SANJNA SHARMA
Sr Manager Key Relationships
Watthana
Summary
Goal-oriented manager with distinguished experience in Insurance & Financial industry and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
7
7
years of professional experience
Work History
Senior Manager Key Broker Relationships
Go Digit General Insurance
04.2023 - Current
- Monitored industry trends and competitor activities to identify new growth opportunities for agency.
- Compiled and analyzed MIS to determine approaches to improve sales and performance.
- Managed accounts to retain existing relationships and grow share of business by 15% to Rs 1450 Cr
- My everyday role involves market research, custom product development, end to end project implementations where technology plays key role in enabling customer success
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Collaborated with underwriters to develop customized insurance policies tailored to individual client needs.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Improved overall team performance by regularly reviewing sales metrics and providing constructive feedback during team meetings.
Manager Key Broker Relationships
Go Digit General Insurance
04.2022 - 03.2023
- Took partner portfolio to Rs 1250 Cr from Rs 900 Cr in previous year by implementing effective sales strategies and maintaining high level of product knowledge.
- Cultivated partnerships with external stakeholders as well as internal stakeholders to maximize business opportunities and extend network reach within industry sector.
- Enhanced partner satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Ensured compliance with industry regulations and legal requirements by implementing comprehensive policies and training programs for staff members.
- · Received ‘Top Gun Award' for being highest individual contributor in overall yearly revenue in FY'23
National Relationship Manager
Go Digit General Insurance
04.2021 - 03.2022
- Led strategic partnerships function contributing $900 B business for India's top D2C insurance-tech company
- Managed Rs 900 Cr revenue portfolio; pitched products to new and existing partners, delivering top line revenue growth of 200% YoY and partnership growth of 150% YoY
- Successfully led relationship with 35 strategic partners/alliances, including Policy Bazaar Insurance Brokers & Insurance Dekho (Car Dekho Group) with 100% retention; Delivered over 100% sales target across 2 years
- Owned and designed internal and partner sales incentive scheme for overall channel, handling budget of Rs 10 Cr; Improved sales team satisfaction by 22% and partner satisfaction by 18% annually
- Trained, mentored and supervised team of 15 members at several locations.
Strategy Manager
Go Digit General Insurance
06.2019 - 03.2021
- Established and scaled prime broking channel to Rs 300 Cr business by leading 24 partnership alliances
- Developed Prime broking strategy to offer differential value to top partners; Secured Rs 38 Cr in new clients' businesses by closing 6 partnerships contributing 44% of annual revenue in FY ‘21
- Actively prospected and identified needs of partners and launched 2 new products in market, which yielded Rs10 Cr in incremental revenue in first two months
- Led sales team and partner representation for breakthrough API integration for Prime brokers and settlement of product; Improved product efficiency by 80% by reducing issue SLA from 3 days to 30 minutes
- Received ‘Wall of Awesomeness Award' for being op performer among team of 21; Promoted to National Relations Manager.
Management Trainee
Go Digit General Insurance
06.2018 - 05.2019
- Led project on sales channel optimization and acquisition strategy
- Planned optimized acquisition strategy for key accounts that resulted in 15% MoM growth in revenue
- Led launch, GTM and scale-up of two top selling products- travel insurance and health insurance contributing Rs 40 Cr in first year; Worked with multiple functions such as sales, marketing, technology, actuary and operations for smooth and timely roll-out
- Conceptualized and executed project on ‘Strategic cost reduction' by managing branch expenses, leading to 7% improvement in overall cost efficiency.
Management Intern
Marsh India Insurance Brokers
04.2017 - 06.2017
- Developed market segmentation, acquisition and prioritization framework for Marsh India
- Identified TAM(Total Market Opportunity) for MNCs entering India via FDI; Identified 400+ potential clients basis ABC analysis and leveraging existing portfolio, with market opportunity worth $600M
- Worked with existing partners to understand potential of scale-up/upselling; Created opportunity to close $4.5M worth deal with 2 existing clients
- Assisted in designing regional sales targets, incentive framework and annual operating plan for Indian market in collaboration with Global Marsh Team.
Education
MBA - Marketing & Finance
Symbiosis International University
Pune 04.2001 -
Bachelor of Arts (Honors) - Economics
University Of Delhi
New Delhi 04.2001 -
Skills
Customer Relations
Interests
· Member, Model United Nations: Represented School and College at Model United Nations, actively participating debate/declamation events
· Hobbies: Baking-Part of multiple intermediate baking workshops; Travelling- Traveled over 20 states in India in last 5 years
Timeline
Senior Manager Key Broker Relationships
Go Digit General Insurance
04.2023 - Current
Manager Key Broker Relationships
Go Digit General Insurance
04.2022 - 03.2023
National Relationship Manager
Go Digit General Insurance
04.2021 - 03.2022
Strategy Manager
Go Digit General Insurance
06.2019 - 03.2021
Management Trainee
Go Digit General Insurance
06.2018 - 05.2019
Management Intern
Marsh India Insurance Brokers
04.2017 - 06.2017
MBA - Marketing & Finance
Symbiosis International University
04.2001 -
Bachelor of Arts (Honors) - Economics
University Of Delhi
04.2001 -