
Sarbasis Pal
Territory Manager | Sales & Business Development
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About
Sales and business development professional with 15+ years of experience across insurance and finance. Skilled in sales planning, team leadership, customer relationship management, and product promotion, with a track record of rapid promotions and recognized performance.
Experience
TERRITORY MANAGAER - NIVA BUPA HEALTH INSURANCE COMPANY LTD - MURSHIDABAD TO NORTH BENGAL
(2024-01 - 2026-06)
- Lead territory sales and business development for NIVA BUPA HEALTH INSURANCE COMPANY LTD
- Drive customer relationships and product promotion across the assigned territory
- Support sales planning and execution to expand market reach
BRANCH MANAGING PARTNER APC CHANEL HEALTH - KOTAK MAHINDRA GENERAL INSURANCE COMPANY LTD - BERHAMPORE
(2023-01 - 2024-01)
- Managed the APC channel for health insurance at KOTAK MAHINDRA GENERAL INSURANCE COMPANY LTD
- Developed partner relationships and supported channel sales growth
- Coordinated sales execution and customer engagement
CLUSTER HEAD - BAJAJ ALLIANZ GENERAL INSURANCE COMPANY LTD - Virtual Office
(2015-08 - 2023-01)
- Advanced from Executive VSO to Sr Executive and Cluster Head during tenure at BAJAJ ALLIANZ GENERAL INSURANCE COMPANY LTD
- Led VSO cluster sales activity, progressing to Cluster Head on 1 Sep 2020
- Earned promotion to Sr Executive on 1 Apr 2018 after joining on 17 Aug 2015
Branch Manager (Gold Loan) - India Infoline Finance Limited
(2012-09 - 2013-07)
- Managed gold loan branch operations and customer service at India Infoline Finance Limited
Executive Field Sales Officer (Bankassurance) - Tata AIG Life Insurance Company Ltd - Nadia
(2007-09 - 2012-08)
- Earned fast-track promotion to Senior Field Sales Officer within six months and qualified as Assistant Sales Manager in Apr 2010
- Won three Eastern Region Top Performance Trophies and received awards, incentives, and a Singapore & Malaysia trip for strong performance
- Delivered product training and earned recognition for consistent results, including publication in Sampark Magazine
Education
B Com - Calcutta University (2001)
XIIth - WBCHSE (1998)
Xth - WBBSE (1996)
