Ruchi Sharma

Experience

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  MetLife

  Dec 2005 - Jan 2008

  Regional Service Executive-North & East India-B2B Channel

  • Account in charge of more than 80 Corporate in North & East India (count on majors are IBM Daksh, HCL, Computer Science Corporation, Birla soft, LG, Samsung).• Ensured TAT based Error free & timely policy issuance by strong coordination with Central teams such as U/W, Finance, IT & ops based at Head Office.• Coordinating Medical Underwriting Tests with the Client HR’s & Individual Members.• Claims Management¬--All communication related to Reported claims, Claims Processing, Coordination with Central Claims department at HO and follow-up on deficient documents.• Customer Service Relationship Management – Periodic visits to clients to get feedback thus enabling strong relationship.• Internal Customer Management – Balancing the expectations of internal clients, maintaining the cordial relation among the team members.• Designed & managed of all type of MIS and Dashboards for the Zone as reqd by the top management & Stakeholders.• Quality check of Corporate Employee data received, highlighting the discrepancies if any to the corporate and follow-up till closure.• Ensured that the department is functioning in line with the company’s norms and Audit ratings are satisfactory.• Actively coordinating with internal/external clients ,maintaining the database, meeting with clients as & when reqd , submitting the quote & follow up with them for best results.• Client communication-Handled all type of communications with the clients.• Designed and launched workflow for various processes related to department. Show less

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  Kotak Securities

  Feb 2008 - Jul 2008

  Assistant Manager -Client Services Channel

  • Handled a team of 5 service executives for North India.• Account Management and all related activities of the Clients.• Responding to client inquiries on account documentation, account balances, accounts activity, statement information, security transfers, security information, general product and service information.• Research and initiate corrections to transaction and/or account errors.• Initiate client touch points with in 15 days of client activation across products. (e.g. PMS, NDPMS, Broking, Mutual Funds, Insurance, NLD, GLD etc.)• Liaison with operations team, group service providers and Asset Management Companies.• Tracking miss selling / client grievances and compliance related violations and reporting to RM/ HO.• Authenticate Data for the Business Audits through various MIS.• Training to RM’s / MT’s/ GT’s on the Procedures, Products and System Applications.• Timely delivery of welcome kits to the client in North India within defined TAT. Show less

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  HDFC Life

  Jan 2009 - Oct 2012

  Manager-Business Planning

  Channel Development• Monitored performance of BL/ agents on regular basis to ensure efficiency in sales operations.• Motivate sales teams to enhance performance and increase efficiency on BL management (pre/post recruitment), training requirements, R&R activities, Gate criteria’s, Examinations, licensing, coding.Business Development• Business Leader segmentation and penetration strategies to achieve Channel targets.• Managed Pan India BL Communication all relevant and updated information to via e-mails, letters and SMS’s and addressing to complaints/queries from internal/external BL’s.• Actively involve in BL Payments.Business Analysis• Business trends• Sales Analytics• Competition analysis• Promotional schemes/contestsManagement Information• Prepared of all type of MIS and various other business reports for the channel on National, Zonal, Regional level to apprise top management of the routine business operations and assist in critical decision-making.• Designed and delivered monthly & weekly reviews to all stakeholders.• Constructed and executed robust MIS relating to BL /FC Productivity.• Coordination with other corporate function for launch & implementation for new & changed processes.• Single handedly managed the designing & printing of important BL collaterals, Welcome kits, BL information booklets, training booklets, certificates and other promotional communications at National Level. Show less