Maulin89 V (maulin)

Financial Services professional with 20+ years of experience across Life Insurance, Wealth Management, Sales Leadership, Training, Business Development and Team Management. Proven record of driving business growth, building high-performing teams, developing distribution channels and delivering exceptional client outcomes. Currently leading MV Financial Services, focused on Mutual Funds, SIPs, Insurance and Financial Planning solutions.

Founder & Financial Consultant at MV Financial Services (2025-02 – Present)

• Providing Mutual Fund, SIP, Insurance and Financial Planning solutions.
• Managing client acquisition, relationship management and portfolio reviews.
• Helping retail and HNI clients achieve long-term wealth creation goals.

Area Training Manager at IndiaFirst Life Insurance (2024-04 – 2025-01)

• Led training initiatives across Ahmedabad, Gandhinagar, Banaskantha, Sabarkantha, Nadiad, Kheda and Anand.
• Delivered training and OJT to 200+ employees and 15+ BDMs.
• Aligned training programs with business objectives and compliance requirements.

Cluster Manager at Max Life Insurance (2022-05 – 2024-03)

• Led Gujarat operations and managed a team of 22 front-line sellers.
• Implemented performance improvement strategies and drove business growth.
• Consistently delivered sales targets in the CAT Elite Channel.

Branch Manager at Kotak Life Insurance (2020-02 – 2022-05)

• Managed Direct, S2S, Maturity and NPS verticals across 4 branches.
• Led a team of 19 members and ensured customer retention and service excellence.
• Achievements: 90%+ team target success, 1 Crore NPS cheque and 4 domestic trips.

Area Manager at Canara HSBC Life Insurance (2019-09 – 2020-01)

• Managed a 24-member direct marketing team.
• Focused on business growth, customer acquisition and service delivery.

Deputy Area Manager at Reliance Nippon Life Insurance (2018-11 – 2019-09)

• Managed 53 team members including 4 Branch Managers.
• Led training, sales performance and customer service initiatives.
• Qualified for 8 domestic and 3 international business contests.

Branch Relationship Manager at Max New York Life (2017-08 – 2018-11)

• Led Direct and S2S verticals with 22 team members.
• Achieved strong team promotions and business growth.

Branch Manager at HDFC Life (2015-10 – 2017-08)

• Managed BCSS (S2S) channel across 4 branches.
• Achieved 180%+ target achievement and 96% persistency.
• Secured Pan India Rank #3 in Target vs Achievement.

ICICI Prudential Life Insurance (2011-12 – 2015-10)

• Handled Bancassurance and HNI client relationships.
• Worked with ICICI Bank and YES Bank channels.
• Earned 2 promotions and multiple domestic/international recognitions.

Max New York Life Insurance (2005-12 – 2010-07)

• Managed Bancassurance operations with YES Bank.
• Led recruitment, training and performance management of sales teams.
• Achieved 170% YoY growth and earned 3 promotions.

MBA in Marketing – NMIMS (2024)

B.Com – Gujarat University (2001)