Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
AccountManager
Arjun Mohan Kumar Roy

Arjun Mohan Kumar Roy

Goregaon East

Summary

Leader, Strategist, Motivator, Recruiter Mentor, Planner & Insurance Specialist

Sales leader with proven ability to drive revenue growth and enhance team performance. Expertise in sales strategy, client relationship management, and market analysis. Strong focus on teamwork, adaptability, and achieving results. Known for leadership, communication, and problem-solving skills.

Overview

31
31
years of professional experience

Work History

Sales Director

Aarthik Solutions
08.2025 - Current
  • Building Aarthiks Solutions for their Financial Distribution Business
  • To achieve the P/L target and recruitment target for the organization
  • To scout for talent across India for building distribution which includes partners, employees and leaders

National Head – Life

Analitix Risk Management and Brokers
09.2024 - 08.2025
  • To build profitable distribution PAN India for Life Insurance vertical.
  • To achieve the monthly revenue targets for the organization
  • To scout for talent across India for building distribution
  • To ensure quality business and quality partner on-boarding.

Associate Regional Head

Max Life Insurance Co. Ltd
05.2021 - 09.2024
  • To achieve the Revenue Targets of the Own assigned office and also the other two offices and also maintain the Quality of AA recruitment and Activation.
  • To achieve the monthly and Annual productivity standards of the ADMS.
  • Drive the Sales Team with high engagement activities at office face to face and virtually.
  • Focusing on the quality of business to ensure high persistency and also ensure collections of the 13th and 25th months.
  • Identify quality Agency Managers through the sales team to develop variable agency in the assigned offices.
  • I was given the assignment of building the Region which had 3 struggling office of Core Agency which had issues of Compliance, Poor persistency and Low MDRT participation.
  • Was the No.1 Associate Regional Head PAN India for the FY 22-23 in Premium
  • Was the No.1 Associate Regional Head PAN India for the FY 22-23 in PROTECTION and ANNUITY.
  • Presently No.1 Associate Regional Head PAN India in Persistency at 96.76%
  • From 1 MDRT office in 20-22 I took the Base office to 2 TOT and 2 New MDRT apart from the existing one MDRT in the Base office and 2 New MDRTs in the other two offices.
  • I was selected by Sales force for a Panel discussion on Impact of AI in Insurance as an Industry Expert in CNBC TV 18.

Senior Circle Head

HDFC Life Insurance Co Ltd
02.2007 - 05.2021
  • To achieve the organizational goal for the assigned Circle/geography in terms of revenue and to maintain appropriate relationship with the Financial Consultants in the Assigned Geography.
  • Achieve the assigned target in terms of revenue
  • Drive and Monitor all sales initiatives so as to meet its objective
  • Study competitor activities and tracking of the business figures to formulate strategies at the branch level for maximum business and mindshare.
  • Appropriate team management with low attrition. Developing people in the team to take up higher roles.
  • Identify quality manpower and do timely recruitment and induction of the same.
  • Maintain and develop skills and knowledge through appropriate training
  • Ensure organizational agenda is cascaded effectively to the sales team
  • Ensure effective use of role play and on the job training for Sales force through joint calls etc.
  • Specialized in Ring Fencing HNI FC Performance and High Value Business with Zero Compliance and high Persistency
  • Among the Top 3 Circle PAN India over the Last 5 years in Terms of MDRT creation (3 different Geographies)
  • Recognized in the Organization for Strategic thinking, High Performance and Turning Around Productivity
  • Grew from Branch Sales Manager to Territory Manager to Senior Circle Head.
  • Created 4 Circle Heads in Mumbai who got promoted under me from front line.

Sales Manager

Max New York Life
02.2004 - 01.2007
  • Recruitment and Tracking the productivity measures as per the GPA
  • Case rate
  • Persistency
  • Paid cases per agent
  • YTD appointments
  • Agent Retention Rate and annual FYC standards
  • Won Maximum Awards at the Annual Function for No of Cases, Recruitment and FYC
  • Among the Top 3 Sales Managers in Terms of NOP and AFYP in 2006

Team Leader

Standard Chartered Finance Ltd
03.2003 - 02.2004
  • Handled team of probationary officers (Mortgage Dept).
  • Managing their day today activity planning and implementing their daily schedules and also their sanction and disbursal targets.
  • Managed SCFL's Biggest Outbound Sales Team in Mumbai and did 130% of my FY disbursal Target

PATHFINDERS – DSA OF HDFC (PARTNER)
01.2001 - 02.2003
  • Launched HDFC Bank in Central India
  • Opened more than 5000 CASA and Launched their Asset Products in Nagpur
  • Launched Hindustan Times in Vidarbha
  • Managed Business in Pune and Vidarbha

Product Specialist

Johnson and Johnson
12.1998 - 01.2001
  • Dealing with more than 12 distributors and more than 30 retailers in allocated state.
  • Launched the Blood Glucose Monitoring system in Western Maharashtra and Goa. Also took over the struggling region of Vidarbha and Mahakaushal.
  • Sales forecasting and implement it effectively
  • Organizing continuous medical education for doctors in which included coordinating with major physician all over
  • Scheme Implementation and promotional activities throughout the territory.
  • Converting major institution for using our product and also render the after sales service

Sales Executive

Club Mahindra Holidays
06.1997 - 11.1998
  • Sold the concept of club membership to the customers through direct sales, group presentations, telemarketing.
  • Taking care of the collections after the sales.
  • Organizing customer's interaction programs.

Sales Executive

Sterling Tree Magnum
02.1995 - 06.1997
  • To sell Plantations packages
  • Source business through Cold Calling, Telemarketing and Exhibitions

Education

Bachelor of Science - Biochemistry

SFS COLLEGE
NAGPUR
04.2001 -

Skills

Sales team motivation

Sales funnel management

Sales team training

Sales training and leadership

Sales presentations

Social media marketing

Client relationship management

Sales process optimization

Cold calling

Sales training

Sales strategy development

Personal Information

Date of Birth: 10.03.1974

Timeline

Sales Director

Aarthik Solutions
08.2025 - Current

National Head – Life

Analitix Risk Management and Brokers
09.2024 - 08.2025

Associate Regional Head

Max Life Insurance Co. Ltd
05.2021 - 09.2024

Senior Circle Head

HDFC Life Insurance Co Ltd
02.2007 - 05.2021

Sales Manager

Max New York Life
02.2004 - 01.2007

Team Leader

Standard Chartered Finance Ltd
03.2003 - 02.2004

Bachelor of Science - Biochemistry

SFS COLLEGE
04.2001 -

PATHFINDERS – DSA OF HDFC (PARTNER)
01.2001 - 02.2003

Product Specialist

Johnson and Johnson
12.1998 - 01.2001

Sales Executive

Club Mahindra Holidays
06.1997 - 11.1998

Sales Executive

Sterling Tree Magnum
02.1995 - 06.1997
Arjun Mohan Kumar Roy