Vikas Gulati

I have about more than 20 years of full-time work experience in Sales, Support and Training function & Business Development in Insurance Industry. I'm a Self-starter and motivated, Excellent track record of the short term and long term, working cooperating with people, able to work under pressure, reports writing with analytic skills, good negotiator, convincing, accurate, confident, ambitious & faithfully committed.

RM-CDA (Agency Channel) - Indusind Nippon Life Insurance Co Ltd - Moga

(2019-02)

Taking care of Punjab, J&K and Haryana branches to promote CDA models, providing IRDAI and product training to leaders and their team.

• Won Certificate of Appreciation for outstanding performance in YTD target achievement in 2021, 2022 & 2024
• Won Pan India NO.2 Rank in KPI ranking in the year 2021, 2022 & 2024
• Got 3 promotions in last 7 years as per company policy

Branch Manager (Variable Agency Channel) - Exide Life Insurance - Moga

(2017-12 - 2019-02)

I was handling variable agency channel of Exide Life Insurance with a team of 8 ARMs. Responsible for achieving revenue target within TAT.

Branch Manager (Direct Channel) - HDFC Life Insurance - Hisar

(2016-11 - 2017-07)

I was handling 3 branches of direct channel of HDFC Life Insurance with a team of 3 RMs. Responsible for achieving revenue target within TAT.

Territory Manager (Banc assurance) - Pnb Metlife Insurance Co. Ltd - Moga, India

(2015-08 - 2016-07)

Responsible for selling Life insurance products with a team of relationship officers provided by Pnb Metlife Insurance. Responsible for achieving revenue target within TAT and service support to Pnb Bank branch staff and existing specified person. To Maintain persistency.

• Won Certificate of Appreciation for outstanding performance in MTD target achievement in Dec 2015
• Won KING OF TRADITIONAL PLAN trophy in the month of Oct 2015

Corporate Sales Manager (Banc assurance) - HDFC Life Insurance - Moga, India

(2013-10 - 2015-07)

Responsible for sold Life insurance products with a team of relationship officer provided by Hdfc LifeInsurance. Responsible for achieving revenue target within TAT and service support to Hdfc Bank branch staff and existing specified person.

• Won Certificate of Appreciation for outstanding performance in YTD target achievement in July 2014
• Won BEST CSM trophy in the month of July 2014 for overall performance

Territory Manager (Agency Channel) - SBI Life Insurance - Moga, Punjab, India

(2009-02 - 2013-09)

Recruitment of agents for through the instructed process by the company, responsibility of issuance of license for them for selling life insurance products, schedule trainings for them to be in better position to sell life insurance products. Joint sales call them to ensure conversion within the given deadlines.

ABAM (Agency Channel) - TATA AIG Life Insurance - Moga, Punjab, India

(2008-03 - 2009-01)

Recruitment of PBAs for through the process instructed by the company, responsibility of issuance of license for them for selling life insurance products, schedule trainings for them to be in better position to sell life insurance products. Joint sales call them to ensure conversion within the given deadlines.

Sr. Agency Manager (Agency Channel) - ICICI Prudential Life Insurance - Ferozepur, Punjab, India

(2005-03 - 2008-02)

Recruitment of agents for through the instructed process by the company, responsibility of issuance of license for them for selling life insurance products, schedule trainings for them to be in better position to sell life insurance products. Joint sales call them to ensure conversion within the given deadlines.

Master of Business Administration - Marketing - Punjabi University (2004 - 2004)

Bachelor of Business Administration - Marketing - RSD College (2001 - 2001)