Richa Trivedi

Senior Vice President Bancassurance @ Kotak Life

About

I am a self-motived and driven professional with a proven track record in the fields of Banking and Insurance for last 17 years. Have successfully handled diverse portfolios like Digital Campaign Strategy & Analytics, Direct Marketing strategies, Digital Cross Sell, Customer Life Cycle Management, Distribution Strategy, Channel led X-sell, Engagement and X-Sell within NRI, HNW and unmapped customer segments, Outbound and Virtual RM channel strategies, Cross-Sell and Up-Sell Projects, R&R - Incentive Planning for the sales force and Sales Training on various Insurance products. I have a knack for identifying and solving business problems through data and I consider that as my USP. I have handled various challenging projects and delivered the targeted results by providing unique solutions to unique business problems.

Country

India

City

Mumbai

Industry

Banking

Skill

Digital Business, Digital Business Development, Online Marketing, Customer Insight, Product Vision, Key Performance Indicators, Customer Journeys, Communication, Data Analysis, Life Insurance, MIS, Relationship Management, Insurance, Bancassurance, Claims Management, Banking, Portfolio Management, Strategic Financial Planning, Performance Management, Market Research

Experience

Senior Vice President Bancassurance

Kotak Life

2026-4 - Present · 6 mos

Mumbai, Maharashtra, India

Vice President Bancassurance

Kotak Life

2024-7 - 2026-6 · 2 yrs

Mumbai, Maharashtra, India

Vice President

Kotak Mahindra Bank

2023-4 - 2024-9 · 1 yr 6 mos

Mumbai, Maharashtra, India

Campaign Analytics and Digital cross sell of liability products (Investments/Insurance/Remittances). Engagement and Digital cross sell of all Banking products and services on NRI, Privy and Wealth segments.