Ajay Marla

ICICI Prudential | Sales Manager (Oct 1, 2024 – Present) Partnered with ICICI Bank, Managing Jaynagar Region (11 Branches)

• Regional Management & Team Leadership: Responsible for managing a complete region of 11 ICICI Bank branches in the Jaynagar area, overseeing branch operations, and ensuring alignment with corporate goals and targets.
• Team Management: Led and mentored a team of 7 individuals, driving high performance and ensuring the achievement of business targets.
• Insurance Business Growth: Drove the life insurance business across the region by implementing effective sales strategies, training the team, and engaging with branch managers to enhance product visibility and sales.
• Client Relationship & Sales Strategy: Worked closely with bank staff and clients to identify opportunities for cross-selling insurance products, fostering long-term relationships and ensuring customer satisfaction.
• Achieving Sales Targets: Focused on achieving and surpassing monthly and annual sales targets for the insurance business through strategic planning, execution, and leadership.
• Collaboration with ICICI Bank: Coordinated closely with Bank Regional Heads and Branch Managers to implement strategies for business growth, aligning goals, and ensuring seamless integration of insurance products within the bank’s offerings.
• Strategic Implementation: Developed and executed sales and business strategies in collaboration with key stakeholders, driving results and achieving business objectives across the region.
• Financial Protection & Life Cover: Provided an exclusive plan with a discounted rate tailored specifically for ICICI Bank customers, offering comprehensive financial protection solutions and life cover for all wealth customers at a discounted rate, ensuring their long-term financial security and well-being.

Management Trainee (May 22, 2023 – Sept 30, 2024) Partnered with ICICI Securities, Branch Operations, and AUM Management

• Portfolio Management & AUM Handling: Managed a comprehensive AUM portfolio of ₹1300 crores, ensuring the growth and profitability of partner investments.
• Profit & Loss Responsibility: Directly responsible for driving P&L performance, ensuring effective cost management and maximization of returns for the partner.
• Client Relationship Management: Collaborated closely with managers to address key client issues, focused on providing personalized investment solutions, and implemented tax strategies aligned with clients' business objectives.
• Investment Strategy & Advisory: Applied in-depth knowledge of various investment products, life insurance, and partner offerings to assist clients in building diversified portfolios.
• Tax-Free Investment Solutions: Provided tailored, tax-free investment solutions for customers through life insurance products, helping clients optimize their tax planning strategies.
• Business Strategy & Growth: Developed and executed strategic initiatives to drive business growth through strong collaboration with partners across all branches.
• Branch Coordination & Leadership: Managed 4 partner branches, fostering excellent coordination and collaboration, which directly contributed to achieving 100% growth compared to the previous year and increased sales across all branches.
• Life Insurance Business Growth: Increased the life insurance business and improved policy persistence from 85% to 97% through focused, client-centric solutions and personalized follow-up strategies.
• Product Expertise: Developed expertise in partner products and provided guidance to customers in selecting suitable investment options across multiple financial products.