Rajeev Ranjan Singh

Alliances & Partnerships to drive Digital Sales

• Managing Policy bazaar with business of 300 Cr in life insurance which is 200% higher than the FY 22-23
• Strategy, and contributing to achieving the VNB that was double of FY 22-23
• Devise & implement strategies to enhance the share of a shelf with strategic business partners and relationship management including a business plan & engagement map
• Work closely with Operations to create & establish relevant processes for prospect funnel management, online policy issuance & other aspects of customer Management
• Build strategic alliances with e-commerce firms for retailing LI policies through website, mobile site & apps
• Identify potential partners followed, develop suitable pitches and launch with finalized business partner

Digital business initiatives & new products/ lines as well as product development initiatives

• Holistic evaluation of opportunities for new product redevelopment
• Incubate digital businesses around new initiatives like pension, health insurance and group term insurance, Activation etc

Process-Platform Development & Innovation

• Work with Operations (NB, UW & others to establish relevant processes for prospect funnel management & online policy issuance
• Collaborate with IT & Digital Marketing
• User Journey Creation & CE enhancers, BRD creation & channel sign off, E-commerce platform development & UAT
• Manage development & deployment of white-labeled platforms.

Legal, Regulatory Compliance & Audit.

• Developed and implemented strategies to increase sales of bancassurance products within the branch network.
• Conducted customer needs analysis and recommended suitable insurance policies to meet their needs.
• Provided training and guidance to bank staff on bancassurance products, processes and procedures.
• Resolved customer queries related to bancassurance policies in a timely manner.

• Monitored 24 branches across Noida and Greater Noida – 2 clusters, represented the organization to potential clients through Bankers, Insurance Consultants (IC) & direct communication, meetings, telephone calls and call booking.
• Prepared reports on sales performance of bancassurance products for senior management review.

• Provided PMS- Portfolio Management Services to the new as well as existing customers and guided them for investment and financial management purposes with huge benefits

• Managed team performance, target achievements, training & development
• Provided direction and guidance to junior associates on complex tasks.