Bilal Ahmad Shah

Manager
Bancassurance
10/2022 – present
|
Srinagar,
India
•Lead and manage a team of 4 Team Leaders, overseeing a business portfolio of ₹40 Cr, including large credit unit business.
•Joined as Zonal Sales Manager in October 2022 and was promoted to Circle Head within one year due to exceptional performance.
•Successfully increased market share from 42% to 61% within the tenure by driving strategic sales initiatives and fostering strong client relationships.
•Focused on business growth, operational excellence, and expanding.

• Maximized performance by monitoring daily activities and mentoring team members.

• Responsible for Defence Vertical (Prahris)
• Handling Team of 7 Sales Managers, and 21 Officer Prahri.
• Achievement 100% till date.
• Handling Defence channel of two streams Prahri and Param with 7 Managers.
• Providing Training to SM’s LA’s regarding process Management of company.
• Conducting Joint Sales Presentation Programs in defence.
• Liasoning with Defence Units and create leads For Managers.
• Responsible for conducting meetings with top officers of defence for penetration and business development.
• Managing the sales team 8 Managers and 21 Sales Officers.
• Development of professional standards in the Sales Team by regular product & process training.
• Significant Highlights:
• Played a key role in Generating Life Insurance business through a team comprising of 7 Sales Managers and 21 Sales Officers
• Assisted Sales Managers to generate the LI Business in defence vertical.
• Opened newly units in a recorded time in entire Kashmir Province.

• Responsible for working directly with The Jammu and Kashmir Bank for channelizing the business under NABARD Scheme.
• Business and PR development with The Jammu and Kashmir Bank management for Retail Sales through JKB.
• Have done the Empanelment of Kashcomp with The Jammu and Kashmir Bank for particular Renewable Energy Products.
• Responsible for working directly with Government departments and agencies for procuring contracts.
• Significant Highlights:
• Played a key role in augmenting business through Local Channel and Distribution model while overseeing the activities performed by a team comprising of 8 Sales Managers.
• Assisted Sales Managers to generate the business of Renewable Energy.
• Accredited for steering distinguished efforts towards developing the business in the assigned territory of Kashmir region.
• Installation & Commissioning of 14MW of On Grid SPV Power Plant across Jammu and Kashmir in a record time.
• Installation & Commissioning of 2MW on Grid and Hybrid through Distribution and local Channel.
• Have Procured First On-Grid Renewable Energy Plant of The Jammu and Kashmir Branch Unit Zainakote.

• Responsible for Insurance business through agency channel.
• Recruitment and development of Manager Sales as per the process of the company.
• Managing the sales team to achieve the desired sales objectives.
• Development of professional standards in the Sale Team by regular product & process training.
• Responsible for Budgeting.
• Responsible for New Strategies.
• Significant Highlights:
• Played a key role in Generating Life Insurance business through a team comprising of 5 Sales Managers.
• Assisted Sales Managers to generate the LI Business.
• Awarded by Zonal Head for recruiting the Financial Advisors in a recorded Time.
• Awarded by Regional Manager for Early Startup of all my Sales Managers.

• Growth Path
• Sales Manager
• Senior Sales Manager
• Territory Manager/Banca
• Project and Relationship Manager Pan India Banc assurance
• As Project And Relationship Manager
• Spearheading JK BANK Banc assurance Channel covering Pan India Location taking care of Bank Corporate HO more than 700 branches of JKB and 200 branches of JKGB.
• To formulate yearly budget and layout the strategies to achieve the same keeping bottom line healthy.
• To strategies how to achieve the targets and supervise, review the sales team in order to ensure that every member is able to meet their individual targets.
• To interact with Corporate Clients to understand the technical, functional specifications and business requirement and try to get into their complete portfolio.
• To acquire new relationship and provide them support in terms of product training and setting up a process for smooth business flow.
• To interact with the Corporate/Zonal/Branch offices of the Banks for smooth running of business and to get some processes downloaded to their respective branches.
• To oversee the whole process from premium collection to policy issuance and claim settlement within the TAT and to maintain the process compliance of the company.
• Responsible for designing Reward and Recognition Program.
• Responsible for Training Interventions.
• Responsible for designing new products along with product team.
• As Territory Manager Banc assurance
• Significant Highlights:
• Played a key role in augmenting business through Banca Channel while overseeing the activities performed by a team comprising of 7 Sales Managers/SSM and 50 Sr. Officers.
• Assisted SM’s & Officers to generate the business of LI from Corporate Partner.
• Accredited for steering distinguished efforts towards developing the business in the assigned territory of Srinagar Central, South and Ladakh region.
• Hold the distinction of qualifying Red-Carpet contest twice.
• Generated 10 crore of business in 6 months as Territory Manager.

• Responsible for Life Insurance business through agency channel for Srinagar branch.
• Recruitment and development of Financial Advisors as per the process of the company.
• Managing the advisor sales team to achieve the desired sales objectives.
• Development of professional standards in the advisors by regular product & process training.
• Significant Highlights:
• Appreciated for completing U.M to A.M Goal Sheet within the prescribed timelines.
• Created history by logging 60 policies in a single day as Unit Manager.
• Proved a resource by producing one Gold Member in 3 months’ time as well as produced Two Pinnacle Unit Managers in 4 months while serving as Unit Manager.
• Became first centurion in the entire Punjab Zone (July) without monthly and health cases.
• Holds the distinction of receiving:
• Certificate of Honour from Mr. Bhawani Singh Pathania Zonal Manager of ICICI Prudential Life Insurance, (For achieving V.P Challenge).
• Certificate of Honour (THE HIMALAYAN) from Mr. Amit Palta, V.P Sales of ICICI Prudential Life Insurance.
• Honoured by Executive Director of ICICI Prudential Life Insurance Co Ltd. Mr. Bhargaw Das Gupta in ED Challenge Standing No.1 in ED challenge for login the 60 cases in a single day.

• Other Assignment