Pradeep Mahajan

Insurance and channel-sales professional with 10 years of experience across general insurance, life insurance and retail banking. Seeking to apply my knowledge in developing strategies and to serve my organization with perfect planning and a perfect strategy.

Relationship Manager (RM) - Turtlemint Insurance Brokers

(2025-07 - 2026-08)

• Resolve issues and build strong relationships with the channel — agents and leads — through training and development of agents on a commission basis in Motor, Health and Life
• Generate leads for Motor, Health and Life insurance products; achieve monthly sales targets
• Handle the broker channel: recruit and train agents (IRDA-licensed, POS and IREFRAL) and get business done through them
• Handle retail health insurance and agent queries; provide after-sales service
• Supervise agents' activity plans to ensure they are fulfilled at the desired levels
• Approach competitor-company agents and attract them to the company

Relationship Manager (RM) - Liberty General Insurance Ltd.

(2024-12 - 2025-07)

7 months

• Led the agency channel: recruited, trained and developed agents on a commission basis, and got business done through them
• Generated leads for insurance products; achieved monthly sales targets across Motor, Health, SME & Fire policies
• Assigned PMS achievement through a team of field officers in selective regions, and through verticals assigned by the BM
• Enhanced existing relationships, acquired new customers and cross-sold products; handled retail health insurance
• Achieved product-wise volume and value targets across intermediaries and direct customers as per the journey plan
• Resolved agent queries, provided after-sales service and supervised agents' activity plans

Branch Manager (Consultant) - Chola Insurance Distribution Services Pvt. Ltd.

(2024-09 - 2024-11)

2 months

• Handled the agency channel: recruited IRDA and POS agents, trained and developed them on a commission basis
• Generated leads and achieved monthly sales targets for Motor, Health, Fire and other policies
• Managed assigned PMS through field officers; handled retail health products
• Enhanced existing relationships, cross-sold products, resolved agent queries and provided after-sales service

VO – Unit Sales Manager (USM) - ICICI Lombard General Insurance Co. Ltd.

(2022-02 - 2024-09)

2 years 7 months

• Managed the agency channel: recruited and trained agents and drove insurance sales goals through them
• Generated leads and achieved monthly sales targets for Motor, Health, SME, Fire and other policies
• Delivered the array of retail products and assigned verticals; achieved assigned PMS through field officers in selective regions
• Recruited IRDA and POS agents; supervised agents' activity plans to ensure targets were met
• Achieved product-wise volume and value targets across intermediaries and direct customers as per the journey plan
• Enhanced existing relationships, cross-sold products, handled retail health insurance and resolved agent queries

Associate Agency Development Manager (AADM) - Max Life Insurance Co. Ltd.

(2018-12 - 2019-12)

1 year | Agent recruitment and development

• Recruited agents and managed insurance sales goals through them; trained and developed agents on a commission basis
• Supervised agents' activity plans to ensure they were fulfilled at the desired levels
• Generated leads, achieved monthly sales targets, and enhanced relationships while cross-selling products
• Handled agent and customer queries with a high confidence level and good communication

Assistant Manager (AM) - HDB Financial Services Pvt. Ltd. (on behalf of HDFC Bank — Credit Card Sales)

(2014-02 - 2018-11)

4 years 9 months

• Achieved monthly credit-card sales targets; ranked among the top 5 in the cluster for credit cards (Straight Through Process)
• Generated leads for asset products — personal loan, two-wheeler loan, home loan, auto loan, gold loan — and for Bill & Recharge, One Assist, Card Sure and other-bank CC balance transfer
• Enhanced existing relationships and cross-sold HDFC Bank products — assets, liabilities, mutual funds and insurance — while educating customers on digital products
• Identified potential customers, explained card terms of use and prices, and convinced them to buy; handled customer queries

S.S.C - Latur Board (2005)

H.S.C - Latur Board (2007)

B.A. - S.R.T.M. University, Nanded (2010)