Strategic Relationship Management: Fostered and strengthened the partnership with Policy Bazaar, a top-tier online distribution partner. Revenue Optimization: Spearheaded initiatives to drive new premium generation and renewal collections, providing robust underwriting support nationwide. Stakeholder Collaboration: Engaged with national and zonal heads at Policy Bazaar to synchronize sales and distribution strategies. Network Development: Architected and scaled ICICI Prudential’s distribution network within Policy Bazaar through innovative central and local initiatives. Performance Analysis: Monitored sales performance using organizational metrics and MIS, ensuring high standards of business efficiency and quality. Training & Mentorship: Delivered comprehensive training programs and joint field calls to upskill Policy Bazaar employees on various products. Operational Coordination: Orchestrated seamless service delivery by liaising with cross-functional teams internally and within the partner ecosystem. Customer Resolution: Efficiently handled escalations and resolved queries from partners, internal teams, and customers across India. Strategic Sales Management: Directed sales strategy, manpower planning, product positioning, partner engagement events, marketing, and competitor analysis. Achievements: Exceptional Growth: Achieved a remarkable 180% year-on-year growth in the insurance business with Policy Bazaar, securing a 30% market share. Digital Integration Success: Led the successful online integration of insurance sales in collaboration with the digitization team, ensuring full compliance and operational efficiency.

Team Leadership: Managed a team of 6 frontline employees, ensuring seamless sales support for assigned partners and customers, and prioritizing and resolving requests within agreed timeframes.Strategic Business Development: Initiated the life insurance business at motilal oswal Financial Services Ltd., one of the largest stockbroking firms. Sales Strategy Execution: Formulated and executed sales strategies with partner managers to increase sales lead flow and drive business growth. Network Development: Built the ICICI Prudential Insurance distribution network from scratch within Motilal Oswal, across various verticals including DR, DAD, and RCAD through centralized and local initiatives. Performance Monitoring: Tracked sales performance using organizational metrics and MIS to ensure business efficiency and adherence to quality standards. Client Relationship Management: Developed new client relationships through networking, referrals, and collaboration with channel partners. Customized Solutions: Analyzed client needs and customized existing programs to suit specific requirements, targeting relevant client groups at Motilal Oswal Financial Services Ltd. Achievements: Significant Business Growth: Achieved ₹11 crore of business in the first year of setting up the life insurance business at Motilal Oswal Financial Services Ltd. High Persistency Rate: Maintained a 13th-month persistency rate of over 94%, ensuring high-quality business. Remarkable Market Share: Contributed to a 160% year-on-year growth in the insurance business of Motilal Oswal, maintaining an 80% market share within the partner platform.

Customer Engagement: Contacted customers by telephone upon receipt of internet-generated enquiries to sell various insurance products, including term insurance, retirement plans, investment plans, child education plans, and savings plans. Policy Management: Provided quotes and arranged policies over the phone in line with advised sales processes and customer needs, ensuring the CRM database was updated and KYC documents were collected. NPS Assistance: Assisted retired government employees with applying for pension (annuity) plans for their corpus amount with NSDL. Team Collaboration: Worked as part of a team, supporting colleagues and ensuring effective coordination. Underwriting Support Operation: Team Leader: Call Centre Management: Led a team of ten agents responsible for KYC document collection, coordinating with the medical doctor team to arrange customer medical appointments. Process Knowledge: Utilized knowledge of LIFE ASIA for the issuance process. Query Resolution: Handled queries over email from various departments and followed up with the underwriting team for policy issuance. Medical Coordination: Followed up with third parties for medical test reports and assisted customers in understanding and accepting extra premiums (XRT) and counteroffers. Product Training: Trained team members on all insurance products, including ULIP, savings, retirement, term insurance, and NPS. Achievements: Enhanced Customer Experience: Improved customer satisfaction by efficiently managing enquiries and ensuring seamless policy arrangements. Operational Efficiency: Streamlined processes for KYC collection and medical appointments, enhancing overall team productivity and customer service.

Customer Relationship Management: Provided customer service for ICICI Prudential Life Insurance policyholders, focusing on building and maintaining strong relationships. New Business Initiatives: Conducted welcome calls for new life insurance product (PIVC) customers, ensuring they received their policy welcome kits, premium payment receipts, and fund performance statements. Renewal Collection: Informed existing customers about renewal premium dates and collected payments via cheque. Customer Engagement: Wished existing customers on their birthdays and anniversaries to enhance customer experience and loyalty. Retention Efforts: Contacted customers who visited branches to cancel policies, explained policy benefits, and successfully convinced many to continue their policies until maturity. Digital Outreach: Made outbound calls to customers who interacted with ICICI Prudential Life Insurance on the website, Facebook, Twitter, etc., providing product knowledge and assistance with the purchase process. Query Resolution: Assisted customers visiting the IPru website with policy purchases, resolving product queries, and aiding with the payment process. Data Management: Ensured the CRM database was updated and collected all required KYC documents from customers for policy issuance. Achievements: Enhanced Customer Satisfaction: Improved customer satisfaction by effectively managing queries, providing timely information, and ensuring seamless policy processing. Retention Success: Successfully retained a significant number of customers who initially intended to cancel their policies by clearly explaining the benefits and resolving their concerns. Effective Digital Engagement: Increased online policy purchases by proactively reaching out to potential customers and providing comprehensive product knowledge and support.