SUNIL KUMAR DUBEY
Kasarvadavali,Maharashtra
Summary
Maintain client relationships with the goal of driving cooperative efforts in campaign development and new business. Willing to work as a key player in challenging & creative environment where I can prove my effectiveness and efficiency.
Overview
22
22
years of professional experience
Work History
Regional Training Head (Grade-AVP)
IndiaFirst Life Insurance Co Ltd
THANE (MH)
01.2024 - Current
- Heading a team of 8 Area Training Heads for the west and MPCG region for BOB Channel
- Ensuring Month-1 to Month-6 BDMs target achievement through regular training intervention
- Drive training coverage as per defined road map.
- Regular engagement with the BBHs & ZBHs for providing the updates of the training intervention
- Bank Of Baroda Channel
Key Account Manager(Grade-Senior Manager)
IndiaFirst Life Insurance Co Ltd
11.2021 - 01.2024
- Managed L&T, Tata Motor finance Ltd, Satya Micro. Seeds Finance & MicroNsures
- Managed a portfolio in upwards of ~200 Cr for all the partners taken together
- Develop trust relationships with a portfolio of major clients to ensure they do not turn to competition
- Acquire a thorough understanding of key customer needs and requirements
- Serve as the link of communication between the client and internal teams.
- Resolve any issues and problems faced by customers and deal with complaints to maintain trust
- Regular reports of progress and forecasts to internal and external stakeholders using key account metrics
- Ensuring issuance is done for the business shared by the clients is maintained between 75% to 80%
- Ensuring all the requirements raised for the cases shared is fulfilled and shared for issuance
- Micro Insurance
Manager(Direct & Digital Sales)
IndiaFirst Life Insurance Ltd
05.2020 - 11.2021
- Profile involves managing digital campaigns and leads generated thorough digital campaigns for generating sales
- Strategizing the digital campaigns along with marketing team increasing the traffic & designing the data management strategy data segmentation for effective marketing campaigns
- System enhancement and development for process improvement
- Having weekly calibrations for analysis & highlighting the support required for process improvement
- Exploring new digital strategies for lead generation and strive to maximize conversions.
- Managing partner as key account manager for micro insurance
Head Client Servicing
Terbium Solutions Pvt Ltd
09.2019 - 05.2020
- Profile involves managing digital strategy for flydubai and other clients with a team of SEO, SEM & SMM analysts
- Ensuring the required output is delivered as the clients requirements
- Client management and ensuring the clients requirements are communicated to the internal team accurately for maximum output
- Ensuring SEO, SEM and SMM plans are shared timely and execution of the same.
- Ensuring the delivery of the website development project within timeline and tested thoroughly.
- Having weekly calibrations for analysis & highlighting the support required for process improvement
- E-Sales
Manager
Shriram Value Services Ltd
03.2019 - 09.2019
- Profile involves managing a team of 100 agents with 5 Team leaders and 1 AM for Life Insurance and General Insurance
- Client management and ensuring the clients requirements are met
- Ensuring the HC is maintained by keeping the on time hiring of agents
- Designing the data management strategy data segmentation and dialing strategy for optimum out put
- System enhancement and development for process improvement
- Having weekly calibrations for analysis & highlighting the support required for process improvement
Manager-Digital Finance
India Infoline Finance Ltd
03.2018 - 01.2019
- Profile involves managing the IIFL Digital Finance team the role involves handling digital campaigns for enhancing the output – Outbound lead generation and conversion
- Up- Selling & Cross-selling Personal Loan to the existing customers of IIFL
- Designing the data management strategy data segmentation and dialing strategy for optimum out put
- Strategic partnerships with PL partners as key account manager and sourcing new relationships for creating incremental business MoM
- Having weekly calibrations with the vendors to share the analysis, feedback & highlighting agents performing below the set targets
DEPUTY MANAGER
HDFC Standard Life Insurance Company Ltd
09.2015 - 03.2018
- Profile involves managing the call center delivery management and. As part of HDFC Life CRM team the role involves handling call center operations – Outbound lead generation and policy conversion by engaging with clients at key events.
- Up- Selling & Cross-selling new policies to the existing customers of HDFC Life where Policy has been discontinued through transfer of fund process.
- It also requires to work towards building strategic partnerships with channel partners and new relationships and creating integrated cross sell engine working by leveraging analytics and explore opportunities to improve cross-sell for HDFC life
- Data analysis for deriving insights disseminating and sharing the same with stakeholders to improve process delivery capabilities
Team Leader (E-Commerce)
Aegon Religare Life Insurance Company Ltd
07.2014 - 09.2015
- Spearheaded as Team Leader (E-Commerce) from July-2014-September-2015 with Aegon Religare Life Insurance Company Ltd., accented with the knowledge of managing a team of 15 team members for Online Plans, having an inborn quantitative aptitude to carve a niche in industry.
- Front End testing for future online products.
- Managed work-site campaigns for brand awareness and generating business for the company.
- Identifying the best online campaigns for marketing of online plans.
- Identifying the training needs and requirements for the team.
Senior Marketing Executive (E-Sales)
Aegon Religare Life Insurance Company Ltd
02.2011 - 06.2014
- Performing and managing tele-marketing activities, implementing various business development strategies to reach new customers.
- To help customers in insuring them selves with online insurance plans, objection handling and help in buying process.
WNS
09.2009 - 02.2011
- To handle and solve the queries of U.K. clients regarding billing issues, product queries of Avon (UK), Payment issues, complaints, processing orders etc.
Customer Service Advisor
Hutchison 3Global Services India Pvt. Ltd.
02.2009 - 07.2009
- To handle and solve all the queries related to billing issues of post paid mobile and broad band connections.
- Promote value added Services, Pretension, Amendments of accounts, Payments, Recharge issues & credit
HSBC
06.2005 - 02.2009
- Corporate Investment Banking And Market
- Process UK : Private Clients(Data Control & Investment Management Services)
- Data Control: To Process intraday post market transactions on daily basis
- IMS – Investment Management Services:To enrich and open accounts of High Net Worth Individuals, Trust, Charity and Company.
- To do amendments in the Existing Accounts.
- To Group the Secondary Accounts with parent accounts.
- GBM (US) - Treasury products & Derivatives
- To open Trading Accounts for high net worth clients.
- To work on amendments and set the accounts for trading.
- Brokerage & Audit (UK):To process and calculate the Brokerage and pay the Invoices for various products like Fx, Fx-swaps, FX –Options Derivatives Product ,bullion ,Money Market, Repos, Currency options.
Relationship Executive- SEG
ICICI Bank Ltd
08.2003 - 06.2005
- Job Profile: Aquaintance of new current accounts of various Small and Medium enterprises.
- Responsibilities:
- Ensuring legal compliance and documentary verifications and KYC check.
- Manage a team of sales executives, field personnel and phone banking officers.
- Servicing other customers to promote the other products of the Bank.
- Encourage the existing customers to maintain and increase their current account floats and proactively resolving service related issues.
- Sourcing customers for trade finance facilities and other credit products such as cash credits, Bank Gaurantees and Letter of credits.
Education
BCA -
JNRV University
12th - undefined
Sir Ganesh Dutta Memorial College
10th - undefined
Kendria Vidyalaya Danapur Cantt
Skills
Partnership development
Client account management
Customer relations
Relationship building
Process improvements
Address
Flat No- T5-201, Aumento, Puranik City Reserva, Moghaprada, Kasarvadavali, Thane West-400615
Timeline
Regional Training Head (Grade-AVP)
IndiaFirst Life Insurance Co Ltd
01.2024 - Current
Key Account Manager(Grade-Senior Manager)
IndiaFirst Life Insurance Co Ltd
11.2021 - 01.2024
Manager(Direct & Digital Sales)
IndiaFirst Life Insurance Ltd
05.2020 - 11.2021
Head Client Servicing
Terbium Solutions Pvt Ltd
09.2019 - 05.2020
Manager
Shriram Value Services Ltd
03.2019 - 09.2019
Manager-Digital Finance
India Infoline Finance Ltd
03.2018 - 01.2019
DEPUTY MANAGER
HDFC Standard Life Insurance Company Ltd
09.2015 - 03.2018
Team Leader (E-Commerce)
Aegon Religare Life Insurance Company Ltd
07.2014 - 09.2015
Senior Marketing Executive (E-Sales)
Aegon Religare Life Insurance Company Ltd
02.2011 - 06.2014
WNS
09.2009 - 02.2011
Customer Service Advisor
Hutchison 3Global Services India Pvt. Ltd.
02.2009 - 07.2009
HSBC
06.2005 - 02.2009
Relationship Executive- SEG
ICICI Bank Ltd
08.2003 - 06.2005
12th - undefined
Sir Ganesh Dutta Memorial College
10th - undefined
Kendria Vidyalaya Danapur Cantt
BCA -
JNRV University
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