Sandeep Raheria
Mumbai
Summary
As an alumnus of IIM Indore, a robust entrepreneurial mindset characterizes the focus in 16-year professional journey, centering on digital transformation and agile program management. The dedication lies in enhancing global customer experiences and streamlining operational efficiency. Expertise in design thinking, mobility, and digital innovation has led to spearheading successful projects, delivering innovative concepts, MVPs, and prototypes. The entrepreneurial commitment is evident through prestigious awards validating the success of the solutions. Moreover, adept project management skills ensure effective planning, execution, and oversight for optimal project outcomes.
Overview
20
20
years of professional experience
Work History
Lead Sales Automation
Aditya Birla Health Insurance
07.2022 - Current
- Spearheaded augmentation of Sales choreography and input behaviors across sale teams through effective utilization of Leads Squared platform managing more than 1 million leads per month with increase in activation by 25% MoM
- Implementation of Lead Squared sales CRM across all sales verticals, encompassing user base of over 5200+ sales User's
- Devised and executed strategic plans to enhance Sales choreography, foster digital initiatives, establish collaborations, and fortify business lines with Bank partner & ABHI propitiatory channels
- Increased sales revenue by implementing effective sales strategies and building strong customer relationships.
- Collaborated closely with Business Intelligence Unit (BIU) team in developing propensity models for diverse campaigns and establishing key business metrics within Lead Squared framework
- Effectively deployment of Byte/Sachet Core , leading to enhanced lead management and higher conversion rates. This initiative contributed to issuance of 2 million policies per month, significant improvement in operational efficiency and sales performance
- Identified and recommended various digital enhancements to optimize and ease of doing business and ensure robust sales governance
- Trained, coached, and mentored new sales associates for maximum performance
- Overseeing digital advancements and managing day-to-day BAU
Chief Manager Digital Solution Group
Max Life Insurance
09.2021 - 07.2022
- Orchestrated successful launch of E2E DIY and Seller-assisted journeys within six months Thanos Axis bank
- Provided exemplary leadership to program and project managers, ensuring successful coordination and alignment.
- Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives
- Executed appropriate staffing and budgetary plans to align with business forecasts
Digital Strategy, Products & Solutions Specialist
Reliance General Insurance
10.2017 - 07.2021
- Implemented Adobe stack to optimize marketing efforts and enhance customer engagement
- Spearheaded implementation of Net core AI-based Smart-Tech Marketing platform for improved conversions
- Developed and launched Self-I App, driving business growth and generating annual revenue of 6 Crores+
- Demonstrated effective ownership of Mobility portfolio, encompassing WhatsApp Business and Mobile App portfolio, achieving successful outcomes
Associate Director
Shobiz experiential communications
01.2015 - 10.2017
- Led teams of up to 5 personnel, supervising daily performance as well as training and improvement plans.
- Assisted senior leadership in managing all aspects of Mobile operations.
- Trained and developed department leaders and management staff for specific projects and ongoing operational needs.
- Managed data transfers and proactively resolved issues at manufacturing Mobile apps through effective troubleshooting.
Business Manager
Strategic Outsourcing Ltd
02.2013 - 07.2014
- Oversaw digital marketing campaigns, reported performance, and provided strategic recommendations and increase in digital engagement by 30%
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams
- Provided feedback on effectiveness of strategies, selling programs and initiatives and identified areas requiring improvement
- Interacted well with customers to build connections and nurture relationships
Owner/Founder & Sales Head
Nik_SAN Media Umbrella
03.2007 - 09.2012
- Onboarded major insurance clients and provided performance marketing solutions
- Developed and executed insight-based digital strategies for BFSI, Travel, and Real Estate sectors.
- Handled more than 18 clients effectively on retainer basis
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Manager
HSBC, IBC, International Banking Center
05.2004 - 10.2007
- Successfully oversaw relationships within North Cluster, resulting in attainment of $7 million AUM milestone.
- Collaborated closely with clients to effectively manage and resolve both client-related matters and partnership management concerns.
- Skillfully advised clients on tailored investment solutions designed to align with their unique financial objectives.
- Conducted comprehensive research to assess viability of prospective investment products for client consideration.
- Delivered specialized financial planning assistance to clients with varied portfolios and distinct financial requirements.
- Utilized financial software to prepare consolidated financial statements
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
Education
Post Graduate - Product Management
IIM
IndoreCertified Scrum Product Owner (CSPO), March -
Scrum Alliance
Mumbai2022-12
Bachelor of Mass Media - Marketing
Somaiya College
MumbaiSkills
- Sales Transformation
- Business Automation
- Sales CRM
- Digital Program Manager
- Sales strategy development
- Process Improvement
- Product manager
Accomplishments
· Rancho Award for Q1'23 for Swift & Successful launch of Lead squared for entire Sales team -2023
· Nomination for ABC Awards 2023 from ABHI-2023
· Reliance General Insurance Trendsetter Award – 2019
· 7 Marketing Awards for TAP & Buy – 2019-2020
· 8/12 Idea of the Month Awards winner – 2019-2020
Additional Information
- Achievements: , Rancho Award for Q1'23 for Swift & Successful launch of Lead squared for entire Sales team -2023
- Nomination for ABC Awards 2023 from ABHI-2023
- Reliance General Insurance Trendsetter Award – 2019
- 7 Marketing Awards for TAP & Buy – 2019-2020
- 8/12 Idea of the Month Awards winner – 2019-2020
Timeline
Lead Sales Automation
Aditya Birla Health Insurance
07.2022 - Current
Chief Manager Digital Solution Group
Max Life Insurance
09.2021 - 07.2022
Digital Strategy, Products & Solutions Specialist
Reliance General Insurance
10.2017 - 07.2021
Associate Director
Shobiz experiential communications
01.2015 - 10.2017
Business Manager
Strategic Outsourcing Ltd
02.2013 - 07.2014
Owner/Founder & Sales Head
Nik_SAN Media Umbrella
03.2007 - 09.2012
Manager
HSBC, IBC, International Banking Center
05.2004 - 10.2007
Post Graduate - Product Management
IIM
Certified Scrum Product Owner (CSPO), March -
Scrum Alliance
Bachelor of Mass Media - Marketing
Somaiya College
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