Gurdeep Singh Maan
VPO Nizampur Teshil Payal Ludhiana
Summary
A result oriented professional with the more than 17 years of experience in the areas of Business Development, Marketing, Sales and Relationship management. Experienced administrative professional desires insurance service representative position with Wingate Company. Brings the high-level organizational skills needed to manage insurance record, bookkeeping.
Overview
2027
2027
years of professional experience
Work History
Branch Head
HDFC Life Insurance Company Ltd.
LUDHIANA
09.2025 - 05.2026
- Relationship Management & Retention: Focus on maintaining high-quality service and customer loyalty to ensure high persistency rates and renewals.
- Sales Target Achievement: Drive the branch’s business targets (Qtrly/Annual) through cross-selling and upselling insurance products to existing clients.
- Team Leadership: Lead and mentor an on-roll team of sales managers and support staff, fostering a performance-driven culture.
- Performance Monitoring: Review branch performance regularly, tracking KPIs such as policy retention, renewal premiums, and sales volume
Senior Branch Head
Bajaj Allianz Life Insurance
Ludhiana, Punjab
11.2021 - 09.2025
- Bajaj Allianz Life Insurance Co. Ltd. is one of the leading private sector insurance company in India. Bajaj Allianz began its operations in 2001
- Responsibility of Himachal Pardesh ,Haryana and Punjab S2S and DM vertical and 15 Members team directly report to me for Sales .Drive Life Insurance business from team and meets the monthly targets.
- Assist / Support sales team with activity management and review their performance on a weekly basis. Communicate deadlines and goals to team members.
- Monitor Their Monthly/Yearly Weekly Reviews on their leads With joints calls. Easily Feasible of Over all punjab location to get convert of Bajaj Leads
Increased overall annual sales by incorporating several quality process improvements within branch. - Key Focus Sales and persistency of existing customers. Accountable for managing branch profitability.
Senior Sales Manager
HDFC Life Insurance Company
Ludhiana
10.2020 - 11.2021
- HDFC Life is one of India's leading life insurance company offering a range of individual and group insurance solutions that meet your various needs such as
- Protection, Pension, Savings & Investment, Health and more
- Ensure all Training Modules laid by the L&D department are attended and certifications obtained
- Represents HDFC life to all customers
- Direct selling to the customers via appointments ( Office/ Home visits)
- Ensure that leads/ appointments allocated by the call center are attended and reverted within the TAT
- Ensure Self Sourcing Targets are achieved Ensure business Reporting, MIS on sales call (LMS) , Lead Utilization and conversion are updated and maintained on a daily basis
- Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis
- Insurance solution provider for our customers
- Educate the Customer about the company/ channel
- Customer Servicing
- Ensure strict adherence to Human resource Norms - Policies & processes.
Senior Relationship Manager
Max Life Insurance Co Ltd
Ludhiana
01.2020 - 11.2020
- Max Life Insurance Company Limited is a life insurance company in India
- The company is a subsidiary of the publicly listed Max Financial Services Limited and is the largest non-bank private-sector life insurer in India Job Responsibilities/Essential
- Communicate deadlines and goals to team members
- Identify skill gaps and assist on joint calls with team members
- Address team concerns and provide direction whenever needed
- Ensure that all business operations are done in accordance with company standards
- Resolve all customer issues and ensure to provide outstanding customer services
- Identify business challenges and suggest appropriate action plans
- Build positive working and learning environment for team members
- Ensure that teams follow company policies and procedures at all times
- Achievements/
Key Relationship Manager
ICICI Prudential Life Insurance Co Ltd
Ludhiana
07.2017 - 01.2020
- ICICI Prudential Life began its operations in fiscal year 2001 and has consistently been amongst the top players
- In the Indian life insurance sector
- A
- Cross sell / Up sell Ensure team works on every lead allocated from HO team Drive productivity measures like lead to conversion ratio
- Undertake join field work with team to demonstrate successfully Financial planning skills
- Exceed revenue target B
- Team Management Customer Service/Retention through relationship management Establish customer relationship building culture in the team Help team resolve service requests of customers Drive renewal collection on allocated base
- Drive team to generate leads from existing customers
Centre Manager
People Interactive India Pvt Ltd
07.2016 - 06.2017
- The responsibility Branch sales and daily productivity and take care of existing services and New customers
- Major role in revenue & sales and handling overall centre any changes
- Handling sales and services with overall ownership of centre.
Team Manager
QFS Consultancy Pvt Ltd, QFS Consultancy Pvt. Ltd
Chandigarh
02.2015 - 05.2016
- Is a consulting firm focused on the communications industry
- With the convergence of technology in operations of telecom and financial sector, operations are critical to a company's success
- The responsibility of manage airtel sales and services with their 35 member team airtel UN (Upper-North) Punjab, Himachal Pradesh ,
- J&K and Haryana for all type sale and service offer airtel MPLS, Internet Leases Line, MO Connection, Data Centre, Audio-Video
- Conferencing ,VSAT Connectivity PRI, airtel DSL or Broadband and ERP and Microsoft 365 and build relational ship between airtel and customer B2B segment
Business Associate
Vertex Customer Services India Pvt. Ltd
Gurgaon
10.2009 - 08.2013
- Vertex which is a leading BPO, Customer Management Outsourcing and IT Services company has a delivery centre in Jaipur, Rajasthan
- With a seating capacity of approximately 600 people and employees about 1000 people currently, i
- To handle PAN India airtel top corporate with different vertical like BFSI, Govt, ITES-BPO, M&D , Media Accounts
- To Provide airtel
- Business solution like MPLS, Internet Leases Line, MO Connection, Data Centre, Audio-Video Conferencing ,VSAT Connectivity PRI, airtel DSL or Broadband and ERP and Microsoft 365 and build relational ship between airtel and customer.
Data Support Executive
Tata Business Support Services India Ltd
Chandigarh
10.2007 - 08.2009
- To help Tata customers for Data Connectivity and online troubleshooting & up selling of tata photon plus.
Relationship Manager
Bertelsmann Marketing Services India Private Limited
- Aircel top corporate with different vertical like BFSI, Govt, ITES-BPO, M&D , Media Accounts
- To provide aircel Business solution like MPLS, Internet Leases
- Line, VSAT Connectivity build relationalship between aircel and customer.
Education
Bachelor of Commerce -
Himalayan University
01-2017
Skills
- Active Listening
- Communication
- Computer Skills
- Customer Service
- Interpersonal Skills
- Leadership
- Management Skills
- Problem-Solving
- Time Management
- Transferable Skills
- Account analysis expertise
- Financial administration
Date of Birth
08/09/1986
Timeline
Branch Head
HDFC Life Insurance Company Ltd.
09.2025 - 05.2026
Senior Branch Head
Bajaj Allianz Life Insurance
11.2021 - 09.2025
Senior Sales Manager
HDFC Life Insurance Company
10.2020 - 11.2021
Senior Relationship Manager
Max Life Insurance Co Ltd
01.2020 - 11.2020
Key Relationship Manager
ICICI Prudential Life Insurance Co Ltd
07.2017 - 01.2020
Centre Manager
People Interactive India Pvt Ltd
07.2016 - 06.2017
Team Manager
QFS Consultancy Pvt Ltd, QFS Consultancy Pvt. Ltd
02.2015 - 05.2016
Business Associate
Vertex Customer Services India Pvt. Ltd
10.2009 - 08.2013
Data Support Executive
Tata Business Support Services India Ltd
10.2007 - 08.2009
Relationship Manager
Bertelsmann Marketing Services India Private Limited
Bachelor of Commerce -
Himalayan University