LIFE INSURANCE PROFESSIONAL HAVING 20 + YEAR OF WORK EXPERIENCE
Deogarh
Summary
Highly organized and self-motivated professional with extensive experience in Sales management, team development, and process improvement. Proven track record in developing and implementing strategies to increase efficiency and enhance performance. Passionate about driving business growth and fostering a positive work environment.
Overview
21
21
years of professional experience
5
5
years of post-secondary education
Work History
Associate Director of Agency
TATA AIA Life
08.2022 - Current
Managing 5 Branches
Team size Includes: 5 Branch Manager, 9 Business Associate Manager, 1Training Manager, 124 Business Associate.
Key Competencies: Strategic Planning Abilities, Strong Communication Skill, Result Orientation, Delegation, Customer Focus, Fostering Relationship, Understanding of Business & Market Insight, Driving Change and Innovation
Regional Head (Agency Sales)
BAJAJ Allianz Life Insurance Co Ltd
12.2017 - 07.2022
To manage the team of BM, RTM, BSO, SM to ensure all routine deliverables are delivered within TAT
To Recruit & Onboarding of Branch Managers to ensure growth & Productivity across all Branches
Build a Robust distribution network of Insurance Consultants, Frontline Sales Managers
To be a Key Planner, Strategist & implementer with demonstrated abilities in devising Sales & Marketing activities and accelerating the business growth
To Evaluate Performance & Monitor activities for deeper market penetration & improved market share
To take initiative for Team’s development through productivity improvement drives & training programmes to enable them to pitch life insurance as wealth management instrument
Leading, Mentoring & Monitoring the performance of the team members to ensure efficiency and meeting of individual & Company Targets
Strategizing efforts & galvanizing sales plans to ensure maximum output through sales channel
Leadership IMPACT at Bajaj Allianz Life Insurance: Balasore Region was Ranked 102 out of 110 Region when I joined in 2017
Currently it is Ranked 54 Pan India in terms of % Target Vs Achievement in RNB
IC Addition – Region Produced 182 IC Addition as on date with 23% YOY Growth
No1 Region In Odisha in IC Addition
Produced 57 Club IC from newly Licensed IC this FY so far
No1 in Odisha in Club IC Production from New Licensed ICs
Produced 128 Club IC so far this FY Vs 104 Club IC produced Last FY
This is a YOY Growth of 26%
Well poised to reach 150 Club IC by FY Closing
All the 6 Units Registered above 12% YOY growth over Last FY as on date
By end of FY all would be over 20% YOY Growth
Ranked No1 GM territory in RAG Ranking in Current FY
There is a 200% growth in Average Ticket Size in my Region
From Rs 29000 to Rs 56000 ATS Currently so far this FY
13M Persistency was 53% in Dec 2017
Brought it to 76.24% Currently
Poised to go above 80% by FY End
NO 2 in SM Productivity YTD in GM Territory
AVP – Balasore (Agency Partner Channel)
Kotak Life Insurance Ltd
09.2017 - 12.2017
To manage the team of BMP, MP & AP to ensure all routine deliverables are delivered within TAT
Strategizing efforts & galvanizing sales plans to ensure maximum output through sales channel
Planning & Implementing all the marketing, sales & customer care related activities in all the location of my region
Appointment of Quality AP through MPs & BMPs or deeper penetration and building a strong sales force
Regional Manager (CDA Channel)
Reliance Life Insurance Co Ltd
06.2014 - 08.2017
Produced 1 MDRT in Calendar year 2015
(Only MDRT of Zone consisting of 9 Region)
Produced 1 Fast Trax MDRT in JFM Quarter of 2016 (Only MDRT of East 2 Zone in 2016 so far)
Produced 1 Platinum & 1 Platinum Premier Advisor of Zone (Only Platinum & Platinum Premier Advisor of Zone in FY 2015-16)
Ranked No 1 Region of Zone for Tgt Vs Achievement in 2014-15
Ranked 9th Pan India for Target Vs Achievement in FY 2014-2015
YOY Growth – 166% for FY 14-15 in WRP Parameter
Highest STAR Club Advisor in Zone
Ranked 10th Pan India
Ranked 5th in terms of Licensing in India
Branch Manager
HDFC Life Insurance Co Ltd
06.2010 - 06.2014
Joined as a Branch Manager of Angul Location in June 2010
Amongst Top 5 Branch Manager of Bhubaneswar Region – FY 11-12
Ranked No 2 Branch Manager of East Zone In WRP – FY 12-13
Ranked No 5 Branch Managers of East Zone in NOP – FY 12-13
Produced 1 MDRT – Mrs Sunita Singh
She repeated MDRT for two Consecutive years
Amongst Top 5 Branch in AQI (Agency Quality Index) in East Zone
Highest No of FLS got promoted from my Branch in Odisha Region – FY 13-14
Won Bangkok & Malaysia Foreign Tours for Good Performance
Sourcing Manager (Unit Manager)
ICICI Prudential Life Insurance
06.2004 - 03.2010
Joined as a Project Trainee in Feb 2004
Promoted as a Sourcing Manager (Unit Manager) in June 2004
Promoted as a Non Sourcing Manager (Sales Manager) in June 2008
Total 4 Promotions with ICICI Prudential Life
Success Story @ ICICI Pru Life Insurance: No 1 Project Trainee in ICICI Prudential Life Feb-June 2004
HOS Club Member in ICICI Prudential life-2005
Continuously Amongst Top 10 FLS of Odisha Region for two consecutive years (2007 & 2008)
80th Rank in Himalayan Millionaire Club-2007
82nd Rank in Himalayan Millionaire Summit-2008
Produced the first ever MDRT of Sambalpur Location in 2009 – Mrs Nandini Panda
Produced the Fast Trax MDRT of Region from my location in 2010 – Mrs Rekha Pansary
Education
Master in Finance & Control -
Utkal University
01.2002 - 01.2004
Bsc - Biology
Sambalpur University
01.1998 - 01.2001
Skills
Strategic Planning Abilities
Strong Communication Skill
Result Orientation
Delegation
Careerfocus
To work as a team Leader in an accurate & proactive way understanding the process of the business and acting accordingly. To act as a Change agent by making the Alloted Region Profit center and helping all my team members climbing their path of career progression.
Insurance Solutions Architect & Business Advisor at Tata AIA Life & Niva BupaInsurance Solutions Architect & Business Advisor at Tata AIA Life & Niva Bupa