Vishu Jain
Delhi, India
Summary
Strategic Manager with expertise in client relationship management and business development in the insurance sector. Led business operations, driving revenue growth and enhancing team performance through effective communication and strategic planning. Skilled in managing corporate portfolios, risk assessment, and insurance underwriting across various products. Focused on expanding business opportunities and fostering long-term partnerships with key decision makers.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Manager
Bajaj General Insurance
02.2025 - Current
- Managed general insurance business through 40+ corporate and SME intermediaries in Delhi NCR region, enhancing client engagement and market reach.
- Achieved annual business of 52 Cr YTD, contributing to overall revenue growth and business sustainability.
- Mentored a team of 2 members, fostering skills development and promoting a collaborative work environment.
- Strategic professional with a strong foundation in client relationship management and business expansion. Drives performance through effective communication and team mentoring. Committed to delivering high-quality service and fostering long-term partnerships.
Deputy Manager
Bajaj General Insurance
04.2023 - 01.2025
- Currently, doing annual business of 15 Cr. YTD.
- Serving as Deputy Manager & managing business of general insurance through 25 plus corporate & SME Intermediaries of Delhi NCR region.
- Handling Corporate & SME Client portfolio for General Insurance – Corporate products like – Fire, Marine, CAR, EAR, CPM, WC, GMC, GPA, etc.
- Coordinated with channel partners (broker-head, business development team, & relationship managers of broking firms) to retain existing customers and identify new business expansion opportunities.
- Maintained and developed relationships with key decision makers to drive business development.
- Have experience in dealing with Big Corporate clients like Lenskart, Ramprastha (Leading Construction company), Ansal Buildwell, Agco trading India Pvt Ltd, Lanco, and many more.
- Generated leads for tie-ups with SMEs and large corporates through channel partners.
- Established quality standards for business operations.
- Constantly in network with Under-writing team, operation team, Claims team in Case of troubleshooting.
Assistant Manager
Bajaj General Insurance
02.2021 - 04.2023
- Increased annual business from 6.5 Cr to 12 Cr during 2020-2021.
- Managed Corporate and SME client portfolio for general insurance products including fire, marine, CAR, EAR, CPM, WC, GMC, GPA.
- Joined Bajaj Allianz as Assistant Manager, focusing on business development.
Head Operating Manager
RAJ TRADERS
09.2017 - 10.2020
- Achieved high monthly sales volumes by generating new business at competitive pricing.
- End to end execution, ideation, planning and strategy of campaigns for buyer’s retention, thereby mapping the customer’s requirements through the various modes & fulfilling the needs of buyers.
- Engaged with diverse clients to understand requirements and secured deals at optimal value.
- Negotiated purchasing of goods at competitive rates to maintain market position.
- Internal facilitator & responsible for generating sales & purchase invoice with GST parameters & Govt. norms.
- Maintaining daily stock inventory - Pre & Post sales & purchase.
- Follow-up with the clients for payment related work & handled all banking works.
- Wholesalers & Distributer
Customer Service Manager; Marine Department
ICICI Lombard General Insurance Company Limited
02.2016 - 08.2017
- Managed claims for key clients and coordinated with surveyors after scrutinising losses to ensure proper handling.
- Managed international and national claims processes for various diversified sectors, Policy maker for different retails and SMEs.
- Underwriting for SME & Retail Vertical business for North India for Marine cargo Insurance.
- Analysis of Risk Exposure for Marine line of Business & Preparation of Quotation for some fresh & renewal business.
- Creation on Renewal Quotations after monitoring the loss history & policy terms & conditions.
- Fulfilled client requirements during policy renewals, ensuring compliance with specific needs.
- Handled 40 Geographical locations (North India) – For policy activation on monthly basis & regularly following – up, In-person meets with the responsible location In-charge for monthly review.
- Tracked renewal quotations and followed up with business development members to secure timely responses.
- Maintaining the record for monthly/Quarterly installments & enhancement.
- Processed daily bookings of insurance policies & endowments.
Executive in Operations
IAR Insurance Surveyors & Loss Assessors Pvt. Ltd.
05.2015 - 02.2016
- Managed daily MIS of losses across multiple insurance companies to support informed decision-making.
- Coordinated with surveyors post-claims processing by insurance companies based on location and claim intensity, ensuring seamless communication between insurer and surveyor representatives.
- Facilitated initial communication with insurance companies to coordinate surveys across diverse locations.
- Conducted follow-up communication with assigned surveyor to ensure documentation was completed accurately.
Education
B. Tech - Electronics & Telecommunications
12th -
10th -
Skills
- Insurance underwriting
- Insurance compliance
- Insurance policy analysis
- Data management
- Data analysis
- KPI tracking
- Project management
- Business development
- Lead generation
- Client relationship management
- Strategic planning
- Team mentoring
Custom
6,C2,6,C2
Languages
English
Hindi
Certification
- Licentiate from III, New Delhi
- Pursuing for Associate - III, New Delhi
Timeline
Manager
Bajaj General Insurance
02.2025 - Current
Deputy Manager
Bajaj General Insurance
04.2023 - 01.2025
Assistant Manager
Bajaj General Insurance
02.2021 - 04.2023
Head Operating Manager
RAJ TRADERS
09.2017 - 10.2020
Customer Service Manager; Marine Department
ICICI Lombard General Insurance Company Limited
02.2016 - 08.2017
Executive in Operations
IAR Insurance Surveyors & Loss Assessors Pvt. Ltd.
05.2015 - 02.2016