Branch manager with exceptional drive and dedication to accomplishing business objectives and exceeding customer expectations. Several year history of success in the field.
Overview
6
6
years of professional experience
Work History
Branch Manager/Consultant at
BrokerLink
Toronto, Canada
02.2023 - Current
Sales Leadership & Team Oversight
Led a high-performing sales team focused on client acquisition, retention, and cross-selling. Provided strategic direction, daily performance monitoring, and coaching to achieve and exceed branch sales targets.
Underwriting Guidance & Risk Management
Supervised underwriting activities to ensure alignment with carrier guidelines and compliance standards. Worked with underwriters and adjusters to assess risk, approve policy issuance, and maintain quality control.
Performance Auditing & Compliance Monitoring: Implemented internal auditing systems to monitor policy data accuracy, application processing, and adherence to workflow protocols. Ensured operational compliance and audit readiness at all times.
Growth Strategy & Result Orientation
Developed and executed growth plans focused on revenue expansion, client portfolio development, and process efficiency. Continuously analyzed performance data to drive corrective actions and new business opportunities.
Client Experience & Retention Excellence
Championed a client-first approach by embedding care calls, segmentation strategies, and service quality tracking into team KPIs. Strengthened client relationships, directly contributing to improved retention and satisfaction rates.
Business Development Manager at
OnGrid
, India
11.2020 - 03.2022
Developed strategic partnerships to enhance market presence and brand visibility.
Conducted market research to identify new business opportunities and trends.
Collaborated with cross-functional teams to create tailored client proposals.
Managed client relationships, ensuring satisfaction and addressing concerns promptly.
Generated leads and capitalized on valuable business opportunities to bring in new company revenue and improve bottom line profit.
Senior Sales and Marketing Executive at
Praxis Services Private Limited
, India
06.2019 - 10.2020
Developed targeted marketing campaigns to enhance brand visibility and engagement.
Collaborated with sales teams to identify customer needs and tailor solutions.
Managed social media accounts to drive audience interaction and brand loyalty.
Trained junior staff on effective sales techniques and customer relationship management.
Tracked progress of projects throughout the lifecycle by monitoring KPIs.
Created effective promotional materials such as brochures, flyers, emails, newsletters.
Conducted competitive analysis to understand industry trends and develop counter-strategies.
Education
PG Diploma - Marketing Management
Centennial College
Toronto
02-2022
Bachelor's Degree - Hospitality Administration and Management