Pramod Mohta

To secure a challenging position in a growth-oriented organization where I can utilize my skills and contribute to organizational success while continuously learning and developing professionally

Area Manager – Agency Channel - Shriram Finance Limited

(2023-06)

• Currently managing a regional network comprising 4 units, including 3 Branch Managers (BMs) and 20 Sales Managers (SMs), driving overall business performance and team productivity.
• Leading and collaborating with BMs and SMs to onboard and develop channel partners, ensuring effective distribution and delivery of company products.
• Advising and offering a comprehensive suite of financial products—including fixed deposits, life insurance, general insurance, health insurance, and mutual funds—tailored to meet diverse client needs and investment objectives.
• Consistently delivered strong business growth by expanding the regional client base and increasing product penetration across financial offerings.

Sr. Branch Head- Agency Channel - PNB MetLife India Insurance Co. Ltd.

(2021-08 - 2023-06)

• Presently handling 1 unit in the region which consists of 5 Sales Manager and 50 recruiting partners
• Dealing with Sales Managers and recruiting partners to deliver company products as per client needs
• Responsible for building the Agency channel by achieving the monthly sales targets and strengthening customer relations
• Dealing with multiple internal teams such as operations, underwriters to achieve low turnaround time for policy issuance
• Have achieved minimum of 100% sales target month on month for financial year 2021-22

Area Manager- Insurance Manager Channel - Future Generali Life Insurance India Ltd.

(2017-05 - 2021-08)

• Presently handling 2 units in the region which consists of 2 Branch Managers and 15 Sales Manager
• Making calls with Sales Manager & advisors to educate about company's products as per customer need
• Responsible for forecasting, planning, budgeting and achieving the Sales Budget year on year basis
• Organizing weekly training session to make advisors aware of the changes taking place in the policy
• Achieved target of 200% & 240% in 2017-18 & 2018-19 FY respectively (Traditional-90% & ULIP-10%)

Executive Territory Manager- Agency - Reliance Life Insurance Co. Ltd.

(2003-09 - 2017-04)

• Handled 16 Branches as RM & managed over 150 SMs and 16 BMs for a period of 2 years
• Led a team of 7 Sales Managers (SM), 3 Exe. SM & 2 Managing Partner with team of 150 Advisor
• Looked after the administrative initiatives for the branch as a Signing Authority for banking developments
• Initiated customer Care programs for the branch through personal contacts and communication
• Coordinated with underwriters and operations team in order to generate immediate issuance of the policies
• Contributed in recruitment & overall development of more than 50 Sales Manager within the tenure
• Achieved the top position for recruiting the highest number of advisors by the team in several years
• Branch bagged the title of "The Best Branch" in Gujarat for Sales Achievement under my supervision
• Won multiple international trips achieving the sales target within the stipulated time frame
• Contributed in promoting more than 20 Sales Manager as Branch Managers & above from my team
• Achieved a Key Performance Indicator (KPI) score of 100% for 8 consistent years (2009-2017)
• Got Promoted to Branch Manager within 1 year from Sales Manager by achieving 150% of target

Branch Manager-Ahmedabad - M/S Fiber Foam Private Limited - Ahmedabad

(1995-04 - 2003-09)

The Company was a manufacturer and a dealer which dealt with Rubberized Coir Mattress

• Facilitated a smooth development of a distribution network in within the geographies of Gujarat
• Led a Sales team of 15 individuals by providing them with various marketing skills to increase the business
• Appointment of distributor network in Gujarat through personal contacts and meeting potential clients
• Launched a new company in Gujarat Market & ensured top position in sales throughout my tenure

Sales Manager-Ahmedabad - M/s. Rilaxon (Coir & Felt Division of Shree Digvijay Cement) - Ahmedabad

(1993-04 - 1995-03)

• Established a good and healthy rapport of the firm with distributor and channel partners
• Achieved 150% year on year target in terms of sales of the assigned territory during the tenure
• Contributed to the firm by increasing the sales and potential customer base 3 folds in two years
• Won 'Best Performance' as a Sales Manager for six consequent months

Accountant-Ahmedabad - M/S Sarda Plywood Industries Limited - Ahmedabad

(1987-08 - 1993-03)

• Handled, documented & published financial transactions by compiling & entering account information
• Helped in ascertaining accounting needs for generating solutions for the financials of the firm
• Briefing the management regarding the finances of the firm and facilitate decision making process

Bachelor of Commerce - Advance Accountancy & Commerce - University of Dibrugarh