Summary
Overview
Work History
Education
Skills
Volunteering Activities
Accomplishments
Timeline
Generic

BIBEKANANDA DHARA

Mississauga,Ontario

Summary

  • Experienced leader with strong background in managing Sales,Operations & Claim Teams . Dynamic professional with extensive experience in Life insurance sales,Operations,claim and customer service, notably at RBC Insurance,BAJAJ ALIANZ Life Insurance & RELIANCE NIPPON Life Insurance .Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence. Committed to continuous learning and development.

Overview

22
22
years of professional experience

Work History

Team Member

Lawrenzo Foods
03.2025 - Current
  • Ensures to greet all customers with a smile. Gives genuine attention to every guest, treating them with genuine friendliness and care
  • Developed strong customer service and product knowledge skills to enhance individual and team performance.
  • Operated register to process payments and collect cash payment for order totals.
  • Contributed to team success by completing jobs quickly and accurately.
  • Learned all required tasks quickly to maximize performance.
  • Increased customer satisfaction with prompt and accurate responses to inquiries, addressing concerns, and resolving issues.
  • Maintained strict adherence to company policies and procedures while sustaining high-quality work standards under pressure.
  • Assisted in the onboarding of new team members by providing guidance, support, and training resources to ensure a smooth transition into the work environment.
  • Provided exceptional support to colleagues by sharing knowledge, offering assistance, and fostering teamwork.

Advisor-Life, Health and Wealth

Royal Bank Of Canada Insurance
05.2022 - 12.2024
  • Prospecting new clients by doing different lead generation Activities. Increase networks by capitalizing on market opportunities and referrals from the center of influence.
  • Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns with their current and changing needs.
  • Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them.
  • Contribute to and be accountable for Annual Business Target. Regularly Review Monthly Business results and adjust activities as required to meet Sales targets and Earn Incentives.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Developed strong relationships with clients through regular communication and excellent customer service.

Executive Territory Manager

Reliance Nippon Life Insurance Company
07.2012 - 11.2021
  • As A Territory Head Looking after Sales of 8 Tied Agency Team,TPA Teams, Direct marketing team,MDRT advisors and 600 Insurance Advisors with COI.
  • Responsible for sales target achievement of Territory and Looking after the operation,policy servicing team and renewal Team
  • Responsible for Underwriting and issuance of policies as per underwriting guidelines
  • Claim Registration,Investigation and processing of different Claims
  • Cultivated relationships with key accounts( MDRTs,TPA& HNI Individual,TPA) in the territory and provided support to drive customer satisfaction.

Senior Divisional Manager

Bajaj Allianz Life Insurance Company
04.2006 - 06.2012
  • As Division Head Looking after Sales (6 Sales Team with 300 Advisors),recruitment and training of MDRTs advisors and employees & Maintained positive customer relations.
  • Supervised daily planning, coordination and administration for division's Sales ,operations and claims
  • Reviewed policy documents before issuance, ensuring accuracy and conformance to approved standards.
  • Enhanced customer satisfaction through timely communication and effective negotiation of policy terms.
  • Maintained compliance with industry regulations and company guidelines during all underwriting activities.
  • Improved customer satisfaction by efficiently handling insurance claims and providing timely resolutions.
  • Negotiated fair settlements with clients and third parties, maintaining positive client relationships.
  • Served as a liaison between policyholders and various departments within the company, facilitating clear communication for seamless claim resolution.
  • Maintained strict confidentiality of sensitive claimant and policyholder information, adhering to company policies and industry regulations.

Sales Team Manager

Bajaj Allianz Life Insurance Company
12.2004 - 03.2006
  • Hiring of 50 Insurance Advisors and 5 MDRT advisors, giving them product training, doing joint calls in the field to source New Business
  • Doing Regular goal setting of advisors and help them to earn commission and win the contest prize.
  • Regularly establishing relationships with customers for servicing, renewal collection and new Selling

Development Associate

PRADAN
06.2003 - 11.2004
  • Selling FMCG Products of Reckitt and Benckiser Ltd (FMCG Company) in Rural area with the help of self help group.
  • Administered government-supported community development programs and promoted department programs and services.

Education

MBA - Sales And Marketing

Indian Institute of Social Welfare & Management
India
05.2003

Bachelor of Technology - Agriculture Engineering

College of Agriculture Engineering And Technology
India
04.2000

Skills

    Certification

  • RIBO Level-1 training engagement
  • Qualified LLQP Practitioner
  • Certified insurance licentiate from India

    • Proficient in Software Applications

  • Expertise in O365 applications
  • Advanced Excel proficiency
  • Effective PowerPoint design

    • Multilingual Proficiency

  • Proficient in English
  • Proficient in multiple Indian regional languages

    • Soft Skills

  • Customer service
  • Teamwork and collaboration
  • Problem-solving
  • Creativity and innovation
  • Relationship building
  • Team building
  • Sales expertise
  • Willingness to learn

Volunteering Activities

  • Member Of Hindu Heritage center,Mississuaga
  • Member of Odisha Association of North America

Accomplishments

  • Every year since 2005 earning Sales Incentives and qualifying to attain annual sales congress.
  • Qualifying to attain international conference held at Egypt, Singapore, Malaysia, Thailand
  • Promoted to Executive Territory manager after successful years in the sales department.

Timeline

Team Member

Lawrenzo Foods
03.2025 - Current

Advisor-Life, Health and Wealth

Royal Bank Of Canada Insurance
05.2022 - 12.2024

Executive Territory Manager

Reliance Nippon Life Insurance Company
07.2012 - 11.2021

Senior Divisional Manager

Bajaj Allianz Life Insurance Company
04.2006 - 06.2012

Sales Team Manager

Bajaj Allianz Life Insurance Company
12.2004 - 03.2006

Development Associate

PRADAN
06.2003 - 11.2004

MBA - Sales And Marketing

Indian Institute of Social Welfare & Management

Bachelor of Technology - Agriculture Engineering

College of Agriculture Engineering And Technology

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