SANJAY KUMAR RAI V

In 2022 Joined as a Senior Corporate Agency Manager, Then promoted as a Bancasuurance Manager in October 2023 and after next financial year again promoted as Senior Bancassurance Manger in October 2024

Working descriptions :

• Managing of the channel partners of 3 Teams.
• Accomplished multiple tasks within established timeframes.
• Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality Business delivery.
• Developed and maintained relationships with customers and Channel partners.
• Achieved departmental goals by developing and executing strategic plans and performance metrics.
• Improved marketing to attract new customers and promote business.
• Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
• Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
• Established long-lasting relationships with clients through proactive communication and exceptional service.
• Offered comprehensive financial planning services in conjunction with insurance advice, creating a one-stop-shop experience for clientele seeking holistic wealth management guidance.

In 2018 Joined as a Customer Service Executive and in May 2021 promoted as a Assistant Branch Manager for the same Branch

• Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
• Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
• Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
• Enhanced customer satisfaction with timely and accurate loan assessments, providing clear communication throughout the process.
• Maintained a strong understanding of market trends and competitor offerings, allowing for the strategic positioning of products to attract new customers while retaining existing ones.
• Consistently met sales targets of Loans and Third party products through proactive client outreach and relationship building efforts.
• Monitored pipelines to track and log status of loans.
• Analyzed potential risks and evaluated loan products to identify suitable options for customers.
• Marketing and Business developments

• Developed strong relationships with clients, fostering trust and increasing customer satisfaction.
• Advised management on strategic planning initiatives based on market trends analysis, leading to more informed decision making.
• Resolved conflicts among clients and team members, promoting a positive work environment for all stakeholders.
• Improved loan repayment rates by implementing effective credit risk assessment techniques.
• Contributed to organizational growth by identifying new market opportunities and expanding product offerings.
• Reduced loan delinquency with consistent follow-ups and personalized payment plan negotiations.