JAYESH PATEL
Ahmedabad
Summary
Seasoned Area Sales Manager with a background in developing strategic sales plans and leading high-performing teams. Demonstrated skills in fostering client relationships, negotiating contracts, and driving revenue growth. Known for innovative strategies that improve market share and increase customer satisfaction. Successfully transformed underperforming territories into profitable regions.
Overview
16
16
years of professional experience
Work History
Associate vice president -Area Manager
Kotak Mahindra GIC LTD
Ahmedabad
04.2026 - Current
- Led strategic initiatives to enhance operational efficiency across departments.
- Collaborated with cross-functional teams to drive business development strategies.
- Mentored junior staff, fostering professional growth and skill development.
- Conducted performance reviews to assess team effectiveness and identify improvement areas.
Location Sales Manager
Kotak Mahindra GIC LTD
Ahmedabad
09.2022 - Current
- Managing Kotak Mahindra Bank and Kotak Mahindra Prime Limited Relationship State of Gujarat
- Developed monthly sales plan and led team of 2 TL and 7 BRM to consistently achieve targets
- Built relationships with channel partners in specific branches to enhance collaboration.
- Monitored sales representatives' performance against management goals to ensure accountability
- Provided training and guidance on product knowledge, selling techniques and customer service
- Resolved customer complaints in a timely manner while ensuring high levels of customer satisfaction
- Set individual sales targets for sales team to align efforts with company objectives
- Gained market share in new sales performance through aggressive team training
SENIOR MANAGER
ICICI Lombard GIC LTD
04.2021 - 09.2022
- Ensured a healthy product mix and managed overall profitability of the portfolio.
- Portfolio management in line with organizational goal, combine ratio and future growth
- Developed month sales plan and attained targets by leading the team of 5 USMS
- Recorded growth of 30% over last fiscal
- Provide support to managers with MIS, analytics, reports and market intelligence
UNIT SALES MANAGER
ICICI Lombard GIC LTD
08.2018 - 04.2021
- Spearheaded strategy and relationship management with retail and wealth bank branches, directing marketing agents for optimized engagement.
- Increased market share in assigned channel through targeted initiatives and strategic outreach.
- Managed ICICI Bank mortgage relationship and branch banking group to enhance collaboration and service delivery.
- Achieved promotion to SM in October 2020 in Ahmedabad.
BUSINESS DEVELOPMENT MANAGER
India First Life Insurance Co. Ltd.
05.2017 - 08.2018
- Achieved monthly, quarterly, half-yearly, and annual sales targets consistently
- Achieved sales targets consistently
- Activated and penetrated branches to enhance insurance sales
- Increased productivity at bank branch through staff training
- Arranged training programs for bank staff on product knowledge and selling techniques
BUSINESS DEVELOPMENT MANAGER
Max Life Insurance Co. Ltd
07.2014 - 05.2017
- Analyzed market trends and competitor activities to develop effective marketing strategies for bancassurance products.
- Identified cross-selling opportunities for various insurance policies to increase revenue potential.
- Trained bank staff on bancassurance products and processes to improve service delivery.
- Prepared reports on sales performance of bancassurance products for senior management review.
- Reviewed customer portfolios to ensure policy suitability and enhance customer satisfaction.
RECRUITMENT AND DEVELOPMENT MANAGER
Kotak Life Insurance Co. Ltd
12.2012 - 07.2014
- Recruited Advisors, provided product training, conducted field training, and implemented autoactivations, enhancing club membership and strengthening sales training for Advisor recruitment.
- Led a team of 14 agents, fostering collaboration and achieving sales targets.
- Monitored team performance to identify improvement opportunities and implement targeted strategies.
- Planning & implementing all the marketing, sales and customer care related activities for the Unit
TEAM LEADER
ITC Ltd.
Ahmadabad
11.2010 - 12.2012
- Area of work Ahmadabad and Gandhinagar
- Delivered quality customer service by addressing customer enquiries and resolving complaints effectively
- Engaged salesmen and distributors daily to strengthen relationships and improve communication.
- Analyzed market for competitor activity to inform strategic planning
- Reported daily market insights to ASM to support decision-making
Education
BCOM - Gandhinagar
Govt. Commerce Collage
Gandhinagar01-2012
ITBT - Gandhinagar
ITI
Gandhinagar01-2008
HSC - Gandhinagar
Mahatma Gandhi Vidhya Mandir
Gandhinagar01-2006
SSC - Gandhinagar
Mahatma Gandhi Vidhya Mandir
Gandhinagar01-2004
Skills
- Leadership Skills
- Communication Skills
- Quick learner
- Flexible
- Strategic planning
- Customer engagement
Languages
- English
- Hindi
- Gujarati
Personal Information
- Age: 36
- Gender: Male
Awards
- Awarded Q3-Q4 Outstanding Performance 2020 from Banca Home ICICI Lombard GIC Ltd
- Awarded best Unit Sales Manager 2019 at JKV ICICI Lombard GIC Ltd
Disclaimer
I hereby declare that all the information given above is true to the best of my knowledge.
Timeline
Associate vice president -Area Manager
Kotak Mahindra GIC LTD
04.2026 - Current
Location Sales Manager
Kotak Mahindra GIC LTD
09.2022 - Current
SENIOR MANAGER
ICICI Lombard GIC LTD
04.2021 - 09.2022
UNIT SALES MANAGER
ICICI Lombard GIC LTD
08.2018 - 04.2021
BUSINESS DEVELOPMENT MANAGER
India First Life Insurance Co. Ltd.
05.2017 - 08.2018
BUSINESS DEVELOPMENT MANAGER
Max Life Insurance Co. Ltd
07.2014 - 05.2017
RECRUITMENT AND DEVELOPMENT MANAGER
Kotak Life Insurance Co. Ltd
12.2012 - 07.2014
TEAM LEADER
ITC Ltd.
11.2010 - 12.2012
BCOM - Gandhinagar
Govt. Commerce Collage
ITBT - Gandhinagar
ITI
HSC - Gandhinagar
Mahatma Gandhi Vidhya Mandir
SSC - Gandhinagar
Mahatma Gandhi Vidhya Mandir