Jagan Jayakumaran

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.

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.

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)