Summary
Overview
Work History
Education
Skills
Software
Timeline
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Surajeet Mohapatra

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

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Software

Microsoft Office Suite

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.

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Surajeet MohapatraArea Manager