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
