Summary
Overview
Work History
Education
Skills
Personal Information
Notable Accomplishments
Timeline
Generic

Deepak Gupta

Zonal Sales Manager
Ahmedabad,Gujarat

Summary

A dynamic Sales, Operation & Marketing professional with 15 years' experience in Sales, Business Development, New Market Development, Team Management with well known organizations in the Banking and Financial Service sectors. Currently designated as Zonal Sales Manager with Niva Bupa Health Insurance at Bangalore. A proactive planner with abilities in devising effective strategies for augmenting business, identifying and penetrating new market segments, promoting products for business excellence. Proven performer with an excellent track record in sales across assignments. Possess excellent interpersonal skills that have been put to good use while interfacing with clients for creating awareness and delivering need based financial solutions. An enterprising leader with strong analytical, problem solving & organisational abilities.

Overview

8
8
years of professional experience
1
1
Language

Work History

Zonal Sales Manager

Niva Bupa Health Insurance
09.2023 - Current
  • Managing NBFC vertical - West II Zone (Gujarat, Rajasthan & MPCG ) for attachment and retail health insurance segment with a team of Circle Relationship Managers and Relationship Managers
  • Overall responsible for strategic planning and implementation within various existing channel partners and ensuring desired business generation from their respective verticals
  • Taking care of CRM/RM recruitment and grooming to get MoM productivity through various activities like trainings/internal contest and supporting them to provide sustainable environment within different channel and encourage them for higher productivity in multiple partners model
  • Promoting the brand image of the Company and implementing all initiatives of the Company related to brand building exercises, as well as maintaining excellent relationship with the channel partners
  • Adhering to standard norms and hygiene factors of underwriting process in terms of compliance, leakage and freelooks.
  • Managed a diverse portfolio of accounts, ensuring consistent revenue generation from multiple sources.
  • Introduced new products to the market, effectively managing launch campaigns and promotional activities.
  • Expanded the company''s market presence through strategic networking and partnership-building efforts.
  • Increased sales revenue by implementing innovative strategies and utilizing market research.

Zonal Sales Manager

Niva Bupa Health Insurance
08.2022 - 09.2023
  • Managing 3 states Karnataka, Andhra Pradesh & Telangana for NBFC vertical with the team of managers and relationship managers
  • Responsible for new partner acquisition, partner onboarding and business outcome as per planned numbers along with desired profitability in respective territories.
  • Led a high-performing sales team to exceed targets and improve overall performance.
  • Organized regular meetings between regional managers to share best practices across zones.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Managed accounts to retain existing relationships and grow share of business.
  • Developed strong relationships with key clients for sustained business growth and customer retention.

Sr. Area Manager

Max Life Insurance
06.2019 - 08.2022
  • Responsible for planning and establishing business objectives of the Axis Bank in assigned territory
  • Ensure achievement of sales targets (NB/Protection/Persistency), optimal market coverage, tapping all potential segment of Axis Bank (CSO/BDE/PBRM/Affluent RM) for optimal market penetration
  • Working closely with channel partner (Bank Cluster Head) to design sales strategies and initiatives implementing.

Area Sales Manager

Canara HSBC OBC Life Insurance co.
10.2018 - 05.2019
  • Overall responsible for planning and execution for business objective of 74 branches of Canara Bank, Indore Region for life insurance
  • Effectively leading and managing sales team by providing them coaching to uplift the sales productivity
  • Working closely with channel partner (Bank Regional Head) to design sales strategy and initiatives to achieve sales goals and maximizing revenue and profitability.

Area Manager

Apollo Munich Health Insurance Co ltd.
06.2016 - 08.2018
  • Managing Axis Bank Branches for health insurance business with a team Channel Sales Managers
  • Drive business in a competitive environment of multiple channel partner model
  • Laisoning with decision makers of the channel partner, and occupying a major mind share for new business generation
  • Implementation of prescribed processes and regulatory compliances and keep updating them as well
  • Recruitment of front line sales team and ensuring desire performance from their respective clusters
  • Manage service aspects of the branches post sales.

Location head

Star Union Dai-ichi Life Insurance Co Ltd
- 05.2016
  • Mentoring and leading a team of Assistant / Deputy Managers (Bancaasurance) / Assistant Manager (Training) and ensuring the desired level of performance from the clusters of bank branches within the area of jurisdiction assigned
  • Promoting sales of the Company's products, achieving and exceeding business targets set by the Company in respect of the clusters branches/outlets of our corporate agent/promoter Bank of India and Union Bank of India
  • Driving and supporting all new business sales and service functions within the cluster viz
  • Closing sales calls, aiding in completion of documentation, facilitating pre-insurance medical examination, scrutiny of the proposal papers so as to minimize the turnaround time in policy issuance, facilitating renewal premium collections, customer service, etc.

Education

Skills

  • Business Development
  • New Market Development
  • Key Account Management
  • Team Management
  • Diligence, Mobility, Never Say Die Attitude, Belief in God
  • MS Office, DOS, Windows, and Internet

Personal Information

  • Father's Name: Mr. Girish Kumar Gupta
  • Mother's Name: Smt Asha Gupta
  • Date of Birth: 12/12/80
  • Nationality: Indian
  • Marital Status: Married

Notable Accomplishments

  • Awarded for Significant contribution in New partner acquisition for FY 2023-24
  • Earned grade promotion as chief Manager in Dec 2021 (Maxlife Insurance)
  • Ranked top cluster in Circle and top 3 in region for FY 2021-22
  • Ranked top cluster in FY 2019-20 & 2020-21 (Maxlife Insurance)
  • Many RAs got the grade promotion and one of them elevated for new role
  • YoY persistency achievement was more than 90% for FY 2019-20 & 2020-21 (Maxlife Insurance)
  • Top rated Circle for FY 2017- 18 (Apollo Munich Health Insurance)
  • Qualified for West RBBH Forum with all Cluster Head and Circle Head ( Apollo Munich Health Insurance)
  • Highest NOP in Zone for FY 2017-18 (Apollo Munich Health Insurance)
  • Many members of team promoted to the next level (Star Union Dai-ichi Life & Apollo Munich Health)
  • Produced several Club qualifiers from my team (Star Union Dai-Ichi Life Insurance)
  • Promoted as Assistant Manager and then as Cluster Manager in succession (Star Union Dai- ichi life insurance)
  • Awarded as best Assistant Manager in December 2010 Pan India for OND (Star union Dai-ichi Life Insurance)
  • Awarded in October 2014 as longest service award for dedication of service tenure
  • Awarded in May 2015 as Unique Life award for the max NOPs Pan India

Timeline

Zonal Sales Manager

Niva Bupa Health Insurance
09.2023 - Current

Zonal Sales Manager

Niva Bupa Health Insurance
08.2022 - 09.2023

Sr. Area Manager

Max Life Insurance
06.2019 - 08.2022

Area Sales Manager

Canara HSBC OBC Life Insurance co.
10.2018 - 05.2019

Area Manager

Apollo Munich Health Insurance Co ltd.
06.2016 - 08.2018

Location head

Star Union Dai-ichi Life Insurance Co Ltd
- 05.2016

Deepak GuptaZonal Sales Manager