Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
OfficeManager
Devesh Shukla

Devesh Shukla

Sales Leader In Bancassurance, Agency Distribution.
Ahmedabad,Gujarat

Summary

Expert Sales Leader equipped with proven skills in building and leading successful sales strategies. Offers deep understanding of Bancassurance, Corporate Agencies, Agency Channel distribution market and current trends. Adapts easily to changing conditions with flexible, forward-thinking style.

Overview

20
20
years of professional experience

Work History

Director

Navinchandra Insurance Broking Pvt Ltd
Vadodara
09.2020 - Current
  • Directed work of key online distribution and sales team members to create cutting-edge profitable organization.

Director

Indiref HR Services Pvt Ltd
Ahmedabad, Gujarat
06.2017 - Current
  • Devised, deployed and monitored processes to boost long-term business success and increase profit levels 30%.
  • Optimized operational processes by developing company-wide analytics tool to address client-specific metrics.

Regional Head

Edelweiss Tokio Life Insurance Co. Ltd
Ahmedabad, Gujarat
07.2015 - 05.2017

1. Responsible for Organic Agency: sales, Training, And Operations Through AGENCY for 7 new Branches and their constituent team members.

2. Span of Control: 200 Employees in Sales, Training and Ops.

3. Ensuring Key business Drivers of FACT through VIJAYPATH.

Regional Head

Edelweiss Tokio Life Insurance Co. Ltd
Bhopal, MP & CG
04.2013 - 06.2015

1. Responsible for Starting Organic Agency: sales, Training, And Operations through AGENCY for 5 new Branches and their constituent team members.

2. Span of Control: 150 Employees in Sales, Training and Ops.

3. Ensuring Key business Drivers of FACT through VIJAYPATH.

Regional Head

Edelweiss Tokio Life Insurance Co. Ltd
Pune, ROMG
04.2011 - 04.2013

1. Responsible for Starting Organic Agency: sales, Training, And Operations through AGENCY for 6 new Branches and their constituent team members.

2. Span of Control: 150 Employees in Sales, Training and Ops.

3. Ensuring Key business Drivers of FACT through VIJAYPATH.

Asso. Regional Sales Manager-Emerging Markets

Max Newyork Life Insurance
Ahmedabad, Gujarat
09.2008 - 03.2011

1. Responsible for Starting Retail sales, Training, And Operations Through AGENCY for 32 Branches and their constituent team members in GUJARAT for Emerging Market Channel (Rural)

2. Span of Control: 154 TMs, 32 ABMs, 4 ASMs, 17 Trainers, and 36 BSEs. (DRs: 4 ASM, 1 ARTM, 1 HR Manager, 1 Regional coordinator)

3. Ensuring Key business Drivers of Case Rate, Case Size, Agent Recruitment and A.MFYP with Quality and GOLD parameter

Territory Manager, Retail Sales, Agency

HDFC Life
Vadodara, Gujarat
07.2007 - 09.2008

1. Responsible for Retail sales, Career development and grooming for 8 Branches and their constituent team members spanning between Baroda and Surat including Bharuch and Ankaleshwar.

2. Responsible for opening of 6 Branches in Baroda and Surat with 6 Branch Managers and 72 SDMs.

3. Total Span of Control was 80 SDM, BDM and ASM with 8 BSMs.

Divisional Sales Manager

SBI Life
Vadodara, Gujarat
09.2006 - 07.2007

1. Responsible for the sales and Operations for Vadodara branch. Handling sales through Agency channel of Distribution.

2. Responsible for opening of, Anand and BarodaII Branch with 2 Branch Sales Managers and 10 Unit Managers.

3. Also taking care of Surat branch, with 10 Ums.

Branch Sales Manager, Agency

SBI Life
Vadodara, Gujarat
11.2005 - 09.2006

1. Responsible for the sales and Operations for Vadodara branch. Handling sales through Agency channel of Distribution. Responsible for Business Development in central Gujarat Region (Nadiad to Ankaleshwar) Leading a team of 10 Unit Managers/ Agency Managers/ Territory Managers and 7 Operations Associates.

2. Coordinating efforts of all members of the “Sales Team” in the branch, including Managers, Insurance Advisors, corporate Agents and Brokers.

3. Strategize local efforts and take decisions on local priorities Viz. geographical boundaries, work distribution, events etc.

Asst. Sales Manager-Bancassurance and Alliances

ICICI Prudential Life Insurance Co. Ltd.
Surat-South Gujarat, Gujarat
04.2005 - 11.2005

1. Responsible for sales through Bancassurance and Corporate Agency channel of distribution in Surat.

2. Leading a team of FSCs and Financial services Managers

3. Managing the existing Banc assurance & Alliances tie-ups and opening up new relationships for expanding business opportunities for the organization.

Team Leader-Bancassurance and Alliances

5) ICICI Prudential Life Insurance Company Ltd
Surat-South Gujarat, Gujarat
05.2004 - 03.2005

1. Handling the entire Corporate Agency channel in south Gujarat for Bancassurance & Alliances. Spearheading the Business operations through corporate agency route of B&A in the region.

2. Supporting the sales force of the CA and their Managers in all respects of sales development and working together closely with the CA to increase the business in terms of Numbers and volumes.

3. Was responsible to ramp up the CA business in the region by recruiting suitable profiles for CA business and help them achieving their business targets so as the business is mutually profitable and viable.

Sr. FSC -Bancassurance and Corporate Agency

ICICI Prudential Life Insurance Company Ltd
Surat-South Gujarat, Gujarat
10.2003 - 04.2004

1. Handling NJ Insurance, which is an Alliance Partner.

2. Sales development through training and joint calls with the employees (Sales staff) and NJ Fundz Partners (Sub Broker Channel of NJ)

After March 04, Handled Entire B&A piece for South Gujarat

FSC-Bancassurance

ICICI Prudential Life Insurance Company Ltd
Mumbai, Maharashtra
09.2002 - 09.2003

1. Was handling Banc assurance relations with Federal bank, Bank of India and Punjab & Maharashtra Co-operative Bank

Selling of Insurance products to the bank customers (Retail & HNIs), Liaison with the bank staff and Managers to Garner More Business

Officer-Sales (Mutual Funds)

Times Online Money Ltd-Mumbai (timesofmoney.com)
Mumbai, Maharashtra
07.2001 - 09.2002

1. Was responsible for online sales of Mutual Funds.

2. Resolving customer queries and grievances.

Education

MBA - Finance & Systems

ICMS, Jiwaji University
Gwalior
04.1999 - 03.2001

Skills

    Bancassurance Sales

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Accomplishments

    In my career spanning 20+ years (Including 16 yrs Job at FLS, Mid and Senior sales positions and 4 years of Entrepreneurial journey) have always build teams and units which are sustainable, profitable and Successful in all parameters of Business.

    During this period I got 6 Elevations from FLS to Senior Sales Leadership roles and 7 foreign trips as rewards.

Timeline

Director

Navinchandra Insurance Broking Pvt Ltd
09.2020 - Current

Director

Indiref HR Services Pvt Ltd
06.2017 - Current

Regional Head

Edelweiss Tokio Life Insurance Co. Ltd
07.2015 - 05.2017

Regional Head

Edelweiss Tokio Life Insurance Co. Ltd
04.2013 - 06.2015

Regional Head

Edelweiss Tokio Life Insurance Co. Ltd
04.2011 - 04.2013

Asso. Regional Sales Manager-Emerging Markets

Max Newyork Life Insurance
09.2008 - 03.2011

Territory Manager, Retail Sales, Agency

HDFC Life
07.2007 - 09.2008

Divisional Sales Manager

SBI Life
09.2006 - 07.2007

Branch Sales Manager, Agency

SBI Life
11.2005 - 09.2006

Asst. Sales Manager-Bancassurance and Alliances

ICICI Prudential Life Insurance Co. Ltd.
04.2005 - 11.2005

Team Leader-Bancassurance and Alliances

5) ICICI Prudential Life Insurance Company Ltd
05.2004 - 03.2005

Sr. FSC -Bancassurance and Corporate Agency

ICICI Prudential Life Insurance Company Ltd
10.2003 - 04.2004

FSC-Bancassurance

ICICI Prudential Life Insurance Company Ltd
09.2002 - 09.2003

Officer-Sales (Mutual Funds)

Times Online Money Ltd-Mumbai (timesofmoney.com)
07.2001 - 09.2002

MBA - Finance & Systems

ICMS, Jiwaji University
04.1999 - 03.2001
Devesh ShuklaSales Leader In Bancassurance, Agency Distribution.