Sarbasis Pal

A hard working & dedicated professional with over 15 years of experience in sales & business development, customer relationship management, operations & process management, team handling and management and training. In-depth exposure to a wide spectrum of functions, along with strong management capabilities and exceptional organisational ability. Adept at sales planning, execution and creating a team environment to enhance profitability.

Well-versed in expanding markets, overseeing product promotion and cross & up selling. Possess skills to work successfully in a multi-product environment. An effective communicator with exceptional relationship management skills & ability to relate to people at all levels.

TERRITORY MANAGER (MURSHIDABAD TO NORTH BENGAL) at NIVA BUPA HEALTH INSURANCE COMPANY LTD (2024-01 – 2026-06)

BRANCH MANAGING PARTNER APC CHANEL HEALTH (BERHAMPORE) at KOTAK MAHINDRA GENERAL INSURANCE COMPANY LTD (2023-01 – 2024-01)

CLUSTER HEAD Virtual Office at BAJAJ ALLIANZ GENERAL INSURANCE COMPANY LTD (2015-08 – 2023-01)

Joined as Executive VSO on 17th August 2015. Promoted to Sr Executive on 1st April 2018. Promoted to CLUSTER HEAD IN VSO on 1st September 2020.

• Plan and implement strategy for increasing sales of insurance products and ensure quality sales
• Regularly monitor location wise/month wise target
• Create processes & procedures ensuring sales engagements as per plan
• Follow up bank and field customers for selling life Insurance Products
• Create new locations to increase business opportunities
• Coordinate and counsel team members to pitch insurance policies in their groups
• Handle various operational and administrative activities
• Provide operational support in terms of submission, issuance and pending resolution
• Conduct Insurance training session for specific group leaders to train distributors with insurance product, proposal form fillings and underwriting formalities
• Collect periodic reports for managing sales activities
• Provide training for sales & products to new entrants to ramp up team contribution to the organisation in a short period of time
• Conduct on job training session of team members
• Manage road shows and new product launch and organisation stall to promote business
• Organise and manage venue sale at various location in territory

Branch Manager (Gold Loan) at India Infoline Finance Limited (2012-09 – 2013-07)

Executive Field Sales Officer (Bankassurance) at Tata AIG Life Insurance Company Ltd, Nadia (2007-09 – 2012-08)

Due to exceptional performance and dedication towards work got Fast-track Promotion and within 6 months of joining became Senior Field Sales Officer. Successfully completed the assessment criteria for Assistant Sales Manager in April 2010 after becoming Executive Field Sales Officer in November 2009; a period of 5 months.

B Com – Calcutta University (2001)

XIIth – WBCHSE (1998)

Xth – WBBSE (1996)