Tejas D Joshi
Ahmedabad
Summary
Result oriented professional with over 22 years of experience & prove reputation in the sales, Channel Development and Team Managemet. Presently associated with MAX LIFE INSURANCE, (AXIS Bank Realtionship – CGS,ADM & TASC) as Regional Head. Highly successful in driving large scale revenue and profit gains for a diverse nature of product of Life Insurance. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
22
22
years of professional experience
Work History
Regional Head
MAxlife INsurance
11.2024 - Current
Circle Relationship Manager
Maxlife Insurance
10.2022 - 10.2024
Sr. City Head
Maxlife Insurance
10.2021 - 10.2022
Sr.Area Manager
Max Life Insurance
05.2017 - 10.2021
- Defined revenue and sales targets and motivated staff to exceed expectations.
- Demonstrated excellence in expanding business through AXIS Bank by leading a team of Dy Cluster Manager and SMs
- Responsible of managing Cluster along with Strategic branches of AXIS Bank
- Responsible of managing Retail Banking, Affluent, NRI, Priority & BRO segment through CLH & CH
- Responsible of managing CLH, CH & SBH developed and maintain strong relationship
- Lead and motivated the team through Hurdles, Concall, Publishing Business Updates and Micro Managing through Effective MIS
- Organized regular training for all AXIS Bank referrers on products and provided training on new product and process
- To meet the following productivity measures for the unit: Premium, case rate, persistency, retention
- Engage with customers to provide quick response to customer queries, provide customer service
- Developed the performance of Ahmedabad Strategic branch (Registered office) from non –performing to performing and kept the graph level going high with YOY growth
- Started journey with 4 cr and ended up with 10 CR in FY 2021
- Instrumental in renewal collection of the Cluster & Strategic branches and ensured persistency at above 90% and was regarded as Persistency Champ
- Qualified for Over sea’s contest for Dubai for persistency champ
- Qualified for Over sea’s contests for Thailand, Lankawi & Road to Russia
- Qualified for few local / regional contests
Max Life Insurance
01.2016 - 04.2017
- Company Overview: (YES Bank Relationship) - Website not provided
- Demonstrated excellence in expanding business through YES Bank by leading a team of Centre Managers and FSMs
- Responsible of managing 3 Centre Manager of Max Life Insurance
- Responsible of managing Acquisition, Wealth & Service team with CBL, CSDL & RRL for YES bank’s West-3 Region
- Responsible of managing CBL, CSDL & RRL developed and maintain strong relationship with RBL of YES Bank
- Lead and motivated the team through Hurdles, Concall, Publishing Business Updates and Micro Managing through Effective MIS
- Organized regular training for all YES Bank referrers on products and provided training on new product and process
- To meet the following productivity measures for the unit: Premium, case rate, persistency, retention
- Engage with customers to provide quick response to customer queries, provide customer service
- High premium contributor in JFM of 2.75Cr
- Highest premium in West-3 Region of 25 Lacs with ULIP
- (YES Bank Relationship) - Website not provided
Bajaj Allianz Life Insurance Company Limited
03.2011 - 01.2016
- Company Overview: - Website not provided
- Demonstrated excellence in expanding business through SCB Channel by leading a team of Senior Relationship Manager and Relationship Managers
- Responsible of managing 12 branches; developed and maintain strong relationship with Branch Managers
- Highest premium contributor with one case as Area Manager March 2012 with the highest premium of 5Cr single case and March 2014 with the highest premium of 17 Cr
- Excellent track record of generating business of 17 Cr in 2014 with YOY growth of 110% in 2012-13
- Successfully managed Branch banking handling 12 branches of West-2 region as Area Manager
- Successfully managed Mortgages, Retail Liabilities, OBST Unit
- Instrumental in renewal collection of the region and ensured persistency at above 95% and was regarded as Persistency Champ
- Worked in close coordination with Telecalling Team to ensure leads attended quick and efficient manner, customer service to the newly acquired clients
- Lead and motivated the team through Hurdles, Concall, Publishing Business Updates and Micro Managing through Effective MIS
- Organised regular training for all SCB referrers on products and provided training on Underwriting to the team
- To meet the following productivity measures for the unit: Premium, case rate, persistency, retention
- Ensure that perform 100% as per the company’s rules and regulations wrt
- Need based selling, Compliance and Customer service
- Engage with customers to provide quick response to customer queries, provide customer service
- - Website not provided
- Qualified for Over sea’s contest in Warrior contest for Sri Lanka
- Qualified for few local / regional contests
Asst. Manager
Kotak Mahindra Old Mutual Life Insurance Co. Ltd
01.2007 - 02.2011
- Company Overview: - Website not provided
- Joined as Asst
- Manager in its Alternate Channel
- To build up sales team & to motivate them for selling Insurance product & achieving company’s target
- Handled a team of 20 executives and working on lead based selling from Kotak Bank Group Asset Division
- Achieved 30% of Rural Annual target of the company for FY 07-08 & 08-09
- Maintaining healthy relationship with HNI Customer & Bank Regional Manager
- Responsible for providing ongoing training to team member & Bank Staff
- - Website not provided
Financial Planning Consultant
Bajaj Allianz Life Insurance Co. Ltd
01.2005 - 12.2006
- Company Overview: - Website not provided
- Joined as Financial Planning Consultant & Promoted as Team Leader
- Handled the 8 member Sales team for IndusInd Branch Banking & VFD Division
- To build up sales team & to motivate them for selling Insurance product & achieving company’s target
- Providing training facility to the team member
- Ensure maximum penetration and increase call conversations
- Joint calls with team members to overcomes there obstacles and hence motivating them with conversation
- - Website not provided
Insurance Officer
Birla Sun Life Insurance Co Ltd
08.2004 - 12.2004
- Company Overview: - Website not provided
- Joined as Insurance Officer for its DCB Bank Relationship
- Generating leads and converting them into sales
- Providing after sales service
- - Website not provided
CSE
HBL Global Pvt Ltd
08.2002 - 07.2004
- Company Overview: (Part of HDFC Bank) - Website not provided
- Joined as CSE for for handling its HDFC Bank Relationship
- Giving Financial solutions to its HNI client segments
- Motivating branch staff to generate maximum no of leads and helping them to get it closed
- Handled a team of 6 telesales of its telecalling unit
- (Part of HDFC Bank) - Website not provided
Education
BCA -
Saurashtra University
Skills
- Sales & Revenue Generation
- New Business Development
- Innovation and creativity
- Operations management
- Market Growth
- Team management
- Relationship building
- Strategic marketing
- Business development
- Talent acquisition
- Partnership development
Languages
English
Hindi
Gujarati
Personal Information
- Date of Birth: 01/13/80
- Marital Status: Married
Software
MS Office
Windows
Excel
Internet applications
Timeline
Regional Head
MAxlife INsurance
11.2024 - Current
Circle Relationship Manager
Maxlife Insurance
10.2022 - 10.2024
Sr. City Head
Maxlife Insurance
10.2021 - 10.2022
Sr.Area Manager
Max Life Insurance
05.2017 - 10.2021
Max Life Insurance
01.2016 - 04.2017
Bajaj Allianz Life Insurance Company Limited
03.2011 - 01.2016
Asst. Manager
Kotak Mahindra Old Mutual Life Insurance Co. Ltd
01.2007 - 02.2011
Financial Planning Consultant
Bajaj Allianz Life Insurance Co. Ltd
01.2005 - 12.2006
Insurance Officer
Birla Sun Life Insurance Co Ltd
08.2004 - 12.2004
CSE
HBL Global Pvt Ltd
08.2002 - 07.2004
BCA -
Saurashtra University
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