Sameer Gupta

Experience

• 

  HDFC Life

  Aug 2007 - Jan 2014

  Planning, execution and SLA management of daily volume processing. Preparation of one point contact reports and responsible for leakage controlOne point of contact for processing of service request, accepted across the north and south branchesMaintaining excellent Turn Around Time (TAT) by generating an effective performance management culture with the use of practical management tools to set targets, measure performances, and implement concrete action plans to meet objectivesFull focused on inward and outward logistics, MIS management according to the agreed TAT in accordance with branch categoryArranging training sessions for branch operations and front line sales to avoid any deviations on KYC and AML partSpearheading efforts across monitoring & managing the performance of team members to ensure efficacy in processing and meeting of individual & group targets; proficient in identifying and implementing strategies for building team effectiveness by promoting a spirit of co-operation between team members Show less MIS Creation for new business and tracking end to end conversion and coordinating with HO and Hubs for the sameSolving queries of walk-in customers as well as sales representatives and prospective advisorsHandling complaints, service issues, and also convincing clients to continue their policies for more than three / five years up to maturity so that they can get maximum benefitsGenerating new business and developing trust for the products of the company on own as well as with the help of sales representatives by convincing walk-in customers and acquaintancesRevival Collection of lapsed policies through rigorous calling and visiting client’s place personallyLooking after Death Claims, investigating proofs attached with death claim forms by visiting Hospitals and death venue for verification of the cause of death and related proofs as well and later closing the cases within TAT Show less

  • Deputy Manager

    Apr 2011 - Jan 2014

  • Operations Officer

    Aug 2007 - Mar 2011
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  Karvy Fintech

  Feb 2014 - Sept 2016

  Spearheaded a team of 20 members; successfully managed client’s requirements mapping, process workflows creation, newprocess implementationCoordinated with IT Team for developing, implementing, and migrating processesEngaged in client interactions & extended support for the achievement of their business objectives & sales numbers byimplementing short & long-term plans; ensured customer experience improvement & satisfaction, SLA adherence, cost-effectiveoperations, and quality adherence Show less Ensuring that all branch resources follow the defined/set norms and that all requests are processed within the defined TATResponsible for increase the sign ups and usage of online web tools and applications (Fin-net and K Track)Responsible for maintaining efficient service level and delivery to local branches of AMC’sSuccessfully run branches within allocated budget by making optimum utilization of the available resources thereby resulting in cost effective branch operationsExperienced in vendor management, negotiations and in preparation of final service agreementExtensive engagement with Mutual Fund Distributors for understanding service related challenges so that the issues are resolvedEnsuring that the financials of the branches are under control and the branches adhere to the Know Your Customer (KYC) and Anti-Money Laundering (AML) norms at all timesEnsured that the customers, Investors & Distributors of AMCs are attended politely & promptly and their issues are quickly addressed at all the branches of the region Show less

  • Manager Operations

    Mar 2016 - Sept 2016

  • Regional Head - Kerala (Branch operations and Relationship Management)

    Feb 2014 - Mar 2016
• 

  Aditya Birla Sun Life Insurance

  Sept 2016 - Jun 2023

  Leading end-to-end sales & operations of 17 branches of the bank extended in the Gorakhpur Cluster including planning &monitoring of day-to-day activities of Sales Managers so as to increase the productivity of bank branchEstablishing & executing goals, short & long-term budgets, developing business plans, and building a good relationship with theBanks’ Cluster Head, Branch Manager & Allied Staff for the accomplishment of Cluster Sales Targets & goals through the bankbranchesActing as an escalation gate; ensuring efficient sales support, smooth services, and addressing & resolving clientqueries/complaints for the HDFC Banca channel which resulted in the achievement of customer satisfaction matricesImparting training to the bank staff on products and selling skills to ensure the proper functioning of operationsMonitoring sales performance of the branches and providing training & support to lower performing branches, generatingbusiness as per the management requirements and achieving set targetsCoordinating and collaborating with the Stakeholders to resolve the issues and develop a strong relationship Show less

  • Senior Cluster Manager – HDFC Branch Banking Relationship

    Jun 2018 - Jun 2023

  • Manager - Marketing Digital Channel

    Sept 2016 - Jun 2018
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  HDFC Life

  Jun 2023 - now

  Circle head