Summary
Overview
Work History
Education
Skills
Personal Information
Languages
Primary Assets
ACCOMPLISHMENTS :
Timeline
Generic

Harshil B SHAH

Mumbai

Summary

To associate myself with an esteemed organization where in I can utilize my skills in contributing effectively towards the growth of the organization that offers me professional growth while being resourceful, innovative, and flexible.

Overview

19
19
years of professional experience

Work History

Cluster Head

Reliance General Health Insurance
03.2022 - 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.

Key Agency Manager

Max Bupa Health Insurance
05.2013 - 02.2022
  • Handling team of 180 Agents of Max life and got business from them by helping them to grow and achieve their personal goals.
  • Got promotion from BDM to Sr. BDM in 2019.
  • Got promotion from Sr. BDM to Key Agency Manager in 2020.
  • Got Promoted from Key Agency Manager to Asst. Branch Manager in 2021.
  • Achieved 148% of target in the promotion cycle and qualified for ABM.
  • Was awarded for being in TOP 10 managers across India.

Team Leader

Tata AIG Insurance
08.2012 - 05.2013
  • Handling 18 Branches of Axis Bank between 6 employees for cross selling of Tata Products.

Relationship Manager

Angel Financial Advisors
04.2008 - 08.2012
  • Recruited 300 New clients and provided financial solution.
  • Handling the Brokers and their customers for providing complete financial solutions.
  • Was Among the leading Manager in the Branch in terms of Activation of Brokers for online trading and generating Brokerage for the company.

Financial Advisor

Bharti-AXA Life Insurance
07.2007 - 04.2008
  • First batch of Financial Advisor started in 2007.
  • Was Awarded as a Star Employee for the month of December,07 for the Premium in that Month.
  • Was Among the Top 3 Financial Manager's on the premium for the Branch for the month of December & January,07-08.

Customer Care Executive

KANKEI Relationship Marketing
04.2006 - 02.2007
  • Amongst the Top Five Executive for getting the highest number of clients in First Month via Out Bond process
  • Handling client queries and provide better plans and product.

Education

MBA- Marketing - Diploma

WELINGKAR Institute
01.2016

B.COM -

K.J. Somaiya Coll. Of Sci & Commerce
Mumbai
01.2006

H.S.C -

K.J. Somaiya Coll. Of Sci & Commerce
Mumbai
01.2002

S.S.C. -

M.D. Bhatia High School
Maharashtra
01.2000

Skills

  • Sales strategy
  • Team leadership
  • Recruitment processes
  • Performance analysis
  • Training programs
  • Client relationship management

Personal Information

  • Date of Birth: 07/28/84
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Languages

  • English
  • Gujrati
  • Hindi
  • Marathi

Primary Assets

  • Self-motivated & quick learner.
  • Adaptability to changing environment and emerging trends
  • Team Leadership & Managements
  • Insurance Policy & Claims Handling

ACCOMPLISHMENTS :

  • Won Regional Contest in Reliance General Insurance
  • Won Best BDM & SR. BDM AWARD in Maxbupa Health Insurance & Qualifying Promotion in Consecutive Years

Timeline

Cluster Head

Reliance General Health Insurance
03.2022 - Current

Key Agency Manager

Max Bupa Health Insurance
05.2013 - 02.2022

Team Leader

Tata AIG Insurance
08.2012 - 05.2013

Relationship Manager

Angel Financial Advisors
04.2008 - 08.2012

Financial Advisor

Bharti-AXA Life Insurance
07.2007 - 04.2008

Customer Care Executive

KANKEI Relationship Marketing
04.2006 - 02.2007

MBA- Marketing - Diploma

WELINGKAR Institute

B.COM -

K.J. Somaiya Coll. Of Sci & Commerce

H.S.C -

K.J. Somaiya Coll. Of Sci & Commerce

S.S.C. -

M.D. Bhatia High School

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Harshil B SHAH