UTKARSHA CHOUBEY
Mumbai
Summary
A Sales and Management professional with over eight years of experience in the banking and insurance sectors. I have undertaken multiple client-facing, operational, and strategy roles. Currently, I am working at Perfios Software Solutions to help maintain strategic client relations, account management, and drive revenue and growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Manager - Insurtech
Perfios Software Solutions
Mumbai
07.2024 - Current
- Revenue Achievement: Implement strategic sales plans, and drive revenue growth.
- Client Relationship Management: Cultivate and maintain relationships with clients and stakeholders, providing value-based solutions to their business challenges.
- Solution Selling: Understand client requirements, provide tailored technology solutions, and articulate the value proposition of products and services.
- Negotiations and closing: Lead negotiations with potential clients, prepare proposals, and successfully close deals, aligning with profitability goals.
- Cross-functional Collaboration: Work closely with internal and external teams (technical, marketing, support, and product) to deliver optimal client solutions and support throughout the sales cycle.
- Reporting and Forecasting: Provide regular reports on sales performance, forecasts, and market feedback to leadership. Analyze performance metrics, and adjust strategies as needed.
Senior Manager - Digital Channel
Niva Bupa Health Insurance
Mumbai
05.2021 - 06.2024
- Digital alliances and channel management for retail and group products within Fintech, Insurtech, Corporate Agents, Web Aggregators, and Insurance Brokers.
- Analyzing Client Processes: Accurately identifying clients' needs and specifications. Manage project documentation, detailed project plans, timelines, resource allocation, scope management, and handling change requests, and mitigate risks.
- Coordinating with the product and actuarial teams for designing the RFP and pricing that suit the partner requirements, and liaising with legal and compliance.
- Driving growth and target completion to ensure channel profitability.
- Project management: Effectively communicate clients' business requirements to the engineering team. Oversee the entire implementation process, from gathering requirements to the successful onboarding of partners. Handle the pre- and post-launch activities, including digital integration, API, and user journey on the partner website/application, using AGILE methodology.
- Stakeholder Management: Maintain strong communication with both internal and external stakeholders. Act as the primary point of contact for clients for any problem resolution.
- Cross collaboration: Collaborate with cross-functional teams including development, QA, Sales and support and manage dependencies across multiple teams and projects.
Manager - Corporate Banking
Standard Chartered Bank
Mumbai
01.2020 - 04.2021
- Acquisition & Management of Corporates for Corporate salary Accounts
- Product Penetration by conducting presentations & workshops on various wealth products of the Bank
- Developing and maintaining collaborative relationship with Senior management of the corporates to enhance growth in business revenue
Corporate Relationship Manager
OYO Hotels & Homes
Mumbai
07.2019 - 01.2020
- Acquisition of Corporates & maintaining client relations by driving revenue to ensure portfolio profitability
- Conducting presentations & marketing campaigns to enhance product awareness
Key Accounts Manager
Kuldip Sons Jewellers
Jamshedpur
04.2016 - 05.2017
- Encouraging customer retention, maximizing customer lifetime value and engaging in market research of the sector
Education
MBA - Marketing & Finance
ICFAI Business School
Jamshedpur05.2019
B. Com (H) - Accounting & Commerce
Jamshedpur Women's College
05.2016
ISC -
Carmel Junior College
01.2013
ICSE -
Carmel Junior College
01.2011
Skills
- Communication Skills
- Relationship Management
- Negotiation and closing
- Stakeholders Management
- Project Management
Certification
- IRDAI Certification and Wealth Management examination, IRDAI
- Series 5A Certification in Mutual Funds distributors, NISM
Awards
- Growth Champion Award, Niva Bupa, 03/01/22, Positive growth across all channels in West zone awarded at Taj City Centre, Gurugram
- Royal Jaisalmer Award, Niva Bupa, 10/01/22, For achieving 120% of the target awarded at Jaisalmer
- Strong Personality and Providing excellent Services Award, Niva Bupa, 04/01/23, Strong personality and providing excellent Services to all Partners awarded at ITC Dharamshala
Projects
Brand transitioning from Max Bupa to Niva Bupa, collaborating with the product and tech team for brand transitioning via tasks like updated API, URL, product-wise new business, and expediting the integration from partners
Think & Learn Pvt Ltd., conducting marketing campaigns of K-12 products in various areas of Mumbai
HDFC Bank - Digitization of traditional customers, the traditional customers were onboarded to digital platforms in order to minimize footfalls
Languages
- English, Full professional proficiency
- Hindi, Full professional proficiency
Timeline
Senior Manager - Insurtech
Perfios Software Solutions
07.2024 - Current
Senior Manager - Digital Channel
Niva Bupa Health Insurance
05.2021 - 06.2024
Manager - Corporate Banking
Standard Chartered Bank
01.2020 - 04.2021
Corporate Relationship Manager
OYO Hotels & Homes
07.2019 - 01.2020
Key Accounts Manager
Kuldip Sons Jewellers
04.2016 - 05.2017
MBA - Marketing & Finance
ICFAI Business School
B. Com (H) - Accounting & Commerce
Jamshedpur Women's College
ISC -
Carmel Junior College
ICSE -
Carmel Junior College
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