Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
• PMP Certified (Project Management Professional)
Timeline
Generic
Rajesh Tarani

Rajesh Tarani

Summary

Results-oriented AVP with 22 years of experience in enhancing customer experience across voice and non-voice channels (inbound and emails). Renowned for driving initiatives that improve customer satisfaction, resolve complex issues, and ensure first-time right resolutions. Proven track record in managing Priority Desks for top distributors and NRI clients, providing tailored solutions and exceptional service. Successful in leading digital transformation projects, including automation and AI, to streamline operations and enhance service quality. Recognized with the Digital Champion Award for innovative solutions in customer engagement and digitalization. Skilled in vendor management, budget oversight, and project management, with a focus on creating exceptional customer journeys and achieving high Net Promoter Scores (NPS). Seeking a Senior or Director-level role to apply extensive experience in elevating customer experience and driving strategic improvements.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Associate Vice President

Aditya Birla Sun Life Insurance
07.2023 - Current
  • Vendor Management: Managed vendor relationships and ensured SLAs were met for voice and non-voice channels (inbound & emails). Negotiated contracts for cost savings and improved service delivery.
  • Customer Query and Complaint Resolution: Addressed and resolved customer inquiries and complaints efficiently across all channels. Implemented strategies to enhance satisfaction and retention.
  • Priority Desk Management: Managed Priority Desk for Top Distributors and NRI customers, handling escalations and providing tailored solutions.
  • Upselling: Identified upselling opportunities and achieved sales targets through effective communication and product knowledge.
  • Budget Management: Oversaw contact centre budget, monitored expenditures, and implemented cost-saving measures.
  • Management Information Systems (MIS): Maintained MIS reports for performance tracking, analyzed data for improvement.
  • Net Promoter Score (NPS) Management: Led NPS improvement initiatives and implemented feedback mechanisms for service enhancements.
  • Project Management: Coordinated projects to improve contact center operations, including process improvements.
  • Cost-Saving Initiatives: Developed strategies to reduce operational costs while maintaining service quality.
  • Regulatory Reporting and Audit: Ensured compliance with regulatory requirements and managed audits.
  • Agent Productivity and Quality Management: Monitored and improved agents' productivity and performance.
  • Customer Experience Enhancement: Enhanced customer experience through first-time right resolutions and training programs.
  • Team Management: Led a team of 11 members, including 6 direct reports, providing leadership and performance management.

Senior Chief Manager

Aditya Birla Sun Life Insurance
07.2021 - 06.2023
  • Managed rural operations, POSP onboarding, and customer journey improvements.
  • Drove unclaimed payouts clearance, priority desk management, and distributor NPS enhancements.
  • Implemented distributor sales automation and digital initiatives.
  • Monitored distributor licensing and digital communication processes.
  • Designed and reviewed workflows and communication templates.

Senior Manager

Aditya Birla Sun Life Insurance
05.2017 - 06.2019
  • Developed and executed communication plans and engaged with stakeholders to improve strategies.
  • Created communication workflows, templates, and ensured compliance.
  • Led school transformation projects and community empowerment initiatives.

CSR and Sustainability Fellowship Program

Aditya Birla Sun Life Insurance
05.2015 - 06.2017
  • Teaching and Curriculum Development : Designed and delivered engaging lesson plans for various subjects, significantly improving student performance and engagement.
  • Fundraising and Resource Mobilization : Raised funds and secured financial support to enhance school resources and infrastructure, achieving a notable increase in available resources.
  • Community Engagement and Government Liaison : Organized community programs to boost parental involvement and connected with government agencies to secure support, resulting in improved student attendance and additional resources for the school.
  • School Administration and Program Implementation : Managed daily school operations, coordinated staff activities, and implemented extracurricular programs promoting holistic student development.

State Manger-branch Operations

Aditya Birla Sunlife Insurance Co Ltd
07.2009 - 05.2015
  • Supervised 27 branches and 40 executives, conducted audits, and ensured policy compliance.
  • Managed financial activities and implemented new business processes.
  • Recruited and trained executives mentored them to improve process effectiveness and reduce knowledge gaps.

Branch Operation Executive

Aditya Birla Sunlife Insurance
05.2005 - 06.2009

· Customer Service and Upselling: Assisting clients with policy-related queries, claims processing, and policy renewals while identifying opportunities to upsell financial products such as riders, investment plans, and additional coverage options.

· Sales and Administrative Support: Providing support to the sales team by processing new business applications, issuing policies, and maintaining accurate records and documentation.

· Financial Transactions and Compliance: Handling premium payments, issuing receipts, reconciling accounts, and ensuring all processes comply with regulatory requirements.

· Operational Efficiency: Implementing standard operating procedures to enhance efficiency and reduce turnaround times for various processes, including customer service and financial transactions.

· Reporting and Coordination: Preparing regular performance reports, liaising with internal departments to resolve issues, and maintaining strong customer relationships to ensure high levels of satisfaction and loyalty.

Education

Master in Commerce-Business Economics - Commerce And Business Economics

Pune University
Nashik
05.2004

Skills

  • Operations Management
  • Project Management (PMP Certified)
  • Customer Experience Enhancement
  • Digital Transformation & Automation
  • Distributor Onboarding & Engagement
  • Vendor Management
  • Communication Strategies
  • Team Leadership & Mentoring
  • Process Improvement & Efficiency

Accomplishments

  • Digital Champion Award (2022): Recognized for excellence in digitalization and automation of distributor onboarding.
  • Green Belt Projects : Completed in communications and customer lifecycle process design.
  • Led successful digital projects focusing on cost-effectiveness and process automation.

Certification

PMP Certified

• PMP Certified (Project Management Professional)

Completed Certificate and Projects in digital customer and Distributor onboarding Journey 

Timeline

Associate Vice President

Aditya Birla Sun Life Insurance
07.2023 - Current

Senior Chief Manager

Aditya Birla Sun Life Insurance
07.2021 - 06.2023

Senior Manager

Aditya Birla Sun Life Insurance
05.2017 - 06.2019

CSR and Sustainability Fellowship Program

Aditya Birla Sun Life Insurance
05.2015 - 06.2017

State Manger-branch Operations

Aditya Birla Sunlife Insurance Co Ltd
07.2009 - 05.2015

Branch Operation Executive

Aditya Birla Sunlife Insurance
05.2005 - 06.2009

Master in Commerce-Business Economics - Commerce And Business Economics

Pune University
Rajesh Tarani