Summary
Overview
Work History
Education
Skills
Timeline
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DHARMESH JOSHI

Ahmedabad

Summary

Highly Motivated Sales professional with 17 years of experience in Bancassurance with proven track record of Increasing Sales, Improving Client retention & handling channel partners. Desires a challenging role in a growing organization

Overview

19
19
years of professional experience

Work History

Territory Head

HDFC Life
Ahmedabad
04.2024 - Current
  • Currently handling the 5 Virtual channel Units (Prime /VST/ViRM) for Gujarat and Rajasthan.
  • Identify strategic Teams / Units to fortify business & market share.
  • Managing Team of 3 Managers & 20 FLS.

Senior Cluster Manager

Bajaj Allianz Life Insurance Co Ltd
Ahmedabad
02.2020 - Current
  • Identified strategic partnerships and gathered market information to gain a competitive advantage
  • Developed growth plans by identifying key clients, key targets and priority service lines with the help of Bank Managers
  • Delivered performance updates, quarterly business reviews and planning meeting to channel partners Develop & Maintain Channel Partner relationship
  • Weekly review of Bank LG's Target Vs Achievement & Setting future action plans
  • Bank staff training of new product & processes

Territory Manager

Tata AIA Life Insurance Company Limited
Rajkot
10.2018 - 01.2020
  • Currently handling two regions of Indusind Bank Ltd
  • (Saurashtra / North Gujarat)
  • Leading cross-functional 10 Member team to develop & implement business plans
  • Identifying strategic partnership & Key Branch to gain competitive advantage
  • Weekly review Bank FTE Target vs Achievement

Corporate Sales Manager

HDFC Standard Life Insurance Co Ltd
05.2011 - 09.2018
  • Identified strategic partnerships and gathered market information to gain a competitive advantage
  • Developed growth plans by identifying key clients, key targets and priority service lines with the help of Bank Managers
  • Delivered performance updates, quarterly business reviews and planning meeting to channel partners Develop & Maintain Channel Partner relationship
  • Weekly review of Bank LG's Target Vs Achievement & Setting future action plans
  • Bank staff training of new product & processes

Relationship Associate

Max New York Life Insurance Co Ltd
05.2010 - 05.2011
  • Looked after 4 bank branches
  • Develop & Maintain channel partner relationship
  • Annual Increase in Sales of more than 100% in one year

Sales Supervisor (Alternate Channel)

Ing Vysya Life Insurance Co Ltd
07.2009 - 04.2010

Assistant Sales Manager

Aviva Life Insurance
Ahmedabad
01.2006 - 05.2008

Education

PGDBM -

Institute of Marketing & Management
New Delhi
01.2005

BBA -

Bholabhai Patel School of Business Administration
Gandhinagar
04.2002

Skills

  • Analytical thinking
  • Adaptability
  • Customer Service
  • Ability to Work in a Team
  • Conflict Resolution

Timeline

Territory Head

HDFC Life
04.2024 - Current

Senior Cluster Manager

Bajaj Allianz Life Insurance Co Ltd
02.2020 - Current

Territory Manager

Tata AIA Life Insurance Company Limited
10.2018 - 01.2020

Corporate Sales Manager

HDFC Standard Life Insurance Co Ltd
05.2011 - 09.2018

Relationship Associate

Max New York Life Insurance Co Ltd
05.2010 - 05.2011

Sales Supervisor (Alternate Channel)

Ing Vysya Life Insurance Co Ltd
07.2009 - 04.2010

Assistant Sales Manager

Aviva Life Insurance
01.2006 - 05.2008

PGDBM -

Institute of Marketing & Management

BBA -

Bholabhai Patel School of Business Administration

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DHARMESH JOSHI