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Life Insurance Office

Delhi, India
September 22, 2020

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Tajinder Sardana

Mobile No: +91-730*******



A self-motivated professional with almost 14 years of experience in

Relationship Management within Financial Services.


Business Development& Marketing

> Handling sales & marketing operations resulting in increased sales.

> Tracking market / competitor trends and keeps abreast with changing

client requirements.

Promotions/ CRM

> Streamlining pre-existing processes to enhance efficiencies & minimizing

operational times & costs.

> Conceptualizing & implementing sales promotional activities like

seminars, as a part of brand building & market development effort.

> Addressing all customer queries to ensure customer satisfaction and

attain repeat / referral business.

Team Management/ Training & Development

> Monitoring, training & motivating the team, to ensure quality services in

the market to augment sales.

> Delegating duties/ work to the team and assisting them in attaining the

set targets.

> Provide direction, motivation & training to the field sales team for

ensuring optimum performance.


Cluster Business Leader (VP) Yes Bank

Dec'17 - till date

Successfully leading, training, developing and mentoring 52-member sales

team of 9 Branches in Gurgaon location; resulting to expected growth in

Strategic Business. Established and maintaining a strong business

relationship with all other segments (i.e. Insurance, Securities, Loans,

Credit Card etc.) to ensure optimal results.

Span of Control and Management

. KPI includes

. Targeted Business Generation

. Team Management

. Segment Management

. relationship Management

. Policy, Product awareness and promotional Activities

Branch Business Leader (AVP) Yes Bank

Mar'16 - Dec'17

Joined Yes Bank as BBL in Mohali (Punjab) - Phase 3B2 branch. With thorough

dedication achieved the organization benchmark

Span of Control and Management

. KPI includes

. Business Targets - Distribution and Tracking of Targets among

all team members along with overall management of Branch


. Customer Service - Managed healthy bonding with maximum

customers of the Branch and also took active participation in

customer acquisition.

. Audit and Compliance - Adhere to Audit goals by maintaining

TAT / deadline / formats etc.

. Human Resource - Staff recruitment, training, career

counselling, performance appraisal and managing low


Relationship Manager (DM) HDFC Bank

Aug'11 - Mar'16

Worked with HDFC Bank as a deputy manager and have handled a portfolio of

over 200 HNI customers with a total book size of over 53.00 cr. Key

responsibilities was to cross sell various banking products suiting

customer's need and requirement.

Span of Control and Management

. Achieving the allocated sales targets

. Relationship management with the portfolio of customers

. Need based cross sell and enhancing relationship with customer

. Selling of investment products like Mutual funds, insurance, current

accounts, saving accounts etc.

Team Co-Ordinator Oliver Wyman

Apr'10 - Jul'11

Oliver Wyman combines deep industry knowledge with specialized expertise in

strategy, operations, risk management, organizational transformation and

leadership development. Worked with this organization as a Team Coordinator

and the role and responsibilities that were handled are as follows

Span of Control and Management

. Office administrative duties (office supplies, Vendor management,

visitors' assistance, etc.

. Event Co-ordination & management (conference, training, venue, travel

arrangements co-ordination)

. HR Duties (staff management, attendance and leave records, staff

reimbursement, formulation and implementation of HR policies and

assisting employees in induction and exit formalities

. Recording office expenditure and managing the budget

. Reviewing and updating health and safety policies and ensuring they are


Office Administrator Aviva Life Insurance Co. Ltd.

Aug'08 - Mar'10

Aviva Life Insurance Company is a leading Private life insurance companies,

providing need based individual and group life insurance products. Worked

with this organization as a Officer - Administration and the role and

responsibilities that were handled are as follows

Span of Control and Management

> Office administrative duties - procurement of all office supplies and

other office equipment's

> Maintenance of the business premises and general upkeep of office area,

including security, building maintenance, housekeeping and cafeteria


> Administer and monitor the financial billing system in order to ensure

that the finances are maintained in an accurate and timely manner

> Oversee the accounts payable and accounts receivable systems in order to

ensure complete and accurate records of all vendors.

> Vendor & Contract Management (Selection of office vendors by obtaining

quotes and negotiating with them and further initiating the contracts /

agreements between the two parties)

> Organizing and arranging both In-house and external events / activities

of the company

> HR Duties - Scheduling job interviews and organizing induction and

training programs for the new joiners, also assisting them in joining


Visa Consultant IDP Aug'05

- Jul'06

Span of Control and Management

> Ensured complete visa application documentation including all the

financial & background related papers

> Managed the students in preparing the visa files

> Train students for Visa Interview

Office Administrator HDFC Standard Life Ins. Co Ltd

Apr'04 - Jan'05

Span of Control and Management

> Following office workflow procedures to ensure maximum efficiency

> Maintaining files and records with effective filing systems

> Supporting other teams with various administrative tasks

Asset Desk Officer HDFC Bank Ltd

Sep'03 - Mar'04

Joined HDFC Bank Hisar Branch as ADO on HDB rolls.

Span of Control and Management

> Dealt with walk in customers on their asset loan enquiries

> Supported in creation of the loan file and coordinated with appropriate

loan department for file processing and approval.


MBE (Marketing & HR) Guru Jambeshwar University, Hisar

B.A. Kurukshetra University

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