Bancassurance strategy & execution
• In charge of executing efficient and aggressive business strategies and achieving the budget
• Responsible for the top-line and bottom-line financial numbers
• Estimating sales volume and profit for existing and new items (MCOR-Marginal Combined Operating
Ratio)
• Designing, implementing and executing strategies for continuous growth
• In charge of the profitability management of the zone
• Periodic reviewing of team performance and setting agendas
• Responsible for managing a volume of 10 Crore
• Responsible for the training needs of the team
• Ensuring ample manpower requirements
• Responsible for encouraging the diversity and controlling the attrition
• Accountable for the increase in Gross written Premium, Market share
• Responsible for attending the High Net-worth Individuals (HNI)
• Responsible for sourcing business from all the products that they manage as per the budget




• Responsible for approximately direct reporting of 6 to 7 Sales Managers
Engagement with channel
• Maintaining team and channel relationship management and ensuring the same is adhered by the
internal team members
• Increasing engagement with Channel partners through product training, drives or contests and
conducting Indoor/outdoor activities to get the required business numbers
Coordination with internal & external team
• Manage relationship across the bank internally & externally
• Ensure relationship managing between Bancassurance and daily coordination with their internal team
via huddle calls or one to one call
Compliance & Adherence
• Ensuring all the activities including conducting contests to following current and existing processes are

following the required compliance and adherence requirement

📌 Senior Manager (Vadodara)
🏢 HDFC ERGO General Insurance
📍 Vadodara