Urvashi Vij
Jaipur/NCR
Summary
Seasoned professional with a proven track record of effectively leading teams, offering over 13 years of experience in BFSI, reinsurance, claims, and retirement benefit calculations and transitions. Consistently driving results and delivering on strategic objectives, I possess a deep understanding of the industry and have successfully overcome complex challenges by implementing innovative solutions. My expertise lies in leveraging comprehensive knowledge to optimize team performance and achieve organizational goals.
Overview
14
14
years of professional experience
Work History
Branch Manager
ICICI Prudential
12.2022 - Current
- Strategic Business Development:Design and execute comprehensive business plans and go-to-market strategies to drive growth and profitability.
- Channel Partner Leadership:Manage and optimize the ICICI Bank Channel Partner network across 30 branches, ensuring alignment with corporate objectives.
- Performance Management:Set and achieve ambitious individual and team targets, focusing on customer acquisition and retention to enhance operational performance.
- Data-Driven Insights:Analyze sales performance and market trends to inform strategic decisions and improve business outcomes.
- Team Development:Lead and mentor a frontline team of 20, fostering a high-performance culture focused on quality and efficiency.
- Cross-Functional Collaboration:Engage with various business verticals to identify and capitalize on growth opportunities, enhancing overall business performance.
- Recognition and Excellence:Achieve top-tier performance recognition at national and zonal levels, demonstrating a commitment to excellence and results.
Relationship Manager
HDFC Bank
07.2021 - 11.2022
- Managed a portfolio of INR 50 CR for HNI clients as a Preferred Relationship Manager, driving revenue growth and sales.
- Oversaw end-to-end operations including CASA, portfolio management, and branch operations.
- Identified and capitalized on business opportunities through networking and relationship-building, achieving significant sales growth and profitability.
- Delivered tailored financial solutions for HNI clients, enhancing portfolio performance and long-term wealth.
- Acquired and managed High-Net-Worth customers, consistently meeting cross-selling and relationship enhancement targets.
- Profiled clients to provide customized financial products, ensuring alignment with their needs and risk profiles.
- Achieved sales targets across multiple segments, including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading.
Relationship Manager (Chief Manager Grade)
IndusInd Bank
04.2019 - 05.2021
- Acquired and managed HNI and ultra HNI clients, driving growth in the liability book and investment AUM.
- Increased cross-selling opportunities by offering products such as Family Accounts, Home Loans, Personal Loans, ULIPs, Mutual Funds, Credit Cards, and Forex to existing clients.
- Provided comprehensive financial planning and investment advice, ensuring tailored solutions for clients.
- Tracked leads and maintained daily sales reports (DSR) to monitor performance and opportunities.
- Profiled customers to deliver customized financial products, ensuring exceptional service levels.
- Developed and executed outbound and inbound sales strategies to expand the client portfolio.
- Recognized with multiple awards for exceeding targets and outstanding performance.
- Promoted within the first year for exemplary contributions to business growth.
Senior Process Specialist
XL Catlin
11.2014 - 10.2017
- Processed claims for Auto, Liability, Property, and Workmen’s Compensation, ensuring settlements through thorough pre-checks and loss adjuster investigations.
- Acted as SME for new loss setups, indexed claim documents, and utilized systems like XL Global Claims and Guidewire for efficient management.
- Managed US General Insurance claims across various products and reconciled coinsurance bordereau while entering payments/reserves.
- Streamlined SOPs and supported best practices in consulting projects, collaborating with brokers to meet business expectations.
- Conducted training sessions to enhance team knowledge and led the transition of aviation claims from Canada to ESS India.
- Facilitated software transitions for key systems and received multiple performance awards, including Made a Difference and Most Valuable Performer.
Senior Analyst (Operations)
Mercer India
05.2013 - 11.2014
- Calculated and settled benefits for clients using actuarial tools and statistics.
- Planned and delivered projects aligned with client expectations and business needs.
- Managed documentation for transferring member benefits between schemes.
- Conducted Root Cause Analysis (RCA) to identify errors and implement corrective actions.
- Created dashboard reports for Monthly Business Reviews (MBRs) and Quarterly Business Reviews (QBRs).
- Supported ongoing management through additional responsibilities, including reporting and client visits.
- Recognized with awards such as Rising Star, Team of the Quarter, and multiple appreciation awards.
Business Associate
Royal Bank of Scotland
08.2011 - 03.2013
- Managed client account maintenance and fixed deposit bookings, including maturity instructions.
- Oversaw financial fund tracking and payment application processes.
- Maintained customer banking profiles and addressed queries and requests.
- Collaborated with TD Training/SMEs to address training gaps identified during audits.
- Prepared error reports for leadership and utilized dashboard analysis to identify pain points and develop training plans.
- Recognized with Spot Ovation Award and multiple appreciation awards.
Education
Master in Business Administration - Finance
Maharishi Dayanand University
01.2014
Bachelor of Commerce - undefined
Delhi University
01.2011
Skills
- Management
- Process Management
- Query Management
- Banking Applications
- FINACLE
- Kaleidoscope
- Flexcube
- Network Application
- Citrix
- DIDM
- XLGCS
- GENIUS
- WINS
- DIVA
- ImageRight
- Concept 1
- Guidewire
- Software Packages
- MS-Office
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Personal Information
- Visa: B1/B2
- Nationality: Indian
- Location: Jaipur/Delhi NCR
Timeline
Branch Manager
ICICI Prudential
12.2022 - Current
Relationship Manager
HDFC Bank
07.2021 - 11.2022
Relationship Manager (Chief Manager Grade)
IndusInd Bank
04.2019 - 05.2021
Senior Process Specialist
XL Catlin
11.2014 - 10.2017
Senior Analyst (Operations)
Mercer India
05.2013 - 11.2014
Business Associate
Royal Bank of Scotland
08.2011 - 03.2013
Bachelor of Commerce - undefined
Delhi University
Master in Business Administration - Finance
Maharishi Dayanand University
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