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Insurance Leadership with 15+ years of team and business growth
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Competencies
Led and mentored teams of up to 427 financial advisors and managers, focusing on development and retention.
Formulated and executed business strategies for distribution growth, Topline increase, and market expansion.
Implemented sales strategies, market analysis, and lead generation initiatives to enhance sales output.
Managed branch admin operations, channel management, and recruitment, focusing on expanding distribution channels.
Conducted sales training sessions and mentored team members for performance improvement and level upgrades.
Education
Languages
Summary
Experienced regional head and business strategist in the insurance domain, skilled in team management, business planning, and sales growth. Adept at building high-performing teams, executing growth initiatives, and fostering client relationships to drive organizational success.
Key Achievements
- Built and managed diverse teams across multiple insurance companies, including managing 35 FLS and several branch managers.
- Successfully completed manpower onboarding and team rebuilding within 2 months at Canara HSBC Life Insurance and Bajaj Allianz.
- Led initiatives in lead generation at Kissan Agro exhibition, significantly contributing to business outreach activities.
Experience
Regional Head
Managing 4 cluster Branch Managers and a team of 35 FLS, Completed Manpower in 2 months including Branch Managers and FLS, Hand holding team on sales calls and training, Started from scratch to rebuild the team, Biggest activity done for Lead Generation at Kissan Agro exhibition
Associate Regional Head
Managing Sourcing Branch Managers, Completed Manpower in Two months, Functioning of Branch Admin, Business Planning, Increasing Distribution and Topline Growth, Mentor FLS and Guide Them for their Level Upgrade.
Asst Regional Manager - Unified Agency
Managing Area Managers and Direct and indirect FLS, Handling PFA with the strength of 427, Functioning of Branch Admin, Business Planning, Increasing Distribution and Topline Growth, Mentor FLS and Guide Them for their Level Upgrade.
Branch Head– Agency Sales
Managing Team of 20 Development Manager, Handling PFA with the strength of 427, Functioning of Branch Admin, Business Planning, Increasing Distribution and Topline Growth.
Head– Agency Sales
Responsible for business planning, review and delivering top line growth, Recruitment, Development and Retention of team member, Driving key initiatives for the sales team.
Deputy Branch
Currently handling Business Partner and Advisors, Leading a team of 5 Sales Manager.
BM
Handling Direct Marketing, Responsible for Business Development, channel Management & acquisition.
Financial Service Manager
Handling Direct Marketing, Leading and mentoring a team of 10 Financial Planning Consultants.