Regional Head-North at Heute and Morgen Insurance Broker Pvt Ltd (2025-06 – Present)
Sales and business development leadership role handling team of managers in Delhi/NCR location
- Handling a team of 6 Managers in Delhi/NCR Location
- Relationship building with partners, Manufacturers, dealers and key direct accounts
- Responsible for achievement of the sales budget through intermediaries mapped
- Responsible for generating and maximize growth of business, build relationship and penetrate into the existing counter
- Liaison with underwriting and operation team in rolling out day to day processes
- Develop and execute strategies for forming strategies alliances
- Track and report on the progress and impact of partnerships
Zonal Head-North at Global India Insurance Broker Pvt Ltd (2024-06 – 2025-05)
Zonal leadership role managing sales and business development across North Territory
- Handling a team of 6 Area Head in North Territory from Rajasthan to till Jammu & Kashmir and West U.P.
- Relationship building with bancassurance partners, Manufacturers, dealers and key direct accounts
- Responsible for achievement of the sales budget through intermediaries mapped
Cluster Head-ROMG at Reliance General Insurance Co. Ltd (2021-12 – 2024-05)
Cluster head managing sales and marketing of General Insurance products in Maharashtra and Goa region
- Managed sales & marketing of General Insurance Product in Maharashtra & Goa Region (ROMG)
- Regular training and motivations to the broker sales team and giving them regular input about the market and deadlines
- Interaction with the customers and random check on the existing customers about their satisfaction level
- Regular Client servicing for any assistance in usage of the service, consulting advice on other Motor products
- Building and sustaining fruitful relationship with Brokers, Agents, Banker & clients
- Formulating strategies to build business, countering competition, creating awareness about motor product & services in assigned market
- Focusing on target achievement from the defined region
- Prospecting, selling & manage channel partners (SP's) in the area
- Manage a team of 4 Sales Manager, 2 Sales executives and 80 Brokers
Circle Head at Bajaj Allianz General Insurance Co. Ltd. (2019-10 – 2021-11)
Circle head responsible for sales, marketing and team management
- Recruitment of team leader, Sr. Sales Manager, Jr. Manager
- Handle a team of 16 peoples in Goa Location
- Meet top line numbers for GOA Territory
- Focusing on target achievement with available resources in effective & efficient manner
- Maintain a healthy and competitive business environment among team members
- Provide adequate sources of team recruitment and help fulfilling the vacancies timely
- Stay in line with channel initiatives & ensuring the same through respective team timely
- Develop new business through selling and marketing activities
- Capable of resolving escalated issues arising from operations and requiring coordination with others departments
Branch Manager – Chandani Chowk-Delhi at Care Health Insurance Co. Ltd. (2019-01 – 2019-09)
Branch manager responsible for sales and marketing operations
- Recruit ABM and Agency Manager
- Handle a team of 7 managers
- Generate more the 15 lacs health business with the help of team members
- Identify performance related issue and resolve it
- Responsibility for timely execution of task assigned
Sr. Agency Manager-Noida at ICICI Prudential Life Insurance Co. Ltd. (2014-09 – 2018-12)
Senior agency manager responsible for agent recruitment, training and sales targets
- Appointing agents and providing them technical assistance to sell our products efficiently
- Keeping track of agents and HNI clients for achieving sales targets at different levels
- Building a distribution force through recruitment
- Identify and developing new streams for growth and maintaining relationships with HNI clients to achieve repeat and referral business
- Identifying performance related issues & developing action plan for improvement
- Obtain regular feedback and build in new ideas based on market reports
Agency Development Manager - Noida at Max Life Insurance Co. Ltd. (2010-07 – 2014-08)
Agency development manager handling large agent team and investor portfolio screening
- Working as Agency Development Manager
- Handle the team of 52 agents in Noida location for LI business
- Screening of investor portfolio in terms of best fit as per their investment bandwidth, location and work profile
- Deal sourcing, pitching and securing private investment sales assignments from high net-worth individuals
Sales Manager-Delhi at ICICI Lombard General Insurance Co. Ltd. (2006-05 – 2010-06)
Sales manager responsible for agent and broker recruitment and sales channel development
- Appointing I-Bank DSA, agents and brokers and providing them technical assistance to sell our product efficiently
- Working as Agency Development Manager
- Keeping track of brokers and strategic customers for achieving sales targets at different branches
- Recognize potential customers for motor insurance to reach desired profitability level and maintain sales growth
- Strong relationship with bank branches and credit processing centers
- Identifying high yielding products and services to increase the overall growth of the company
- Responsible for building dynamic sales team
