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Suraj Jaiswal

Suraj Jaiswal

Management Trainee

Followers of Suraj Jaiswal2220 followers
location of Suraj JaiswalDelhi, India

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  • Timeline

  • Skills

    E-commerce
    Digital collections
    Debt collection
    Resource allocation
    Requirements analysis
    Product vision
    Product innovation
    Profit & loss management
    Product strategy
    Collection strategy
    Project management
    Market knowledge
    Software development life cycle (sdlc)
    Requirements gathering
    Business expansion
    Cross-functional team leadership
    Operations management
    Debt management
    Revenue & profit growth
    Revenue generation
    Adobe Creative Suite
    Advertising
    Brand Management
    Business Analysis
    Business Development
    Business Strategy
    Competitive Analysis
    CRM
    Customer Relationship Management (CRM)
    Customer Service
    Key Account Management
    Management
    Market Analysis
    Marketing
    Marketing Communications
    Marketing Management
    Marketing Research
    Marketing Strategy
    Market Planning
    Market Research
    Microsoft Excel
    Microsoft Office
    MIS
    Portfolio Management
    PowerPoint
    Relationship Management
    Sales
    Sales Operations
    Team Building
    Team Management
    Teamwork

  • About me

    Experienced personnel with 12+ Years expertise in Financial Services sector, excelling in Digital Innovation, Experience design, Transformation, Product Strategy, and Project Management across diverse product portfolios comprising of Insurance, Assurance, VAS, Retail & Corporate FD, Investments, and Payments

  • Education

    • International School of Business & Media

      2011 - 2013
      Master of Business Administration (MBA)

      Marketing, Finance

    • Navis

      2008 - 2011
      Bachelor of Business Administration - BBA

    • ClientCircle

      -

  • Experience

    • Electromech Material Handling Systems(I) pvt ltd

      May 2012 - Jul 2012
      Management Trainee

      Market Research Market Mapping Market AwarenessCompetitors AnalysisBusiness DevelopmentMarket Development

    • ICICI Securities

      Jul 2014 - Oct 2015

      Serving as one point contact from ICICI to mapped customer base.Client activation. New client acquisition.Educating clients about the new short & long term investment opportunities.Educating them the possibilities of financial products.Cross & up-selling of products by generating demand among the mapped base. Service delivery & Relationship management. Rapport building & grievances handling.Selling products & services that ICICI as a group and broker deals in. Portfolio Management of clients to help them get hold of profits. Tracking portfolio for the clients & passing on the recommendations. Providing an unbiased advisory service.Need based customer analysis & product selling. Show less Promoted as SRM on June 2014Serving as one point contact from ICICI to mapped customer base.Client activation. New client acquisition.Educating clients about the new short & long term investment opportunities.Educating them the possibilities of financial products.Cross & up-selling of products by generating demand among the mapped base.Service delivery & Relationship management.Rapport building & grievances handling.Selling products & services that ICICI as a group and broker deals in.Portfolio Management of clients to help them get hold of profits.Tracking portfolio for the clients & passing on the recommendations.Providing an unbiased advisory service.Need based customer analysis & product selling Show less

      • Key Relationship Manager

        Oct 2013 - Oct 2015

      • Senior Relationship Manager

        Jul 2014 - Dec 2014

    • Kotak Mahindra Bank

      Nov 2015 - Feb 2016
      Deputy Manager - Corporate Salary

      Taking care of the corporate salary clients of the Bank by providing services. Cross sell and Up sell of assets and liabilities products.

    • Bajaj Finserv

      Feb 2016 - Mar 2022

      * Lead Digital Insurance (D2C) for Bajaj Finance, drive Business, Products & Capabilities* Responsible for Product & Project management for Pocket Insurance Business* Identify Opportunities & fulfil through a relevant offering of Insurance & VAS Products* Build Fulfilment Applications, Capabilities, NLP & Guided Chatbots required for end to end Online transactions* Efficient Lead Funnel Management & churn for increased conversions* Launch products across Partners & Digital Platforms* Close Co-ordination with Marketing, IT, Insurance Ops & Partners ensuring frictionless Customer Experience & NPS* Process gaps analysis, identification, monitoring & control* Co-ordinate with Insurance Compliance, Finance & Partners for agreements, approvals, etc* Involved in Ideating Strategic Projects & Driving Initiatives for Insurance team, Annual Operating Plan & Long-range strategy* Design briefing for Marketing requirements* Analyze and have thorough understanding of the Product Portfolio & Competition Benchmarking Show less * Lead Digital Insurance (D2C) for Bajaj Finance, drive Business, Products & Capabilities* Responsible for Product & Project management for Pocket Insurance Business* Identify Opportunities & fulfil through a relevant offering of Insurance & VAS Products* Build Fulfilment Applications, Capabilities, NLP & Guided Chatbots required for end to end Online transactions* Efficient Lead Funnel Management & churn for increased conversions* Launch products across Partners & Digital Platforms* Close Co-ordination with Marketing, IT, Insurance Ops & Partners ensuring frictionless Customer Experience & NPS* Process gaps analysis, identification, monitoring & control* Co-ordinate with Insurance Compliance, Finance & Partners for agreements, approvals, etc* Involved in Ideating Strategic Projects & Driving Initiatives for Insurance team, Annual Operating Plan & Long-range strategy* Design briefing for Marketing requirements* Analyze and have thorough understanding of the Product Portfolio & Competition Benchmarking Show less

      • Lead - Digital & Pocket Insurance, Business & Product Manager

        Mar 2021 - Mar 2022

      • Cluster Manager - Digital & Pocket Insurance, Business & Product Manager

        Jul 2019 - Feb 2021

      • Manager - Retail & Corporate Deposits, CoE

        Aug 2017 - Jul 2019

      • Deputy Manager - Investments Services (Product Team)

        Feb 2016 - Jul 2017

    • EY

      Mar 2022 - Jun 2023
      Senior Consultant 3 - Lead Digital Analyst

      Taking care of digital transformation requirements of EY Clients. Worked full time with the largest Hong Kong MNC bank, helping them as a Lead Digital Analyst for their Health & Wellness engagement/rewards program fully integrated into the mobile banking app. Key roles & responsibilities included - Building new journey's, bridge between Business & IT Team, managing delivery pipeline, maintaining product backlog & participating in all scrum ceremonies as a Biz Stakeholder.

    • Stashfin

      Jun 2023 - Dec 2023
      Vice President - Insurance - Products & Partnerships

      Responsible for setting up Insurance & VAS Cross sell business vertical, launching new Insurance & VAS Products & Project ManagementStashfin is a leading fintech platform with a mission to provide access to fair, fast, and transparent financial products & services for millions of borrowers across India. By providing a simple, clean, efficient and easy to navigate digital platform, Stashfin empowers individuals in helping to take charge of their financial health.Stashfin serves new-to-credit, prime, and super-prime borrowers with products that have been designed ground-up with our customers in mind. The firm also strives to create opportunities for borrowers with limited credit footprints to participate in the formal financial system, thereby enabling them to build credit scores and successfully embark on a journey of economic freedom.For more details, please visit www.stashfin.com Show less

    • CARS24

      Dec 2023 - now
      Head - Centre of Excellence - Debt Management

      We at Cars24, are building a Debt Management - Centre of Excellence (CoE) team, focused on reimagining traditional Debt Collection techniques powered with New age Digital Tech and Intelligence trends.

  • Licenses & Certifications

    • Analyzing and Visualizing Data with Microsoft Power BI

      RPS Consulting Pvt. Ltd.
      Oct 2021

    • NISM Certified

      NISM
      Oct 2013

    • IRDA CERTIFIED

      IRDA
      Oct 2013

    • O LEVEL Degree Holder

      NATIONAL INSTITUTE OF ELECTRONICS AND INFORMATION TECHNOLOGY