RESUME

What I look for:

Looking forward to new horizons and continued contribution in the areas of Customer
Service Management/ Key account management/ Operations Management/ Data
analysis & reporting/ Strategic Presentations/ Pre-sales support/ Bids & tenders
response Management / Processes standardization / Institutionalizing Business reports
& analytical dashboards.

Open to handle and explore newer areas that provides an opportunity to enhance my
efficiencies further & allows me to equally contribute to the growth of the Organization.

Sanjeev Kalleda What I carry:

S/O Shanker Shastry
• Near two decades of diverse experience, demonstrated abilities as a quick
learner and adaptive in efficiently managing diverse roles
+91 99013 02198
• Rich experience in handling diverse roles and notable contributions across key
[email protected] account/ client relations management, pre-sales operations, team building, data
Sainikpuri, Hyderabad – 500094 analytics/ reporting, implementation of business expansion models & Marketing

https://in.linkedin.com/in/sanjeev-shastry • Strong domain knowledge - TPA operations/ health insurance, overall know-how
of core processes, performance analysis/ reviews for leadership team, bids/
English, Hindi, Kannada, Marathi, Telugu tender response management, data study-interpret-report, market study &
analytics, strategic presentations, and process standardization.
• Fluency of working on MS excel, power point, word, data study, analysis, reports,
PROFICIENCY SYNOPSIS dashboards, health insurance industry & market research
[Reference(s) on demand] • Currently associated with iNube Software Solutions Pvt Ltd, as Head Pre-sales
managing client demos/presentations, RFP/proposals/Tender responses, etc
• Client Servicing/ Key Account Management
• Pre-sales Operations/ Support Management • Excellent track and successful in handling/ managing diverse roles at Family
• Client RFPs/RFQs, strategic & commercial Health Plan Insurance TPA (FHPL), Apollo Health Resources (AHRL), Medi Assist
Insurance TPA, ICICI Bank, Bajaj Allianz Life Insurance, and IndusInd Marketing
proposals/ presentations
& Financial Services (Ashok Leyland Finance)
• Bids & Tenders response management
• Data analysis and number crunching
• Institutionalizing Business performance
Where can I add value:
reports and analytical dashboards
• Process standardization – pre-sales support 1. Client Servicing/ Key Account/ Team Management – large clients servicing /
• Health Insurance Industry study, research, relationship management, corporate client proposals, RFPs, RFQs, bids & tenders
and analytical reporting response management, corporate performance/ strategic presentations. Managing
• Training & Development large client servicing teams and supporting many large and medium clientele.
• Sales & Marketing Experience of handling large clientele of book size of INR 300 crores+.

2. Business Ops/Pre-sales support – efficiently managing business ops including

ACADEMIC SYNOPSIS process standardization, strategic business & analytical report requirements for
leadership team, setting-up and managing central intelligence pre-sales support
PGDBO (PG Diploma in Banking Operations) structure to provide high level analytical insights/dashboards for leadership team.
NIIT - IFBI, Hyderabad Telangana
Apr, 2007 – Jun, 2007 3. Data Analysis and Number crunching - study, analyze & interpret large data,
analyzing & reporting business pipeline, projections, and achievements, devising
M.B.A. (Finance) reporting templates/ formats. Institutionalizing key reports and analysis. Proven
Kakatiya University efficiency in working with MS-Office (Excel, PPT, Word), setting-up & implementing
Jan, 2002 – Dec, 2003 CRM applications/ digital platforms.

B. Com (Computers) 4. Marketing, Sales, and Communications – client relations management,

Kakatiya University escalations management, product/ service marketing, process training, sales/
Apr, 1998 – Mar, 2001 business development operations support. Excellent interpersonal communication,
analytical & organizational skills with demonstrated capabilities.
Organizational Experience

iNube Software Solutions Private Limited, Bangalore, Karnataka Jan, 2024 – Present
Head Pre-sales – Pre-sales operations support

 Coordinated closely with the Sales team to identify and qualify 50+ leads, ensuring seamless transition from initial interest to active
engagement in the sales process,
 Lead more than 100 solution presentations, development and product demonstrations to prospective clients, tailoring the presentation
to meet the specific needs and pain points of each potential customer
 Developed 30+ client Proposals, Prepared and delivered responses to RFPs (Request for Proposals), RFIs (Request for Information),
including cost estimates, technical presentations, project timelines and other queries from potential clients, ensuring all submissions are
high quality and delivered within deadlines
 Liaise with Delivery team/ development team/ BA’s/ Insurance practice teams for development of demo instance/ sandbox environment
to ensure seamless product demonstrations to the client
 Close coordination/ liaison with sales team and client for finalizing various agreements/ NDA/ other key document requirements
 Liaise with the marketing team to undertake CRM usage to ensure structured internal coordination for product demonstrations and
activity wise tracking
 Trained/ mentored junior presales staff, providing guidance on product knowledge, best practices, Insurance processes, and effective
demonstration/ pre-sales techniques
 Managed the creation and maintenance of share point for presales materials, including submitted responses, standard proposal
templates, case studies, product sheets, and demonstration videos/ scripts, ensuring all relevant resources are current and accurately
reflect the product offerings.
 Undertook regular, scheduled team reviews and Identified opportunities for process improvements within presales function and
implemented best practices to enhance efficiency and effectiveness
 Updated on industry trends, competitor offerings and emerging technologies to provide strategic insights and recommendations to the
leadership teams

Family Health Plan Insurance TPA Limited (FHPL), Hyderabad, Telangana (24 months) Apr, 2021 – Mar, 2023
Deputy General Manager (DGM) – Operations/ Business Development
Family Health Plan Insurance TPA Limited (FHPL), Hyderabad, Telangana (38 months) Feb, 2018 – Apr, 2021
Asst. General Manager (AGM) – Operations

Pre-sales operations Management – Process Standardization – Bids/tender response management – Client RFP/RFQ responses –
Strategic Presentations & Proposals – Devising Analytical Reports & Dashboards – Health Insurance Market Study/ Analytics

 Successfully managed client relations, pre-sales support & operations, defining & building solutions for RFPs/ RFQs/ proposals in
healthcare domain for potential and existing customers
 Worked exhaustively and headed bid/ tenders response management including commercials for Central/ State Govt. sponsored health
schemes as Ayushman Bharat – PMJAY and other large State Govt. schemes
 Responsible and most reliable for end-to-end bidding process including online and/or off-line proposals, drawing up winning commercial
proposals in close coordination with the leadership teams with complete confidentiality
 Devising and standardizing strategic presentations, corporate proposals, commercial proposals, analytical reports, and dashboards
 Institutionalizing business/ client performance reports, client response solutions, presentations, health insurance market analysis/
intelligence for the consumption of leadership teams, and other internal/ external stakeholders
 Extensive coordination & communication with internal teams/ other Group companies for information collation, building templates,
devising synoptic analytic reports based on the analytical study of health industry market

Apollo Health Resources Limited (AHRL), Hyderabad, Telangana (7 months) Jul, 2017 – Jan, 2018
Consultant – Business Operations & Analytical Support

Client relationship & review meetings – Bid Management – Data study & analysis – Devising & Publishing reports/analytical dashboards.
 Monitor and manage client performance reviews, study & analysis of health portfolio data of large clients
 Responsible for devising and publishing analytical reports and dashboards for internal and external clients
 Institutionalizing analytical reports, dashboards, and client service presentations as part of pre-sales support
 Communication and coordination with internal / external clients for proposal response collation and submission
Medi Assist Insurance TPA Pvt Ltd, Bangalore, Karnataka (89 months) Feb, 2010 – Jul, 2017
Senior Manager – Partnerships Support

Pre-sales Operations / Data Management – Key Management Reports – Business Performance Reports / Analysis – Strategic
Presentations – Business Analyst – Client Relationship Management

 Monitoring organization level pre-sales operations, business/ claims data analysis, publishing analytical reports on key business
achievements, claims performance and health Insurance industry insights for the consumption of Leadership team in close coordination
with central MIS team
 Experience in working closely with the Leadership teams on framing business AOPs, Sales Incentives structure, Strategic presentations,
Productization of revenue products, Pan-India business performance analysis, large client proposals/ RFPs/ RFQs and health insurance
policy performance analysis
 Responsible for framing, devising, implementing, and publishing management reports/ analytical dashboards/ presentations, Pan-India
Business performance analysis, presentations, and review proposals
 Sphere headed implementation of “SalesForce” and conducted extensive training & awareness sessions
 Study, understand and report business projections & achievements, team structure, roles and responsibilities for process standardization
and drawing strategic organizational structure
 Experience of setting-up central intelligence pre-sales support team at Corporate Office with a goal to achieve rapid growth & expansion
by supporting & bridging gap between Business Development teams and Operations team
 Account Manager for large corporate clientele - Infosys, Tata Communications, HCL and other large group clients

ICICI Bank Limited, Mumbai, Maharashtra (29 months) Jul, 2007 – Dec, 2009
Officer – Rural Operations Group-Central Operations (ROGCOPS)

Devising Reports – MIS Reporting & Publishing – Internal Communications & co-ordination – Process redesign

 Extensive working on MS-office, data analysis, MIS reporting, PAN-India coordination with internal teams
 Devising excel report templates, manage and organize support activities within team, coordinate with internal teams/ branches, process
redesign within department to increase efficiency and achieve faster delivery
 Responsible for coordinating and communicating with Pan-India ICICI Bank internal locations for data collating and analysis of the
processing fee collected and insurance coverage details
 Collate, download and reconcile data to prepare and publish weekly reports

Bajaj Allianz Life Insurance Co Ltd, Secunderabad, Telangana (28 months) Dec, 2004 – Apr, 2007
Sales Team Manager (STM) – Life Insurance Products

Sales – Team Building – Client Relationship –Training & Communications – Team Reviews

 Life insurance product sales through team of appointed insurance consultants

 Building strong team of Insurance Consultants (IC’s) and driving business to achieve targets
 Regular training to the team on product updates, sales strategies, and incentive structures
 Review and report to Regional Office on achievement of business targets and team size of Insurance consultants

IndusInd Marketing & Financial Services (Ashok Leyland Finance), Apr, 2004 – Dec, 2004
Rajahmundry, Andhra Pradesh (8 months)
Credit Verification Officer (CVO) – Personal Products Division

Marketing – Business Development – Operations/ Collections Management – Team Building – Monthly Reviews & Management
Reporting
 Loan approving authority - verification of loan applications and documents for credibility
 Marketing of two & four-wheeler loan products business within Rajahmundry Hub and 7 spoke locations
 Responsible for managing and reviewing loans collection process through team of Collection Agents
 Monthly review with spoke locations, reporting overall business development and collection targets achieved

Place:
Date: [Sanjeev Kalleda]