Shikha Singh

Customer Success Manager

18years of work

12years leading teams

2.6years average tenure

2languages at B2 and above

Overview

Insurance and financial-services professional with 14+ years of experience in life and general insurance across client relationship management and business development. Led teams of up to 30, managed partner/channel relationships, and supported sales operations through performance tracking and reporting. Achieved major growth results and MDRT qualifier status in 2023.

Phone

Timeline

Senior Territory Manager · Lead

Bajaj Allianz Life Insurance Co. · Full-Time

Sep 2022 to Dec 2024 2 Years 3 Months Bhopal In office

Managed end-to-end client and partner relationships for an assigned insurance business portfolio. Led and mentored a team of about 30 professionals and coordinated with around 15 strategic partners. Tracked performance, handled customer needs and business reviews, and delivered 235% growth. Earned MDRT qualifier status in 2023.

Business Development Manager · Lead

Edelweiss Tokio Life Insurance Co. · Full-Time

Sep 2021 to Aug 2022 11 Months Bhopal In office

Recruited, developed, and managed business managers and financial advisors. Planned and executed marketing initiatives to generate new business and improve market penetration. Handled client concerns and disputes while maintaining customer satisfaction and loyalty. Supported overall sales growth through sales activity execution and follow-up.

Senior Sales Coordinator (Administration) · Senior

Metal Craft Industries · Full-Time

Jan 2020 to Sep 2021 1 Year 8 Months Bhopal In office

Coordinated day-to-day sales operations including order management and cross-department communication. Supported sales performance tracking and documentation of processes. Assisted with service-quality initiatives and ensured coordination between stakeholders. Focused on administrative support for sales execution and reporting.

Territory Sales Manager · Lead

Royal Sundaram General Insurance Co. · Full-Time

Aug 2017 to Dec 2019 2 Years 4 Months Bhopal In office

Managed and coached sales executives to improve territory outcomes. Handled pendency resolution and coordination activities that supported business results. Built and maintained client relationships through proactive engagement and ongoing monitoring of territory performance. Used performance tracking to guide execution within the territory.

Senior Business Manager (Senior Branch Manager) · Lead

PNB MetLife Insurance Co. · Full-Time

Nov 2010 to Aug 2017 6 Years 9 Months Bhopal In office

Achieved three consecutive promotions culminating in Senior Branch Manager. Managed a team of about 26 professionals and generated business through agency teams and insurance managers. Conducted promotional campaigns across multiple corporate locations and communities, receiving multiple Best Achiever awards. Coordinated branch-level performance and sales execution.

Unit Manager · Lead

ICICI Prudential Life Insurance · Full-Time

Oct 2008 to May 2010 1 Year 7 Months Bhopal In office

Managed a team of about 20 across agency, partner, and direct sales channels. Identified and onboarded new channels and product lines to create additional sourcing streams. Drove branch sales activities and performance through coaching and sales execution. Earned Best Performer recognition for the branch.

Job preferences

Work permits: India
Employment type: Full-Time

Open to AI agents: they read this profile and start a dialog through Alionalion.io/@shikha-singh/mcp