Summary
Overview
Work History
Education
Skills
Languages
Timeline
Manager
VAIBHAV CHAVAN

VAIBHAV CHAVAN

Kalyan,MH

Summary

Experienced and knowledgeable professional with 18 years of expertise in coordinating projects, programs, and improvements across various sectors including professional, managerial, organizational, and supervisory roles. Background in mortgage banking and fundamental insurance. Adept at setting priorities to achieve immediate and long-term objectives while meeting functional deadlines. Skilled in working independently or as part of a team, excelling at encouraging employees nationwide to ensure smooth workflow and enhanced efficiency. Proven track record in managing Bancassurance partners, driving insurance sales through creative strategies and effective business development efforts with a strong focus on team management and efficient collaboration with channel partners.

Overview

18
18
years of professional experience

Work History

Program Manager

Reliance General Insurance Company
05.2023 - Current
  • Coached team members on productivity strategies to accomplish challenging goals.
  • Met with project stakeholders on regular basis to assess progress and make adjustments.
  • Addressed and resolved technical, financial, and operational concerns by working with team members and directors.
  • Interacted with customers and clients to identify business needs and requirements.
  • Managed and supervised administrative and daily program operations, complying with policies and regulations.
  • Engaged and worked alongside cross-functional stakeholders to manage strategic initiatives.
  • Developed detailed plans based on broad guidance and direction.
  • Set aggressive targets for employees to drive company success and strengthen motivation.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.

AREA SALES MANAGER

SBI GENERAL INSURANCE
09.2021 - 05.2023
  • Maintain and grow relationship with the key stakeholders of the Banks HO
  • Enablers and closures in conjunction with the various support functions of organization to extend the 360 degree support to the partner on Training, Operations, Customer services, Claims Management.
  • To drive and manage the team on various BD and sales generating activities on daily basis.
  • Carry out presentations for bank clients on Motor, Health & Home Insurance Plan.
  • Implement and drive National Zonal Regional Campaigns successfully.
  • Managing IDFC FIRST BANK RELATIONSHIP for Mumbai zone till June 2022 and there onwards managing YES BANK.
  • Exposure to General Insurance SME and corporate products as well.

AREA SALES MANAGER

ROYAL SUNDARAM GENERAL INSURANCE
11.2017 - 08.2021
  • Conducting Training for the New Joined RM’s and updating them on product & process.
  • Carry out presentations for bank clients on Motor, Health & Home Insurance Plan.
  • Keep constant liaison with High Net Income group clients.
  • Focusing on Concept Selling & Teaching the same to my team about sales techniques.
  • Actively watching on new products in the market and preparing the comparison on same.
  • Achieving Sales Target and Persistency Target as per approved Plans.
  • Organising events and activities for generating leads.
  • Converting leads from branch priority RM,s & BSSM (front end) service & sales team.
  • Generate business from Bank employees like: RM, Insurance Specialist, Branch Managers.
  • Handling Group Medical Business and Sales Services for corporate.

ASSISTANT SALES MANAGER

HDFC ERGO GENERAL INSURANCE
07.2015 - 10.2017
  • Achieving assigned Per Month Sales target through intermediaries mapped to me.
  • Business servicing regarding renewals and new acquired cases by IMD's on a regular basis.
  • Handling all the retail products across the portfolio including health, property and motor.
  • Maintaining relationships with the key channel partners HDFC BANK and HDFC.
  • Coordinating with Internal departments such as U/W, Claims, & Operations.
  • To solve problems/issues proactively and develop a strong relationship with the channels.
  • To meet DSA's, Intermediaries on a regular basis and maintaining records of the same.
  • Achieve product-wise volume & value targets, thereby maintaining balance on achieving the target.

CORPORATE RELATIONSHIP MANAGER

BAJAJ ALLIANZ GENERAL INSURANCE
09.2013 - 07.2015
  • Work closely with the Managers, Corporate customers to develop processes and implement best practices for execution of various tasks that fall under the purview of the marketing coordinators role.
  • Centre contact of Mumbai for Global business and liaising with global clients.
  • Responsible for liaising with the sales team & clients on the regular premium requirements and replenishment of the premium accounts in system on time.
  • Developed and sustained relationships with potential and existing clients by coordinating professional meetings, attending promotional events and providing effective administrative support.
  • Handling All General Insurance products; CORPORATE LIABILITY, MARINE, HEALTH, MOTOR & prepare clear sales reports, sales-order status, sales agreements, in-time proposals & presentations.
  • Meet with customers on and off company premises for discussions and cross sell products.

UNIT SALES MANAGER

ICICI LOMBARD GENERAL INSURANCE
09.2011 - 03.2013
  • Managing channel partners, generating sales through cross sales of products.
  • To do the issuance and servicing of policies related to channel Partners.
  • Managed inwards, pendency’s and banking of policies.
  • Customer query Management and service issues & escalations.

RELATIONSHIP OFFICER - Retail Assets

BARCLAYS BANK - Dubai
02.2011 - 07.2011
  • Analysing Marketing Trends and Tracking Competitors activities.
  • Providing valuable input for product enhancement and fine tuning sales and marketing strategies.
  • Dealing with corporate clients for payroll and other banking products.
  • Thorough knowledge of consumer lending procedures.
  • Strong ability to establish and retain customer relations.

RELATIONSHIP MANAGER

STANDARD CHARTERED BANK
09.2007 - 12.2010
  • Responsible for developing Excellence Business; System Authentication Policy & Operation Entry.
  • Dealing with Corporate Clients for Payroll and Other Banking Products.
  • Act as a connection between end customers and employees.
  • Find inefficiency in growth of Business.
  • Also to provide wide-ranging customer and client services working with tight deadlines.
  • Maintaining relations with Bank and Insurance Company and increase the efficiency of business.
  • Providing Business Support for INSURANCE PRODUCTS.

Education

Schooling -

St. Mary’s High School
Santacruz, Mumbai

MBA - Marketing Management And Research

Mumbai University
06-2014

Specialized in B.Com - Banking & Insurance

Pragati College
Mumbai, India
06-2007

Skills

  • Customer-focused approach
  • Corporate training expertise
  • Strategic business development
  • Team development
  • Reliable performance
  • Sales operations management
  • Vendor coordination expertise
  • Budget management

Languages

English
Hindi
Marathi

Timeline

Program Manager

Reliance General Insurance Company
05.2023 - Current

AREA SALES MANAGER

SBI GENERAL INSURANCE
09.2021 - 05.2023

AREA SALES MANAGER

ROYAL SUNDARAM GENERAL INSURANCE
11.2017 - 08.2021

ASSISTANT SALES MANAGER

HDFC ERGO GENERAL INSURANCE
07.2015 - 10.2017

CORPORATE RELATIONSHIP MANAGER

BAJAJ ALLIANZ GENERAL INSURANCE
09.2013 - 07.2015

UNIT SALES MANAGER

ICICI LOMBARD GENERAL INSURANCE
09.2011 - 03.2013

RELATIONSHIP OFFICER - Retail Assets

BARCLAYS BANK - Dubai
02.2011 - 07.2011

RELATIONSHIP MANAGER

STANDARD CHARTERED BANK
09.2007 - 12.2010

Schooling -

St. Mary’s High School

MBA - Marketing Management And Research

Mumbai University

Specialized in B.Com - Banking & Insurance

Pragati College

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