.2021
Relationship Manager (RM)
Aviva Life Insurance
01.2016 - 01.2017
Retail Relationship of office (RRO)
MTS (Sistema shyam teleservices Ltd.)
06.2013 - 12.2015
MBA - Marketing & HR
MDU University
Graduation -
MDU University
12th - CBSE
National Open School
10th - HBSE
Haryana Open School