GEETHA P

Contact: +91-953-862-4508

E-Mail: pgeetha1992INT@gmail.com

LinkedIn: https://www.linkedin.com/in/geetha-p-038a8914a

Location: India

Personal Details:

Gender: Female | Nationality: Indian | Date of Birth: 17th Jul 1992

OBJECTIVE

Dedicated Campaign Management professional with over 8 years of experience in strategic planning, client servicing, and training. Proven expertise in sales strategy planning, overseeing large teams, and implementing performance incentives to drive sales growth. Demonstrated expertise in building long-term, solution-focused strategies that consistently contribute to achieving business goals and targets. Highly organised with a demonstrated ability to automate processes, improving efficiency and reducing errors. Seeking a challenging role in Campaign Management in the UAE market to leverage acquired skills and expertise to drive business growth.

AREAS OF EXPERTISE

Campaign Management | Strategic Planning | Business Development | Sales Strategy | Business Analytics & Insights | Financial Planning | Operational MIS | Channel Performance Analysis | Competitive Analysis | Negotiation Tactics | Operations & Process Management | Creative Communications | Client Servicing & Relationship Management | Training & Development

PROFESSIONAL EXPERIENCE

Bajaj Capital Insurance Broking Ltd., Bangalore - Since Aug’23

Role: Campaign Manager | Channel: Business Strategy & Projects

Key Deliverables

Campaign Management & Strategy:

• Managed a diverse portfolio of key campaigns, including Time Bound, Periodic, and Regular Campaigns.
• Oversaw end-to-end campaign strategy & execution across platforms.
• Developed strategies to enable sales to track deliverables, drive sales, boost revenue, and encourage repeat business.

Data Analysis & Customer Targeting:

• Analysed and grouped data to target specific customer demographics, considering factors like Premium value, Buying behaviour, Age, Gender, and Profession.
• Conducted regular reviews of campaign activities, ensuring timely progress tracking.

Collaboration & Stakeholder Management:

• Collaborated with senior stakeholders to ensure execution and adherence at the ground level.
• Integrated program solutions by coordinating with multiple departments.
• Coordinated with insurance counterparts to disburse data for effective campaigns, ensuring inclusion of critical fields such as Fund Value, Maturity Value, and more.

Process Improvement & System Integration:

• Explored Natural Market opportunities, notably through the Recommendation and "My Well Wishers" program, enhancing field awareness.
• Initiated new campaign designs and promoted process upgrades in collaboration with the IT & CRM teams.

Reporting & Presentation:

• Crafted compelling presentations to showcase data opportunities, strategies, and performance metrics across verticals.
• Defined, generated, and monitored Business Intelligence dashboards for channel and last-mile hierarchy across different verticals.

Exide Life Insurance Co Ltd., Head Office Bangalore (Now HDFC Life Insurance)

Role: Associate Manager | Period: Jan’2020 – Jul’23 | Channel: Direct

Key Deliverables

Campaign Management & Execution:

• Managed a diverse portfolio of key campaigns, including time-bound and perpetual cross-sell campaigns.
• Oversaw end-to-end campaign strategy & execution across platforms, encompassing data analysis, allocation, and management.
• Initiated new campaign designs and promoted process upgrades in collaboration with IT and the My Connect team.

Data Analysis & Reporting:

• Prepared and analysed reports from a vast pool of data, maximising the use of insights and customer intelligence for campaign performance plans.
• Tracked, monitored, and analysed key metrics for assessing campaign performance.

Training & Stakeholder Engagement:

• Conducted stakeholder training sessions on various campaigns, LMS, and My Connect application usage.
• Managed sales strategy activities, including designing schemes, executing, and communicating incentives, bonuses, and contests across all levels.
• Calculated and released payouts such as incentives, bonuses, tactical schemes, and contest qualifications for the vertical.

Role: Team Lead | Period: Dec’2014 – Dec’2020 | Channel: Corporate Agency & Broking

Process Management & Migration:

• Played a pivotal role in transforming and migrating to a new vertical.
• Built operational processes for the system to manage the Financial Consultant program and created process notes for end-to-end administration.

Stakeholder & Field Coordination:

• Collaborated with business managers and users to understand and document business requirements.
• Designed MIS formats & monitored Financial Consultants.
• Managed field information and escalations on business updates and coordinated with the field to create business codes.

Administrative Responsibilities:

• Managed the Rhythm calendar and activities, handled reporting manager business travel, and facilitated team travel plans.
• Managed the reporting manager's business calendar daily.

Notable Deliverables:

• Played a crucial role in preparing and managing business-oriented data/presentations.
• Managed the overall cross-sell customer database for the Direct vertical.
• Contributed significantly to a transformation project, developing critical dashboards and business funnels.
• Received the 'Shining Star' award for three consecutive quarters and the 'Value Star' twice for dedication and integrity.

EDUCATION

BSc in Computer Science | Seshadripuram Main College, Bangalore [2013]