This profile summarizes the skills and experience of an individual with over 13 years of experience in administration, operations management, bancassurance, business development, and strategic planning. The key experiences include setting up a subsidiary in India for a German company, managing insurance business processes and achieving sales targets for a bank assurance partnership, and assessing credit applications. The professional is seeking new opportunities to leverage experience in business planning, process improvement, and customer-focused strategies.

1. Key Skills
Administration
Bancassurance
Client Management
Business Strategy & Execution
Risk Assessment
Strategic Alliances & Partnerships
Client Management
Underwriting
Team Building & Leadership
BUSINESS DEVELOPMENT | OPERATIONS MANAGEMENT | BANCASSURANCE
Resourceful big picture thinker who confidently champions business objectives through
strong techno-commercial acumen
Location Preference: Dubai
Profile Summary
 Enterprising professional leveraging 13 years of cross-functional experience in
impacting organization profitability through Administrative Support, Operational
Excellence, Bancassurance, Business Planning and so on
 Entrepreneurial spirit with record of achievement in start–up of Srita Heide
International in India spanning operational systems, processes and policies in
support of organizations mission entailing information flow, business process and
organizational planning
 Adaptable with commendable path of professional growth in planning &
organizing the work of risk management and bank insurance with an excellent
customer focused service that complies with best professional practice and
regulatory requirements
 Keen performer with track record of structuring workflow by improving business
& image via customer and market focussed strategy development
 People-oriented leader & problem solver with exceptional communication &
relationship building skills, delivering tangible financial results
Career Timeline
Amrita Agarwal
aagarwal74.aa@gmail.com
00971-526226848
Elahi Exports,
Kolkata as Export
/ Import Executive
CRI Limited,
Kolkata as
Export/Import
Executive
Avante Finsec &
Marketing Pvt.
Ltd., Indore,
India as Agency
Manager
Aug’98-Aug’99 Aug'99-Aug'00 Jan’01-Mar’03
Bajaj Allianz Life
Insurance Co.-
Bancassurance
Department
Mar’05-Oct’09
Srita Heide
International as
Director-
Administration
Jan’10-Dec’13

2. Education
 P.G. diploma in Foreign Trade management from The Institute of Export Management, Kolkata in 1999
 Bachelor of Commerce, University of Kolkata, India in 1996
 MS in Insurance (C-RIM, Certified Risk and Insurance Manager) from The Institute of Chartered Financial Analyst of India
(ICFAI), Hyderabad in 2005
Work Experience
Jan’10-Dec’13 with Srita Heide International, Ahmedabad as Director-Administration
Key Result Areas:
 Exhibited leadership in successful registration & set-up of subsidiary of Srita Heide International in Ahmedabad, India
(Management & Human Resource Consultancy) with headquarter in Germany
 Undertook selection & establishment of office space, infrastructure, maintenance of accounts, tax compliance in compliance
with external tax consultant
 Undertook recruitment of line staff for functioning of company like Accountant, Personal Assistant / Secretary for CEO
 Understood organizational policies & processes with detailed listening skills to provide creative and immediate resolution
 Structured brand image by implementing marketing events, profit and KPI results
Highlights:
 Played an integral role in leading infrastructure coupled with execution efficient process system
 Arranged various marketing events at reputed educational institutes and held career counselling sessions, events and
conferences
 Participated in business fairs to significantly improve company image
Mar’05-Oct’09 with Bajaj Allianz Life Insurance Co., Bancassurance Department-Standard Chartered Bank
Growth Path:
Mar’05-Sep’07 Relationship Manager-Haddows Road Branch, Chennai, India
Oct’07-Oct’09 Senior Relationship Manager
Key Result Areas:
Senior Relationship Manager-Haddows Road Branch, Chennai, India
 Streamlined insurance business processes with enhanced focus on business quality
 Forecasted periodic insurance targets & drove initiatives to achieve business goals for Ahmedabad Branch, Gujarat, India
 Attended insurance calls in coordination with bank’s Relationship Managers
 Undertook analysis of companies under consideration for investment; recommended prospective investment option to clients
in line with client requirement
 Prepared MIS reports with a view to apprise management of process operations
 Interfaced with:
o Back-end operations of Standard Chartered Bank for documentation as per KYC (Know Your Customer) norms
o Back-office of Bajaj Allianz for policy issuances
Relationship Manager
 Managed the overall facet of insurance business in sync with the company objective
Highlights:
 Recognised with a certificate:
o For outstanding performance in May’05 from the Cluster Head (South) of SCB
o From Bajaj Allainz Co. (Head Bancassurance) for commendable performance in Jun’05
 Appreciated for overachieving targets and meeting all objectives in 2006-2007
 Attained over 150% of targets in Jan – Mar’07
 Acknowledged with Appreciation Certificate from Cluster Head West (SCB) for outstanding performance and overachievement
of target in 2009

3. Jan’01-Mar’03 with Avante Finsec & Marketing Pvt. Ltd., Indore, India as Agency Manager
Key Result Areas:
 Assessed credit card applications and accordingly allocated verification tasks to executives
 Evaluated:
o Information & details gathered from verification and ensured the same are in line with established standards, rules &
guidelines of the ICICI Bank
o Credit risks and based on that decided creditworthiness of applicants
Previous Experience:
Aug'99-Aug'00 with CRI Limited, Subsidiary of Emami Group of Companies, Kolkata India as Export/Import Executive
Aug’98 – Aug’99 with Elahi Exports, Kolkata as Export / Import Executive
Key Result Areas:
 Supervised import & export collection and Letter of Credit (L/C) bills; effectuated payments & sent acceptance for import bills
 Coordinated with companies for transport, C&F agents and external agencies to achieve cost-effective transport solutions
Personal Details
Date of Birth: 5
th
June 1974
Languages Known: Bengali, English, Hindi & German
Driving License: UAE
Visa Status: Residence
Address: Lakepoint Tower, Flat – 2606, Cluster – N, JLT, Dubai