ANJALI MALIK
Wollongong,Australia
Summary
Dynamic Senior Area Manager at Bajaj Allianz Life Insurance Co. Ltd, adept at driving business growth and enhancing customer satisfaction. Proven expertise in insurance underwriting and team leadership, successfully managing a 12-member team across 60 branches. Recognized for delivering tailored financial solutions and streamlining claims processing, resulting in improved operational efficiency.
Overview
9
9
years of professional experience
Work History
Senior Area Manager
Bajaj Allianz Life Insurance Co. Ltd
Delhi, India
01.2024 - 03.2025
- Managed a team of 12 across 60 branches, achieving consistent growth in high-value customer segments.
- Led regional sales teams to achieve business growth and customer satisfaction.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
- Analyzed medical records, police reports, and other relevant information related to insurance claims.
- Processed insurance claims accurately and efficiently utilizing available software systems.
- Collaborated with internal departments such as Underwriting, Legal and Compliance regarding policy interpretation issues.
Deputy Sales Manager
ICICI Prudential Life Insurance Co. Ltd
Delhi, India
09.2020 - 12.2023
- Built and maintained a portfolio of retail and HNW clients, ensuring retention and cross-sell of products.
- Conducted financial needs analysis to provide tailored insurance and investment solutions.
- Provided assistance with documentation required for insurance claims processing.
- Reviewed and evaluated insurance claims for coverage, accuracy, completeness and compliance with company standards.
- Utilized underwriting software to streamline application evaluations and documentation.
Office Administrator
PR Education Solutions
Karnal, India
06.2016 - 04.2018
- Delivered frontline client support and managed office operations.
- Streamlined administration functions, improving efficiency in reporting and payroll.
- Maintained accurate records and files using electronic filing systems.
- Supported staff by organizing meetings and facilitating communication channels.
- Performed clerical duties such as photocopying, faxing and scanning documents.
Education
MBA - Finance & HR
Banasthali Vidyapeeth
01.2020
BBA - Banking & Finance
G.V.M. Girls College
01.2016
Skills
- Retail & Business Banking
- Customer Relationship Management
- Financial products and portfolio advisory
- Lending Support & Cross-Selling
- Compliance and risk awareness
- Team leadership and training
- Business development
- Insurance underwriting
- Effective communication
- Insurance claims handling
Accomplishments
- Multiple performance awards for sales and customer service excellence.
- Selected to represent the company in international contests (Baku, Thailand, and Singapore)
Timeline
Senior Area Manager
Bajaj Allianz Life Insurance Co. Ltd
01.2024 - 03.2025
Deputy Sales Manager
ICICI Prudential Life Insurance Co. Ltd
09.2020 - 12.2023
Office Administrator
PR Education Solutions
06.2016 - 04.2018
MBA - Finance & HR
Banasthali Vidyapeeth
BBA - Banking & Finance
G.V.M. Girls College