1. ANKUR LATWAL
#11, Kalimandir Enclave, GMS Road, Dehradun
Contact: +91 - 9358128086; Email: ankurlatwal@gmail.com
BRANCH OPERATIONS MANAGEMENT PROFESSIONAL – INSURANCE & BANKING SECTOR
Seeking a position to utilize my skills & abilities in an Industry that offers professional growth while being resourceful
PROFILE
 Competent, diligent & result oriented professional with experience of 12 years in driving sales, business development,
operations management, customer relationship management, product promotion, brand development and team
management; spearheaded as Manager (Branch Ops, Sales & Retention) with Reliance Life Insurance Co. Ltd.
 Expertise in handling branch operations and implementing strategies to enhance business volumes and image-building
while analyzing & assessing revenue potential & cost rationalization in existing & new business opportunities.
 Proficient in maintaining highest level of quality norms in operations and ensure that the executives adhere to all the
quality parameters and procedures as per the stringent norms. Adept in developing and streamlining systems thereby,
enhance operational effectiveness and deft in managing business operations with focus on top-line & bottom-line
performance.
 Well versed in streamlining client services function by designing innovative systems and processes to generate high value
propositions for the client. Adroit in implementing service strategies according to the set targets and actively involved in
controlling service deliverable as per given SLAs & TAT.
 An excellent communicator possessing demonstrable interpersonal, team management and organizational skills with
strong analytical mind-set, administrative capabilities and intellectual potential to excel under diverse environment and
meet set objectives through solutions oriented approach with excellent relationship management skills.
Core Competencies
Branch Operations  Sales & Marketing  Business Development  Strategic Planning  Revenue Optimization  Client
Relationship Management  Statutory Compliance  MIS Reporting  Team & Process Management  Documentation
PROFESSIONAL EXPERIENCE
RELIANCE LIFE INSURANCE CO. LTD. Mar’ 06 – Dec’ 15
Manager (Branch Ops, Sales & Retention)
 Monitored branch operations; carried out business acquisition of corporate key accounts with sustainable buying
potential and maximizing revenue generation.
 Developed and enhanced business & carried out seamless marketing activities to achieve the assigned targets; identified
the business needs of target client base & devised solutions that meet their requirements
 Designed and implemented systems, processes and procedures to facilitate smooth functioning of overall operations and
enhance operational efficiency.
 Managed branch operations with key focus on top line and bottom line profitability, ensured optimal utilization of
available resources; managed financial processes, identified improvement areas and implemented measures to maximize
customer satisfaction level.
 Resolved customer issues, provided first time resolution, handled escalated issues & maintained highest standards of
customer service giving preference to customer satisfaction & resolving problems & concerns
 Steered planning and management activities for ensuring completion of internal, CONCURRENT AND IRDA AUDITS within
time and cost budget.
 Supervised the preparation of MIS and various other business reports to facilitate decision making by top management

2.  Competently maintained highest standards of customer service, provided preference to customer satisfaction & promptly
resolving their problems & concerns.
 Established regular coordination with different functional heads to effectively managed overall operations of the branch.
 Identified and quantified financial risks, recommended measures to minimize risks whilst, researching the possible areas
of profit maximization.
 Drove growth in business volumes and realized sales as well as revenue targets through effective marketing strategies;
provided financial planning advice, tailor/ maintain portfolios to meet individual investment objectives.
 Introduced and promoted new products & services; strategized product management, product positioning and brand
management also, developed strong relationships with key decision makers.
 Prepared business requirement documents, probed requirements to extract the business needs whilst, researched the
possible areas of business development to promote the financial/insurance products offered by the agency.
 Ensured effective rendering of services, enabled smooth flow of day to day operations; identified scope for process
enhancements for improved services & facilities.
 Managed a team, cultivated relationships with the team members to build employee value and ensured value-added
business activities; facilitated process development & improvement to ensure effective prioritization & approvals for
strategic initiatives.
 Delegated work to the team members, allocated targets on productivity and quality, monitored team performance
through timely feedbacks, thereby, ensuring overall team productivity and quality.
Achievements
 Holds credentials for successfully executing the project on service delivery to customer with focus on FTR; 2015
 Efficiently been able to record satisfactory audit ratings and have successfully maintained the Quality Standard related to
new business application.
 Recognized as Zonal Winner for Achieving KPI parameters for the month Mar’ 10 and credentials for driving the region to
NO: 1 in the zone in Renewal Collection 2010.
 Won an award by CEO for maintaining a Quality rating at 100% month on month; 2008
 Profitably managed projects related to New Branch Setup and have proficiently handled special assignments related to
centralized model of issuance where the entire region new business proposals were processed from a HUB model.
BIRLA SUN LIFE INSURANCE CO. LTD. Dec’ 05 – Mar’ 06
Marketing Support Executive
ICICI PRUDENTIAL LIFE INSURANCE CO. LTD. Jan’ 04 – Nov’ 05
Sales Coordinator
EDUCATIONAL CREDENTIALS
PGDBA
Symbiosis, (SCDL) Pune
M.A. (Economics); 2003
DAV (PG) College Dehradun
B.A. (Economics and English); 2001
DAV (PG) College Dehradun
Computer Proficiency
MS Office Suite, Internet Applications and Windows OS
Date of Birth: 27th October, 1981
References: Available on Request