Gaurav Kumar
Sales Professional, Trainer - +91-99881-01512
Samrala,Punjab
Summary
Extensive experience driving revenue growth through strategic sales initiatives. Excel in channel sales management, client relationship building, and training on financial products. Expertise in goal planning and risk management ensures consistent achievement of targets while delivering value to clients and the organization. Adept at identifying market opportunities, crafting tailored solutions, and leading teams to achieve outstanding results. Proactive and results-oriented approach to every challenge. Committed to continuous improvement. An asset to any forward-thinking company.
Overview
19
19
years of professional experience
Work History
FREELANCER CORPORATE TRAINER
NIIT Ltd.
06.2023 - Current
- Conducting Virtual Induction program for the new joiners on various positions by finding training gaps to help sales and operation team to promote bank products
- Handled different batches from South, West, North and East, delivered trainings on business development, relationship management and product promotions, Process, KYC, AML, Grooming etc
- Motivating through virtual trainings employees to enhance sales opportunities with engaging participation
- Providing hands on experience to the bank resources on Debt Management, Budgeting, Various concept of TMOV, Goal planning, Risk Management, HLV & other bank related calculations to compare the competitive products.
Regional Product Manager-Third Party Products
HDFC BANK LTD
12.2022 - 06.2023
- Directed third party businesses encompassing Life Insurance, General Insurance/SAHI & Mutual Fund Sales
- With open architecture managing 3 Life Insurance companies, 3 General Insurance & 3 Standalone Health Insurance partners
- Managed 8 HDFC Bank clusters comprising 94 branches
- To support, liaison and enable managed & non managed resources to achieve their sales and income plans
- To act as a single point of contact for above products through liaison with Regional Head of respective companies
- To ensure quality of business by acting as a custodian of same and ensuring compliances parameters are adhered
- Oversee the development of training modules, sales tools, marketing collaterals, preparation of competition compass mailers and conduct training sessions for senior trainers whenever a new product or campaign is launched.
Sr.City Head - (Affluent Channel)
MAX LIFE INSURANCE COMPANY LTD.
12.2016 - 07.2022
- Managed and built strong relationship with Axis Bank - City Head, TPP Head, Cluster Head, Circle Head & NR RM's
- Handling a separate CBG (Corporate Business group) RM, Centre Head along with Circle Head & Mid Corporate Channel
- Planning and execution on achieving month on month targets of LI business along with National Contest & other Drives
- Helping Axis RMs to making them productive and active by ensuring quality inputs by assigned team
- Working closely with City Head &RMs in providing excellent and differentiated customer service
- Adhered the Governance part of Max to manage lead generation, lead management and weekly review of each and every resource.
Corporate Agency Manager
HDFC STANDARD LIFE INSURANCE COMPANY LTD.
05.2011 - 06.2012
- Achieved the assigned targets in term of revenue by managing team of 6 individuals
- Drove and monitored all sales initiative so as to meet that's objective
- Studying competitor activities and tracking of the business figures to formulate strategies at the branch level for maximum business and mindshare
- Handled day to day activities of channel management, team management and sales management
- Conducted the product, process and sales pitch training for channel partners especially for inactive resources
- Conducted reviews and feedback sessions with the teams for continuous business delivery and business development.
Area Manager
SOLARIS TECHNOLOGIES INC.
10.2009 - 03.2011
- Handled the Sales and Marketing activities in the field of Training and placements for Engineering and MBA institutions across Punjab and Chandigarh
- Keep them updated on changes in products, processes and compliance/regulatory norms and after sales services
- Provide complete and comprehensive information on products, services etc
- Proactively to the client and ensure best services are provided to them
- Arranging seminars for the students in colleges for their career path, assessments of the students in various branches to check their employability
- Placement assistance and with on Campus and off campus drives at Engineering and MBA Colleges
- Keep immediate supervisor informed about key market/client information and proactively escalate potential issues/concerns
- Review product penetration for the assigned client base; identify potential clients who can be sold tailored products to enhance product penetration
- Maintaining and building strong relationship with Training and Placement officers, Principal, Directors and Chairman.
Financial Planning Consultant & ASM
AVIVA LIFE INSURNACE CO.
12.2005 - 09.2009
- Managed business through bank branches and generating business through team of Relationship Manager, Branch sales officers and operation
- Responsible of Insurance business by making joint calls with all the bank staff
- Responsible for login and conversion for the logged business
- Successfully achieved the sales target and maintained strong relations at the ground level
- Added value to the process to maximize business and organizing events to regenerate dead branches
- Trained and motivated the channel partners and monitored their performance with a regular tracking system.
Education
Pursuing CFP (CERTIFIED FINANCIAL PLANNER) - Personal Finance, Financial Planning
FPSB (Financial Planning Service Board) India
01.2025
Post Graduate Diploma in Management (PGDBM) - Investment, Banking And Insurance
Principal L.N. WELINGKAR INSTITUTE OF MANAGEMENT DEVELOPMENT AND RESEARCH (WeSchool)
03.2022
Timeline
FREELANCER CORPORATE TRAINER
NIIT Ltd.
06.2023 - Current
Regional Product Manager-Third Party Products
HDFC BANK LTD
12.2022 - 06.2023
Sr.City Head - (Affluent Channel)
MAX LIFE INSURANCE COMPANY LTD.
12.2016 - 07.2022
Corporate Agency Manager
HDFC STANDARD LIFE INSURANCE COMPANY LTD.
05.2011 - 06.2012
Area Manager
SOLARIS TECHNOLOGIES INC.
10.2009 - 03.2011
Financial Planning Consultant & ASM
AVIVA LIFE INSURNACE CO.
12.2005 - 09.2009
Pursuing CFP (CERTIFIED FINANCIAL PLANNER) - Personal Finance, Financial Planning
FPSB (Financial Planning Service Board) India
Post Graduate Diploma in Management (PGDBM) - Investment, Banking And Insurance
Principal L.N. WELINGKAR INSTITUTE OF MANAGEMENT DEVELOPMENT AND RESEARCH (WeSchool)
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