Summary
Overview
Work History
Education
Skills
Timeline
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VIVEK KUMAR CHAUBEY

Lucknow

Summary

Dynamic Senior Regional Head at Bajaj Allianz Life Insurance Company with a proven track record in business development and team leadership. Expert in crafting growth strategies and enhancing service quality, driving significant sales increases while fostering strong client relationships. Adept at conflict resolution and employee training, ensuring high-performance standards across teams.

Overview

17
17
years of professional experience

Work History

Senior Regional Head

Bajaj Allianz Life Insurance Company
Lucknow
08.2024 - Current
  • Revitalized business development strategies to expand operations and improve bottom line.
  • Planned and implemented growth strategies.
  • Optimized service quality and performance standards across Area of expertise.
  • Kept business operations smooth and efficient by closely monitoring operations and revamping workflows.
  • Led cross-functional teams in developing innovative solutions to complex business challenges.
  • Monitored performance of sales team and provided guidance on improvement areas.

Area Head

HDFC Life
Lucknow
07.2022 - 07.2024
  • Engaged employees in business processes with positive motivational techniques.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Assessed employee performance and developed improvement plans.

Branch Manager

HDFC Life
Siliguri
07.2016 - 07.2022
  • To hire and lead sales and advisory team for achievement of monthly target
  • Proficiency in recruiting, training team members and maintaining effective team synergy of all the financial products
  • Having a total team size of 6 to 8 employees
  • To obtain market feedback, analyse it and give a comprehensive outlet to team to maintain strong client relationship
  • Have to track equity and commodity market closely for better advisory.

Branch Manager

India Infoline
Kolkata
05.2015 - 04.2016
  • To hire and lead sales and advisory team for achievement of monthly target
  • Proficiency in recruiting, training team members and maintaining effective team synergy of all the financial products
  • Having a total team size of 6 to 8 employees
  • To obtain market feedback, analyze it and give a comprehensive outlet to team to maintain strong client relationship
  • Have to track equity and commodity market closely for better advisory.

Senior Manager

NIRMAL BANG SECURITIES
Kolkata
06.2012 - 05.2014
  • To hire and lead sales and advisory team for achievement of monthly target
  • Proficiency in recruiting, training team members and maintaining effective team synergy of all the financial products
  • Having a total team size of 6 to 8 employees
  • To obtain market feedback, analyse it and give a comprehensive outlet to team to maintain strong client relationship
  • Have to track equity and commodity market closely for better advisory.

Relationship Manager

INDIABULLS SECURITIES LTD
Kolkata
12.2009 - 05.2012
  • To develop and maintain long term relationship with high profile clients
  • To provide client support for share trading , equity portfolio management etc
  • To achieve target set by company on monthly basis in terms of demat and trading account acquisition and brokerage generation.

Associate Health Assurance manager

ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
Patna
08.2008 - 12.2009
  • Have to empanel chemist for better business prospect
  • Marketing of financial products to new and existing customers
  • Held total responsibility of insurance related queries, grievances of the clients viz
  • Sale of insurance products till settlement of claims.

Education

PGPMI - Management, Insurance

ISB &M
Kolkata

B sc -

Bed Utkal University
Bhubaneswar

ISC - science

CBSE Board
Arunachal

Matriculation -

CBSE Board
Arunachal, Pradesh

Skills

  • Relationship building and management
  • Sales professional
  • Goals and performance
  • Business development
  • Sales management
  • Growth strategies
  • Conflict resolution
  • Employee training
  • Team leadership

Timeline

Senior Regional Head

Bajaj Allianz Life Insurance Company
08.2024 - Current

Area Head

HDFC Life
07.2022 - 07.2024

Branch Manager

HDFC Life
07.2016 - 07.2022

Branch Manager

India Infoline
05.2015 - 04.2016

Senior Manager

NIRMAL BANG SECURITIES
06.2012 - 05.2014

Relationship Manager

INDIABULLS SECURITIES LTD
12.2009 - 05.2012

Associate Health Assurance manager

ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
08.2008 - 12.2009

PGPMI - Management, Insurance

ISB &M

B sc -

Bed Utkal University

ISC - science

CBSE Board

Matriculation -

CBSE Board

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