Arpit Modi Email & Phone Number

Leading a team for directing end-to-end Bancassurance activities of all the branchesManaging Banca Channel and maintaining:o Healthy Relationship at regional and branch levelso The hike in BOB BranchStaff Participation and Staff Productivityo Regional and national initiatives for enhancing business productivityInsurance Sales Risk Assessment / MitigationSales Training & LeadershipBancaassurance Client VerificationCustomer Service Management… Show more Leading a team for directing end-to-end Bancassurance activities of all the branchesManaging Banca Channel and maintaining:o Healthy Relationship at regional and branch levelso The hike in BOB BranchStaff Participation and Staff Productivityo Regional and national initiatives for enhancing business productivityInsurance Sales Risk Assessment / MitigationSales Training & LeadershipBancaassurance Client VerificationCustomer Service Management PoliciesRenewal LeadFollow-up / Management Branch / Agency Mgmt. Show less

Supervising Management, Corporate Agency, IFA channel management (IFA Segment),Wealth Management, Portfolio Management of HNI & Corporate clients, Bancaassurance (PSU Banks / Pvt. Banks) channel, National Distributors and Stock Brokers for Mutual funds & other financial productsIdentifying business opportunities & generating leads from existing & HNI clients and coordinating with Call Center, Bank and Collection Agencies for renewal collectionsMonitoring After Sales Services, Sales &… Show more Supervising Management, Corporate Agency, IFA channel management (IFA Segment),Wealth Management, Portfolio Management of HNI & Corporate clients, Bancaassurance (PSU Banks / Pvt. Banks) channel, National Distributors and Stock Brokers for Mutual funds & other financial productsIdentifying business opportunities & generating leads from existing & HNI clients and coordinating with Call Center, Bank and Collection Agencies for renewal collectionsMonitoring After Sales Services, Sales & IRDA Certification of employees and maintaining monthly MIS for distribution of incentives & contest for all levelsEnsuring customer satisfaction by achieving delivery of service quality norms by interacting with clients, managing guests’ requests and resolving complaintsInterfacing with high net worth clients for understanding their requirements & suggesting the most viable solution and cultivating relations with them for customer retention & securing repeat businessDirecting and implementing end-to-end performance management for employees across the units and managing appraisal process with teamsGathering data on lapsed coverage, verifying the accuracy of records, cancelling and making changes to policies where it is deemed necessaryDriving the focus of business towards commercial risk products to ensure maintenance of a balanced portfolio in terms of product mix as well as achieve diversification in clients Show less

Bachelor'S Degree, Business/Commerce, General

Bachelor'S Degree, Business/Commerce, General

Education record