Summary
Overview
Work History
Education
Skills
OBJECTIVE
OTHER QUALIFICATION:
Timeline
Generic
KAPIL V. PATHAK

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
KAPIL V. PATHAK