Microsoft Office Suite
Surajeet Mohapatra
Area Manager
Bhubaneswar,Odisha
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
17
17
years of professional experience
8
8
years of post-secondary education
Work History
Zonal Coordinator
SBI Life Insurance Co. Ltd.
- Communicating with distributors and employees about project, event or campaign expectations and goals
- Budgeting and allocating funds
- Managing deadlines and progress across the team to ensure the project is delivered on time and on budget
- Collecting and analyzing feedback from distributors and employees for project users to gauge satisfaction and success
- Guide team members in making consistent progress
- Goal setting to set realistic deadlines and strategize daily, weekly, monthly and quarterly progress.
Operation/Underwriting
SBI Life Insurance Co. Ltd.
- Review insurance applications for compliance and adherence
- Assess clients' background information and financial status
- Liaise with specialists to gather information and opinions
- Draw up a quote for competitive insurance premiums
- Negotiate and define the specific terms of insurance policies with brokers or policyholders
- Keep detailed records of policies underwritten and decisions made
- Develop and maintain a profitable book of business for the Insurer
- Follow applicable insurance laws.
Office Administration
SBI Life Insurance Co Ltd
Bhubaneswar, Odisha
04.2017 - 05.2022
- Coordinate office activities and operations to secure efficiency and compliance to company policies
- Supervise administrative staff and divide responsibilities to ensure performance
- Manage agendas/travel arrangements/appointments etc
- For the upper management
- Manage phone calls and correspondence (e-mail, letters, packages etc.)
- Support budgeting and bookkeeping procedures
- Create and update records and data bases with personnel, financial and other data
- Track stocks of office supplies and place orders when necessary
- Submit timely reports and prepare presentations/proposals as assigned
- Assist colleagues whenever necessary.
Area Manager - Marketing Bancassurance
SBI Life Insurance Co. Ltd.
Bhubaneswar, Odisha
2007.01 - Current
- Develop and implement marketing plans to achieve revenue targets and increase market share
- Conduct thorough market research and analysis to identify target audiences and develop effective campaigns
- Manage a team of marketing professionals, providing guidance and mentorship
- Oversee all aspects of marketing communications, including advertising, public relations, social media, and digital marketing
- Monitor campaign performance and make data-driven adjustments to optimize results
- Collaborate with sales and other stakeholders to ensure alignment with business objectives
- Stay abreast of insurance industry trends and best practices to inform marketing strategies
- Skilled at working independently and collaboratively in a team environment.
Education
MBA - Banking & Insurance
KIIT School of Management
Bhubaneswar, Odisha 04.2001 - 04.2006
BBA - Marketing hons
College Business Admin.
Berhampur, Odisha 04.2001 - 04.2004
Skills
Strategic & Operational Planning
Sales & Marketing Strategies
New Business Development
Consultative & Solutions-based sales
Underwriting & Risk management
Agency, Channel Development
Development of Bancassurance
Staff Recruitment & Training
Team Building
Product Strategy
Competitor Tracking
Software
Data analysis and visualization
Timeline
Office Administration
SBI Life Insurance Co Ltd
04.2017 - 05.2022
Area Manager - Marketing Bancassurance
SBI Life Insurance Co. Ltd.
2007.01 - Current
MBA - Banking & Insurance
KIIT School of Management
04.2001 - 04.2006
BBA - Marketing hons
College Business Admin.
04.2001 - 04.2004
Zonal Coordinator
SBI Life Insurance Co. Ltd.
Operation/Underwriting
SBI Life Insurance Co. Ltd.