Praveen Bansal

About Praveen Bansal

18+ years experience in Executive Assistant, Handling C suit executive, Sales Planning & …

Experience

1. Customer Renewal & Retention

   Canara HSBC Life Insurance

   Apr 2013 — Present · Gurgaon, IN

   Renewal/ FY Persistency -Customer retention and renewal – Driving Persistency and renewal collections by strengthening governance framework through sales team, contact center, campaign management, along with strategic and tactical initiatives.Business Planning and Analysis – Business planning, data analysis and customer segmentation to drive the conservation ratio and persistency in line with Business deliverables, oversee the data analysis, customer propensity to pay model, dashboard and trend line.Managing yearly Renewal collections bucket of 1600 cr which is 30% of the overall renewal income for the company.Coordinate with the entire sales team ZBH/RBH/CBH for zone wise FY book renewal and collection.Sales Planning & Support –Responsible for Planning & Driving all Sales reports, TGT, Monthly, Quarterly forecast, AOP, and Strategy for Sales. Track daily, weekly, Monthly reports and keep updating to Director Sales on the progress.Regular tracking of all Sales performance against the monthly TGT & liaison between National and Mega zone heads & Director for the same.Regular coordination and call with team, zonal office for identifying challenges, any issues which they are facing for regular business.Coordinating and participating in monthly review meetings, work with each department manager to develop action plans post each meeting and hold regular follow-up meetings to ensure that delegated work is accomplished prior to the next meeting.Arranging all agenda for Strategy meet, Sales meet and logistic /boarding /loading arrangements for monthly & quarterly meetings.Coordinating with all Zonal heads for their budget, Campaign, local meets etc.Responsible for regular coordination with IT team for daily data, any IT issues, report frequency, business login, report accuracy etc.Act as a Sales SPOC between Director & other SLT members and ensure proper communication & execution.

Education

• D.N.(P.G.) College, Meerut Ph. No. 0121-4007794, 2519222

  MBA

  2005 — 2007

• Meerut University

  MCOM

  2003 — 2005

Skills

• Performance Management
• Crm
• Key Account Management
• Customer Satisfaction
• Mis
• Human Resources
• Call Centers
• Talent Acquisition
• Call Center
• Team Management
• Market Research
• Data Analysis
• Telecommunications
• Business Development
• Vendor Management
• Recruiting