Sanjeev Singh

• Reduced operational costs by identifying areas of inefficiency and implementing cost-saving measures.
• Oversaw financial management activities including budgeting, forecasting, analysis, reporting to ensure fiscal responsibility and profitability.
• Navigated complex regulatory environments ensuring compliance across all aspects of the business operations while minimizing potential legal risks.
• Developed and executed strategic plans for business growth, resulting in increased market share and profitability.
• Managed a diverse team of professionals, providing guidance, mentorship, and career development opportunities.
• Streamlined operations through the implementation of efficient processes and cutting-edge technology solutions.

• Enhanced company performance by implementing new strategies and streamlining operations.
• Identified opportunities to improve business process flows and productivity.
• Developed measurement tools, dashboards, and reports to track metrics on adoption and effectiveness of initiatives.
• Restructured departments for increased efficiency, optimizing resource allocation and improving communication between teams.
• Revamped sales strategies to increase customer acquisition rates while maintaining strong profit margins.

• Developing and executing strategic plan to achieve sales target and expand our customer base.
• To schedule appointments with potential client and align meeting to understand client need, existing policy terms and portfolio information.
• Study the gap analysis report to understand business risk, and present the same to the client.
• Present the Quotes Comparison Report (QCR) to the client Negotiate terms and premium amount with the insurers, as required.
• Co-ordinate with the insurer and claims team for facilitating claims settlement, or other stakeholders for ensuring quick resolution of the issues.

• Developing and executing strategic plan to achieve sales targets and expand our customer base.
• Liaison with manufacturers of GI and fulfill products requirement for Corporate and SME clients.
• Negotiating for the best rates in line with requirements of the Access market potential for existing and new product bouquet.
• Develop business revenue line through building of Corporate / SME insurance line.
• Networking & Relationship building with good people to people skills.
• Supporting team in client servicing / underwriting and placement of business.
• Continuous prospecting for maintaining consistent business growth.
• Demonstrated ability to consistently meet goals and deadlines.
• Achieving Revenue Targets / Key Account Management.
• Relationship Management with Clients & Insurance Companies.

• Pune (India) Business Accountabilities and Core Capabilities.
• New Business Acquisition in Corporate Sales.
• To develop corporate & commercial business to increase company's visibility in the corporate segment.
• Ensuring client delight through superior services and client engagement activities.
• Supporting team in client servicing / underwriting and placement of business.
• Continuous prospecting for maintaining consistent business growth.
• Demonstrated ability to consistently meet goals and deadlines.
• Achieving Revenue Targets / Key Account Management.
• Relationship Management with Clients & Insurance Companies.

• Organizing and represent a meeting with Top Management Specially with HR Head/ Admin Head/CFO/Director's/CEO.
• Responsible for acquisition of new business and development of Channel partners.
• To ensure efficient and best services to the Corporate customers Nurturing corporate relationships, providing proper service to them Sourcing Profitable business and achieving Sales targets always keeping the bottom line in mind.

(Promoted as a Senior Manager-Group Business in month of Oct 2012)

• Responsible for acquisition of new business development and maximization of better Channel partners sales
• Responsible for business pertaining to our SME (Small & Medium Enterprises) group.
• Team Handled of 4-5 Relationship Managers
• Co-coordinating internally with various functions such as underwriter's/Prospective & existing Clients/Network Hospitals/ In-house TPA..etc
• Broker, Claims, Loss prevention and accounts to ensure efficient delivery of solutions to the corporate customers.

• Responsible for business pertaining to our SME (Small & Medium Enterprises) group.
• Co-coordinating internally with various functions such as U/W, RI, Broker, Claims, Loss prevention and accounts to ensure efficient delivery of solutions to the corporate customers.
• Nurturing corporate relationships, providing proper service to them.
• Meeting Sales targets always keeping the bottom line in mind.

• Held No.1 Position (pan India) in very First Month of Branch Inauguration and maintained Ranking among Top 10 Branches afterwards.
• Awarded for OUTSTANDING PERFORMANCE "Branch Manager" in Aug'08.
• Achiever" Award for BEST PERFORMANCE in Quarter JAS & OND 2008.
• Won several contests run by Head Office and Regional office.
• Headed team of 15 Agency Managers & 240 Advisors.
• Recruitment of Associate Managers, Executives and Advisor's to develop a leading corporate team.
• Design & Implementation of various contests/Sizzlers for agents & employees every month to emphasize team building & fun activity.
• To handle & manage Branch Pre-Sales & Post- Sales activity.
• Implemented & guided team of agency managers with better strategies & techniques to increase sales beyond branch targets, constantly.
• Training Managers/ Advisors for PRODUCT, processes followed and services to be implemented.
• Multi-Product Selling, Event Management & Institutional Sales in Various Govt Offices.
• Customer Relationship, Satisfaction Surveys & Issue handling's.

• Lucknow, India Key Achievements Won 5 times "Best Manager of the month" in a Row Maintained Target V/s Achievement percentage all time High 160%.
• 16 FSC got promoted as "Financial Services Manager" in a very short Span.
• Maintained very low attrition in team with higher productivity.
• Promoted to Sales Manager from FSM to Sales Manager within 12 months.
• Core responsibilities.
• Headed profit center and was entire responsible for corporate Business in Lucknow.
• Understanding and Integrating procedures & Process of Agency, Bank Assurance, Operations, Underwriting, Training & others of Insurance Industry.
• Responsible for Various Institutional sales in Govt Offices and corporate bodies.
• Handled a team of 25+ Financial service Consultants.
• Customer Relationship, Satisfaction Surveys & Issue handlings.

• Pune & Lucknow, India Business Accountabilities and Core Capabilities.
• Started Career as Sales Executive in Direct Sales Team Promoted & was on-Roll of the company Oct.2004 Responsible for Home Loan sales.
• Carried out Responsibility for BT (balance transfer) for Existing Home Loan customers on a much reduced ROI / Planned, executed innovative campaigns, seminar & presentation for small & large Organizations.
• Responsible for Multi-Tasking sales and done sales also for Liability suite (Corporate Salary Account/ N.G.O / NRI / Trust a/c).
• Was responsible for Cold, inbound & outbound calls, followed up company provided lead and got them converted to Prospective Business, thus increased Customer base.