Jai Pal Singh
Noida
Summary
Dynamic Branch Manager at Axis Max Life with established expertise in sales strategy development and team leadership. Versatile branch manager offers financial consulting, cash handling and employee coaching and training expertise coupled with outstanding time management and conflict resolution skills. Seasoned leader with several years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals.
Overview
2025
2025
years of professional experience
Work History
Branch Manager
Axis Max Life
Delhi
09.2024
- Handling 12 Producer
- Key Result Areas:
- Leadership and Staff Management
- Supervise, train, and motivate staff to meet performance targets.
- Conduct regular team meetings and performance evaluations.
- Ensure compliance with HR policies and foster a positive work environment.
- Business Development & Sales
- Identify opportunities to grow the branch's customer base and revenue.
- Develop and implement local marketing strategies.
- Build relationships with clients and the community to drive business.
- Customer Service
- Ensure high levels of customer satisfaction and service quality.
- Resolve escalated customer complaints or issues efficiently.
- Implement service improvement plans based on customer feedback.
- Strategic Planning
- Set and track branch goals aligned with the company's overall objectives.
- Analyze local market trends and competitor activity.
- Recommend and implement process improvements.
Senior Sales Manager
HDFC Life Insurance Company
Gurgaon
08.2020 - 09.2024
- Key Result Areas:
- Identifies sales revenue trends by client and portfolio.
- Analyses sales mix by client and portfolio, including product penetration.
- Identifies and communicates upsell opportunities by portfolio.
- Identifies new product and new client sales opportunities by industry sector and by state.
- Based on analysis, contribute to the thinking around sales strategy such as tactical campaigns, pricing, product and service delivery
- Provide decision support to the National Sales Director and assist in analyzing financial results and objectives.
- Analyse monthly, quarterly, half yearly and annual financial performance and prepare reports for each client portfolio team and Sales Manager showing actual versus target (budget) performance.
Senior Financial Service Manager
ICICI Prudential life insurance company
Gurgaon
06.2016 - 08.2020
- Key Result Areas:
- Managed all aspects of sales, revenue attainment and management of channel partnerships; evaluated, identified and secured large product channel deals
- Provided in-depth analysis of markets, industry trends, competitors and clients to improve strategic planning and decision making
- Built a strong distribution network to achieve greater market reach and penetration
- Developed clientele by networking to find new customers and generating lists of prospective clients
- Completed the necessary formalities to get the policy issued; maintained relations with customers to ensure that their service requests towards policies were properly managed
- Coordinated with the policyholders to deliver and explain policy, analysed insurance programs and suggested additions or changes, or change in beneficiaries
- Contributed in the expansion of distribution network and accomplished steady increase in sales year after year
Senior Associate Sales Consultant
PolicyBazaar.com
Gurgaon
06.2014 - 04.2016
- Key Result Areas:
- Led, trained & handled the team very efficiently in absence of team leader
- Identified customers’ needs & closed deals after systematic consultation; customized insurance programs to suit their needs
- Calculated premiums and payment methods of insurance plans
- Worked and coordinated with channel partners to develop agreed business development plans including lead generation activities
- Participated in allocating budgets to support channel partner programs; identified and nurtured key solution providers for leveraging channel strategy
- Organized and implemented new product launches with distributors; tracked and addressed sales performances
- Highlights:
- Achieved so many “Certificate Of Excellence” awards from ICICI Prudential for “Monthly Target Achiever”.
- Increased revenue of ICICI Pru. By working hard and achieving targets provided by the company.
- Recognised with multiple gifts from insurers like ICICI PRU, AVIVA, HDFC, AEGON Religare, & more for achieving the required targets
- Explained features, advantages, and disadvantages of various policies to promote the sale of life and health insurance plans by 100%
- Increased business by 100% in 2015 years through development and implementation of customized marketing campaigns.
Business Development Manager
Gurgaon
- Key Result Areas:
- Networked with Architects, Consultants and Builders for product promotion and conducted other promotional activities to generate revenue
- Interacted, proposed and closed deals in the assigned territory thus maximising sales revenue through customer relations
- Developed new clients & negotiated with them ensuring win-win for both company and client
- Achieved sales target through market mapping, lead generation, maintained robust channel sales as well as servicing existing customers
- Identified new markets & business opportunities, tracked sales & helped in resolving critical issues
- Highlights:
- Received Special Recognition Award for outstanding sales performance from August to November 2013 amongst 15 Agents
- Closely monitored competitor activities to identify business opportunities and threats
Education
Post Graduate Diploma in Management - Marketing & HR
SIMS, AICTE
Ghaziabad01.2013
Bachelor of Business Administration -
M.J.P. Rohilkhand University
Bareilly01.2011
Skills
- MS Office (Word, Excel and PowerPoint), MS Dos
- Windows and Internet Applications
- Sales strategy development
- Client relationship management
- Team leadership
- Customer service
- Negotiation tactics
- Strategic planning
- Training and mentoring
- Relationship management
- People-oriented
- Coaching and mentoring
- Relationship building and management
PERSONAL DETAILS
- Date of Birth: 15th July 1988
- Address: FLAT NO 204TOWER J GH-050 Techzone IV, Greater Noida, Uttar Pradesh 201301
Extracurricular Activities
Merit for being a Gold Medallist and International Record Breaker in Swimming Actively participated in Inter-college Debate Competition Scored 65% in All India General Knowledge
Projects
Title: Transportation and Material Handling, Organisation: Iffco Aonla, Bareilly, Designation: Quality Analyst, Period: May '12 – Jun '12, Team Size: 10, Learning: Gained in-depth knowledge on transportation and material management.
Timeline
Branch Manager
Axis Max Life
09.2024
Senior Sales Manager
HDFC Life Insurance Company
08.2020 - 09.2024
Senior Financial Service Manager
ICICI Prudential life insurance company
06.2016 - 08.2020
Senior Associate Sales Consultant
PolicyBazaar.com
06.2014 - 04.2016
Business Development Manager
Post Graduate Diploma in Management - Marketing & HR
SIMS, AICTE
Bachelor of Business Administration -
M.J.P. Rohilkhand University
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