DIPESH SHAH
Navi Mumbai
Summary
Dynamic Cluster Head at Reliance General Insurance with a proven track record in team building and strategic planning. Spearheaded recruitment and training initiatives, achieving top rankings in national contests. Adept at driving sales growth and fostering high-performing teams through innovative approaches and effective communication.
Overview
18
18
years of professional experience
Work History
Cluster Head
Reliance General Insurance
Navi Mumbai
12.2021 - Current
- Hired and mentored sales managers, fostering their growth within the organization.
- Pioneered creation and expansion of a fully operational agency.
- Led recruitment, training, and development initiatives to build high-performing teams.
- Developed and implemented strategic plans to achieve sales and profitability targets across the cluster.
- Conducted regular meetings with team members to review progress and identify areas for improvement.
- Secured top 5 positions for the Cluster in critical areas such as recruitment, activation, and GWP by excelling in various national contests.
- Qualified all 3 Prestigious HPL Contests thus winning trips to Thailand, Goa and Mahabaleshwar
Area Sales Manager
Royal Sundaram
Navi Mumbai
09.2021 - 12.2021
- Worked for Royal Sundaram as Area Sales Manager
- Developed Teams at 2 Locations Belapur CBD & Thane
- Cultivated a culture of success and ongoing business and goal achievement within the team.
- Enhanced sales volume through skilled support to both new and inactive Partners.
- Managed a team of sales representatives in order to achieve maximum results.
Assistant Manager
Bajaj Allianz General insurance
Mumbai
01.2019 - 09.2021
- Handling a team of five executives and seniors. Executives who were responsible for recruiting IRDA agents (PSU agents) and sourcing business from them.
- Achieved KRA norms of 6 codes per month per RM, self-sourcing of 3 codes every month, and ranking among the top 3 TLs in the West Zone.
- Being among the top teams for growth since the lockdown, PAN India.
- Secured quarter-based rewards for both self and team's achievements.
- Awarded as DIGIHERO by the CEO for consistent growth and achievement.
Sr. Business Development Manager
Maxbupa health insurance
Mumbai
07.2012 - 12.2018
- Handled a team of 130 agents at Max Life and helped them grow and achieve their personal goals.
- Got promotion from BDM to Sr.BDM in 2015
- Achieved 130% of target in the promotion cycle and qualified for International Leagues in MALAYSIA.
- I was awarded for being in the top 10 managers across India.
- Developed and significantly grew assigned territory using strong engagement and marketing skills.
- Developed strong relationships with external vendors for sourcing products or services.
Sr. Relationship Manager
Future Capital Securities
Mumbai
10.2011 - 06.2012
- Handled the customer base of 1,300 customers and provided them with complete financial solutions.
- Was among the leading managers in the branch in terms of activation of clients for online trading and generating brokerage for the company.
Sr. Relationship Manager
ICICI Securities
Mumbai
01.2011 - 09.2011
- Handled a base of 2,000 customers at the assigned branch and cross-sold multiple products to generate revenue.
- Provided ongoing support to customers throughout the life cycle of their relationship with the bank.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
- Implemented strategies for increasing customer retention rates by providing excellent service levels at all times.
- Performed periodic reviews of client portfolios in order to identify areas requiring further attention or improvement.
Sales Development Manager
HDFC Standard Life Insurance
05.2010 - 12.2010
- Worked for HDFC Standard Life Insurance company as a Sales Development Manager
Agency Manager
Birla Sunlife Insurance
Mumbai
08.2008 - 04.2010
- I worked for Birla Sun Life Insurance Company as an Agency Manager.
- I was awarded as a Star AM for the month of December 2009 for the premium in that month from the territory of Birla Sun Life.
- Was among the top three agency managers on the premium for the branch for the months of December and January 2009-2010.
Agency Manager
Kotak Life Insurance
Mumbai
11.2006 - 07.2008
- Worked for Kotak Life Insurance company as a Agency Manager for 2 years.
- Branch Certificate from Kotak Life Insurance for highest Licenses in Last Quarter of FY 06-07.
- Amongst the Top Ten Agency Managers for recruiting the highest number of advisors in First Month.
- Recruited and handled the team of 25 Life Advisors and crossed more than 35 Lacs of Business for Kotak Life.
Education
MBA- FINANCE -
SIKKIM MANIPAL UNIVERSITY
01.2020
B.COM -
Nirmala Memorial Foundation Degree College Of Commerce
01.2008
H.S.C -
Nirmala Memorial Foundation Degree College Of Commerce
01.2005
S.S.C. -
Dhanamal High Schoool
01.2003
Skills
- Team building
- Employee training
- Sales strategy
- Performance management
- Communication skills
- Business development
- Strategic planning
- Innovation and creativity
- Adaptability and flexibility
- Written communication
- Professionalism
- Recruitment strategies
Personal Information
- Date of Birth: 05/12/88
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Languages
- English
- Gujarati
- Hindi
- Marathi
Primary Assets
- Self-motivated & quick learner.
- Adaptability to changing environment and emerging trends
- Team Leadership & Management
- Insurance policy & Claims Handling
- Negotiation & Deal Closures
- Expert in RNR Arrangements, Excel , Power point and related technical knowledge
Accomplishments
- Won All 3 HPL Titles in Reliance General Insurance Only Cluster to do so Pan India
- Won DIGI-HERO IN BAJAJ GIC Only TL in Covid Time to show Growth in GWP Pan India
- Won Best BDM AND SR.BDM Award in Stint with Maxbupa Health Insurance qualifying international trip and Promotion in Consecutive Years
Languages
Gujarati
First Language
Marathi
Upper Intermediate (B2)
B2
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Cluster Head
Reliance General Insurance
12.2021 - Current
Area Sales Manager
Royal Sundaram
09.2021 - 12.2021
Assistant Manager
Bajaj Allianz General insurance
01.2019 - 09.2021
Sr. Business Development Manager
Maxbupa health insurance
07.2012 - 12.2018
Sr. Relationship Manager
Future Capital Securities
10.2011 - 06.2012
Sr. Relationship Manager
ICICI Securities
01.2011 - 09.2011
Sales Development Manager
HDFC Standard Life Insurance
05.2010 - 12.2010
Agency Manager
Birla Sunlife Insurance
08.2008 - 04.2010
Agency Manager
Kotak Life Insurance
11.2006 - 07.2008
MBA- FINANCE -
SIKKIM MANIPAL UNIVERSITY
B.COM -
Nirmala Memorial Foundation Degree College Of Commerce
H.S.C -
Nirmala Memorial Foundation Degree College Of Commerce
S.S.C. -
Dhanamal High Schoool
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