Rakesh Kumar Pattnaik
Bhubaneswar
Summary
Dynamic professional with 15 years of experience in the General Insurance Industry, specializing in resource management and innovative problem-solving. Proven track record of driving operational efficiency and enhancing team performance. Committed to continuous professional development and leadership excellence.
Overview
15
15
years of professional experience
Work History
Unit Sales Manager
Icici Lombard General Insurance Company Limited
01.2023 - Current
- Taking Care of entire Odisha for the channel of Axis Bank Ltd SME and SBB Department.
- Maintaining business relationship with Axis bank Ltd SME,SBB and Bharat Banking.
- End-to-end follow-up with the bank's key person, as well as the client, for case closure.
- Ensuring the productivity of channel as per set business norms and maintaining hygiene penetrations across the entire vertical.
- Issuing policies, giving claim service and floating Mis to channel.
Deputy Manager
HDFC ERGO General Insurance Company Limited
11.2017 - 12.2022
- Driving Business through Vehicle loan Department of Hdfc Bank Ltd.
- Taking care of Both Motor and Non motor business segment.
- Driving Business through Auto Loan DSA.
- Driving Renewal business with minimum 65% penetration.
- Driving Product wise penetration.
- Taking Care of Employee activation.
- Cross sell on Market roll over policy and Health policy.
- End to End service to customers & Channel Partner.
Cluster Relationship Manager
Tata AIG General Insurance Company Limited
08.2014 - 11.2017
- Leading a Team of on-roll executives deputed at 20 Axis bank Branches.
- Driving Sales Target for my branches.
- Designing and implementing promotional activities with the help of seniors.
- Taking Care Of SME center of Axis Bank and achieved 110% of Non motor business.
- Looking after Asset center of Axis Bank.
- End to End service to customers & Channel Partner.
Executive
Tata AIG General Insurance Company Limited
07.2012 - 07.2014
- Driving general insurance business through bank partners.
- Maintaining relationship with key persons in the bank.
- Collect the leads from the Bank follow up the customers and closed the lead.
- Branch and employee activation.
- Cross selling to the existing customer.
- Follow up the renewal policies and closed them.
- Focus on Better customer service.
- Handling Multiple Axis bank Branches in different Location in Bhubaneswar.
Sales Executive
Bajaj Allianz General Insurance Company Limited
12.2010 - 07.2012
- Driving general insurance business through bank partners.
- Maintaining relationship with key persons in the bank.
- Collect the leads from the Bank follow up the customers and closed the lead.
- Cold call from the Bank database and cross selling to the existing customer.
- Follow up the renewal policies and closed them.
- Support day to day operation of relationship.
- Focused customer service.
- Handling Multiple Axis bank Branches in different Location in Odisha.
Education
MBA - Marketing And Human Resource
Centre For Management Studies,OEC
Bhubaneswar, Odisha01-2008
B.COM -
Ekamra College
Bhubaneswar, Odisha+2.COM -
Biju Patnaik college of Sc and Education
Bhubaneswar, OdishaHSC -
Govt. Boys’ High School Unit-8
Bhubaneswar, OdishaSkills
- Flexibility and adaptability
- Office applications expertise
- Internet fundamentals
- Relationship building
- Sales strategy
- Problem solving
- Team leadership
- Client acquisition
Field Of Specialization
MBA (Marketing And Human Resource)
Computer Skills:
- Office Assistant Course(MS-Office, MS-DOS, Window, Basics of Internet) From Bharatiya Vidya Bhavan, Bhubaneswar
Hobbies and Interests
- Playing Cricket and Chess
- Listening Music
- Reading News Paper
Languages
- English
- Hindi
- Oriya
Personal Information
- Father's Name: Mr Rajani kanta Pattnaik
- Date of Birth: 07/05/84
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Declaration:
- Eagerly hoping at the information given here above will satisfy you and give an opportunity to grow and learn more through the growth of you esteemed undertaking. I do hereby declare that the information furnished above is true to the best of my knowledge and belief.
Timeline
Unit Sales Manager
Icici Lombard General Insurance Company Limited
01.2023 - Current
Deputy Manager
HDFC ERGO General Insurance Company Limited
11.2017 - 12.2022
Cluster Relationship Manager
Tata AIG General Insurance Company Limited
08.2014 - 11.2017
Executive
Tata AIG General Insurance Company Limited
07.2012 - 07.2014
Sales Executive
Bajaj Allianz General Insurance Company Limited
12.2010 - 07.2012
MBA - Marketing And Human Resource
Centre For Management Studies,OEC
B.COM -
Ekamra College
+2.COM -
Biju Patnaik college of Sc and Education
HSC -
Govt. Boys’ High School Unit-8
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