Chandigarh, Chandigarh, India
• A dedicated Sales & Marketing professional, with over 18 year’s experience, dedicated to people excellence. • Possess strong industry interface, established network of contacts and the demonstrative skills required to initiate, negotiate and close business. Able to create and execute business plan focused on demand creation, sales growth and business partner developments. • Excellent skill in sales / marketing with proven record of accomplishment and dynamic personality with good business acumen and leadership qualities. • Rich expertise in drawing sales strategies for attaining maximized revenue and escalating profitability levels in the given time frame. • Professional driven, insightful Manager with a proven ability to achieve and exceed all business development and revenue-generation goals in high-pressure environments. • Designing and implementing strategies for building team effectiveness by promoting a spirit of cooperation between team members. • Demonstrated skills in communication, presentation and relationship management with strong dexterity in driving front liners to attain highest echelon of performance level. • Over a rapidly progressive career of 18 years, I have gained expertise in various facets of Sales and Development function and its role as a strategic contributor to an organization’s quest for goals of revenue maximization and market leadership. • During my career, I have had the opportunity of working with reputed leaders in financial industry such as ICICI Prudential Life Insurance, Tata AIA Life Insurance, Max Life Insurance, Star Union Dai-ichi Life Insurance (Union Bank of India & Bank of India), HDFC Bank and Axis Bank. • I believe in the power of fostering collaboration, empowering performance & driving excellence across business domains for delivering results in a constantly evolving business environment.
Responsible for Region growth in Insurance, Investments, Forex, Govt Schemes & Lockers with a team of 4 Circle Heads & 21 Cluster Heads from 775 branches.
Responsible for Region growth in Insurance & Investments with a team of 4 Circle Heads with 700 branches.
Responsible for achieving Circle Targets through 131 branches in Third Party Products i.e., Life Insurance, General Insurance, Health Insurance, Mutual Funds and Direct with team of 3 Life Insurance Co’s, 4 General Insurance Co’s, All AMCs and Axis Direct.
Responsible for growth of Third Party Business in zone. Responsible for achieving Zone Targets through 80 branches in Third Party Products i.e., Life Insurance, General Insurance, Health Insurance and Mutual Funds with 9 insurers and 14 AMCs. Responsible for overall business delivery in the assigned zone through robust Sales Management Process. Responsible for ensuring hygiene on all the business parameters like Business Quality, Lead Tracking System, Trainings etc.
- Heading a territory with team of 4 Location Heads and 23 Sales Officers. - Responsible for achieving Territory Targets through 116 branches of channel partners i.e., Bank of India & Union Bank of India. - Responsible for Business planning with Bank Zonal Managers, Deputy General Managers & Principal Marketing Officers.
Training: • Responsible for growth of region. (Chandigarh, Haryana and HP) • Responsible for Learning & Development initiatives for all Business Channels, viz; Banc assurance, Tied Agency, Agency Partners Channel and Group Business. • Ensuring that training contributes to competitive strategies of the firm. • Ensuring that there is proper linkage among organizational, operational and individual training needs. • Considering the cost of planned programs and keeping within budget. • Improving current or future performance by increasing a trainee’s ability to perform through learning, usually by changing their attitude or increasing their skills and knowledge. • Ensuring that a comprehensive and systematic approach to training exists, and training and retraining are done at all levels on a continuous and ongoing basis. • Introduce quality control mechanisms within training that eliminates poor attendance. Achievements: • Certificate of Over Achievement • Rated as Best Trainer in the Zone.
Profile: • Handling a branch & imparting the training sessions to all the stakeholders. • Responsible for Learning & Development initiatives for Agency and Agency Partners Channel. • Conducting IRDA batches, motivational, product & skill based trainings. • Planning & implementation of training calendar. Achievements: • Certificates of Product Expert • Certificates of Over Achievement • Award Winner for Product Launch • Cleared the Promotion gates for Senior Manager – Learning & Development
Profile: • Handling a Cluster & imparting the training sessions to all the stakeholders. • Responsible for Learning & Development initiatives for Agency, Agency Partners Channel and Alternate Business. • Monitoring the external and internal IRDA batches of the Cluster. • Looking after the complete Cluster training activities. • Imparting out location training for all the upcoming locations of the company. • Providing support to the sales team in arranging events and contests for sales promotion. • Monitoring and taking active part in new product launch. • Contributing in increasing the productivity of the Cluster. Achievements: • SPOT AWARD WINNER in the month for topping in Zone in IC-33 challenge. • Qualified SVP Honors Club for Gold in issuance. • Qualified Gold in MD Honors Club in both number of policies and FP. • Man days always over achieved month on month. Its 124% of the actual target. • Certification of achievement for Outstanding Performance in IA Apex. • Certification of achievement for excellence in the area of NLA Activisation. • Certifications for excellence in activisation of advisors. • Certification in Financial Planning from KESDEEs e-learning course. • Trained in all the modules and certified as Green Belt trainer. • Continuous on 1st position in PCHH Region & North Zone in productivity of Winning In Selling with more than 600% growth in FYP. And also stands at 3rd position PAN India. • Worked as HR-Catalyst for Employee Engagement activities.