Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Apoorva Srivastava

Allahabad,Uttar Pradesh

Summary

A professional with more than 19 years of core experience in Client Servicing,Cross Selling, Customer Relationship Management, Direct Sales, Bank Sales, and Channel Relationship Management. Skilled in direct sales of Insurance products with in-depth knowledge of the insurance sector.

Have strong experience in Team Management and adept in handling multiple processes. Key strength in Client Relationship Management with retention. Multi-talented Sales leader proficient at managing all facets of business needs, including devising strategic plans, setting up promotions and overseeing human resources.

Overview

21
21
years of professional experience
6015
6015
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Area Manager

Royal Sundaram General Insurance Co
12.2024 - Current

Commercial Lines - North

  • Achieved growth in commercial lines by effectively understanding client needs, cross-selling products, and offering exceptional service.
  • Led team in driving commercial lines business and provided necessary training.
  • Provided support for UW by issuing and preparing quotes.
  • Provided effective management for client accounts, ensuring timely resolution of any issues or conflicts.
  • Facilitated discussions with clients to understand their requirements and goals.
  • Managed daily operations for optimal performance, ensuring timely completion of tasks and projects.
  • Continuously improved operational procedures through ongoing evaluation of existing practices, incorporating feedback from team members and adopting industry best practices.

Regional Sales Manager

Insurancedekho - Gurgaon, Haryana
12.2021 - 11.2024

Commercial Lines - North

  • Achieved growth in commercial lines by effectively understanding client needs, cross-selling products, and offering exceptional service.
  • Led team in driving commercial lines business and provided necessary training.
  • Provided support for UW by issuing and preparing quotes.
  • Provided effective management for client accounts, ensuring timely resolution of any issues or conflicts.
  • Facilitated discussions with clients to understand their requirements and goals.

Territory Manager

Reliance General Insurance Ltd.
06.2021 - 12.2021

Commercial Lines - Smart Market North

  • Enhanced commercial lines business through agent and broker relationships.
  • Provided guidance to team for driving commercial lines business while also conducting relevant trainings.
  • UW support - Issuance, preparing quotes.
  • Facilitated cross-functional coordination for efficient workflow.

Cluster Manager

Liberty General Insurance Ltd
01.2018 - 06.2021

Bancassurance - Affinity

  • Managed and cultivated relationships with Mortgage and Gold Loan partners.
  • Drove new business growth by engaging with channel partners in different branches.
  • Engaged in refresher training programs while actively contributing to reward and recognition initiatives within the channel.
  • Provided assistance and guidance to inactive branches in launching business endeavors.

Senior Relationship Manager

Cardekho
05.2016 - 12.2017
  • Sales & Business Development, Territory growth, Market expansion, Strategic market positioning of products, Team building & T&D, Business and Channel development, Relationship management Strategic sales planning
  • Built Insurance business from scratch in collaboration with channel partner.
  • Implemented successful transition of entire business operations to an online platform at multiple dealer/agent locations.

Relationship Manager

Maqma HDI General Insurance Co. Ltd.
12.2014 - 04.2016
  • Developed customer-centric approach for strategic relationship-building.
  • Facilitated communication with Agents, vendors, and business associates.
  • Utilizing resources and motivating team.
  • Made effective decisions to improve customer mapping in a timely manner.

Sales Manager

Bharti Axa General Insurance Ltd.
02.2014 - 12.2014
  • Successfully initiated a new dealership, surpassing the target sales range of 50-60 lacs.
  • Created and implemented an innovative, forward-thinking process-oriented system.
  • Utilized diverse strategies in training and development to build a robust database, foster business growth, and establish collaborations with new & used car dealers.

Head Customer Relation Manager

Rajendra Toyota(A Unit of Toyota Motors)
10.2010 - 02.2014

Center Head

London Academy of Professional Studies
02.2010 - 10.2010

Center Head

MBA Guru(A division of Roots Education)
10.2008 - 01.2010

Front Office Manager

British Spoken English(A division of Educare Institute of Management)
04.2008 - 09.2008

Sales Officer

ICICI LOMBARD GIC LTD.
01.2005 - 06.2007

Education

BCA - Computers

AAIDU (Deemed University), Allahabad
Allahabad
01.2008

12th -

St. Anthony Convent Girls Inter College,UP Board
Allahabad
06.2004

10th -

St.Anthonys Convent U P Education Board, Allahabad
Allahabad
06.2002

Skills

Sales operation

Operations

Customer relationship management

Goals and performance

Certification

BQP certified

Accomplishments

  • Achieved Outstanding performer award for Fy-2022 -2023 in Insurancedekho.
  • Get awards for financial year 2018-2019 & 2019-2020 for excellent performance in Liberty General Insurance.
  • Achieved Bahubali award in financial year 2016-2017 to develop new business of Insurance in Cardekho.

Timeline

Area Manager

Royal Sundaram General Insurance Co
12.2024 - Current

Regional Sales Manager

Insurancedekho - Gurgaon, Haryana
12.2021 - 11.2024

Territory Manager

Reliance General Insurance Ltd.
06.2021 - 12.2021

Cluster Manager

Liberty General Insurance Ltd
01.2018 - 06.2021

Senior Relationship Manager

Cardekho
05.2016 - 12.2017

Relationship Manager

Maqma HDI General Insurance Co. Ltd.
12.2014 - 04.2016

Sales Manager

Bharti Axa General Insurance Ltd.
02.2014 - 12.2014

Head Customer Relation Manager

Rajendra Toyota(A Unit of Toyota Motors)
10.2010 - 02.2014

Center Head

London Academy of Professional Studies
02.2010 - 10.2010

Center Head

MBA Guru(A division of Roots Education)
10.2008 - 01.2010

Front Office Manager

British Spoken English(A division of Educare Institute of Management)
04.2008 - 09.2008

Sales Officer

ICICI LOMBARD GIC LTD.
01.2005 - 06.2007

BCA - Computers

AAIDU (Deemed University), Allahabad

12th -

St. Anthony Convent Girls Inter College,UP Board

10th -

St.Anthonys Convent U P Education Board, Allahabad
Apoorva Srivastava