KAPIL V. PATHAK
House no 14, Goukul Village, Upla Falla School, RK Puram, Titardi Udaipur
Summary
Culturally sensitive & excellent common sense & decision making abilities. Able to conduct business anywhere in world, self motivated, hard working individual in depth understanding of emerging technologies & their commercial applications. Proficient user of MS Word, Excel & Internet.
Overview
9
9
years of professional experience
5
5
Languages
Work History
Branch Head (Agency Sales)
HDFC Life Insurance Co Ltd
Banswara
11.2024 - 06.2025
- Making Branch as a Profit centre
- Guide & Coach to FLS for creating Distribution
- Guide & Coach to FLS for New Business Generation
- Keep engaging Partners and Advisors thro conducting Weekly activities like Great Advisor Program and Great Partner Program sessions, monthly agency meet, Launching monthly, quarterly contest, RnR etc
- Support to sales activities (JFW, PRL generation, recruitment activities etc.)
- Coordination with support function like operations, training, Underwriting, facility dept.
- Helping in issuance of policy and services of policy
Branch Assistance Manager (Agency Sales)
Tata AIA Life Insurance Co Ltd
03.2024 - 11.2024
- Making Branch as a Profit centre
- Guide & Coach to Partner for creating Distribution
- Guide & Coach to Partner for New Business Generation
- Keep engaging Partners and Advisors thro conducting Weekly activities like Great Advisor Program and Great Partner Program sessions, monthly agency meet, Launching monthly, quarterly contest, RnR etc
- Support to sales activities (JFW, PRL generation, recruitment activities etc.)
- Coordination with support function like operations, training, Underwriting, facility dept.
- Helping in issuance of policy and services of policy
- 1 MDRT Launch with business volume no 89lac rs.
SR Business Development Manager
India First Life Insurance Co Ltd
10.2021 - 02.2024
- 1. Partnership Management
- Build and maintain strong relationships with bank branch staff (Branch Managers, Relationship Managers).
- Act as a liaison between the insurance company and bank to ensure smooth coordination and alignment of business goals.
- 2. Sales Enablement
- Drive insurance product sales through the bank branches assigned.
- Identify cross-selling and upselling opportunities within the bank’s customer base.
- Achieve monthly, quarterly, and annual sales targets.
- 3. Training & Development
- Train bank staff on insurance products, processes, compliance, and objection handling.
- Conduct refresher training and product updates regularly to keep the staff informed and motivated.
- 4. Lead Management
- Help generate leads from bank databases or walk-in customers.
- Ensure proper lead follow-up and conversion with the help of bank staff.
- 5. Customer Interaction
- Support bank staff during high-value customer meetings to close insurance sales.
- Ensure excellent post-sale customer service and complaint resolution.
- 6. Achievement
- I have qualified international contest 2 times. And also qualified achiever and super achiever.
Digital Marketing
Freelancer
01.2020 - 09.2025
- Google Add words
- Local SEO SEM
- Content marketing
- PPC
SR Key Account Manager (Team Handling)
Quikr india pvt ltd
10.2016 - 12.2019
- Generating business and achieve monthly revenue/targets.
- Principle Accountabilities.
- Prospecting, Identifying, & generating new business and generating additional business from existing customer.
- Make daily sales calls/presentations and achieve monthly revenue/targets.
- Create and implement strategies to seek out potential partners to promote our solutions.
- Develop and Maintain Positive Customer Relationship and ensuring proper end to end
- Client servicing.
- Preparing action plans and schedules to identify target market gathering data on the same.
- Establish and maintain relationship with clients.
- Generating business andonthly revenue/targets.
- Create and be accountable for all client proposals, contracts and any further documentation.
CSL (CUSTOMER SUPPORT LEADER)
AEGIS LTD
- Process : Reliance life insurance co.ltd
- Joining date : 16 Sep 2014 to 7 july 2016
- Handling Inbound Process.
- Currently handling end to end functioning of Reliance Life insurance.
- Sales, sales planning & promotions.
- To generating the lead through cold calling to corporates.
- Respond to incoming Request for Information (RFI’s) and Request for Proposal (RFP’s) and Request for Quotation (RFQ’s) in professional manner.
- To understand the requirement of the client and provide best deal.
- Develop own level of expertise technically and commercially and maintain a broad understating of competitive product.
- Website development planning, website content writing and image selection.
- Preparing marketing collateral, product presentation and profiles.
- To maintain proper follow up and enquiry for close the deal.
- Provide after sales services to the clients.
Education
M.COM - undefined
Vishwa Bharatiya Vidhya Parishad
TY BCOM - undefined
Manipal Sikkim University
HSC - undefined
RAJASTHAN BOARD
SSC - undefined
RAJASTHAN BOARD
Skills
MS Windows & Office Applications, Avaya CMS Inbound & Outbound Interfaces, worked in multiple server, dialer (Aspect, Citrix)
OBJECTIVE
Want to work in a dynamic organization having a versatile, truly professional management with a strong appetite for growth. Both for organization and individual, Eager to learn and adapt to a new situation.
OTHER QUALIFICATION:
Basics in Computers( MS Excel, Word, PPT).
Timeline
Branch Head (Agency Sales)
HDFC Life Insurance Co Ltd
11.2024 - 06.2025
Branch Assistance Manager (Agency Sales)
Tata AIA Life Insurance Co Ltd
03.2024 - 11.2024
SR Business Development Manager
India First Life Insurance Co Ltd
10.2021 - 02.2024
Digital Marketing
Freelancer
01.2020 - 09.2025
SR Key Account Manager (Team Handling)
Quikr india pvt ltd
10.2016 - 12.2019
CSL (CUSTOMER SUPPORT LEADER)
AEGIS LTD
M.COM - undefined
Vishwa Bharatiya Vidhya Parishad
TY BCOM - undefined
Manipal Sikkim University
HSC - undefined
RAJASTHAN BOARD
SSC - undefined
RAJASTHAN BOARD
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