Akshatha S
Bangalore
Summary
Results-driven Branch Managing Partner with expertise in recruitment, performance management, and relationship building. Proven track record of driving sales growth through effective team leadership and strategic sales initiatives.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Branch Managing Partner
Kotak Mahindra Life Insurance Co Ltd
Bangalore
09.2024 - Current
- Recruitment: Source, interview, and hire high-quality prospective advisors or agents.
- Training & Development: Provide on-the-job training, product support, and continuous skill development.
- Performance Management: Set monthly/quarterly sales targets, monitor KPIs, and motivate agents to close business.
- Relationship Management: Build long-term relationships with agency partners and stakeholders to ensure smooth operations.
Deputy Manager
Max Life Insurance
Bangalore
10.2022 - 09.2024
- Sales Revenue Generation Drive Monthly and quaterly sales target
- Lead Conversion Actively engage with the banks walkin customers, database and existing clients to across- sell financial productsand close sales.
- Relationship Management Build strong, ongoing partnerships with branch managers, relationship managers, and bank staff to ensure they actively recommend your products to their clients.
- Staff Training & Motivation Ensure all sales adhere strictly to regulatory guidelines (such as IRDAI in India) and assist with customer queries or claim settlements.
Education
Bacholer of Commerce
Karnataka State Open University Mysore
Mysore03-2016
2ND PUC
JSS PRE UNIVERSITY COLLEGE
MYSORE 03-2012
SSLC
KARNATAKA SECONDARY EDUCATION EXAMINATION BOARD
MYSORE03-2005
Skills
- Recruitment
- Training development
- Performance management
- Relationship management
- Sales strategy
- Customer relationship management
- Team leadership
Languages
English
Upper Intermediate (B2)
B2
KANNADA
Proficient (C2)
C2
Certification
- ZONAL CLA TOPPER FY 2025-26
- APC SUMMITFOR GOA CONCLAVE QUALIFICATION 2025-26
- CLUB 90 QUALIFICATION
- THENDULKAR MANAGER FOR CONTINOUS SIX MONTHS
- PARTNER CODING CHAMPION
- ADVISOR RECRUITMNET CONTEST QUALIFIED
Accomplishments
- 90 CLUB QUALIFIED
- ZONAL CLA TOPPER FY 2025-26
- ECODE CHAMPION
- VAP CHAMPION IN 2024-25
Affiliations
- PARTNER ACTIVITY
- ADVISOR ACTIVITY
- NOPWISE ACTIVITY
- IAP PROBABLE ACTIVITY
Timeline
Branch Managing Partner
Kotak Mahindra Life Insurance Co Ltd
09.2024 - Current
Deputy Manager
Max Life Insurance
10.2022 - 09.2024
Bacholer of Commerce
Karnataka State Open University Mysore
2ND PUC
JSS PRE UNIVERSITY COLLEGE
SSLC
KARNATAKA SECONDARY EDUCATION EXAMINATION BOARD