Senior Branch Manager - PNB METLIFE INDIA INSURANCE CO.LTD - Bhubaneswar
(2023-11-20)
- Lead and manage overall branch achieve business growth and profitability.
- Recruit, develop, and manage Agency Leaders and distributors to build a high-performing sales organization.
- Coach and mentor Agency Leaders on recruitment, activation, productivity, and business planning.
- Drive new business acquisition and ensure achievement of monthly, quarterly, and annual premium targets.
- Monitor key performance indicators (KPI) such as advisor recruitment, activation, retention, productivity, and persistency.
- Conduct regular sales review, filed coaching and joint customer meetings to improve conversion and business quality.
- Organize training sessions, motivational programs and sales contests to enhance team capability and engagement.
- Analyze MIS reports and data to identify opportunities, address performance gaps, and improve business outcomes.
- Foster a high-performance culture focused on customer satisfaction ethical selling, and continuous improvement.
- Successfully led the agency leader model, Driving consistent growth in branch sales and business productivity
- Achieved and exceeded monthly and quarterly premium targets through effective sales planning and execution.
- Build and developed a high-performing team of Agency Leaders and distributors, improving overall branch productivity.
- Increased advisor recruitment, activation and retention through structured coaching, training and performance management.
- Improved branch performance by implementing data-driven action plans and regular sales reviews.
- Successfully executed branch campaigns, contests and recognition programs to enhance employee engagement and motivation.
Branch Sales Manager - SBI LIFE INSURANCE CO.LTD - Bhubaneswar
(2022-09-05 - 2024-08-19)
- Successfully established and operationalized a new Agency Branch, including branch setup, staffing and business launch.
- Recruited Team manager trained them and developed a high-performing team of Agency Manager and Insurance Advisors.
- Build a strong agency distribution network through continuous recruitment and advisor activation.
- Drove branch sales by achieving premium, recruitment, and productivity targets.
- Ensure compliance with IRDAI guidelines, company policies, and operational standards.
- Prepared branch MIS reports, reviewed performance, and implemented action plan to achieve business objectives
- Built the branch from scratch by recruiting and developing a high-performing Agency Manager and Advisor team.
- Created a strong agency distribution network, recruiting in rapid business expansion during the initial phase.
- Achieved branch business targets through effective sales planning, recruitment, and team productivity management.
- Recognized by senior management for successfully setting up stabilizing a new agency branch.
Senior Business Development Manager - MAX LIFE INSURANCE CO.LTD - Bhubaneswar
(2020-10-20 - 2022-09-02)
- Earned FAST TRACK PROMOTION to Business Development manager To Sr.Development Manager based on outstanding sales performance and leadership.
- Successfully led a team of 10 Agency Leader with an overall of 58 Insurance Advisors.
- Consistently achieved and exceeded branch sales and recruitment targets through effective team planning and execution.
- Recognized for delivering strong business performance while expanding the agency distribution network.
Asst.Branch Manager - FUTURE GENERALI INDIA LIFE INSURANCE CO.LTD - Bhubaneswar
(2019-03-01 - 2020-10-19)
- Responsible for team building and month and month doing new business.
- Given properly services to portfolio customers and generating new business leads.
- Created One MDRT in Dec 2019
- Recognized by senior management for successfully setting up stabilizing a new agency branch.
Relationship Manager (Financial Partner) - YES BANK LTD - Bhubaneswar
(2016-08-17 - 2019-01-15)
- Created a customer base of 295 clients within 2.5 years in Yes Bank
- Handling and managing a total portfolio of 20 core efficiency and effectively.
- Recognized at regional level for maximizing the cross-sell index in the portfolio.
- Got several appreciations from customers directly in official mail for superior customer services.
- Qualifying 2017 Yes Bank foreign convention contest Q3 & Q4 SPAIN & SWIZERLAND
- Got fast track promotion Business Relation Acquisition to Relationship Manager
Assistant Manager- Retail Banking - AXIS BANK LTD - Bhubaneswar
(2012-08-04 - 2016-08-16)
- Got Fast Track promotion in the year 2015 from officer to Assistant Manger for exceptional contribution in the filed of business and customer services.
- Played vital role in the branch book size growth from 55cr (2022) to 197cr (2026)
- Qualified in the internal contest for all 4 quarters in the year 2015
- Got several reorganizations from customer and regional office for consistency in business growth.
