Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Accomplishments
Areas of Expertise
Strengths
Personal Dossier
Timeline
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Dashrath Kumar

Dashrath Kumar

Greater Noida

Summary

Driven Territory Manager leads and motivates front-line employees to capture sales opportunities and enhance bottom line. History of building new territories while tenaciously developing revenue channels and acquiring customers. Proven program management, strategic planning and operational problem-solving expertise.

Overview

9
9
years of professional experience

Work History

Territory Manager

PNB MET Life Insurance Co.
Shamli
10.2024 - 07.2025
  • Developed territory sales strategies to enhance market presence and customer engagement.
  • Trained and mentored sales representatives to improve product knowledge and performance.
  • Maintained monthly team budget balances for favorable evaluations from PNB Bank branches.
  • Enhanced year-over-year territory performance compared to previous fiscal year.
  • Pursued personal milestone of promotion this year consistently.
  • Aligned team efforts with promotion criteria while achieving over 95% budget adherence.
  • Conducted market analysis to identify customer needs and competitive trends.
  • Coordinated training sessions for team members on new insurance products and services.
  • Collaborated with marketing teams to create promotional materials for local campaigns.
  • Provided training and support to team members on product knowledge, sales techniques, and customer service best practices.

Relationship Manager-Affluent Banking

MAX LIFE INSURANCE COMPANY LIMITED
Gurugram
09.2023 - 09.2024
  • Collaborated with Burgundy and NR RM ,PB RM on wealth management initiatives.
  • Handled customer service inquiries and resolved complaints efficiently.
  • Developed strong client relationships through regular communication and personalized service.
  • Conducted needs assessments to identify clients' insurance requirements and preferences.
  • Collaborated with underwriting teams to streamline policy approvals and processing.
  • Resolved client inquiries and issues promptly to enhance customer satisfaction levels.
  • Analyzed market trends to recommend suitable insurance products to clients.
  • Trained branch staff regularly to enhance service delivery standards.
  • Supported relationship managers during High Net Worth Individual meetings for financial product discussions.
  • Provided operational support to branch employees and monitored business logging accuracy within timeframes.

Bussiness Development Manager

Sbi Life Insurance Co.
02.2019 - 09.2023
  • Secured multiple year-on-year increment recognized by top management.
  • Conducted presentations to potential clients showcasing insurance solutions.
  • Managed client relationships to ensure satisfaction and retention of accounts.
  • Facilitated training sessions for staff on product knowledge and sales techniques.
  • Participated in weekly meetings with executive leadership team members to discuss progress toward goals.
  • Developed and significantly grew assigned territory using strong engagement and marketing skills.
  • Received Champion Meets Champion Award from cricket legend Mr. Kapil Dev in 2020.
  • Honored with Meet the Legend Award by Padma Shri recipient Mr. V.V.S Laxman in 2021.
  • Recognized repeatedly by CGM/DGM of SBI Bank and various regional leaders for outstanding performance.
  • Completed national educational campaigns across diverse locations including Goa and Kashmir.
  • Achieved top rank nationally among over five thousand front sales employees.
  • Maintained zero mis-selling complaints since inception, demonstrating commitment to excellence.

Corporate Agency Manager

HDFC Life
01.2017 - 02.2019
  • Managed corporate agency operations to enhance client engagement and satisfaction.
  • Maintained monthly budget balance for effective evaluation by HDFC Bank branches.
  • Enhanced year-over-year branch performance compared to previous fiscal year.
  • Consistently met targets in a dynamic and complex business environment.
  • Developed training programs for new staff to improve product knowledge.
  • Coordinated marketing strategies to promote insurance products effectively.
  • Monitored market trends to identify opportunities for business growth.

Education

B.Tech -

Galgotias College of Eng & Tech
Greater Noida
06-2014

PGDI -

Manipal University
Bangalore

Skills

  • Territory sales strategy
  • Market analysis
  • Training and development
  • Budget management
  • Client relationship management
  • Sales performance enhancement
  • Customer engagement
  • Business growth strategy
  • Team leadership
  • Effective communication
  • Decision making
  • Channels and distribution knowledge
  • Staff evaluation
  • Staff development
  • Sales presentation
  • Relationship building
  • Team building
  • Revenue generation
  • Strategic planning

Hobbies and Interests

Playing and watching cricket, watching action movies, and loving the journey to hill stations

Accomplishments

  • Maintain the team budget M-O-M balancing for valuable NB evaluation from Bank Branches with the coordination of B.M/Branch Staff/FIs.
  • Aim to align the team for their performance with promotion norms achievement and maintain persistency budget achievement with more than 95% averaging.
  • Handling customer service and complaints.
  • Training the branch staffs on a regular interval.
  • Going HNI Meeting with staff and support them for Financial product.
  • Operation support to the branch employee and logged in all collected business with time period.
  • Aim to Achieve Year on Year promotions and felicitate by the top management of the organization uncountable times.
  • Achieve Pan India Felicitate by the Indian Cricketer National Coach & I.C.C Cricket Hall Of Fame Awardee Mr Kapil Dev as Champion Meets Champion Award in presence of President Sbi Life in year 2020 @Andaj by Hayatt Hotel Gurgaon.
  • Felicitate by the Padma Shri Awardee Mr V.V.S Laxman ,M.D of SBI Bank ,M.D & CEO of Sbi Life as Meet the Legend Award of Sbi Life in year 2021 @Hayatt Hotel,Delhi.
  • Felicitate uncountable times by the respected CGM/DGM SBI Bank, Regional Directors ,Regional Managers & Zonal Managers on multiple Platforms.
  • Achieve National Level Educational campaign qualification i.e Goa, Srilanka, Kashmir, Jim Corbett, Amritsar, Leh n Laddakh, Jaipur and many mores...
  • Achieve Pan India Toppers Rank among more then five thousand front sales employees.
  • Achieve the milestone of Zero Mis-selling complaints since joining and accomplishments continue.
  • Achieving targets in a dynamic and complex business environment.

Areas of Expertise

  • Sales & Marketing:
  • Overseeing the sales & marketing operations, thereby achieving increased sales growth on YOY basis.
  • Identifying Potential Customers through Sales Team & various Channels by conducting various activities to increase the conversion of sales & productivity.
  • Utilizing client feedback & references to develop relationships by providing valuable services.
  • Identifying streams for revenue growth & developing marketing plans to build consumer preference.
  • Possess operations knowledge along with sales part.
  • Customer Service:
  • Mapping client's requirements and providing them need base advisory services pertaining to selection of various products post sales (if required).
  • Building & maintaining healthy business relationships with ensuring customer satisfaction by achieving service quality norms.
  • Managing Skills:
  • Identifying and appointing S.P/Cif/FIs, Channels & Professionals of Finance and Management & establishing tie-ups in order to increased sales growth and achieve the margins.
  • Follow-up with the teams and channels to identify the potential client and close the deal at the earliest.
  • Exploring Potential Business Avenues and References to expand existing clientele.
  • Effective & productive team management Skills.
  • Leading, training & monitoring the performance of team members to ensure efficiency in process operations & meeting individual & group targets.
  • Creating and sustaining a dynamic environment that fosters development opportunities & motivates high performance amongst Team members.

Strengths

  • Patience.
  • Inter Personal Skills.
  • Punctuality.
  • Hardworking.
  • Quick Learner.
  • Carrier Oriented.

Personal Dossier

  • Date of Birth : 1990-08-15
  • Address : A 277 Sector Mu 1 Greater Noida U.P.
  • Marital status: Married

Timeline

Territory Manager

PNB MET Life Insurance Co.
10.2024 - 07.2025

Relationship Manager-Affluent Banking

MAX LIFE INSURANCE COMPANY LIMITED
09.2023 - 09.2024

Bussiness Development Manager

Sbi Life Insurance Co.
02.2019 - 09.2023

Corporate Agency Manager

HDFC Life
01.2017 - 02.2019

B.Tech -

Galgotias College of Eng & Tech

PGDI -

Manipal University
Dashrath Kumar