Mayank Srivastava

Experience

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  Bajaj Allianz Life Insurance Co.

  Aug 2005 - Mar 2006

  CSE

  Policy Servicing which includes Top up, nomination, Revivals, fund switching, Withdrawal/SurrendersChecking of New Business Proposals as well as underwriting of all Non medicals cases up to 3 Lacs of Varanasi Branch as well as Jaunpur. Azamgarh, Mau, and Mughalsarai satellite offices.Handling all agency related work.

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  Bajaj Allianz Life Insurance Co. Ltd.

  Apr 2006 - May 2012

  •Handling the underwriting section & operation employee (total of 12(6 on roll & 6 of roll) of Gorakhpur-1 divisional office & its 5 Units. •Issuance of policy within TAT for the entire business has done by Gorakhpur Area office & as well as all satellite branches.•Supervision of Cash collection & lodgment.•Handling Death Claims & initial investigation. •Policy servicing, include Policy Assignment, Revival, Fund switching, Top –Up, Nomination, Loan.•Setting up of new satellites – including drawing up of lease agreements, operation of new bank accounts.•Branch Audit.•To recruit, train, guide, motivate and evaluate executives. •MIS & other reports desired by higher office.•Handling the legal & ombudsmen case.•To look into grievances of the customers.•Apart from above supervision of entire activities related with any branch operation of Deoria, Maharajganj, Padrauna, GTFS Deoria, GTFS Maharajganj, GTFS Kushinagar , GTFS Gorakhpur & Alternate Gorakhpur.•Previously supervised the branch operations of Anpara, Bhadohi, Renukut, Mau, Pension Vertical, Health Vertical, Business procurement, Varanasi-3, Allahabad, Azamgarh, Jaunpur, Pratapgarh, Sultanpur.• Managing Renewal business in Eastern UP region with a team of 6 executives.•Maintaining renewal conversion ratio of the state with close coordination with Ops team and Sales vertical.•Data analysis/distribution and management at branch level.•Ensuring per employee productivity to company average•Activity monitoring at all levels and keeping tight control over loose ends.•Database purification and enrichment for smooth inflow of business•Recruitment/training and retention of renewal vertical team•Strict performance monitoring to achieve daily/monthly targets.•Planned process implementation and follow up activity for enhancing business performance Show less •Handling the underwriting section (total of 18(4 on roll & 14 of roll) operation employee) and issuance of policies at the branch level.•Underwriting of New Business proposals & all Non Medical/ Medical cases up to 20 Lakh Sum Assured of Varanasi area office as well as its 4 Satellite Branches.•Issuance of policy within TAT for the entire business has done by Varanasi Area office & as well as all satellite branches.•Cash collection supervision & lodgment.•Handling Death Claims & initial investigation. •Policy servicing, include Policy Assignment, Revival, Fund switching, Top –Up, Nomination, Loan.•Setting up of new satellites – including drawing up of lease agreements, operation of new bank accounts.•Satellite audit.•To recruit, train, guide, motivate and evaluate executives. •MIS & other reports desired by higher office.•Handling the legal & ombudsmen case.•To look into grievances of the customers.•Apart from above supervision of entire activities related with any branch operation Show less

  • ASSISTANT MANAGER- OPERATION

    Apr 2008 - May 2012

  • ASST BRANCH SUPERVISOR- INCHARGE

    Apr 2006 - Mar 2008
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  ICICI Bank Ltd

  Jul 2012 - Jan 2016

  Branch Manager

  Responsible for the supervision of overall branch sales, operations, services, Audit, Training and compliance.• Leading a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management• Owning all branch banking objectives, targets and overall branch supervision• To ensure all components of the branch sales is achieved in given timeline• Interfacing with high net worth clients for understanding their requirements & suggesting the most viable solution and cultivating relations with them for customer retention & securing repeat business.• Marketing & Servicing of various Bank and Investment products like Cash, Clearing, and System related functions, Forex, Remittances, Trade Desk, Complaint Handling, Audit Compliance, Coordination with Corporate Office, MIS Reporting, Third Party Products and Gold Coin sales• Monitoring the overall functioning of processes, identifying improvement areas and implementing adequate measures to maximize customer satisfaction levels.• To handle customer centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms/ standards• Training leading & monitoring the performance of team members to ensure efficiency in process operations and meeting of individual & group targets. Show less

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  Kotak Mahindra Bank

  Feb 2016 - Mar 2018

  Branch Manager

  Responsible for the supervision of overall branch sales, operations, services, Audit, Training and compliance.• Leading a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management• Owning all branch banking objectives, targets and overall branch supervision• To ensure all components of the branch sales is achieved in given timeline• Interfacing with high net worth clients for understanding their requirements & suggesting the most viable solution and cultivating relations with them for customer retention & securing repeat business.• Marketing & Servicing of various Bank and Investment products like Cash, Clearing, and System related functions, Forex, Remittances, Trade Desk, Complaint Handling, Audit Compliance, Coordination with Corporate Office, MIS Reporting, Third Party Products and Gold Coin sales• Monitoring the overall functioning of processes, identifying improvement areas and implementing adequate measures to maximize customer satisfaction levels.• To handle customer centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms/ standards• Training leading & monitoring the performance of team members to ensure efficiency in process operations and meeting of individual & group targets. Show less

• 

  Axis Bank

  Apr 2018 - now

  Senior Manager

  Responsible for the supervision of overall branch sales, operations, services, Audit, Training and compliance.• Leading a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management• Owning all branch banking objectives, targets and overall branch supervision• To ensure all components of the branch sales is achieved in given timeline• Interfacing with high net worth clients for understanding their requirements & suggesting the most viable solution and cultivating relations with them for customer retention & securing repeat business.• Marketing & Servicing of various Bank and Investment products like Cash, Clearing, and System related functions, Forex, Remittances, Trade Desk, Complaint Handling, Audit Compliance, Coordination with Corporate Office, MIS Reporting, Third Party Products and Gold Coin sales• Monitoring the overall functioning of processes, identifying improvement areas and implementing adequate measures to maximize customer satisfaction levels.• To handle customer centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms/ standards• Training leading & monitoring the performance of team members to ensure efficiency in process operations and meeting of individual & group targets. Show less