Summary
Overview
Work History
Education
Skills
Affiliations
Additional Information
Accomplishments
Timeline
Hobbies
Other Skills
Personal Details
Hobbies
Other Skills
Personal Details
Generic
DEEPAK DISILVA A

DEEPAK DISILVA A

FINANCE
CHENNAI

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

10
10
years of professional experience
5
5
years of post-secondary education
3
3
Languages

Work History

TERRITORY MANAGER

BAJAJ ALLIANZ LIFE INSURANCE CO LTD - ASO
CHENNAI
09.2021 - Current
  • Scheduled meetings with Agency Sales Officers and Investment Consultants to identify business obstacles, establish financial goals and tailor products to individual markets.
  • Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
  • Exceeded targets by building, directing and motivating high-performing sales team.
  • Improved productivity while reducing staffing and operational costs.
  • Visited customer sites to deliver sales presentations and demonstrate products or services.
  • Integrated innovative ideas to accomplish corporate and individual objectives.
  • Developed initial sales roadmaps and market strategies to promote successful product launches.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Reduced workflow inconsistencies by recruiting capable Agency Sales Officers & Investment Consultants.
  • Developed detailed plans based on broad guidance and direction.
  • Supervised staff in personnel by implementing company policies, protocols, work rules and disciplinary action.
  • Established team priorities, maintained schedules and monitored performance.
  • Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
  • Developed sales strategy based on research of consumer buying trends and market conditions.
  • Motivated and mentored sales employees to enhance presentation, negotiation and customer relations abilities.
  • Modeled strong negotiation skills to help team members close tough deals with lucrative clients.
  • Held meetings with director to identify techniques to overcome sales obstacles.
  • Attracted new clientele and developed customer relationships by hosting product-focused events.
  • Carefully analyzed data to determine most effective sales strategies.
  • Targeted prospects in other territories through careful research of competitor products, services and trends.

BRANCH MANAGING PARTNER

KOTAK MAHINDRA LIFE INSURANCE CO LTD - ASO
02.2018 - 09.2021
  • Recruitment, Development & Retain the team members.
  • Daily intervention with Agency Partners and Financial Advisors
  • Morning Huddle with reporting managers for day plan and Evening huddle for the review.
  • Schedule and Present the HNI meet.
  • Recruiting an Agency Partners and Financial Advisors.
  • Conduct the weekly meeting with Agency Partners and Financial Advisors for updating the business status and contests.
  • Frequent one to one meet with partners for the income plan for the month and for the FY.
  • Keeping the complete control in all the activities done by the team.
  • Making the team members to work on their own strengths .
  • Developing the skill of the people who is really having a will to learn and deliver.

AGENCY DEVELOPMENT MANAGER

MAX LIFE INSURANCE CO LTD
CHENNAI
05.2017 - 01.2018
  • Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals for develop an Agents.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Maintained professional, organized and safe environment for an agents.
  • Cross-trained existing agents to maximize team agility and performance.
  • Applied customer feedback to develop process improvements and support long-term business needs.
  • Kept detailed records of daily progress to identify and correct areas needing improvement.
  • Recruited HNI's to add talent and value to department.
  • Accomplished multiple tasks within established timeframes.
  • Delivered feedback to decision-makers regarding agents performance and training needs.

SENIOR INTAKE ANALYST

GUARDIAN INDIA OPERATION PVT LTD
CHENNAI
05.2014 - 10.2016
  • Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement.
  • Improved operations through consistent hard work and dedication.
  • Worked flexible hours across night, weekend and holiday shifts.
  • Developed and maintained courteous and effective working relationships.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Identified issues, analyzed information and provided solutions to problems.
  • Resolved problems, improved operations and provided exceptional service.
  • Carried out day-to-day duties accurately and efficiently.
  • Actively listened to customers requests, confirming full understanding before addressing concerns.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Worked with customers to understand needs and provide excellent service.
  • Used Microsoft Word and other software tools to create documents and other communications.

SENIOR PROCESSING EXECUTIVE

DATA TELESIS PVT LTD
CHENNAI
02.2011 - 04.2014
  • Determined change management needs and defined behaviors for effective program management.
  • Generated monthly metric reports, interpreted results and developed processes and solutions.
  • Spearheaded organizational development efforts, incorporating macro-level business process enhancements.
  • Led methodology development to outline basic process parameters for operations.
  • Provided strategic and operational recommendations for improvement across all the insurance departments.
  • Prepared accurate documents for customer and business needs.
  • Inputted and submitted client information to facilitate speedy processing of paperwork.
  • Answered telephone or online requests and completed interactions quickly to meet productivity goals.
  • Investigated basic issues and escalated more complicated concerns.
  • Identified audit parameters to comply with quality standards.
  • Collaborated with quality assurance team to comply with regulatory requirements.
  • Worked with internal staff to process documents and sent for closing.
  • Remained informed on current regulations, especially concerning research industry and document creation.
  • Managed regulatory requirements and audit support needs by completing and submitting accurate paperwork.
  • Provided assistance with inbound and outbound document processes, document sorting, logging and work order creation.
  • Established, improved and reinforced document management systems to handle current and expected requirements.
  • Prepared documents for projects in accordance with project manager, team or client specifications.
  • Modified and maintained tools to support operations and business process creation using Adobe Acrobat, SharePoint, Excel and Access capabilities.

Education

B.Com - Marketing and Advertising

LOYOLA COLLEGE
CHENNAI, INDIA
06.2007 - 05.2010

Higher Secondary School - COMMERCE

SANTHOME HIGHER SECONDARY SCHOOL
CHENNAI, INDIA
06.2005 - 05.2007

Skills

    Business development and planning

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Affiliations

Willing to learn and work hard. Possess excellent communication skills. Positive attitude and perseverance to undertake challenging jobs. Have a natural inclination towards team work. Adaption based on the situation Plan and Execution for the production Training and Development for the team members

Additional Information

PROFESSIONAL SKILLS


  • Good Knowledge in Dental, Vision, Life, STD, LTD Insurance Processing and Documentations.
  • Having good understood in the learning curve.
  • Handling an HNI Financial Portfolio.
  • Sharing a knowledge about importance of the diversified of investments.
  • Expertise in Employer Employee, Key-Man and Partnership Insurance Scheme.
  • Expertise in balancing both retail and high value business.
  • Expertise is handling multi-tasking.
  • Expertise in team management and work assignment.

Accomplishments

    Guardian India Operations Pvt Ltd


  • Got the Certificate of Star award for the month of January to June 2016 for effort in exceeding Client Expectations towards Production and Quality being an outstanding member of the team.
  • Being the team member to get the Unmatched Team Award.


    • Max Life Insurance Co Ltd – Tied Agency


  • Advisor recruiter for the month in Oct 2017.
  • State topper in business with 9 months and below vintage category.


    • Kotak Mahindra Life Insurance Co Ltd - APC


  • Dhronacharya Award for creating an MDRT for the FY 2018-19 and 2019- 20.
  • Crorepati Manager for the FY 2018-19 and 2019-20.
  • MAD Award for the business in FY 2018-19.
  • Recruitment topper award for the FY 2018-19 and 2019-20 by recruited 12 Agency Partners.
  • Star Manager for the consecutive 8 months from April to November 2020 for activating 10 Advisors each month.
  • Promoted as Branch Managing Partner in Oct 2020.


    • Bajaj Allianz Life Insurance Co Ltd - ASO


  • Best recruiter for the Month Sept and Oct 2021 by recruited 21 Agency Sales Officers.
  • Qualified to attend the Annual Report Meet for the FY 2021-22.
  • Annual President Club Award FY 2021-22 for being a Millionaire Club Manager.
  • Completed the 12 rolling Months target in 6 Months of duration.

Timeline

TERRITORY MANAGER

BAJAJ ALLIANZ LIFE INSURANCE CO LTD - ASO
09.2021 - Current

BRANCH MANAGING PARTNER

KOTAK MAHINDRA LIFE INSURANCE CO LTD - ASO
02.2018 - 09.2021

AGENCY DEVELOPMENT MANAGER

MAX LIFE INSURANCE CO LTD
05.2017 - 01.2018

SENIOR INTAKE ANALYST

GUARDIAN INDIA OPERATION PVT LTD
05.2014 - 10.2016

SENIOR PROCESSING EXECUTIVE

DATA TELESIS PVT LTD
02.2011 - 04.2014

B.Com - Marketing and Advertising

LOYOLA COLLEGE
06.2007 - 05.2010

Higher Secondary School - COMMERCE

SANTHOME HIGHER SECONDARY SCHOOL
06.2005 - 05.2007

Hobbies

General Hobbies


  • Music
  • Gaming
  • Camping


Educational Hobbies


  • Business
  • Entrepreneurship
  • Learning something to enhance ourself in our current assignment.


Collection Hobbies


  • Films
  • Vintage Cars


Competitive Hobbies


  • Cricket
  • Billiards
  • Boxing
  • Martial Arts

Other Skills

  • Represented School and College Cricket Team.
  • Represented Districts (Thiruvallur for 3 times and Kachipuram for 4 times).
  • Representing state team twice.
  • Level 2 Martial Arts Trainee.

Personal Details

Name : Deepak Disilva A

DOB: 23-10-1989

Sex: Male

Father Name : Anthony Raj S

Martial Status : Married

Nationality : Indian

Address : Plot No. 7, CC Homes, Flat No. S2, 2nd Floor, Rajaji Nagar 1st Street, Thiruvanmiyur, Chennai - 600 041

Hobbies

General Hobbies


  • Music
  • Gaming
  • Camping


Educational Hobbies


  • Business
  • Entrepreneurship
  • Learning something to enhance ourself in our current assignment.


Collection Hobbies


  • Films
  • Vintage Cars


Competitive Hobbies


  • Cricket
  • Billiards
  • Boxing
  • Martial Arts

Other Skills

  • Represented School and College Cricket Team.
  • Represented Districts (Thiruvallur for 3 times and Kachipuram for 4 times).
  • Representing state team twice.
  • Level 2 Martial Arts Trainee.

Personal Details

Name : Deepak Disilva A

DOB: 23-10-1989

Sex: Male

Father Name : Anthony Raj S

Martial Status : Married

Nationality : Indian

Address : Plot No. 7, CC Homes, Flat No. S2, 2nd Floor, Rajaji Nagar 1st Street, Thiruvanmiyur, Chennai - 600 041

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