Sales Manager

JIJI GEORGE, MBA, PMP® Mobile: 994-***-**** Email: ******@*****.***

“Striving to upgrade knowledge and practices to retain excellence in professional brief” Level : Senior Management Professional

Industry : Health Insurance General Insurance Life Insurance Exposure : Third Party Administrator Broking Domain Insurer Proficiency : CRM & Ops Sales & Business Development Project Mgt, MIS & Analytics Career Snapshot

MBA with Project Management Professional (PMP®

) certified, with overall 20+ years of varied experience.

PO / BQP (Principal Officer / Broker Qualified Person) certified in Composite Broking.

Proficient in Corporate Sales, Business Development, Strategic Planning & Key Account Management.

Skilled Communicator, Presentor with efficient Leadership, Team Building & Relationship Mgt. Skills.

Self-motivated and multi-faceted professional adept at forging and retaining business partnerships.

Handled Projects to improve Ops efficiency, Customer Experience, thereby increasing sales and retention.

Distinction for managing Key Accounts & Processes both within Insurer and Broker domains.

A specialist in strategizing Business Development plans with demonstrated success in end-to-end delivery.

Handled large & distributed team (upwards of 200 headcount) across multiple locations and states.

An expert in identifying training & development needs and coaching & mentoring distributed teams.

Equipped with high learning curve, have always kept myself abreast on the latest knowledge, technologies, concepts and developments across industries with swift adaptibility to new environments. Core Competencies

1. Undertaking end-to-end responsibility of Client Servicing, Operations and Retention functions.

2. Exposure in handling Corporate Sales & Retail Distribution across multiple locations.

3. Handled Sales and Distribution through various channels like Bancassurance, Corporate Agents, Brokers, Consultants etc. 4. Key liaison for clients, front-end team, top mgt. and vendors. 5. Developing periodic business plans and micro mgt. strategies in accordance with the macro objectives of organization. 6. Manage healthy business relations with Corp. Clients, Brokers and Insurance Cos. in order to meet SLAs and Compliance. 7. First-Time-Right customer support through Induction, Checklist, FAQs to reduce Customer Pain-Points & ensure TAT adherence. 8. Focus on Customer Delight with surveys and feedback mechanism.

Process Management

1. Quality Control & ISO

2. Ops Efficiency, SLA Mgt.

Sales & Business Development

3. Retail/Corp/Channel Sales

4. Profit Centre, SBU Mgt

CRM & Retention Management

5. Escalations & Grievance Mgt.

6. Key Account Mgt., Retention

7. Communications Management

Managerial & Resource Planning

8. Strategic Planning

9. Business Analytics & MIS

10. Performance Mgt, R & R

11. Budgets & Cost Mgt.

Organisational Scan

Since Nov’18: Vrddhi Insurance Broking, Bangalore as Sr. Vice President – CRM, Sales 1. Business Planning, Key Account Management for Corporate/Retail portfolio for entire organisation. 2. Business Development - Acquired 9 new clients worth 2.70 Crores premium in first 4 months. 3. Strategic Associations - Instrumental in creating 3 key associations for consistent premium generation. 4. Opened branch in Hyderabad with 3 clients during Feb-Mar’19. Nov’17-Oct’18: Healthindia Insurance TPA, Bangalore as Assoc. Vice President – CRM, Sales 1. Key Account Management for Yes Bank, Yes Securities, Central Bank of India and Mahindra Group Cos. 2. Business Development - Acquired 14 new clients worth 9.35 Crores during the year. Jul’14-Oct’17: Vidal Health TPA, Bangalore as Asst. General Manager – CRM, Sales & Ops SIGNIFICANT HIGHLIGHTS:

1. South Head for Strategic Planning, Key Account Management & Customer Retention. 2. Managed a revenue portfolio of 27.5 Crores - Corporate and Retail (5 States, 9 Branches). 3. Training & Development of EB policy TnC, SLA monitoring, Business Etiquettes etc. 4. Regular interactions and policy reviews with Partners, Insurers and Clients. 5. Engage corporates & partners (brokers, agents) through Wellness programmes and Knowledge series. 6. Achieved consistent growth in New Business target across 3 years with key focus on SLA deliverables. KEY CONTRIBUTIONS & PROJECTS: -

1. Instrumental in upgrading the 15-seater Contact Centre to centralised 50-seater Omni-Centre, providing enhanced experience to customers for both Domestic and International operations. 2. Implemented Projects in inward, scanning & CRM to improve response TAT and increase cost efficiency. 3. Cost saving measures through Headcount Restructuring, Expense Monitor, Member ID card printing etc. 4. Achieved Customer Retention, Organic Growth and New Business Targets for all 3 years in row. May’13-July’14: Toyota Tsusho Ins Broker, B’lore as Sr. Manager – CRM, Sales SIGNIFICANT HIGHLIGHTS:

1. Management Representative for ISO, Strategic Planning for Employee Benefit Programs. 2. Key Account Management of all captive accounts of Toyota and Kirloskar Groups pan India. 3. Managing & Training shared resources to build up a strong lead base, new business, achieve targets. 4. Regular interactions and negotiation with Insurers (Life/General) for RFQ, Quote Analysis & Endorsements. KEY CONTRIBUTIONS & PROJECTS: -

Instrumental in setting up and qualifying the organisation for ISO 9001:2007.

Installation and migration of entire data and operations into SAIBA Broker Software.

Conceptualised and implemented Insurance Portfolio Manager concept to enhance Customer Delight. Previous Assignments

Apr’99 – Apr’13: Worked and grew from a Marketing Executive role in Pharma to a Senior Manager role in Agency and Bancassurance verticals. Worked across various functions like Sales & Marketing, Project Management, Customer Retention in MNC companies like Aviva, ICICI Prudential & MetLife. Scholastics

1. MBA (Systems) from University of Madras, Tamil Nadu in 1999 with 64% marks. 2. B.Sc. (Chemistry) from Mahatma Gandhi University, Kerala in 1997 with 51% marks. 3. Pre-Degree (Pre-University) from Calicut University, Kerala in 1993 with 72% marks. 4. Diploma in Network Centred Computing from NIIT in 2000 with 66% marks. Professional Enhancements

1. PO/BQP - Composite Broker Licensed in 2013 & 2019 with 86% marks. 2. PMP®

(Project Management Professional, Member: PMI, USA & North India Chapter) in 2012. 3. SIX SIGMA WHITE BELT CERTIFICATION, Aveta Business Institute in 2012. 4. AMFI certified on Capital Markets & Derivatives from NSE Certification in Financial Markets in 2008. 5. Licentiate from Insurance Institute of India in 2007 with 61% marks. 6. IRDA Certified (Agents Licensing) from Insurance Institute of India in 2001. Management Development Programs:

7. ‘Leadership & Team Building’ at MetLife India Insurance in 2010. 8. ‘Seven Habits for Managers’ by Franklin Covey Co., at MetLife India Insurance in 2009. 9. ‘Advanced Excel’ and ‘Finsight’ at ICICI Prudential in 2006. 10. ‘Fundamentals of People Management’ at ICICI Prudential in 2005. Personal Relevance

Date of Birth : 27th

December 1974

Address : Flat No. 105, B-Block, Green Elite Apartments, Mariyanapalya Road, Hebbal Kempapura, Bangalore - 560024

Languages Known : English, Hindi, Malayalam (Proficient in Reading, Writing and Speaking) Tamil and Kannada (Can Speak)

References : Can be provided on request

Declaration : All facts mentioned above are true to the best of my knowledge and records. Jiji George

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