KAPIL DEV
Vikaspuri
Summary
A dynamic professional committed life insurance middle level manager with an MBA, 5years of experience in the middle level and 14 years of total experience in insurance sector.proven ability to lead and motivate teams, achieve sales targets, and develop effective sales strategies. A strong track record of driving profitability and customer satisfaction with 92% of persistency.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Cluster Head
Bajaj Allianz Life
Delhi NCR
03.2024 - Current
- Responsible to Build the New Region Delhi NCR and ensure effective business strategy in the region.
- Identifying incremental business opportunity in the region with Self Branch and 2 other Branches through market intelligence and penetrate in under developed market to enhance distribution reach.
- Ensure profitable and sustainable business and giving 3 MDTRS to the region.
- Implemented efficient sales funnel and achieved 110% YTD targets.
Senior Branch Head
HDFC Life
Delhi
04.2021 - 03.2024
- Managed team handling, recruitment, and training initiatives to boost branch performance and achieve business growth.
- Directed business development and branch operations, resulting in increased productivity and a promotion from Branch Head to Senior Branch Head, and qualified for 6 foreign trips, receiving the Best Employee award.
- Led a team in recruitment, training, and productivity enhancement to drive quality and sales leadership. and achieved 135% YTD targets.
Branch Manager
Reliance Nippon Life Insurance
08.2019 - 04.2021
- Led and managed a team of 8 sales manager, overseeing recruitment and sales operations.
- Demonstrated exceptional leadership with a proven track record of success.
- Trained and developed 1 MDRT, enhancing team performance and productivity.
Agency Manager
SBI Life Insurance
05.2015 - 07.2019
- Managed retail agency operations and recruitment, successfully recruiting 48 Advisors and achieving 3 MDRTs year on year.
- Achieved a persistency rate of 96% with zero complaints, demonstrating exceptional client satisfaction and service quality.
- Earned the MD award and acheived A+ category every year on perfomance by consistently delivering outstanding recruitment results and maintaining high persistency rates.
Health Insurance Counselor
Max Bupa
02.2010 - 05.2013
- Directed sales and managed leads for Max Hospital customers, consistently achieving targets.
- Consistently delivered results by direct sales and managing leads for Max Hospital customers.
- Educated customers on the importance of health insurance, providing tailored solutions to meet their needs.
- Consistently delivered results by handling leads and educating customers on health insurance, earning top business collection award.
Wealth Planning Officer
Tata Aia
06.2010 - 01.2013
- Client service to existing clients and development of new business, selling a life insurance product to new clients, and servicing high-net-worth individuals.
- Managed HSBC client portfolios effectively, consistently surpassing high targets and contributing to business growth.
- Achieved South Topper Award for generating 45 lacs in business within a month, demonstrating exceptional performance in wealth planning.
- Exceeded high targets by delivering outstanding service to HSBC clients, earning recognition as a top performer.
Education
MBA/PGDM - Marketing
Bangalore University
01.2010
BCA - Computers
Ch Charan Singh University (CCSU)
Meerut01.2007
Skills
- Leadership and team management
- Business strategy
- Client relationship management
- Risk management
- Customer service
- Strategic thinking
- Sales planning and forecasting
- Coaching and training
- Strong work ethic
- Teamwork and coordination
Certification
- South Topper in TATA Aia Life (2011)
- MD certificate in SBI Life
- Best performer in HDFC Life (2022-23)
Hobbies and Interests
Cricket
Projects
Customer Satisfaction, 92 Days
Languages
- English
- Hindi
Personal Information
- Total Experience: 13 Years 0 Month
- Date of Birth: 03/03/88
Affiliations
- All rounder in cricket and parcipated
Timeline
Cluster Head
Bajaj Allianz Life
03.2024 - Current
Senior Branch Head
HDFC Life
04.2021 - 03.2024
Branch Manager
Reliance Nippon Life Insurance
08.2019 - 04.2021
Agency Manager
SBI Life Insurance
05.2015 - 07.2019
Wealth Planning Officer
Tata Aia
06.2010 - 01.2013
Health Insurance Counselor
Max Bupa
02.2010 - 05.2013
MBA/PGDM - Marketing
Bangalore University
BCA - Computers
Ch Charan Singh University (CCSU)