
Aarti Saraiya
Customer Service / Support
About Aarti Saraiya:
Over 12 years of experience in Life Insurance managing the complete scope of Institutional
Alliances, business analysis, IT Projects, Process Enhancements & coordination.
Talent for proactively identifying and resolving problems, maximizing productivity & delivering
profit increases.
Having strong service orientation and an active commitment to continuous improvement and
deliver quality standards.
Possess a high degree of personal maturity and professional efficiency in addition to the basic
functional knowledge. Conceptualize, plan and implement the organization's internal and external
communication.
Experience
Participating in Tenders / RFPs for Institutional client Acquisition and ensuring work is done
within given deadline
2. Making proposals for Banks / FIs, Making Presentations for Senior Management meetings
3. Working along with the acquisition team and providing backend support in getting the new
partners on board and expectation setting
4. Staying up to date on industry trend and competitors. Doing market research work as required
for the preparing proposals, presentations and senior team
5. Participate in industry specific programs & conference
6. Liasoning with internal stakeholders for group quote generation. Doing competition analysis for
better negotiation of prices
7. Managing system integration of all on boarded partners & operation planning and to be a single
point of contact
8. Implement tech-based initiatives for improvising sales process (partners’) from insurance
perspective for reducing the wasteful activities and providing seamless journey
9. Responsible for reviewing product performance, list down product requirement/suggestion from
Institutional clients, coordinate with Product team for market analysis and product comparison
with peer companies. Take it requiring changes.
10. Manage automation of distributor management system for a seamless experience to customer;
ensuring channel’s adherence to compliance and regulatory norms
11.Responsible for business planning, manpower budgeting, deployment and re deployment for the
channel
12.Conducting and leading governance calls with Channel heads, project heads internally and
partner business teams externally
13. Responsible for handling legal documents like NDA and agreements with all acquired and finalize
document by liasoning with all internal and business stakeholders
Education
Post graduate in Commerce
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