Summary
Overview
Work History
Education
Skills
Coursescertifications
Personal Information
Languages
Timeline
Hi, I’m

Jaydev Pandya

Jaydev Pandya

Summary

About Me:

Office Head (AVP) with demonstrated expertise in sales & Distribution Management, recruitment, team mentoring, business compliance, and branch operations.


Professional Summary:

I am an accomplished professional with over a decade of experience in sales & distribution management team development in Agency Channel. As an Office Head (AVP) at Max Life Insurance, I am handling Rajkot Agency branch consisting tied & Variable. I have successfully achieved my goalsheets and managed branch operations, ensured branch profitability. Successfully handling Agency team & supporting them to achieving their business goals and ensuring compliance. I have a proven track record & my expertise lies in driving business growth, training, and persistency management.

Overview

22
years of professional experience

Work History

Max Newyork Life Insurance Co. Ltd.

Branch Manager

Job overview

  • Managed branch operations to achieve sales and recruitment targets through a team of Territory Managers
  • Mentored and guided the team to reach their business goals
  • Conducted regular review and planning sessions for the team
  • Oversaw training and branch operations, ensuring smooth functioning
  • Ensured branch profitability and business compliance
  • Implemented strategies to increase product penetration in rural areas
  • Organized village meetings and career seminars to increase market presence.

Max Life Insurance

Office Head (AVP)
1 2019 - Current

Job overview

  • Managed branch operations and successfully achieved sales and recruitment targets through effective team management, leading 1 direct and 1 indirect unit
  • Since my joining office have achieved an average of 45% YOY growth in new business.

ICICI Prudential Life

Sales Manager
01.2017 - 01.2019

Job overview

  • Recruited and developed a team of Unit Managers
  • Mentored and guided the team to achieve their business goals
  • Provided on-field support for New Unit Managers, ensuring a seamless transition and reducing onboarding time
  • Managed training and development of New Advisors and Employees, resulting in an increase in overall team performance
  • Conducted Advisor and Distribution meets, driving a 10% increase in new product adoption and market penetration
  • Implemented effective persistency management strategies, resulting in a 15% increase in customer retention.

Silkroute Telematics Pvt.Ltd.

Director
04.2011 - 01.2017

Job overview

  • Founded the company and served as the director, playing a key role in shaping its strategic direction
  • Executed product designing, pricing strategies, and other marketing activities, resulting in a x% increase in sales revenue
  • Recruited and trained sales, service personnel, and channel partners, enhancing the overall productivity and performance of the team
  • Established a robust sales and service network in the region, leading to a x% expansion in client base
  • Secured multiple lucrative corporate projects and ensured their successful execution, contributing to a x% revenue growth
  • Managed all operational and business processes in compliance with statutory requirements.

HDFC Standard Life Insurance

Branch Manager- DSF
01.2011 - 03.2011

Job overview

  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Engaged employees in business processes with positive motivational techniques.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.

AVIVA LIFE INSURANCE

Sales Manager
01.2010 - 01.2011

Job overview

  • Set earning goals for the advisors and demonstrated the input-output linkage to help them achieve the goals
  • Reviewed advisors' working and prospecting habits through performance review and planning sessions
  • Provided on-field training by demonstrating and observing sales calls
  • Trained newly joined Assistant Sales Managers (ASMs) on initial recruitment and sales processes
  • Tracked input activity in terms of sales and recruitment, ensuring high productivity levels.

Bharti Axa Life insurance

Territory Manager
01.2009 - 01.2010

Job overview

  • Managed a team of Insurance Managers to drive business growth and achieve recruitment targets
  • Facilitated the establishment of distributor networks to expand market reach
  • Provided guidance and motivation to the team to achieve business goals
  • Prepared daily Management Information System (MIS) reports for performance tracking
  • Tracked daily input activities of the team and implemented corrective measures as required.

Max New York Life Insurance Co.Ltd.

Sales Manager
01.2005 - 01.2007

Job overview

  • Streamlined recruitment processes, resulting in successful onboarding of new Agents and Advisors
  • Conducted comprehensive Group and Individual Induction Drills to train Advisors
  • Guided Advisors in setting earning goals and demonstrated the Input-Output Linkage to help achieve them
  • Administered Performance Review and planning sessions to review working and prospecting habits of Advisors
  • Provided on-field training through demonstration and observation of sales calls
  • Monitored and tracked daily inputs, including new calls and follow-ups, to ensure proactive prospecting efforts
  • Consistently met monthly targets in terms of policy and premium numbers
  • Achieved a high percentage of Active and Proactive Agents and Advisors through effective leadership and support
  • Ensured persistency by timely collection of premiums, resulting in improved customer satisfaction
  • Implemented new methods and techniques to analyze and forecast market trends
  • Allocated and managed customer funds to optimize returns and provide security against unforeseen events.

Standard chartered Financial Ltd.

Jr.Probationary Officer
01.2004 - 01.2005

Job overview

  • Achieved target for credit card sales in terms of both new accounts and revenue
  • Conducted sales presentations to secure corporate deals
  • Recruited, trained, and led motivational activities for sales team members.

Tata Indicom(Fine Tele Services)

Team Leader
01.2003 - 01.2004

Job overview

  • Motivated and guided the sales force to achieve positive results within the company's framework
  • Sold and promoted CDMA Mobiles to meet sales targets
  • Achieved team and individual sales targets
  • Built and maintained a sub-dealer network
  • Met sub-dealer sales targets
  • Provided sales-related solutions to executives and sub-dealers.

Education

B.Com

University Overview

Skills

Leadership

Coursescertifications

Coursescertifications
Management Intermediate Course, NYLI university-New York

Personal Information

Personal Information
  • Date of Birth: 02/15/80
  • Gender: Male
  • Marital Status: Married

Languages

English
Hindi
Gujarati

Timeline

Sales Manager
ICICI Prudential Life
01.2017 - 01.2019
Director
Silkroute Telematics Pvt.Ltd.
04.2011 - 01.2017
Branch Manager- DSF
HDFC Standard Life Insurance
01.2011 - 03.2011
Sales Manager
AVIVA LIFE INSURANCE
01.2010 - 01.2011
Territory Manager
Bharti Axa Life insurance
01.2009 - 01.2010
Sales Manager
Max New York Life Insurance Co.Ltd.
01.2005 - 01.2007
Jr.Probationary Officer
Standard chartered Financial Ltd.
01.2004 - 01.2005
Team Leader
Tata Indicom(Fine Tele Services)
01.2003 - 01.2004
Branch Manager
Max Newyork Life Insurance Co. Ltd.
Office Head (AVP)
Max Life Insurance
1 2019 - Current
B.Com
04.2000
Jaydev Pandya