Sachin Kumar

Business Planning & Strategy

Responsible for short term and long term strategic planning to deliver business and financial objectives, translate the same into Annual Operating Plan and work closely with the channel head and the leadership team to ensure delivery. Enable the plan delivery through regular tracking by dash boarding and analytics.

Cost Management & Control

Optimize channel cost by improving efficiency through productivity & activation of front line sales and strong tracking mechanism to reduce the business leakage.

Management Presentations

Create comprehensive but targeted and insightful reports and presentations for the management. Provides the channel’s insights on performance and other parameters for CEO & shareholder reviews

Channel Profitability

Improve the new business margins for the channel by providing insights to channel head on Product mix, Premium payment terms, Mode mix, branch productivity and renewal focus

Analytics and Forecasting

Leverage analytics to anticipate issues and design solutions proactively, develop forecasting and design smart dashboards for creating traction at channel level. Create LRP (Long range planning) for the channel. Responsible for creating channel’s Annual & month on month (MoM) targets across all levels ensuring the mode mix, buffering and seasonality.

Performance Management System (PMS)

Design and Implement PMS, contests and R&R for all the field employees & advisors with predicted business and costing. Ensure effective implementation through a strong communication strategy

Processes Rectification / Improvements

Identification of loops/glitches in the technical processes and ensuring the same get sorted by creating the BRD and strong coordination with the stake holders. Successfully implemented the mandate limit enhancement and auto debit dates as per the occupations in monthly mode business to improve the auto pay success rate.

Auto Pay & Renewal

Responsible for registrations of mandates as per TAT and debit of premiums as per the due dates.

Focus on improving the success rate of auto debits to increase the FYRP and securing the 13M persistency. Designed the renewal waterfall for tracking of month on month due vs collections.

Managed Auto Pay Registration (ECS / ENACH), Collection and Persistency of Defence (monthly mode) business

Handled complete Life Cycle of policy from Issuance till 25th Month persistency

Responsible for ECS & Persistency days for Quality Awareness and Improvements

Implement new initiatives for quality Improvements through trainings, awareness campaigns, regular updates, MIS, strong follow-ups with filed and renewal team

Maintained the 12M rolling collection with the help of 90% of auto pay-registration to build the 13M & 25M persistency for profitability of the channel

Designed the Contests and RnR with objective, cost and outcome to boost up the business

Driving the contests through regular updates and teasers

Handled Sales Promotion and RnR of Shriram Wealth Management

Monthly contest launch with objective cost and expected outcome after approval from CEO

Designing and promotion of contests of 1 pager, Short videos & other promotional stuff

Strong contest driven through CP engagements activities along with WM&ZH

Responsible for Daily/Weekly and final results & payouts

MIS monitoring & handling sales queries

Business Support in Agency Defence Sales, reports to Channel Head

Coordination with all the stake holders for New Office set up (Office Code Creations / IT Assets)

Coordination with HR for offer roll out, new joining formalities

Arrangements of training and induction program for new joining

Responsible for timely Incentive Payouts for sales team

Coordination with Business Planning Team for business plan and delivery of the channel

Managed Travel / Hotel bookings for business meet and RnR events

Responsible for Business MIS, Support the MIS Teams for creation & Validation of MIS as per channel requirements

Responsible for business meet planning and arrangement

Managed Review PPT of channel head with CEO every week

Handled Collection and Persistency (Collection 92%, Persistency (90%)

Handled ECS Registration (95% Registration)

Managed New Business planning and execution with Channel Head

Handled all the business related queries of two regions with 20 branches. Prepare WIP and track case movements with operation and underwriters. Prepare and track policy pack/bond acknowledgment data.

Publish daily commitment, login & issuance MIS for two regions.

Publish and design all local contests of both regions.

Prepare Presentation for regional reviews in every quarter/ month

Co-ordinate with all branch heads for branch related issues

Prepare all the bills/claims, travel plans of Regional Head.

Prepared daily MISs of North Zone

Prepared ADM/Agent Advisor's contest related data and PPTs as per requirement

Publish Plan vs Achievement MIS on daily bases

Publish GPA MISs of all the ADM/Advisors/OH and RM

Create Purchase requisition of all the Bills of North Zone on Daksh

Worked as an Operation Executive in “PD Field Operations” from Jul-14 to Feb-16

Prepared Daily MIS's and WIP of all the Business Partners on daily bases

Handle the case movement from New Business, Medical Underwriting & URMU

Prepared the Complaints & Cancellation MIS of business partners

Handle all the complaints raised by customer with Customer Service and broker