Sanket Shrivastav

Experience

1. Senior Relationship Manager

   Bajaj General Insurance

   Jan 2025 — Present · Raipur, IN

   Agent Recruitment • Identify, shortlist, and recruit IRDA-licensed agents (or help them get certified) • Verify documents, conduct onboarding & registration in company system 2. Agent Training & Development • Product training (Motor, Health, Fire, Travel, etc.) • Teach them how to generate leads, pitch policies, and close sales • Regular workshops/webinars on new products & features 3. Sales Target Monitoring • Set monthly/quarterly sales targets for each agent • Help them achieve those targets by providing support, leads, or motivation • Track their performance using CRM or internal dashboards. Business Support • Help agents with quote generation, proposal form filling, login process • Assist in handling client objections, queries, or premium calculation • Support in post-sale services (endorsements, renewals, etc.) 5. Claims Assistance (Indirectly) • Train agents on how to assist clients during claims • Guide them on documentation, escalation process, TAT, etc. Engagement & Motivation • Regular connect with agents through calls, meetings, and WhatsApp groups • Run contests, rewards, incentives to keep them active • Celebrate top performers and keep morale high 7. Compliance & Documentation • Ensure agents follow IRDAI norms and company guidelines • Verify KYC, avoid mis-selling, and audit business quality. Reporting to Area/Branch Manager • Submit daily/weekly sales MIS • Share updates on recruitment, agent activity, pending issues • Give feedback from ground-level to improve strategy Key Performance Metrics (KPIs): • No. of Active Agents • Premium Generated via Agents (GWP) • Product Mix (Motor vs Health vs Fire) • Retention Rate of Agents • Claim Turnaround & Customer Satisfaction (Indirect) Required Skills • Strong communication & coaching ability • Leadership to manage a large agent network • Insurance product knowledge • Data handling & CRM tool usage • Patience + motivation skills