Swati Bajpai

Experience

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  AVIVA LIFE INSURANCE COMPANY INDIA LTD

  Apr 2007 - Oct 2010

  Senior Executive

  • Ensured branch met their key achievement areas. Coordinated with sales & other channels for smooth processing of branch operations. • Responsible for operating and maintaining with the goal of maximizing income and profits. Managed the overall operational and administrative responsibilities of the branch while ensuring high revenue and profitability of the branch.• Accountable for the management, training and development of the team. Managed all the relationship managers effectively. • Conducted meetings for setting up business objectives and designed or streamlined processes to ensure smooth functioning of operations.• Processed & forwarded the documents received from customers/sales for resolving RTS/ pendencies and closed the cases.• Processed recruitment documents received for FPA recruitment. Handled all documents (License/commission cheques, etc.) of FPAs received at the branch and ensured assigning to right FPA. Show less

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  Tata Consultancy Services

  Nov 2011 - Mar 2013

  Team Lead

  • Reported to Citizen Service Manager. Handled a team of 37 Citizen Service Executives. • Ensured smooth operational run in the PSK. • Efficiently dealt with government officials and maintained healthy business relations with government staffs.• Tracked citizen grievances also responsible for handling all escalations by CSEs. Responsible for planning and implementing duty roster of CSEs.• Ensured smooth communication flow between government officers and CSEs. Responsible for updating the team on relevant information to ensure efficient output.• Informed performance of associates to management. Generated and maintained reports and updated to management.• Responsible for getting error-free work done by the team as per agreed SLA. Show less

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  Max Life Insurance Company Limited

  Jul 2013 - Oct 2022

  Reporting to the National Head of Strategic Initiatives and be responsible for execution of data analysis, data validation, data reconciliation, solutioning, and tracking of various initiatives execution and operations.Support the execution of strategy and work closely with the Zonal head of sales and implement strategies to ensure successful functioning of all the parameters in the region.Ensure all new processes, strategies and systems to enhance the business and the business relationship are adopted in the region.Maintain business relationship with channel partner.Data analysis and inputs to improve vectors.Design strategies to improve the concerned areas of a project and work in collaboration with different departments to ensure smooth running of the processes and strategies.Design local drives and campaigns to enhance business.Organize regional events. Show less • Administered branch activities including Business Development, Customer Services, Operations and Risk Management. Managed all administrative & official activities while maintaining healthy work environment & discipline.• Reported to Chief Manager & Head Operations: North - Axis Bank Relationship. Handled operations in Lucknow Circle (Covered the state).• Monitored day-to-day branch operations to ensure the smooth running of all the activities while adhering to the high quality of service and delivery to the customer.• Enhanced the business relationships with the potential customers by offering best products and services in the region.• Coordinated among various departments of the branch to identify and evaluate the strengths and weaknesses of various departments and organized meetings to achieve the best outcome for the business.• Maintained excellent work culture within the branch and worked as a team to identify sales & marketing opportunities to improve productivity, efficiency and ensuring company’s policies, procedures and compliance requirements comply with service quality norms.• Ensured effective communication between the branch and management by preparing daily, weekly, and month-end reports regarding operations and productivity.• Managed operations with a key focus for increasing revenues for the organization while identifying new business opportunities.• Responsible for managing the overall profitability of the branch and instrumental in formulating strategies, execution methodologies & operations for improving business performance.• Inculcating professional competencies amongst the staff enabled their professional development and added value to the organization’s human resource. Show less

  • Regional Manager Strategic Initiatives and Data Analysis

    May 2021 - Oct 2022

  • Operations Manager

    Jul 2013 - Apr 2021
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  PNB MetLife India Insurance Co. Ltd

  Nov 2022 - now

  Sr Manager Bancassurance Support