CHETAN HATKAMKAR
WORKING PROFESSIONAL
Pune
Summary
Branch Head - Loyalty leads branch sales, customer retention, and team performance for life insurance portfolios. Builds forecasts, business plans, and training rhythms that improve sales productivity, customer loyalty, and service quality. Strengthens branch results by aligning frontline execution with product knowledge, customer needs, and operating discipline.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Branch Head - Loyalty
HDFC Life Insurance Co Ltd
08.2023 - Current
- Developed high-performing teams to consistently exceed goals, drive revenue and expand markets.
- Designed sales and service strategies to improve revenue and retention.
- Nurtured partnerships with team and customers to improve collaboration and service delivery.
- Mentored staff to increase sales success and productivity.
- Spearhead efforts alongside learning & development team to schedule training sessions on product processes aimed at improving team performance.
- coordinate interactions between operations & customers
- Shaped business strategy with compelling vision and data analysis.
- Developing forecasts, financial objectives, and business plans
- accountable for team confirmation standards
- Developed high-performing teams that consistently exceeded targets and expanded market presence.
Sales Manager
ICICI Prudential Life Insurance Co Ltd
04.2021 - 08.2023
- Ensure smooth onboarding, engagement and capability development of front line managers for a long and successful career.
- Managed a team of 12 people front line managers.
- Guide FLs to build effective relationships with bank branch staff, provide training to bank branch staff to equip them with product knowledge
- Assess the strengths and weaknesses of the sales team and manage the sales program accordingly
- Meeting customers to discuss their evolving needs and to assess the quality of the company’s relationship with them.
- Develop and implement new sales initiatives, strategies and programs to capture key demographics.
- Recruiting and onboarding front-line managers, ensuring ground level support to channel partners.
- Approach potential customers to establish relationships.
- Worked with operations, claims, underwriting departments to get holistic approach of insurance company.
- Created strategic sales plans, designed to increase sales, customer loyalty and market awareness.
- Generated monthly and annual sales reports to determine growth and areas requiring improvement.
Associate Key Relationship Manager
ICICI Prudential Life Insurance
04.2020 - 03.2021
- Assisting with generating new business
- Building and maintaining strong relationships with prospective and Partner
- Motivate & Guide for upselling and cross-selling opportunities to the team
- Worked with operations, claims, underwriting departments to get a holistic approach of insurance company
- Organize and manage regular standup meetings/conferences to enhance effectiveness and efficiency of sales force
- Analyze work of each employee and organize programs for performance improvement
- Closely monitored the anomalies in the claims process, especially the ones related to very early claims
- Organize training programs for bank staff to train and motivate them for new business Opportunities.
- Monitored consumer patterns, anticipating changes and maintaining marketing strategy relevance in dynamic landscape.
- Helped teams reach ambitious sales objectives with multi-channel marketing campaigns.
Senior Financial Service Manager
ICICI Prudential Life Insurance
01.2018 - 03.2020
- Ensure business procured through the bank’s branch staff is aligned to business quality metrics
- Provide trainings about the insurance products and support the bank’s branch staff to generate new business, understand customer needs and recommend suitable life insurance products to customers
- Identify and recommend solutions that fits their requirements the best
- Help complete the procedure necessary for processing the purchase of the policy
- Keep in touch with customers to ensure that their policy service requests are managed properly.
- Used excellent problem-solving and issue-resolution strategies to rectify difficulties quickly and effectively.
- Maintained positive, professional working environment to optimise staff and customer satisfaction.
Market Planning Executive
Tata Tele-services Ltd ( Prime One )
05.2016 - 01.2018
- Meet with Societies Chairman, Secretary & New Builders for their current & upcoming Residential & Commercial project
- Responsible to drive partners for revenue enhancement and extending TTML reach through new acquisition.
- Responsible to trace & connect new residential/commercial buildings through Fiber, Copper or any of media
- Assessed future expenses, unpredicted circumstances and cash-flow to create annual budgets for various company departments.
- Implemented new technologies, enhancing operations and increasing production efficiency.
Sales Manager
RH communication
09.2014 - 03.2016
- Customer Satisfaction and product service
- New business acquisition through partners
- Addition of new logins as per product
- Quality of funnel and Growth
- Driving EPC (Existing Product per Customer)
- Profiled, targeted and prospected territory within and beyond existing customer base to expand reach and revenue.
- Created professional sales presentations to creatively communicate product quality and market comparisons.
Education
Bachelor Of Law - Law
Savitribai Phule Pune University
Pune, India10.2021
Bachelor of Commerce - Commerce
Savitribai Phule Pune University
Pune, India10.2014
Skills
Business development
Sales strategy
Financial forecasting
Channel partner management
Territory management
Stakeholder management
Customer relationship management
Leadership
Team management
Sales coaching
Negotiation
Sales reporting dashboards
Market expansion
Certification
Asian School Of Cyber Law - Cyber Law Certification
AWARDS
Award Of Excellence - Outstanding Performance, 2021-10-01, CDO Award - Highest growth - Bancassurance channel, 2022-06-01
Top BM in Topline EPI Basis Loyalty - 2025
Top BM in Annuity 2024-25
Timeline
Branch Head - Loyalty
HDFC Life Insurance Co Ltd
08.2023 - Current
Sales Manager
ICICI Prudential Life Insurance Co Ltd
04.2021 - 08.2023
Associate Key Relationship Manager
ICICI Prudential Life Insurance
04.2020 - 03.2021
Senior Financial Service Manager
ICICI Prudential Life Insurance
01.2018 - 03.2020
Market Planning Executive
Tata Tele-services Ltd ( Prime One )
05.2016 - 01.2018
Sales Manager
RH communication
09.2014 - 03.2016
Bachelor Of Law - Law
Savitribai Phule Pune University
Bachelor of Commerce - Commerce
Savitribai Phule Pune University