Jagan Jayakumaran
Insurance Sales Leader
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About
High performing Insurance Sales Leader with 8-year record of career growth spanning in BANCA and Direct sales channels. Specialist in multi-cluster management and partner embedded growth strategies, having successfully managed relationships across multiple Small Finance Banks and CSB Bank. Exceptional capability in dashboard-driven performance tracking, talent recruitment, and cross-functional coordination.
Ready to step in and immediately improve conversion rates, strengthen channel partnerships, and reduce policy lapse ratios.
Experience
Branch Manager / Sr. Branch Head - HDFC Life Insurance Co. Ltd. - Trichy
(2022-09 - 2025-12)
Managed branch operations and led sales teams across multiple roles for 40 months.
- Managing & reviewing performance dashboard to improve productivity of frontline sales across campaigns.
- Supporting frontline sales team in handling HNI customers.
- Managing relationship with channel partner.
- Coordinating with various teams to get the applications processed.
- Recruiting required human resource as frontline sales.
- Training/ guiding the frontline team on products & sales strategies to improve business.
- Providing service to existing customers, up-sell & manage persistency.
Sales Manager - ICICI Prudential Life Insurance Co. Ltd. - Multi-cluster (Trichy, Vellore, Erode, Salem, Chennai)
(2018-06 - 2022-08)
Managed sales across various partner channels and multiple geographic clusters for 50 months.
- Managing relationship of various stake holders in partners' place
- Managing sales through various partner channels.
- Recruiting required human resource as frontline managers.
- Training/ guiding the frontline managers & the partner employees on products & sales strategies to improve business.
- Providing service to existing customers & manage persistency.
Consultant - Sutherland Mortgage Services
(2015-06 - 2016-06)
Handled pre-underwriting processes for U.S. Mortgage accounts.
- Handling pre-underwriting process for U.S. Mortgage of Citi Bank & Freedom Mortgage Corp.
Education
M.B.A - Bharathidasan Institute of Management, Trichy (2018)
B.E. - Mechanical Engineering - TRP Engineering College (SRM Group), Trichy (2015)
XII - R.S.K. Higher Secondary School, Trichy (2011)
X - R.S.K. Higher Secondary School, Trichy (2009)
