Area Manager (Bancassurance) - SBI Life Insurance Co. - Kanpur Dehat Region
(2025-07)
- Handling Kanpur Dehat Region State Bank Of India Branches for promoting and selling Life insurance
- Developing Relationship with Regional Manager Branch Managers and Bank
- Creating Activities like Refresher Modules and Contests for Motivation of Bank Employees
- Managing My Team relationship officer for my Region for achieving sales target and their KRA
Territory Manager (Bancassurance) - SUD Life Insurance Co. - Kanpur Region
(2024-08 - 2025-07)
- Handling Kanpur Region Union Bank Of India Branches for promoting and selling Life insurance
- Developing Relationship with Regional Manager Branch Managers and Bank Employees for sourcing Health Insurance business
- Creating Activities like Refresher Modules and Contests for Motivation of Bank Employees
- Managing My Team relationship officer for my Region for achieving sales target and their KRA
Cluster Manager (Bancassurance) - Star Health and Allied Insurance Co. - Lucknow and Fatehpur Region
(2022-06 - 2024-08)
In alignment with business strategy and financial objectives, understand and work towards sales plan for my Region bank branches.
- Handling Lucknow and Fatehpur Region Bank of Baroda Branches for promoting and selling Health insurance
- Developing Relationship with Regional Manager Branch Managers and Bank Employees for sourcing Health Insurance business
- Creating Activities like Refresher Modules and Contests for Motivation of Bank Employees
- Managing My Team relationship officer for my Region for achieving sales target and their KRA
Wealth Manager (Bancassurance) - Bajaj Allianz Life Insurance Co. - Kanpur Cluster
(2021-02 - 2022-06)
In alignment with business strategy and financial objectives, understand and work towards sales plan for my Cluster bank branches.
- Handling Kanpur Cluster Axis Bank Branches for promoting and selling life insurance
- Developing Relationship with Cluster Manager Branch Managers and Burgundy RM and NRI RM Employees for sourcing Insurance business
- Creating Activities like Refresher Modules and Contests for Motivation of Bank Employees
- Managing My Team relationship officer for my cluster for achieving sales target and their KRA
Area Manager (Bancassurance) - Aditya Birla Sun Life Insurance Co. - Unnao Cluster
(2018-11 - 2021-02)
- Handling Unnao Cluster HDFC Bank Branches for promoting and selling life insurance
- Developing Relationship with Cluster Manager Branch Managers and Bank Employees for sourcing Insurance business
- Creating Activities like Refresher Modules and Contests for Motivation of Bank Employees
- Managing My Team relationship officer for my cluster for achieving sales target and their KRA
Sr. Relationship Manager (Bancassurance) - SUD Life Insurance Co Ltd - Kanpur
(2017-07 - 2018-11)
- Handling 4 main (ELB & VLB) Branches of Bank of India & Union Bank of India for Insurance Selling
- Developing Relationship with Branch Managers, Sr. Branch Managers, Credit Manager and Bank Employees for sourcing Insurance business
- Creating Activities like Refresher Modules and Contests for Motivation of Bank Employees
- Qualified Banca Maestro & Utkarsh (Foreign trips) contest
- Overachieved YTD target by doing more than 1Cr EPI
- BOI main Branch qualified for MDRA
Relationship Manager (Bancassurance) - Aviva Life Insurance Co Ltd - Kanpur
(2008-10 - 2017-07)
- Handling 10 Branches of PSB and 12 Branches of IIB (Indusind Bank), for Insurance Selling
- Developing Relationship with Branch Managers, Sr. Branch Managers, Zonal Manager and Bank Employees for sourcing Insurance business
- Take 3 promotions
- Creating Activities like Refresher Modules and Contests for Motivation of Bank Employees
- 2 Time Blue Rebind Qualify for Aviva Life Insurance
