RANA PRATAP SINGH

Developed In-house Partner for Insurance Business with Reliance Nippon Life:

• Process Management: Overseeing the smooth execution of sourcing, underwriting, issuance, and policy servicing operations within the team to ensure high efficiency.
• Customer Engagement: Assisting in managing field calls and ensuring the relationship with High Net-Worth Individual (HNI) clients is maintained through collaboration with Sales Managers.
• Team Building: Recruiting skilled professionals with relevant backgrounds in the insurance sector to strengthen the In-House Partner.
• Training and Development: Conducting weekly induction programs for new team members to ensure they are well-equipped with the necessary skills and knowledge.
• Business Growth Initiatives: Designing and implementing contests and spot rewards to drive business growth, fostering a competitive and motivated environment within the team.
• Account Handling for In-house Partner: Managed financial transactions, reconciliations, and account maintenance for the in-house partner, ensuring accuracy and compliance with company policies.
• Operational Management : Managing team of Back-End Team and other departments to streamline workflows, enhance productivity, and resolve operational bottlenecks.
• Performance Monitoring: Tracked team performance through key performance indicators (KPIs) and implemented corrective measures to achieve targets.

• New Tieup with New partners
• Training new Partners about Different types of Products and benefits of Products.
• Help Partners to Increase there Productivity through R&R, Spots, Incentives.
• Manage - Team Should logged All business in time, Issuance to be on track, No Escalation from Partners, No mis-sealing/fraud to be happen.
• Increase Business through Relationship with Partners.
• Managed Different type of Partners like Tele sales, Venue, Direct Marketing.

• Sourcing Business through Retails Partner.
• Attended Joint call with RM's of Partner.
• Launch of Contest and Spot to RM's to attractive them to sell our Product.
• Training to new candidates of Partners, helping them to understand how Life Insurance Works.
• Help Partner to Achieve their Targets.
• Work on Logging, Issuance, ECS, Cancellation.

• Generated new business from Banks.
• Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for Life Insurance.
• Ask walk in customers to take look on different type to financial need.
• Managing healthy relationship with Bank employee for getting Business.
• Achieve my target as well as bank target with in time.
• Organize Big investment day in Bank, in which we call HNI customers to visit branch on that particular day.
• Cold calling on Branch Data for Investment Purpose.