Savoir Capital

• Responsible for Driving Business Growth and Revenue across all Product Lines
• Work with Team to Source & Develop new Business opportunity to support existing clients Relationships.
• Prospect and acquire new client relationship (HNIs /UHNIs, Family offices/ Corporate) Through various Channels Sources, Existing client Referrals, Cold calling and Other Client Engagement Activity
• Advice Clients on Building Portfolios based on Various products and Solution’s across asset classes – MF, PE, Structured products, Insurance, PMS etc.
• Constantly Monitor & Review client portfolios based on time analysis of market dynamics
• Instrument in Managing AUM of 215 Cr.

Vice President

Pramerica Life Insurance

● Instrumental In Developing Agency /Direct /Business Partners at 8 Locations ( Pune,Nasik, Ahmednagar,Belgoan ,Bangalore, Hyderabad,Goa,Deolali.)
 
● Budling Sales Distribution Across these Units with 8 BHs, 60 FL’s & 312 FCs
 
● Responsible for Increasing penetration to Drive Sales Productivity
 
● Achieved 153% of the Annual Target to be Top 10 Sr. Area Head (2021-22)

Area Head

Bharti AXA Life Insurance

• Launching & Setting up of 6 Branches (Pune, Ahmednagar, Bangalore, Nasik,Deolali,Hyderabad)
• Ensured Smooth flow of Leads Management via Vyomo for entire Team.
• Developed Sales Distribution to Improve Productivity & over achieve sales Target MOM basis  
• Assigned the Entire Maharashtra, Karnataka, Telegana as State In charge (2019-2020) Achievement of 162% of Annual Target.

Sr Area Head

KIM FUTURE VISION SERVICE LTD.

● Set up / Develop of the Direct Sales Team in Delhi/ NCR
● Drive new initiatives and sales strategy development
● Instrumental in activating 5 new locations within TAT (Delhi, Noida, Gurugram ,Faridabad, Ghaziabad)
● Operations of Life, Health & Motor Insurance, FDs, NCDs & MF vertical across locations
● As a Profit center head, responsible for top line growth and strengthening the bottom line.
    Achieved 143% of the Annual Target for (2017-18)

Deputy General Manager

DHFL Pramerica Life Insurance

Recruitment and selection of sales force and management of sales and performance processes etc. to the team, Responsible for Establishing Shiksha Uday Channel in East (Kolkata, Bhuvneshwar, Guwahati, Patna, Ranchi, Gangtok, Muzaffarpur, Raipur)
 
 
● Ensure the smooth functioning of the branch operations; adherence to the defined processes and compliance to internal and external regulations.
● The No.1 Cluster pan India consecutively for the month of Aug & Sep’15 for maximum number of 18 and 24 School Activities respectively.
● As per LMS, the cluster had the distinction of highest number of school activity per branch (6 per branch) followed by 300 leads per branch in a month with an average of 30 leads per RM/Branch.
● 1 Partner (Bhubaneswar) and 1 RM (Bhubaneswar) qualified for Dubai Convention held on 7th – 10th Sep’15
● Cluster had the distinction of meeting the productivity norm per RM consecutively from Aug’15-Mar’16.
 
● The Cluster achieved 110% of its annual target as of Mar’16.

Cluster Manager

SMC Insurance Brokers Pvt Ltd

● Operations of Life, Health & General Insurance /MF business verticals across 19 locations in East India.
● As a Profit center head, responsible for top line growth and strengthening the bottom line.
● Conceptualize and implement new strategic initiatives to Scale up the Business
● Started  W. Bengal, Sikkim, North East, Orissa, Jharkhand, Bihar, Chattisgarh and  Branches launched with 101 proposals on a single day with 21 lakhs premium in May’09
● Renewal collection has gone from 53% to 80% on an average on year-to-year basis.
● Achieved 102% of the Annual Target (2009-10), 100 %( 2010-11), 112 % (2011-12)
● Zone was second highest contributor in International Convention Qualifiers (2009-10) and (2010-11).
● Achieved highest number of SM/SSM/CM promotion (2010-11) and (2011-12)

ZONAL HEAD

ING Vasya Life Insurance Co Ltd

• Setup and develop two branches at Kirti Nagar, Delhi in addition to supporting Regional Manager in setting up new branches in Lucknow, Kanpur, Ghaziabad, Dehradun, Varanasi & Allahabad (2005-2006)
• Manage operations of 6 Branches, 5 Agency Managers, 84 Sales Managers, 8 CCEs, 3 Branch coordinators and 400 advisors
• No.1 area in the Zone for Issued Businesses in the year 2004-05.
• Amongst Top 5 branches in the country on Advisors Recruitment & Businesses in the year 05-06.
• Won the Recruitment Championship in Q4 of 2006
• Qualified for Convention in Singapore for achieving target for 2005
• Produced 2 MDRTs and 1 COT from the location in the very first year i.e. 2004 – 2005.
• Qualified LIMRA training in Jan 2006

Location Head

 20+years in Life, General &Health Insurance / Asset & Wealth Management / IA/PMS/AIF:                        Sales & Marketing.
 
Successfully developed, transformed and established businesses - North, East, North - Eastern, South, Central and West India regions.
 
Established verticals viz Direct /Agency/Partner Management /Corporate Sales/ IFAs and Team Management to maintain optimum product mix and hit
 
 
goal-sheet for managing P&Ls vis-a-vis revenue.
 

Taplio

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