Shivakumar M
Branch Manager | Sales & Marketing Professional | Life Insurance Expert
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About
Over 18+ years of rich experience in Sales & Marketing,
Operation, Customer Support , Business
Development & Key Account Management with various organizations.
Exceptional communication & presentation skills with demonstrated abilities in training & team building.
Adept at identifying and developing key Market Segments for business excellence and accomplishment of targets.
Proficient in fine-tuning strategies to ensure wider market reach & penetration of unexplored markets.
Executed the strategy & plans for the organization’s business operations; drove operations that led to an increase in turnover & profitability.
Known for augmenting growth, generating new business and devising & executing business plans by leveraging comprehensive understanding of the dynamics of the industry.
Highly skilled Financials services, Life Insurance , Financial Marketing and Customer Service.
Experience
Branch Manager at SHRIRAM LIFE INSURANCE CO LTD (2024-01 – 2025-02)
- Responsible for business target achievement of team by driving sale of life insurance Products & Persistency team size of 5 Unit Managers.
- Train and motivating UM & Sr UM, supporting them in recruitment activity, provide a better understanding of market/products.
- Forecasting monthly/annual sales targets & executing them in given time frame by organizational planning.
- Conducting training sessions to the partners (DO) about the products and new updates
- Execution of sales strategy – Increase market reach and penetration through market segmentation. Conducting different Market activities for building team
- Managing complete business operations with accountability for profitability. Driving mile share with brokers at their Respective location.
Associate Area Manager – ROK (Sales) at BHARTI AXA LIFE INSURANCE CO LTD (2023-01 – 2023-11)
- Responsible for business target achievement of team by driving sale of life insurance Products & Persistency through different partners; team size of 5 Relationship Managers.
- Driving the channel partners to sales insurance products. Responsible for overall development and management of the branches.
- Forecasting monthly/annual sales targets & executing them in given time frame by organizational planning.
- Conducting training sessions to the partners (DO & SO) about the products and new updates
- Monitor and review UM & Sr UM performance. Help them to achieve maximum business.
- Helping partners with the Post & pre customer services, marketing activities etc
- Managing complete business operations with accountability for profitability. Driving mile share with brokers at their Respective location.
Chief Business Manager (Sales) at PNB METLIFE INSURANCE CO LTD (2022-07 – 2022-12)
- Responsible for recruitment and management of Life Insurance Managers & Distribution Manager– Identify, recruit, train and manage.
- Train and motivate to LIM & DM, supporting them in recruitment activity, provide a better understanding of market/products.
- Monitor and review LIM & DM performance. Help them to achieve maximum business.
- Meeting existing customers on a regular basis for achieving service standards.
- Execution of sales strategy – Increase market reach and penetration through market segmentation.
- Seek new customers and increase sales.
- Conducting different Market activities for building team.
Digital Leader (Freelancer) at TURTLEMINT INSURANCE BROKING LTD (2020-09 – 2022-06)
- Recruiting DP, training & attending the joint calls with them
- Supporting the team and resolving the queries.
- Follow up with the customer and the insurer for Issuance.
- Conducting different Marketing activities for recruitment.
Operations Executive at TATA AIA Life, Max Life and ING Life
Worked with TATA AIA Life, Max Life and ING Life as operations executive for 13 years.
Education
Master's in Marketing (MIM) – Karnataka University (2007)
B.SC in Electronics – Karnataka University (2005)
