Dinesh Yadav
Zonal Business Head - Bancassurance IndusInd Bank at Tata AIA Life
Rohini
Summary
Senior Business Leader | Bancassurance & Channel Strategy | 20+ Years’ Experience
20+ years of leadership in Bancassurance, Business Development, Channel & Relationship Management across top-tier financial institutions.
Currently Zonal Business Head – Bancassurance (North & Affluent Banking) at Tata AIA Life, managing ₹190 Cr+ portfolio via IndusInd Bank (since Apr 2024).
Former roles include:
State Head – Bancassurance (Western UP), Tata AIA Life
VP – Third Party Distribution, Yes Bank
Territory Head – HDFC Life (₹50 Cr portfolio)
Sales Incharge – Max Life
Proven track record in driving revenue, expanding distribution networks, and managing HNI portfolios.
Skilled in financial planning, corporate sales, and leading high-performing teams.
Overview
20
20
years of professional experience
Work History
Zonal Business Head - North Branch Banking & Affluent | IndusInd Bank
Tata AIA Life Insurance
NewDelhi
04.2024 - Current
- Zonal Business Head – Bancassurance (IndusInd Bank), Tata AIA Life Insurance | Since April 2024
Promoted to lead IndusInd Bank relationship across North Branch Banking & Affluent channels based on exceptional performance within first 2 years.
Managing a ₹190 Cr+ portfolio with a team of 240+ sales professionals, including 4 Zonal and 11 Regional Sales Managers.
Driving life insurance cross-sell, HNI sales, persistency benchmarks, and SP activation across branches.
Ensuring adherence to sales processes, compliance, and regulatory controls.
Spearheading strategic sales planning and execution to maintain market share and profitability.
Strengthened channel partnerships and implemented high-impact initiatives to boost revenue and engagement.
State Head - Bancassurance HDFC Branch Banking
Tata AIA Life Insurance
12.2021 - 03.2024
- State Head – Bancassurance (HDFC Bank), Tata AIA Life | Dec 2021 – Mar 2024
Led LI business across 300+ HDFC Bank branches with a 200-member sales team.
Drove channel engagement, market share retention, and high-quality business metrics (persistency, traditional mix).
Oversaw sales planning, lead tracking (VYMO), IRDA licensing, and SP activation.
Designed and delivered training programs to boost sales capability across teams.
Ensured strong coordination across internal teams for seamless operations and service.
Achievements:
Ranked #3 State Head Pan-India
Qualified for Spain ICONs (Nov ’22), Bali Summit (May ’23), and Europe Great Banca Summit (Mar ’24)
Regional Business Development Leader – Vice President (Third Party Distribution)
Yes Bank
NewDelhi
08.2019 - 11.2021
- Vice President – Third Party Distribution, Yes Bank | [Duration]
Led Third Party Distribution for Branch Banking, Acquisition & Corporate Salary segments across NCR.
Delivered revenue through Life & General Insurance, Mutual Funds, Securities, PMS & PE products.
Achieved regional revenue targets and built sustainable, high-performing distribution channels.
Designed and executed strategic sales plans, process improvements, and partner engagement initiatives.
Drove activation, productivity, compliance (IRDA/NISM), and business quality benchmarks.
Launched R&R programs and tactical drives to boost staff engagement in fee-based business.
Led training, certification, and capability-building efforts across bank teams.
Territory Head (Bancassurance HDFC Branch Banking)
HDFC Life Insurance
10.2011 - 08.2019
- Vice President – Third Party Distribution, Yes Bank | [Duration]
Managed revenue generation across NCR for Life & General Insurance, Mutual Funds, PMS, PE, and Securities.
Led Third Party Distribution for Branch Banking, Acquisition & Corporate Salary channels.
Achieved revenue targets and strengthened fee-income verticals.
Implemented strategic sales plans, compliance (IRDA/NISM), and productivity benchmarks.
Launched R&R initiatives to drive staff activation and performance.
Spearheaded training, certification, and partner-led capability building.
Associate Manager Sales- In Charge (Bancassurance)
Max Life Insurance
NewDelhi
10.2006 - 10.2011
- Associate Manager – Bancassurance, Max Life Insurance | [Duration]
Managed LI business across 3 key NCR clusters, including top-performing branches.
Drove cross-selling through branch banking teams; ensured 100% IRDA licensing.
Led training, sales planning, contest rollouts, and daily performance analysis.
Strengthened channel engagement and persistency metrics through strategic interventions.
Collaborated with bank leadership and internal ops for seamless service delivery.
Key Achievements:
Rated G-2, M-2 for 3 consecutive years (FY 2007–10)
Awarded Sales Champion (2009), Sales Achiever (2008–09), Premium Winner (multiple terms)
Qualified for Annual/Semi-Annual Conventions: Malaysia, Bangkok & Goa
Honored with Long Term Incentive Plan (LTIP) for consistent top performance
Territory Sales Leader
American Express
NewDelhi
06.2005 - 09.2006
- Sales Executive – American Express | [Duration]
Managed retail and corporate sales of Premium Charged & Travel Cards.
Built and maintained strong HNI customer relationships, ensuring high service standards.
Conducted corporate presentations and promotional events to expand client base.
Successfully handled key corporate accounts including NTPC and Kribhco.
Achievements:
Winner of all quarterly sales contests during tenure.
Sales Trainee
HCL Infosystems Ltd
New Delhi
02.2005 - 03.2005
- Sales & Marketing Executive – HCL | [Duration]
Generated new business opportunities across retail and corporate channels for HCL products.
Developed and executed innovative marketing campaigns and promotional strategies.
Conducted product demonstrations and delivered sales training sessions to boost channel effectiveness.
Education
MBA - Marketing & Finance
GGSIP University
DelhiBSc (Hons) - Math
Delhi University
Licentiate - Life and Non-Life
Insurance Institute of India
Associate-ship - Marketing & Finance
GGSIP University
DelhiSkills
Sales forecasting
Operations management
Business development
Business planning
Personal Information
Hobbies: Active participant in sports (Cricket and volleyball), Interacting with people, Traveling, Consultancy & Relationship Management, Banking, Channel Sales & Relationship Management, Training
Proficiency Matrix
Analyzing latest marketing trends and tracking competitor’s activities and providing valuable inputs for fine tuning sales & marketing strategies; initiating market development efforts., Managing sales operations with accountability for profitability. Executing the long-term business directions of the region to ensure maximum profitability in line with organizational objectives., Managing HNI portfolio with focus on achieving predefined sales target & growth. Forecasting, planning monthly & quarterly sales targets & executing them in a given time frame., Identifying market opportunities, developing business cases and offering successful product & services., Managing customer centric operations and ensuring customer satisfaction by achieving delivery timelines and service quality norms. Regular Interaction with channel partner & thus communicates organizational agenda effectively with them., Evaluating performance of teams against the set targets, providing Valuable feedback for improvement & creating a conductive environment to enhance productivity innovatively. Develop team to grow within system by closely mentoring & training them.
Timeline
Zonal Business Head - North Branch Banking & Affluent | IndusInd Bank
Tata AIA Life Insurance
04.2024 - Current
State Head - Bancassurance HDFC Branch Banking
Tata AIA Life Insurance
12.2021 - 03.2024
Regional Business Development Leader – Vice President (Third Party Distribution)
Yes Bank
08.2019 - 11.2021
Territory Head (Bancassurance HDFC Branch Banking)
HDFC Life Insurance
10.2011 - 08.2019
Associate Manager Sales- In Charge (Bancassurance)
Max Life Insurance
10.2006 - 10.2011
Territory Sales Leader
American Express
06.2005 - 09.2006
Sales Trainee
HCL Infosystems Ltd
02.2005 - 03.2005
BSc (Hons) - Math
Delhi University
Licentiate - Life and Non-Life
Insurance Institute of India
MBA - Marketing & Finance
GGSIP University
Associate-ship - Marketing & Finance
GGSIP University
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