Adarsh R Nair
Kozhikode
Summary
Dynamic leader with a proven track record at HSBC Bank, excelling in funding acquisition and sales strategy. Successfully secured significant capital for GOAT CINEMAS PVT LTD while optimizing processes and managing crises. Expert in team recruitment and competitive analysis, driving business growth and operational excellence.
Overview
9
9
years of professional experience
Work History
Founder & Ceo
GOAT CINEMAS PVT LTD
KOCHI
10.2024 - Current
- Secured initial funding through pitching to angel investors and venture capitalists, raising significant capital.
- Established policies and procedures for efficient workflow management.
- Recruited, hired and trained staff members to ensure that operational goals were met.
- Implemented process changes aimed at increasing efficiency while reducing costs.
- Oversaw corrective action plans to remedy structural, organizational and departmental issues.
- Actively participated in industry events, conferences, and networking opportunities to enhance brand visibility and business growth.
- Conducted ongoing competitive analysis to inform strategic decisions and maintain competitive advantage.
- Managed crises and unexpected challenges, ensuring minimal impact on business continuity.
Associate Vice President
HSBC Bank
04.2023 - 08.2024
- Responsible for business target achievement of branch by driving sales of life insurance products, mortgage, casa, and multiple investment options like Mutual Funds, PMS, AIFs to customers of the bank;
- Drive activation on all products through regular engagement with Sales Manager of the Bank
- Ensure discipline & rigor of daily sales activities, DSR & LMS input
- Regular review & tracking of self performance
- Building capability through regular training interventions
- Organizing sales campaigns, product launches, and conducting training for new business generation
- Ensuring adherence to end-to-end business processes within specified timelines
- Adhering to regulatory requirements & monitoring the quality of business
- Ensuring timely resolution of queries and complaints, and controlling instances of adverse customer experience
Senior Area Manager
Bajaj Allianz Life Insurance Company
04.2022 - 04.2023
- Responsible for business target achievement of team by driving sales of life insurance products to customers of bank; team size of 11
- Drive sales team activation through regular engagement with Sales Manager of Bank
- Ensuring discipline & rigor of daily sales activities, DSR & LMS input
- Regular review & tracking of team performance
- Building team capability through regular training interventions
- To organize sales campaign, product launches and conduct training at partner branches
- Ensuring adherence to end to end business process within the specified timelines
- Adhering to regulatory requirements & monitoring quality of business
- Ensuring timely resolution of queries and complaints, and controlling the instances of adverse customer experience
Area Business Head
India First Life Insurance Company Ltd
12.2020 - 04.2022
- Leading a team of 8 Business Development Manager's to deliver business from the Zone which consists of 4 regions split across Kerala and also 2 additional regions of Tamil Nadu
- Reducing the number of queries from the Zonal Desk of Bank Of Baroda successfully by identifying deviation for enhancing current processes
- Issuing GROUP CREDIT LIFE Policy for pan India based Bank Of Baroda advance holding customers
- Ensure Regional Head's, Deputy Regional Head's, SMS Head's and Bank Manager's are in liaison with the percentage of protection with Group Credit Life against their holding advances
- Connect with Zonal desk on the ground reality of the penetration performance against their segregated advances bucket
- Ensure the Zone achieves the target and report to South India Head of the channel on the figures and performance on daily basis
- Compliance & Quality Assurance
- Ensuring compliance with IRDAI norms, in addition to drafting and providing timely data & reports to IRDAI and Head Office
- Monitoring quality assurance of documentation for IRDAI compliance and also for smooth functioning of underwriting process
- Overseeing Complete Proposal forms
- Underwriting Claims, Insurance Verification, Claims settlement of the Zone
- Scrutinizing and submitting monthly premium & claims data for the corporate business to Head Office
- Defined TATs for the first time in the patch & formulated effective process flows
- Conceptualized & effectively Optimized processes by replacing a basic QC checklist & presented the same to front line team
- Implemented new policies and procedures for smooth functioning of the employees at their work centres
- (SMALL MORTGAGE STORE)
- Analysed queries and framed FAQs to reduce queries from 20/day to 3/day
Business Development Manager
Star Union Dai Ichi Life Insurance
06.2019 - 11.2020
- Company Overview: A leading Life Insurance Company associated with its Bancassurance Partner's Union Bank Of India And Bank Of India
- Ensure the Region achieves its Credit Life target
- Liaoning with Union Loan Points (UBI) and Retail Asset Centre (BOI) to identify business opportunity
- Extract data on loan applications from branches mapped to ULP’s and RAC’s
- Relationship building with Marketing officer, Credit officer and Branch manager
- Maintain a lead generation funnel and coordinate with Sales Supervisors
- Weekly reports to Zonal Manager and Central team on – number of loan applications, loans sanctioned, disbursements, Credit life applications, penetration
- Share report analysis with inputs on market opportunities, areas of concerns and provide solutions
- Support the Zone with Channel Marketing initiatives
- Identify and Support Business Alliances – regional and co-operative banks in the assigned geographies
- A leading Life Insurance Company associated with its Bancassurance Partner's Union Bank Of India And Bank Of India
Senior Sales Officer
ESAF SMALL FINANCE BANK
11.2018 - 05.2019
- Company Overview: With a network of 436 BRANCHES spanning ENTIRE India, ESAF effectively serves 500000 + customers in the financial services domain
- Training & Quality Assurance
- Finalized 3 queues & resolved Life Insurance Policy queries
- Instructed 10+ new recruits & rendered assistance to the team by acting as a Team Lead in absence of Branch Manager
- Organised product knowledge tests 3+ times a month to maintain and enhance productivity of trainees
- With a network of 436 BRANCHES spanning ENTIRE India, ESAF effectively serves 500000 + customers in the financial services domain
- Opened 25 CASA accounts in the first day of joining
- Consistent month on month performer for CASA business for the branch for 5 months
Senior Relationship Manager
IDBI FEDERAL Life Insurance Company
06.2017 - 09.2018
- Company Overview: One of the strongest insurance company in India spread its bancassurance network with IDBI and Federal Bank of India
- Solicits new business, cross-sells and up-sells identified products to bank customers
- Establishes, maintains and grows relationships with bank partner
- Establishes, maintains and grows relationships with prospective and existing clientele
- Performs customer service and business conservation activities
- Handles activity reporting, planning and administration
- Conducts market analysis activities, which include activities such as branch/client profiling and survey on competitor products
- Attends weekly meeting with Business Managers and Regional Manager and branch monthly meetings for production updates and marketing campaigns
- One of the strongest insurance company in India spread its bancassurance network with IDBI and Federal Bank of India
Associate Agency Development Manager
Max Life Insurance
05.2016 - 05.2017
- Company Overview: MAX LIFE INSURANCE is one of the pioneers in the Indian Insurance Industry
- BUILD A TEAM OF AGENTS AND DRIVE THE BUSINESS THROUGH THEIR POTENTIAL MARKETS
- Finalized 190 queues & resolved 140 Life Insurance Policy queries
- Hired Agents showing them the potentiality of their markets and growth which is waiting for them professionally and in personal life working in agency channel
- MAX LIFE INSURANCE is one of the pioneers in the Indian Insurance Industry
- Hired 25 quality agents in a span of 6 months
- Developed 7 agents to Top 15 Agent level slab in 6 months
Education
Bachelor Of Commerce - B Com graduation
CV RAMAN UNIVERSITY
06.2014
Senior Secondary -
Marol Education Academy’s High School
05.2009
Higher Secondary - CBSE 12th Passout
Veda Vyasa Vidyalayam
Skills
- Funding acquisition
- Process optimization
- Team recruitment
- Crisis management
- Competitive analysis
- Sales strategy
Languages
English
First Language
Malayalam
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
References
References available upon request.
Timeline
Founder & Ceo
GOAT CINEMAS PVT LTD
10.2024 - Current
Associate Vice President
HSBC Bank
04.2023 - 08.2024
Senior Area Manager
Bajaj Allianz Life Insurance Company
04.2022 - 04.2023
Area Business Head
India First Life Insurance Company Ltd
12.2020 - 04.2022
Business Development Manager
Star Union Dai Ichi Life Insurance
06.2019 - 11.2020
Senior Sales Officer
ESAF SMALL FINANCE BANK
11.2018 - 05.2019
Senior Relationship Manager
IDBI FEDERAL Life Insurance Company
06.2017 - 09.2018
Associate Agency Development Manager
Max Life Insurance
05.2016 - 05.2017
Bachelor Of Commerce - B Com graduation
CV RAMAN UNIVERSITY
Senior Secondary -
Marol Education Academy’s High School
Higher Secondary - CBSE 12th Passout
Veda Vyasa Vidyalayam
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