Apurva Upadhyaya

To work with a result oriented, progressive, professional and esteemed organization, which offers challenge & growth for assignments in Team Management & Customer Relationship Management through Banc assurance.

A Graduate with 23 years of experience in the area of Bancassurance, Open Architecture Model, distribution channels, Client Servicing & Team Management. Working currently with Kotak Life Insurance Company Ltd as a Business Development Manager for Kotak Mahindra Bank managing Prime Market for Hyderabad cluster. Proficient in Banca channel management, Sales, expanding business through third party distribution, increasing channel growth potential and achieving self-driven goals. Proficient on Insurance Products and Financial Market, ability on training & skills enhancement. Proficient in conducting promotional activities time to time. Have excelled in generating Qualitative and quantifiable business throughout the current and previous roles. Proficiency in managing HNI’s & NRI’s business piece. Proficiency in right recruitment & successful managing manpower attrition.

• Awarded for ‘Highest target Achiever’ from the “CEO of Birla Sun Life Distribution Co Ltd”.
• Identified and appreciated for standing pan India 5th position for “Blue Ribbon Ambassador Award” at Aviva Life Insurance.
• Qualified for Hong Kong & Macau “Eagles Meet” Award from Birla Sunlife Insurance and travelled Hong Kong.
• Kept winning many accolades in local contests time to time in Aviva, ING Life & Birla Sunlife Insurance.
• Awarded for Top Sales Manager-TPD South for FY 2016-2017.
• Awarded by Channel Head- HDFC Relationship for being Top 3 Contributor in FY 2018.
• Awarded by Channel Head- HDFC Relationship for being Top 3 Sales Manager Pan India for FY 2019.

• Financial Markets
• Automobile
• Extensive Travelling

• Kotak Life Insurance Co Ltd, 05/06/20, Present, Business Development Manager- Kotak Mahindra Bank-Prime Market Banc assurance relationship., Currently managing business relationship with Kotak Mahindra Bank Banca channel for PRIME market Hyderabad., Covering areas of sales support, training, licensing and all promotional activities to all 13 assigned cluster branches., Ensuring HNI & NRI joint calls with Bank teams for business augmentation in line with target achievement for both., Driving and supporting all regional and national Bank contests to ensure target achievement of the assigned branches., Ensuring Bank staff max qualification for National drive covering domestic and International trips through most prestigious contest “DARE”., Hiring, training and building the internal quality team and setting growth path through incentive earning and timely promotion., Managed and handled as Location Head for KMBL-CASA Sales vertical Prime Markets of Hyderabad and Kolkata for 2 yrs.
• Birla Sun life Insurance Co Ltd, 02/11/10, 04/20, Senior Sales Manager- HDFC BANK Tele-vertical Banc assurance relationship., Managed business in an “Open Architecture Model” through HDFC Bank Tele banking relationship for PRIME channel Hyderabad., Have successfully worked with an established relationship across all the Tele verticals of HDFC Bank (VRM, COP & PRIME) since inception of the relationship with BSLI., Managed strong relationship at all levels with all UNITs to ensure proper engagement for business delivery., Drove business providing various levels of support to each UNIT such as hiring & training manpower, conducting various engagement activities for business augmentation, ensuring PBs/Supervisor’s timely qualification for local & central level contests., Ensuring my team should reach their goals by building strong relationship and increasing mind-share within the relationship., Worked As Senior Sales Manager- DCB Bank Banc assurance –A.P & TELANGANA, Handled DCB Bank Retail Market LI business for Telangana., Managed a vigorous relationship of 10 Bank branches by providing them the best class pre & post sales service, training their workforce and ensured maximum contest qualification at all levels., Driven channel partner to achieve their TPD revenue targets through various local activities done with clientele base., Recruiting, training and motivating internal workforce for their long term association., Successfully driven and experienced in handling group insurance (GPS) business as per requirement.
• ING Vysya Life Insurance Co Ltd, 02/07, 02/10, Territory Manager-Corporate Agency & Broking Channel relationship, Successfully activated and handled new Corporate Agency, Brokers & Co-operative bank for business augmentation., Regularly conducted promotional activities/business camps at various corporate agencies to develop the database as pipeline., Handled successful relationship with broker’s co-operative banks like KARVY, SREI, MANNAPURAM & SIND BANK., Ensured business growth through healthy relationship with senior management team., Driving the entire team for training and sales, Focus on lead generation by various promotional activities., Successfully handled and augmented “Venue Business” model., Successfully handled assignment for business augmentation through Mall assurance in Spenser’s Hyper Market and Globus Retail., Ensured team members retention through local Reward & Recognition.
• Aviva Life Insurance Company Ltd, 02/04, 01/07, Financial Planning Consultant –ABN –AMRO Bank, As a Financial Planning Consultant – Banc assurance business partnership with ABN-AMRO BANK (Royal Bank of Scotland Bank currently), To Promote sales of Life Insurance through retail banking channel (Assets -Gold Card) of ABN-AMRO Bank., To regularly focus on lead generation from different touch points within the bank and train the bank staff on our products and process., To actively participate in all Bank promotional events and motivate the Bank employees Channel heads for participating in local contests and R&R for relationship building., To generate business through Telesales team assigned by the Bank as a second line of business setup.
• Birla Sun life Distribution Company Ltd, 09/02, 01/04, Senior. Business Development Executive, Promoting Birla Sun life Insurance Plans through an Insurance Advisory channel., Handled and guided team members timely in preparing MIS, tracking sales and extended business support by the way of attending joint calls., Attending corporate calls for making effective presentations & references for the organization., Generating leads through Investment advisory channel involved in selling Investments.
• Trident Corps (Associate of ABN-AMRO BANK), 08/01, 09/02, Senior Sales Executive –ABN AMRO BANK, Promoted Banking and financial products of ABN AMRO Bank., Involved in sales of Personal Loan and Credit Cards through Bank database/cold calls and references., Generated PL & CC business through promotional activity in Business houses, Conducted specialized marketing activities promoting loans to Osmania University staff for lead generation and business augmentation., Timely achievement of sales targets assigned., Took promotion from Sales Executive to Sr. Sales Executive within stipulated time frame.

• Date of Birth: 05/12/77
• Marital Status: Married

• English - Read/Write
• Hindi - Read/Write
• Telugu -Speak

• Highest Target Achiever- Awarded by CEO of BSDL
• Awarded for Blue Ribbon Ambassador award - Aviva Life Insurance
• Awarded and traveled to "Hong Kong- In Eagles Meet"-from Birla Sunlife Insurance.
• Awarded twice by BSLI for Top 3 contributor Pan India for HDFC telesales relationship