Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

BEANN Karzai

Mumbai

Summary

Regional Sales Manager with a strong history of achieving double-digit growth in premium collections at Canara HSBC Life Insurance. Skilled in customer relationship management and team leadership, successfully mentored 14 managers to boost productivity and policy counts. Proven ability to develop strategic partnerships while consistently exceeding sales goals and maintaining compliance with quality standards.

Overview

17
17
years of professional experience

Work History

Regional Sales Manager

Canara HSBC Life Insurance
New Delhi
08.2024 - Current

Spearheaded operations across seven branches, achieving double-digit growth in premium collections annually.

Activated and engaged over 59 Relationship Managers, driving sustained sales momentum.

Implemented structured customer engagement processes, resulting in improved branch persistency rates.

Mentored 14 Insurance Sales Managers into high-performing leaders, enhancing policy counts across branches.

  • Led regional sales initiatives that increased Relationship Manager productivity by over 20% in one year.

Strengthened bancassurance partnerships to enhance alignment with partner bank objectives.

  • Consistently met regional business targets while ensuring compliance and quality standards.

Executive Sales Manager

Canara HSBC Life Insurance
Mumbai
09.2019 - Current
  • Led a team of 10 relationship managers and achieved an average retention rate of over 90%
  • Exceeded annual sales goals by an average of 15%
  • Developed and implemented sales strategies that resulted in a 23% increase in new policies sold
  • Trained new Relationship Managers & Insurance Sales Managers and provided coaching as needed to maintain company sales success story.
  • Consistently surpassed sales quotas by implementing effective sales strategies and equipping providers with powerful product knowledge.

Select Relationship Manager

IndusInd Bank
Mumbai
07.2018 - 08.2019
  • Developed and implemented strategies to improve customer relationships, leading to a 5% increase in customer satisfaction.
  • Successfully managed a book of business consisting of over 200 clients, with an annual sales / investment volume of INR 5 crores.
  • Increased new business sales by 25% through the development and implementation of effective marketing strategies.
  • Maintained relationships with clients and provided them with exceptional customer service, leading to a 97% retention rate.

Insurance Officer / Customer Service

Citibank N.A
Mumbai
08.2012 - 06.2018
  • Verification of Pan India Insurance Sales to ensure client satisfaction and avoidance of escalations due to mis-selling.
  • Collaborating with the Relationship Managers and clients to ensure clarifications are resolved.
  • Was part of the Credit Card Division prior to this role, the job profile included handling customer queries and escalation.
  • Efficiently resolved 98% of all complaints within 24 hours.
  • Successfully handled 200 customer inquiries per day.
  • Successfully resolved complex customer issues 85% of the time on the first contact.
  • Reduced customer churn by 10% through proactively addressing concerns and building relationships.
  • Was also part of the Credit Card Fraud Project & handled customer disputes with regards to unauthorized credit card purchases.
  • Have also mentored and trained new employees as per banking standards.

Customer Care Officer

JP Morgan Chase
Mumbai
03.2010 - 09.2010
  • Assisting credit card clients on credit card features and benefits.
  • Cross selling of products.

Customer Care Representative

Hutchison 3 Global Services
Mumbai
01.2009 - 03.2010
  • Providing assistance to client queries ranging from billing disputes to providing tech support for the client's on their mobiles and dongles.

Education

Post Graduate Diploma - Management

Welingkar's Institute
Mumbai, India
08-2026

Master of Arts -

University of Mumbai
Mumbai, India
06.2012

Bachelor of Science -

Bhavan's College
Mumbai, India
06.2008

Skills

  • Communication skills
  • Customer relationship management
  • Team leadership
  • Conflict resolution
  • Performance mentoring
  • Partnership development
  • Sales analysis
  • Stress management
  • Leadership abilities
  • Analytical skills
  • Industry knowledge
  • Creative problem solving

Accomplishments

  • Won the Pan India Insurance Sales contest, 03/01/23
  • Top Performer Award for the 1st Quarter & 2nd Quarter of 2023
  • Top Performer Award for the 1st Quarter of 2022
  • Won the Pan India Insurance Sales contest in 2021 & 2020 in Canara HSBC Life Insurance
  • Had the highest NOP in sales in 2021 in Canara HSBC Life Insurance
  • Won the Health/General Insurance contest held in Indusind bank, 12/01/18
  • Chosen to be a mentor for new recruits in Citibank, 01/01/14
  • Top advisor as per client feedback in JP Morgan Chase
  • Nominated for Performer of the Year in Hutchinson 3 Global Service

Languages

English
First Language
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2

Timeline

Regional Sales Manager

Canara HSBC Life Insurance
08.2024 - Current

Executive Sales Manager

Canara HSBC Life Insurance
09.2019 - Current

Select Relationship Manager

IndusInd Bank
07.2018 - 08.2019

Insurance Officer / Customer Service

Citibank N.A
08.2012 - 06.2018

Customer Care Officer

JP Morgan Chase
03.2010 - 09.2010

Customer Care Representative

Hutchison 3 Global Services
01.2009 - 03.2010

Post Graduate Diploma - Management

Welingkar's Institute

Master of Arts -

University of Mumbai

Bachelor of Science -

Bhavan's College
BEANN Karzai