Summary
Overview
Work History
Education
Certification
Position of Responsibility
Timeline
Generic

Raj Kotecha

Chief Manager - Kotak Life Insurance Company
Mumbai

Summary

Multi-tasking individual well-known for creating positive workplace culture and high-performing team environment. Result oriented and driven to consistently exceed expectations and focused on professional development.

Overview

6
6
years of professional experience
2
2
Certifications

Work History

Chief Manager

Kotak Life Insurance Company
07.2024 - Current
  • Joined as National Relationship Manager - Kotak Prime Market
  • Implemented effective training programs to enhance employee skills and improve their confidence
  • Performing market analysis and developed strategies for Q3 and Q4

Program Manager

Bajaj Allianz Life Insurance Company
06.2024 - Current
  • Working in liaison with National Head - Liability Sales Axis bank relationship
  • Heading core strategy for Corporate Salary Group channel - Axis Bank Relationship
  • Handling channel partner expectation along with managing internal stakeholders
  • Completed organizational level LRP project for Salary Channel
  • Introduced multiple initiatives for internal strengthening of processes
  • Designed accountability program for employees
  • To prepare strategic approach for centralized projects with timely tracking and fulfilment of the projects
  • Actively participated in pilot tests project for Lead inputs and Sales Management Processes
  • Analysis of various reports & MIS for innovative business ideas to achieve companies goals

Deputy Manager

HDFC Life Insurance Pvt Ltd
12.2021 - 10.2022
  • Handling project called "Bancawon" designed by BCG to enhance productivity of sales staff.
  • Handling multiple diverse KPIs related to Bancawon project for region consisting of 153 partner branches and 166 FLSs, 33 CSMs and 11 TMs and 3 RHs.
  • Working extensively for consulting Bank employees for IRDAI certifications as part of boosting productivity of channel partner.
  • Focusing on capability building of Sales Team to generate better outcomes for Company

Management Trainee

HDFC Life Insurance Pvt. Ltd
11.2020 - 11.2021
  • Resolved escalated concerns using professionalism and understanding of all facets of issue.
  • Explained services and products to customers in friendly and engaging way.
  • Handled multiple big tickets of 10 lakhs and above during 1 year term
  • Collaborated in professional team to solve workflow issues.
  • Assisted established management staff with operational oversight, business development and process improvement strategies

Intern

Pladis Global
04.2019 - 06.2019
  • Identified different tools of merchandising.
  • Covered Modern Trade stores of whole Mumbai Retail Market of company.
  • Identified issues regarding merchandising activities in company and provided solutions for same.
  • Initiated format to measure offtake of every D Mart Store.

Education

PGDM - Marketing And Finance

International Management Institute
Kolkata
06.2018 - 2020.03

Bachelor of Commerce - Accounting And Finance

KJ Somaiya College of Science And Commerce
Mumbai
06.2014 - 2017.04

Certification

Microsoft Excel certification

Position of Responsibility

 

  • Member - Branding and Media Cell IMI Kolkata (2018-2020)

Handled Brand equity of the institutionWorked in collaboration with all the clubs and committee of the institution

  • Member - Alumni Relations Committee IMI Kolkata (2018-2020)

Served as a bridge between alumni and current studentsWorked towards strengthening relations between alumni and institutions 

Timeline

Chief Manager

Kotak Life Insurance Company
07.2024 - Current

Program Manager

Bajaj Allianz Life Insurance Company
06.2024 - Current

Deputy Manager

HDFC Life Insurance Pvt Ltd
12.2021 - 10.2022

Management Trainee

HDFC Life Insurance Pvt. Ltd
11.2020 - 11.2021
Microsoft Excel certification
07-2019

Intern

Pladis Global
04.2019 - 06.2019

British Council Communication Certification

08-2018

PGDM - Marketing And Finance

International Management Institute
06.2018 - 2020.03

Bachelor of Commerce - Accounting And Finance

KJ Somaiya College of Science And Commerce
06.2014 - 2017.04

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Raj KotechaChief Manager - Kotak Life Insurance Company