Seasoned Associate Regional Manager with a strong background in sales and marketing strategies, team leadership, and revenue growth. Proven ability to manage large teams across multiple locations while maintaining high customer satisfaction rates. Skill set includes strategic planning, staff development, and communication capabilities. Previous roles have resulted in improved operational efficiency, increased sales performance, and strengthened relationships with key business partners.
Overview
19
19
years of professional experience
3
3
years of post-secondary education
Work History
Associate Regional Manager - Banca
Star Union Dai-ichi Life Insurance
11.2022 - Current
Handling 236 Union bank Branches of vizag, Vizianagaram, srikakulam and Eluru Regions
Handling a direct team of 6 Territory managers and 48 front line staff.
Maintaining strong relationship with General manager and regional heads of Union bank.
Qualified for two international trips year 2023-2024
Achieved highest premium collection in month in March 2023 since inception.
Had achieved YOY growth of 68%
Persistency at 85%
Qualified 5 MDRT branches.
Responsible for handling compliance and training of Front line sales.
Responsible for preparing strategic plan from entire regions.
Maintaining good market share above 75%.
Responsible in controlling attrition across levels.
Territory Manager
HDFC Life Insurance
08.2019 - 08.2021
Handling 50 HDFC bank branches of Vijayawada and west Godavari region.
Maintaining relationship with 3 cluster heads and one circle head.
Handling a total team size of 3 CSMs.
Handling a FLS team of 35 members.
Maintain good relationship with 148 Sp.
Achieved 75% market share in year of joining.
Qualified for EVP Galaxy 2020.
Maintained Persistency of 86%.
Have 5 MDRT qualifiers in year 20-21 with 85% share with HDFC life.
Conducting team huddle every morning to discuss one new topic every day.
Awarded with plaque for persistency champion.
Ensured 70% SP activation.
Chief Manager - Alternate Channel
Kotak Mahindra Old Mutual Life Insurance Ltd
02.2008 - 08.2019
Joined as Sales manager (SM), promoted as Deputy Chief Manager (ABDM) reporting to Deputy Vice President - Banca, AP.
Accountable for managing Banca channel - KMBL Bank, Vizag Cluster with a team size of 9 Sales Managers since April'14 till date.
Since Feb 2008 till Mar'14, I was managing Corporate Agencies (Kotak Mahindra Bank & Other CAs), Distributors (Local Stock Brokers, MF Distributors and Local Sub-Brokers whom we have recruited), National Insurance Broking channels (Bluechip, IEP, Bajaj Capital, W2W, AnandRathi, Reliance Securities, Etc.,) in RoAP Market (Old AP except HYD) including training, motivating, developing and managing to achieve the pre-set sales targets with team size of 9 Sales Managers.
In current role, I am responsible for driving the life insurance business with assigned Banca partner - KMBL Bank, Vizag Cluster.
Responsible for New Business, Persistency, Compliance, Business development.
Meeting the channels regularly to plan the business and other important activities to ensure the assigned targets are met.
To increase my market share I have recruited a Corporate Agent (The Swarna Co-Op Urban Bank) in Vijayawada. First Co-Op Bank Tie-Up in South East INDIA and recruited few more partners in AP & TS.
Maintaining relationships with the key customers to get repeat/referral business.
Conducting Team meeting on weekly basis to discuss on various parameters like Renewal, quality, penetration, productivity & other important issues.
Conducting SM reviews on Monthly basis to analyze the performance and to take the corrective steps to perform well for coming months.
Tracking the 13th Month Renewal & Overall renewal cases of each channel and working closely with the channels in order to get the persistency % up.
Cross verifying the logins whenever possible to make sure the Email IDs, ECS & Alternate contact details are updated.
Maintained Various Trackers which will help in analyzing the performance of each channel & Team Member.
Maintaining Sales Pipelines report updates on a weekly basis. Analyze the MIS reports to formulate and execute the promotional plans.
Qualified for three foreign tours in KLI.
Financial Services Consultant - Direct Marketing
ICICI Prudential Life Insurance
01.2007 - 02.2008
Directly involves in the selling of LIFE Insurance through corporate leads provided by HO, Direct Marketing.
Conducting new promotional activities to aware the product in the Market.
Ensure achievements of set targets.
Ensure high level of customer service and manage difficult customer situations.
Playing a role of 'Financial Services Consultant' by understanding customer requirement and need and Coordinate with the sales force and management.
Facilitating maintenance of consistent quality standards in sales and service.
Education
Bachelor of Commerce - Commerce
Rayagada College
Rayagada
03.2001 - 05.2004
MBA - Marketing
ICFAI National College
Vizag
04.2004 - 04.2004
Skills
Strategic Planning
Profit Centre Operations
Key Account Management
Sales and Marketing
Franchise Management
Brand Management
Team building
Learning skills
Accomplishments
Awarded Best Sales manager in year 2009, 2010 & 2012
Qualified for three foreign tours in year 2009, 2010 & 2012
Qualified for National convention in Mumbai in year 2016
Promoted from sales manager to Deputy chief manager
Received certificate from MD for best persistency in AP
Received Outstanding rating for four consecutive years
Best Deputy chief manager in year 2017
Hobbies and Interests
Playing cricket
Listening to music
Professional Highlights
Star Union duachi life insurance, Area Manager, 11/01/22, Present, Handling 236 Union bank Branches of Vizag, Vizianagaram, Srikakulam and Eluru Regions, Handling a direct team of 6 Territory managers and 48 front line staff, Maintaining strong relationship with General manager and regional heads of Union bank, Achieved highest premium collection in month of March 2023 since inception, Qualified 5 MDRT branches, Responsible for handling compliance and training of Front line sales, Responsible for preparing strategic plan from entire regions, Maintaining good market share above 75%, Responsible in controlling attrition across levels
HDFC life insurance, Territory Manager, 08/01/19, 08/12/21, Handling 50 HDFC bank branches of Vijayawada and West Godavari region, Maintaining relationship with 3 cluster heads and one circle head, Handling a total team size of 3 CSMs and a FLS team of 35 members, Maintained good relationship with 148 Sp, Achieved 75% market share in year of joining, Qualified for EVP Galaxy 2020, Maintained Persistency of 86%, Conducting team huddle every morning to discuss one new topic every day, Awarded with plaque for persistency champion, Ensured 70% SP activation
Kotak Mahindra Old Mutual Life Insurance Ltd, Chief Manager - Alternate Channel, 02/01/08, 08/01/19, Joined as Sales manager (SM), promoted as Deputy Chief Manager (ABDM) reporting to Deputy Vice President - Banca, AP, Accountable for managing Banca channel - KMBL Bank, Vizag Cluster with a team size of 9 Sales Managers since April'14 till date, Responsible for driving the life insurance business with assigned Banca partner - KMBL Bank, Vizag Cluster, Maintaining relationships with the key customers to get repeat/referral business, Conducting Team meeting on weekly basis to discuss on various parameters like Renewal, quality, penetration, productivity & other important issues, Qualified for three foreign tours in KLI
ICICI Prudential Life Insurance, Financial Services Consultant - Direct marketing, 01/01/07, 02/01/08, Directly involved in the selling of LIFE Insurance through corporate leads provided by HO, Direct Marketing, Conducting new promotional activities to aware the product in the Market, Ensure achievements of set targets, Ensure high level of customer service and manage difficult customer situations
Senior Agent in International Voice & Mail Process at Precistat IT SolutionsSenior Agent in International Voice & Mail Process at Precistat IT Solutions