Looking for a job

Sagar Chatterjee

@sagarchatterjee1

Insurance operations manager at Aditya Birla Sunlife Life Insurance, managing distribution teams and branch budgets.

At Aditya Birla Sunlife Life Insurance, I manage partners and the field sales team for distribution building, drive the allotted monthly budget, and support advisor activation through product skills and joint field work.

At Tata AIA Life Insurance Co Ltd, I managed branch operations, customer queries, reconciliations, banking lodgements, audits, and vendor relationships. I also managed the North East II cluster’s digital business FTR and achieved 98%.

Experience

Work history, roles, and key accomplishments

Current

Unit Head: Senior Branch Manager

Current

Aditya Birla Sunlife Life Insurance

Sep 2025 - Present (1 year 1 month)

Managing Partners and Field Sales Team for Distribution Building. Driving the Respective Allotted Budget MOM.

Team Management Sales Distribution Product Training Soft Skills Training Cross functional Coordination

Branch Manager

Future Generali India Life Insurance Co Ltd

Nov 2024 - Sep 2025 (10 months)

As a Unit Head managing a team of 07 SMs and their respective distributors. Coordinating with cross functions for smooth onboarding of distributors and customers.

Team Management Business Development Recruitment Branch Administrator Cross functional Coordination

Process Manager - Quality Control

Bajaj Allianz Life Insurance Company Ltd

Nov 2022 - May 2024 (1 year 6 months)

Quality Control and UW Hindsighting. Review of Exception Report UW of Term /NRI Cases with UW Limit of 5 Cr SA.

Quality Control Underwriting Process Training Stakeholder Management Channel Partner Management

Operations Manager - Zonal Operations

Tata AIA Life Insurance Co Ltd

May 2007 - Nov 2022 (15 years 6 months)

Managing day to day branch operations and administration. Customer service/query management in CRM, front office management, and vendor management.

Operations Management Customer Service CRM Front Office Vendor Management Compliance Audit Management Underwriting

Assistant Manager Sales

Kotak Life Insurance

Apr 2006 - May 2007 (1 year 1 month)

Worked as Assistant Manager Sales in Tide Channel at Tinsukia Branch. Conducting career orientation programs and training, providing product and sales training to team.

Sales Training Business Development Team Management

Executive Customer Support

Max New York Life Insurance

May 2004 - Mar 2006 (1 year 10 months)

Imparting product and business training to business coordinators. Customer handling/query management and verification of applications/KYC/AML.

Customer Support Training KYC AML Query Management

Education

Degrees, certifications, and relevant coursework

Great Learning

Robotics and AI, Robotics and AI

Completed certification in Robotics and AI.

Great Learning

ChatGPT Basic, Artificial Intelligence

Completed certification in ChatGPT Basic.

NIS

Quality Management, Quality Management

Completed certification in Quality Management.

Advance Institute of Hotel Management

Professional Practice, Hotel Management

2002 - 2002

Completed a professional practice program in hospitality, including a one-month practical at Oberoi Grand Kolkata, focusing on customer behavior, check-in/check-out processes, and query handling.