Aneesha Barodia

• Strategic Corporate Account Management: Managed corporate accounts on a PAN India level, serving as a vital liaison between partners and Bajaj Life, ensuring a seamless collaboration.

• Holistic Life Insurance Portfolio Oversight: Shouldered responsibility of overseeing complete life insurance portfolio, meticulously handling everything from logins and issuance to projects and networking.

• Market Expansion and Consistent Market Share: Played a pivotal role in market expansion by actively engaging with clients across India, resulting in achievement of a considerable and consistent market share.

• Stakeholder Coordination: Coordinated effectively with stakeholders, including underwriters, operations, product, and sales teams, ensuring a smooth transition of business operations.

• Comprehensive Ground Activities: Managed end-to-end activities on ground, from hiring and training to achieving targets and sourcing business, showcasing a hands-on approach to operational success.

• Training Initiatives for Enhanced Understanding: Initiated regular training sessions, fostering better understanding and knowledge about Bajaj Life products among stakeholders, contributing to overall organizational growth.

• Sales Team Supervision and Growth: Successfully managed and supervised sales executives and sales managers, ensuring target achievements and prompt resolution of client queries, resulting in a remarkable 60% growth from previous fiscal year to current fiscal year.

• Strategic Portfolio Management: Led a dynamic portfolio exceeding 50 crores, employing a strategic approach to client relationship management.

• Client Profiling and Financial Solutions: Proficiently profiled high-net-worth clients, tailoring financial solutions to meet their specific needs and preferences.

• Liabilities Enhancement: Successfully increased the size of liabilities by implementing targeted cross-selling strategies, aligning with client requirements.

• Insightful Portfolio Analysis: Analysed portfolio movements, providing valuable insights to clients for optimizing their investment portfolios.

• Strategic Business Development: Established and maintained key relationships with group companies (Tata Motors), resulting in a notable 35% increase in sales for FY21-22.

• Efficient Liaison: Acted as a liaison between partner companies and TATA AIG, overseeing motor insurance portfolios and ensuring a smooth transition of business. Co-ordinating with the stakeholders (Underwriters, Product Team, Operations, Claim and Sales Team) to ensure smooth transition of business

• Team Handling: Managing and Supervising Executives for achieving targets and solving Client Queries and Initiated training sessions for partner companies' managers, enhancing their understanding of TATA AIG insurance products and fostering collaborative relationships.

• Proactive Business Expansion: Activated 10 new dealerships and secured 3 large fleet clients, contributing significantly to revenue growth from 2.5 Cr to 6 Cr in FY 20-21.

• Comprehensive Portfolio Management: Managed private and commercial vehicle motor dealer portfolios, keenly analysing market trends and proactively controlling expense ratios.

• Sales Leadership: Managed a team of Sales Executives and led various sales and promotional activities, demonstrating leadership by receiving the “Champion 2700” award in March 2021 and the “Star Performer” award for October 2018.

• Training and Development: Took accountability for training executives at dealerships on TATA AIG insurance products, ensuring maximum productivity and alignment with business goals.