Razleen Kaur Email & Phone Number

Gurugram, Haryana, India

Gurugram, Haryana, India

- Successfully led and directed about 200 branches with a team of 12 to achieve the desired targets.- Retained market share by developing strategies through SWOT analysis, effective market research, product marketing penetration, and more.- Managed relationships with the Circle Head, Circle Business Managers, Segment Heads, and Branch Heads to achieve business targets and built a progressive partnership with the bank.- Provided inputs to the CRM and made plans for achievement to… Show more - Successfully led and directed about 200 branches with a team of 12 to achieve the desired targets.- Retained market share by developing strategies through SWOT analysis, effective market research, product marketing penetration, and more.- Managed relationships with the Circle Head, Circle Business Managers, Segment Heads, and Branch Heads to achieve business targets and built a progressive partnership with the bank.- Provided inputs to the CRM and made plans for achievement to support and contribute to Bank Strategy.- Led periodic analysis of the performance, conducted fortnightly PRPs with the RA and ASMs, and facilitated performance management.- Co-created and implemented recognition platforms to build a capable and motivated team in the Bank resources.- Liaised with the training team and circle trainer, ensured product training was provided to all sellers, including Bank resources.- Ensured Branch visits to the top branches, whose percentage achievement on budget was lower than the smaller branches and came up with the strategy.- Deployed the Bold system to my own team and ensured that the system requirements were met to ensure that the relationship was productive and mutually beneficial and compliant with all regulatory requirements.- Achieved the business target of the team by driving the sale of health insurance products to Branch Banking customers of the partner bank, including Relationship Managers and others.- Monitored implementation, specifically staff contests/R&R, to accelerate revenue generation with the Channel.- Created learning material for mapped functions/programs within the bank, based on identified training needs, participants' profiles, and the expected learning outcomes. Show less

Chandigarh, India

- Analyzed the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business.- Conducted trainings at the loan centers for all banking partners around regulatory guidelines and products.- Achieved sales targets for the allotted set of loan centers and trained loan teams on various insurance products.- Planned for activation of loan centers through R&R activities to increase the penetration in active centers to… Show more - Analyzed the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business.- Conducted trainings at the loan centers for all banking partners around regulatory guidelines and products.- Achieved sales targets for the allotted set of loan centers and trained loan teams on various insurance products.- Planned for activation of loan centers through R&R activities to increase the penetration in active centers to realize the full potential of the bank partner in the given geography.- Drove the campaign/contest for the Partner Bank to drive sales in profitable segments.- Assisted banking partners in pitching product to crucial customers & driving sales closure for the same while identifying cross sell opportunities for existing customers.- Gathered market information of potential partner, analyzed partners profile and customer mix to identify the best product fitment from the portfolio, assessed profitability & viability assessment of partnership.- Scheduled meetings with prospective banking clients and briefed them about BAGIC products/ offered them lucrative products in coordination with the Vertical Head.- Published business dashboards to measure performance and executed various projects & initiatives to increase product penetration.- Executed campaigns and schemes in liaison with various channel partners to push sales and improve the customer base, ensuring stipulations and documentation were in order and valid before submitting to fund the loan.- Engaged with cross functional teams to ensure seamless execution of work across channels and delivered desired productivity including everyday servicing and policy issuance etc.- Resolved operational issues faced by the partners to ensure a smooth experience.- Provided support for cancellation requests, policy endorsements; processed & tracked such requests in coordination with internal OPS team. Show less

Master Of Business Administration - Mba, Marketing

Bachelor Of Arts - Ba, Advertising/Marketing,Economics