Rakesh Kumar

• To drive the business of SME in East through brokers & agents.
• To build confidence in the market by organising engagement programmes with IMD with support functions
• To start the business with untapped brokers & Agents
• To take the location to the next level through new IMD & BDM.
• To look after the RFQ tracker for faster resolution & evaluation of each case where support is required.
• To facilitate the breeze between the UW team at regional level and HO.
• To do claims meetings every month to have the status of each claim with ageing so that the confidence of the partner is intact.
• To review the team with UW every week on renewals and rollover cases.
• To travel to meet the partners of different locations to boost the confidence of IMD and team members.
• To target the account and get the risk inspection done before RSD to work in advance for better results of conversion.
• To gather market intelligence about accounts and rates prevailing with business configuration.

Regional Head for Geo Asansol :

• Taking care of all vertical and all lines ( Agency ,VSO , Motor Dealer , Banca , Pos and Direct )
• Activation of active IMD in Agency and Banca was done 4 times in comparison to 21-22.
• Analyse and manage the product mix to have control on top line and bottom line .
• Streamlined all channels for growth with profitability COR below 100% in April 22. It was 150%
• Closes 28 cr against base of 18cr .

Regional Head for Retail and SME Vertical From 2018-to March 22

• To develop new focused vertical on SME and Retail line
• Activated 50 brokers and 90 Branches on business front initially only 4 brokers were active prior to joining in East ( Kolkata, WB, NE, Bihar, Jharkhand,& Orissa )
• Driven SME and Retail Business in east from 4 cr to 32 cr in 2022 .
• Combined were maintained below 100% through SME and Retail health business .

• To drive corporate business through Broker ( MNC and Regional Broker )
• To increase the penetration of business at broker level
• To channel mapping and risk mapping client wise and month wise
• To drive strategic planning with underwriter risk wise location wise to increase market share
• To Drive engagement programme with broker and client at regular interval.

• To do revenue through SME & LCB client
• To screening of client portfolio do audit of Insurance taken and provide recommendation for better cover.
• To customer acquisition with the help of all support wings to have better impact on the customer to trust us and give opportunity all times.
• To establish relation with all the GIC companies to have better coordination to provide service coverages and rate to the customer for creating competitive edge.

• Worked at Different Profile In 7 years
• Channel Manager Retial from 2006-2007
• Territory Sales Manager North Gujarat SME : 2007-2008
• Branch Manager Asansol & Burdwan ( 2008-2011)
• Sme Coordinator Kolkata ( 2011-2013)

• Management Trainee at Dhanbad
• To carry out the sales and service of TV , Home appliances .
• To increase the retail counter and Direct Dealer of company
• To work in coordination with Dealer and support them in primary sales and Secondary sales