ATUL TIWARI
Mumbai
Summary
Accomplished Sales and Marketing leader with 18 years of diverse experience in the financial industry. Currently positioned as Regional Sales Manager at Tata AIA Life Insurance, managing a team of 3 Sales Managers and over 25 Relationship Managers. Proven track record in implementing process improvements and maintaining effective data management systems to drive sales performance.
Overview
19
19
years of professional experience
Work History
Regional Sales Manager
Tatta Aia life insurance co ltd
Mumbai
11.2024 - Current
- Developed and significantly grew assigned territory using strong engagement and marketing skills.
- Established ambitious goals for employees to promote achievement and surpass business targets.
- Daily Field Reports (DFRs).
- Held weekly meetings with each representative to talk one-on-one, and resolve issues.
- Identified opportunities for cross-selling and up-selling within existing customer base.
Regional Sales Manager
Edelweiss Tokio Life Insurance Co.Ltd.
MUMBAI
01.2021 - 11.2024
- Created and maintained a sales environment to support business objectives.
- Resolved customer complaints regarding sales and service.
- Supported sales team members to drive growth and development.
- Built sales forecasts and schedules to reflect desired productivity targets.
- Established ambitious goals for employees to promote achievement and surpass business targets.
- Coordinated Daily Field Reports (DFRs) and distributed to clients.
- Gained market share in new sales performance through aggressive team training.
- More than 15 International trips and Singapore Contest pending .
- 80 + promotions in last five year.
- 10 MDRT in last two year.
- 3 Times ASC qualification.
- 2 Times CEO awards.
- Founder member of edelweiss direct.
- Highest Ticket closer in Direct team yet.
- From last five years always 5 + rating out of 6 .
Area Sales Head
Edelweiss Tokio Life Insurance Co.Ltd.
MUMBAI
12.2017 - 12.2020
Senior Business Development Manager
Aegon Life Insurance Co.Ltd
MUMBAI
12.2016 - 12.2017
- Recruitment of relationship Managers
- Handling team of 7 RM’S
- Training, monitoring and supporting RM’S for closing calls from their markets & leads support provided by company
- Meet HNI Clients
- Achieving pre-set sales and profit targets
- Business activities ensuring achievement of monthly target of business
- Ensuring customer satisfaction by achieving delivery & service quality norms
- Fulfill the future investment requirements of the clients
- Handling customer related issues of insurance products and underwriting and medical related
- Conducting goal-setting with team on weekly basis.
Branch Manager
Apollo Munich Health Insurance co ltd
08.2015 - 10.2016
- Local market survey,
- Office location planing
- Understanding need of the client, area per ca-pita income,
- Canvasing health related products as part of financial planing
- Educating health awareness
- Branding program for Apollo Munich
- Training,value-addition seminars for branch promotion
- Keeping track on branch performance
- To Take daily reporting of the team and help to achieve my targets and also focus on client acquisition with agent acquisition
- Advising clients for there financial planing against there source of income
- Maintain better and healthy relation with the agents
- To give them updates about the market update
- Co-ordination & Making Continues Follow-up
- Advising Clients and Sub-brokers to health insurance planing clients tax planner
- Conducting goal-setting with team on weekly basis
- Achievement :
- Fastest recruitment done in three month span in west zone
- Business associate achievement award for the month of March 2016
- Best branch collection award in new branch segment for financial year
- 10 RCM , 3 regional head club since branch operation Jan 2016
- Two of Agency Development manager got promotions in six month goal sheet
BRANCH MANAGER
RELIANCELIFE INSURANCE COMPANY LTD
06.2014 - 08.2015
- Recruitment of relationship Managers
- Handling team of 7 RM’S
- Training, monitoring and supporting RM’S for closing calls from their markets & leads support provided by company
- Meet HNI Clients
- Achieving pre-set sales and profit targets
- Business activities ensuring achievement of monthly target of business
- Ensuring customer satisfaction by achieving delivery & service quality norms
- Fulfill the future investment requirements of the clients
- Handling customer related issues of insurance products and underwriting and medical related
- Conducting goal-setting with team on weekly basis
- Got A-rating for Appraisal in 2014
ICICI Prudential Life Insurance
06.2010 - 05.2014
- Handling Team of New joined FSC
- Help FSC, AFSM to increase productivity
- Motivate them to achieve their target
- Maintaining productivity to achieve Business Target
- Handling HNI & SHNI Client portfolio and provide best services to them
- In depth Knowledge of ulips, endearment, term and health insurance
- In depth knowledge of various fund option & that risk profiting on investment
- Good in customer service and customer acquisition
- Won various awards and recognition as a organization level
- Promoted as AFSM, SFSM, KRM, SKRM, PRM 4 promotion in 4 Years
- May 2013 - Qualified into BE THE BEST- Bali Contest went to Bali(Indonesia) and got Certificate and Trophy from Executive Vice President
- O.N.D
Future Generali India Ltd
Mumbai
08.2009 - 06.2010
- Financial Planning Associates – Life & Non Life Insurance
- A Group Company of Future Group
- Recruitment and Selection Of quality Customer Service Officers
- Responsible for handling sales with a team of 10 Customer Service Officer in Western Mumbai
- Coordinate with Store Manager of Malls on leads and undertake necessary follow up work
- Coordinate with operational to ensure service levels are maintained for all policyholders
- Direct interact with the customer in malls to sell policy on the spot
- All round sales training and development
- Always achieve short term contests and recognition.
business development executive
Money
06.2006 - 09.2009
- Work profile include, opening Demat Account’s, FD’s, life insurance and providing advice of share trading to the clients
- Analyzing the financial capabilities of the clients for providing them optimal investment solution, ensuring that the solution provided carry the minimum investment risk
- STRENGTHS;
- Creative & visionary abilities in launching products
- Team Planning &Team Backup
- Good Managerial Skill, good judgment Power & Adaptive
- Good employee and customer relation skill
- Responsible self disciplined & goal oriented
- (Always focused on goal)
Education
H.S.C -
Allahabad Board
S.S.C -
Allahabad Board
Bachelor of Arts -
Awadh University Ayodhya
Skills
- Business development
- Presentation to the corporate and retail segment
- Joint calls with team members
- Client retention and relationship
- Keeping abreast of monitoring the change in customer needs and proposing solutions to ensure customer satisfaction through improved service standards
- Marketing
- Promotional activities – below-the-line advertising
- Organizing and managing activities to ensure quality lead generation
- In-house contests for better performance
- Training
- New product launches and FAQs
- Motivational sessions to ensure the brand remains on their Mind share
- IT Skills: Computer Operating Course from NIT
- Sales tracking
- Strategic planning
Personnel Details
Marital status-Married
Hobbies: Playing Cricket, Listening to Music and Making new friends
Date Of Birth:10/07/1983
Nationality-Indian
Additional Information
- DATE :
- PLACE: Mumbai
- (ATUL TIWARI)
Timeline
Regional Sales Manager
Tatta Aia life insurance co ltd
11.2024 - Current
Regional Sales Manager
Edelweiss Tokio Life Insurance Co.Ltd.
01.2021 - 11.2024
Area Sales Head
Edelweiss Tokio Life Insurance Co.Ltd.
12.2017 - 12.2020
Senior Business Development Manager
Aegon Life Insurance Co.Ltd
12.2016 - 12.2017
Branch Manager
Apollo Munich Health Insurance co ltd
08.2015 - 10.2016
BRANCH MANAGER
RELIANCELIFE INSURANCE COMPANY LTD
06.2014 - 08.2015
ICICI Prudential Life Insurance
06.2010 - 05.2014
Future Generali India Ltd
08.2009 - 06.2010
business development executive
Money
06.2006 - 09.2009
H.S.C -
Allahabad Board
S.S.C -
Allahabad Board
Bachelor of Arts -
Awadh University Ayodhya
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