DINESH P. SWAMI
Ambernath
Summary
Zonal Manager with extensive experience managing multiple locations in Mumbai. Expertise in developing and executing strategic plans, leading teams, and achieving operational excellence. Proven ability to implement performance improvement initiatives that drive substantial business growth. Dedicated to creating positive work environments that enhance productivity and employee satisfaction.
Overview
24
24
years of professional experience
Work History
DST-zonal Manager - Retail Direct SME Health and POS
Future Generali India Insurance Co. Ltd
Mumbai
12.2021 - Current
- Drive SME commercial lines & Heath Business through Sales team form Direct new client's acquisition and retaining existing lines of business.
- Creating new SME and Corporate client's base.New acquisition SME Direct Channel with plan of generation 25Cr new business.
- Creating new digital platform for generating commercial lines of business sales teams.
- Maintain profitability with product mix.
Regional Head (Deputy General Manager)
Landmark Insurance Broker Pvt Ltd
Mumbai
08.2021 - 12.2021
- Responsible for driving team to onboarding the New POSP Business partners.
- Build relationships with Partners for expand and new business opportunities through cross-sell & up sell.
- Build and maintain relationships with key stakeholders internally and externally.
- Focus on servicing existing relationships and expanding the opportunities in the existing base.
- Identify client needs and develop marketing strategy and action plan for assigned partners.
- Gather & share market intelligence with leadership teams at regular frequencies.
- Proficiency on client management including claim advocacy.
- Develops and maintains effective network within the business community and industry.
- Responsible for providing leadership, support and guidance to the team.
- Conduct trainings for colleagues.
- Create succession-planning roadmap for all in-scope positions.
- Collaborate with all key internal functions to deliver best in class service to your clients.
DST-Regional Manager - Retail Direct SME and Health
Reliance General Insurance Co. Ltd
Mumbai
09.2019 - 07.2020
- Drive SME commercial lines & Heath Business through Sales team form Direct new client's acquisition and retaining existing lines of business.
- Creating new SME and Corporate client's base.
- New acquisition SME Direct Channel with plan of generation 100Cr new business.
- Creating new digital platform for generating commercial lines of business sales teams.
- Maintain profitability with product mix.
State Agency Head
Magma HDI General Insurance Co. Ltd
Mumbai
11.2018 - 09.2019
- Achievement on GWP wise target and profitability through retail agents and Brokers.
- Ensure adequate manning against the budgeted sales of the branches.
- Ensure effective communication of Premium target at the respective Branch Agency Head.
- Drive the BAH & Sales team to achieve the budgets target.
- Maintain the product mix as per the business plan to ensure branch profitability.
- Monitor & optimize the cost of acquisition of the region.
- Meeting with Agents and Broker's on regular basis for their business contribution.
- Share then the Business portfolio for Agents and Brokers.
- Conducting business meeting And Presentation for corporate and SME client with Brokers.
- Ensure effective communication of premium targets to respective branch.
Territory Manager (Channel Agency)
Liberty General Insurance Co. Ltd
Vashi
04.2018 - 11.2018
- Responsible for achieving business targets of the branch.
- Heading Sales Managers, Relationship Managers and Agency Coordinator and IMD's.
- Recruitment, Mentoring and Retaining the 40 Agent Adviser s.
- Conducting careers Seminar for New prospect Agents.
- Branch Activities for Agent Advisor's Like Patshala& Chai Pe Charcha.
- Providing direction, motivation and training to the team, ensuring optimum performance.
Branch Agency Manager (Channel Agency)
Bajaj Allianz General Insurance Co. Ltd
Vashi
11.2015 - 03.2018
- Achieve business targets of the assigned branch Budget.
- New agent Acquisition and Activation for Existing agents.
- Heading Sales Managers, Relationship Managers and Agency Coordinator and IMD's.
- Manage 468 Agent Advisor s with the help of Team Members.
Territory Manager (Retail Direct & Agency Channel)
Reliance General Insurance Company Ltd
Mumbai
10.2010 - 11.2015
- Handing team of 12 sales managers 75customer sales officers.
- Managing and growing the New Acquisition channel Retails Direct.
- Ensuring recruitment of team leaders and sales officers as per the manpower budget.
- Ensure desired productivity per sales officer is achieved for all locations in the zone.
- Regularly monitoring and control cover notes.
- Responsible for achieving the top line and bottom-line targets thru channel.
- Provide end to end solutions to customers thereby ensuring that service level commitments are met.
- Coordination with the various departments for the approvals and smooth issuance of the proposal.
- Conducting periodic training sessions for team members.
- Ensuring renewal targets are achieved.
- Conduct presentations for corporate and retails client.
Manager Sales -Agency Channel
Max Life Insurance
08.2008 - 09.2010
- Heading a unit of AGENT ADVISOR - Dombivali Branch.
- Recruitment, Mentoring and Retaining the Agent Advisors.
- Providing direction, motivation and training to the team, ensuring optimum performance.
- Responsible for achieving business targets of the branch.
Senior Relationship Manager
Religare Finvest limited
12.2006 - 07.2008
- Selling Mutual Funds, Non-Life and Life Insurance through Distribution channel of third-party financial products.
- Experience on the Retail side in financial institutions.
- Telemarketing calls to prospective clients and develop market through a process of continuous prospecting.
Motor dealer and Self tie-up banks
National Insurance Co. Ltd
Jhansi
01.2002 - 01.2006
- Precuring: All line of business Motor and Commercial lines of Business.
- Responsible for the procuring Fresh & renewal Business for Non Motor and Motor from various Automobiles Dealers and Banks such STATE BANK OF INDIA, ALLAHABAD BANK, BANK OF BARODA, VIJAY BANK, PUNJAB NATIONAL BANK, CANARA BANK, DENA BANK.
Education
Associate - Deploma
Insurance Institute of India
M. Com -
Bundelkhand University
JhansiSkills
- Leadership and initiative
- Sales strategies
- Financial reporting
- Business development
- Market analysis
- Operations management
- Presentation skills
- Sales management
- Human resources management
- Sales and results orientation
- Relationship building and client engagement
- Analytical and presentation skills
- Team management
- Communication and interpersonal skills
- Business planning
Rewards Recognition
- Rank No 1 Sales Manager Pan India for Profitability
- Rank No 1 Achievers for Private and Non-Motor PAN India
- International Trip Singapore Qualifier with 16 days after the Launch of Contest
- Qualified for International Trip in 2011
- Best Performer Award in 2010 - 2011
- Incremental % Achievers Award 350 % in 2012
Family Members
True,
Preferred Location
Mumbai
Personal Information
- Date of Birth: 08/25/75
- Marital Status: Married
Languages
- English
- Hindi
Educational Qualification
Post Graduate M. Com, Bundelkhand University, Jhansi, Insurance Institute of India, Insurance Institute of India, Pursuing
Profiles Summary
- Sales & Marketing
- Business Development
- Region Development
- Channel Management
- Branch Management
- Revenue Generation
- Budgeting
- Performance Management
- P & L Management
- Team Management
Timeline
DST-zonal Manager - Retail Direct SME Health and POS
Future Generali India Insurance Co. Ltd
12.2021 - Current
Regional Head (Deputy General Manager)
Landmark Insurance Broker Pvt Ltd
08.2021 - 12.2021
DST-Regional Manager - Retail Direct SME and Health
Reliance General Insurance Co. Ltd
09.2019 - 07.2020
State Agency Head
Magma HDI General Insurance Co. Ltd
11.2018 - 09.2019
Territory Manager (Channel Agency)
Liberty General Insurance Co. Ltd
04.2018 - 11.2018
Branch Agency Manager (Channel Agency)
Bajaj Allianz General Insurance Co. Ltd
11.2015 - 03.2018
Territory Manager (Retail Direct & Agency Channel)
Reliance General Insurance Company Ltd
10.2010 - 11.2015
Manager Sales -Agency Channel
Max Life Insurance
08.2008 - 09.2010
Senior Relationship Manager
Religare Finvest limited
12.2006 - 07.2008
Motor dealer and Self tie-up banks
National Insurance Co. Ltd
01.2002 - 01.2006
Associate - Deploma
Insurance Institute of India
M. Com -
Bundelkhand University