I am highly experienced insurance professional with a strong leadership background in the financial services sector, primarily with ICICI Prudential Life Insurance company. Last was serving as Asso Vice President since November 2023, oversees the entire Gujarat regions PSF channel, managing a team of branch managers and direct employees. Prior to this role was handling Agency channel across parts of Gujarat, Saurashtra and Mumbai at different time periods managing team of ARM, BM, FL managers,partners, and financial advisors. Was having responsibilities include regional budgeting, business growth, branch expansion, and strategic initiatives, with a focus on revenue generation and client asset management. Was managing a revenue portfolio of 170 crore achieving significant recognition and success metrics such as MDRT and President Club memberships.
Leading the Proprietary Sales Force channel for Gujarat state with 15 branch managers. Revenue generated over 120 crores with direct marketing and sales to service departments.
Leading the top cities in the AGNECY channel, Ahmedabad and Surat region, with 3 Regional managers, 5 branch managers, 20 partners, and 200+ FLs as indirect reportees. Supervising the budget of the whole region, with planning for new branch openings and cost management. Planning and executing to grow the retail business in order to maintain a healthy product mix. Set up disciplined activities like BOP, My Market, and New Distributor Training, followed by reviews on the outcome to measure success. Managing revenue of 150 Cr and net AUM of 1000 Cr with 2 President Club, 4 TOT, 7 COT, 10 Double MDRT, and 20 MDRT advisors.
Leading the part of top city Mumbai with 8 branch managers, 15 partners, and 100+ FLs as indirect reportees. Created the highest MDRT advisors in a region and maintained a positive year-over-year growth even during the pandemic. Created a portfolio worth 70 Cr and a net AUM of 151 Cr, with 4 COT, 2 TOT, and 2 President Club members.
Double the manpower in the Vashi and Ghatkopar branches for meaningful distribution to the zone, and the top-line numbers are improved.
Agency and banca channels. Leading the Saurashtra Region (Rajkot, Jamnagar, Junagadh, Jetpur, Bhavnagar, Porbandar, Una) with sixteen branch managers, fifteen partners, and over 150 FLs as indirect reportees. Created the highest MDRT advisors in a region, and maintained a positive year-over-year growth. Created a portfolio worth 170 Cr with agency and banca channels.
Joined ICICI Pru in June 2003 as a Unit Manager, with the role of adding advisors and managing team business. Was Pan India number 1 UM, having 100+ advisors? Promoted to AM, then to SAM, and finally to Managing Partner.
I decided to change my role in management and become a sales manager, leading five FL managers. Promoted to Area Manager, BM, SBM, ARM.
Strategic Leadership P&L Management Team Management Market Launch & Expansion Cross-functional Teamwork Budgeting and Financial Oversight Business Planning
undefined