Kunal Choubey
Navi Mumbai
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
17
17
years of professional experience
2003
2003
years of post-secondary education
3
3
Languages
Work History
Senior Cluster Manager Aditya Birla Sun Life
[Bancassurance]HDFC Bank Channel
01.2022 - Current
- Responsible for business target achievement of team by driving sale of life insurance products to Branch Banking customers of partner bank - HDFC Bank
- De partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff
- Managing, training, and providing overall guidance to the sales team of an assigned territory
- Monitoring the performance of the sales team and motivating members to meet or exceed sales targets
- Implementing a sales management process to assist the sales team in identifying and prioritizing key customers and prospects
- Regular review & tracking of team performance
- Building team capability through regular training interventions
- Ensuring adherence to end to end business process with in the specified timelines
Cluster Manager / Business Head
in Reliance General Insurance[Bancassurance]
08.2016 - 01.2022
- Managing cities :- Ahmedabad,Rajkot,Morbi,Mehsana,Surat,Pune and Mumbai
- 20 times growth within a year in Ahmedabad and Saurashtra Locations
- Team Management of Sales Manager's on daily basis
- Manage Relationship with the Aditya Birla Housing Finance Ltd
- Manage Relationship with the indiabulls Housing Finance Ltd
- Coordinating with other departments such as Claims, U/W & Operations
- Objection handling of the sales team of the business partner
- GI Product Training of or channel RM/SM/DST joint calls with the sales team/RM
- MIS to business partner teams
- Sales & Booking of all attachment products for Home Loan
- Product and Service sales
- Sales exepertise
- Staff Management
- Ensure adherence to all laid down processes and compliance norms and Cross Sales of all GI Product
Sr Sales Manager
in Bajaj Allianz General Insurance[Bancassurance]
12.2017 - 01.2020
- Managing the portfolio of Co-operative Banks like Saraswat/ NKGSB Banks
- Handlimg the Two-Wheeler, Four-Wheeler Segment at Mumbai & Raigad
- Handling 18 Relationship Officer's team
- Team Management to lead a team of RM towards achieving business objectives in a given industry segment/geographical area or a group of companies allocated for this purpose
- Actively liaise with internal/ external stakeholders towards structuring large & specialized product deals
- Expected to help Managers in their training & career development needs and help identify future leaders
Sales Manager
ICICI Lombard General Insurance Co
10.2013 - 01.2016
- Deliver the annual plan for insurance (General Insurance business) through the branch banking sales community along with the banking partner
- Support the sales teams to sell insurance policies to the existing base
- Joint sales drills with RM's to ensure customers buy the Health insurance product
Sales Manager
Religare Health Insurance
09.2012 - 10.2013
- Deliver the annual plan for insurance (General Insurance business) through the branch banking sales community along with the banking partner
- Support the sales teams to sell insurance policies to the existing base
- Drawing up the training roadmap for the individual RM and ensuring successful completion of the insurance training certification on regulatory framework
- Ensuring the customer engagement by organizing meets and speaking about insurance offering to build awareness in those meets
- Joint sales drills with RMs to ensure customers buy the right insurance product
- Be the compliance gatekeeper in the branch for adherence to regulatory guidelines including and not limited to IRDA and RBI guidelines
- Be extremely vigilant for potential sales complaints, free look cancellation sales complaints
Wealth Relationship Manager
Ratnakar Bank
02.2011 - 08.2012
- Achievement of incremental number and value targets for Liabilities (CA, SA, FD)
- Prepare and track product wise - liabilities, assets & fee - AOP for the full financial year
- Insurance Cross Sell - Other fee income
- Earned Incentives for highest selling of policy
- Successfully implemented new strategies and event management programs, co-ordinate with the back office for the service related and customer related issues
Assistant Manager
Kotak Mahindra Bank
01.2008 - 12.2010
- Selling Banking products like CASA, Gold Loan, Car loan, Locker facility, GI & LI products
- Solving customer queries related to Banking
Education
SSC -
Bharat School and College
HSC - Commerce
S.K. Somaiya
Bachelor of Commerce - undefined
S.K. Somaiya
01.2007 - 01.2008
Masters in fashion Photography and Cinematography - undefined
National Institute of Fashion Photography & Cinematography
Skills
- Relationship building and management
- Area management
- Goals and performance
- Staff Development
- Team building
- Leading and motivating
- Customer relations
- Independent decision-making
- Sound judgment
- Training
- Monitoring
- Morale-building
- Employee engagement
- Boost performance
Accomplishments
- Certificate of Appreciation for Outstanding Performance in Reliance General Insurance Contest (Pan India Level 2016 to 2017)
- Certificate of Excellence 2/2 Contest with Gold Medal (India level)
- Certificate of Excellence October 2010 Contest with Gold Medal (India level)
- Certificate of Excellence Kotak Smart Advantage July 2010 with Gold Medal (Pan India level)
- Certificate of Appreciation for Outstanding Performance in Insurance Product, Winning the Title of BIG COMMANDER AUGUST 2010
- Certificate of Appreciation for Outstanding Performance in Insurance Product, Winning the Title of BIG COMMANDER SEPTEMBER 2010
- Certificate of Appreciation for Outstanding Performance in Insurance Product, Winning the Title of BIG GENERAL OCTOBER 2010
- Winning Kotak Mahindra Bank Shield with Gold Medal & Silver coin.
- Winning Kotak Mahindra Bank Gold Medal Contest
- PAN India Topper in Insurance Product 2009 to 2010
Timeline
Senior Cluster Manager Aditya Birla Sun Life
[Bancassurance]HDFC Bank Channel
01.2022 - Current
Sr Sales Manager
in Bajaj Allianz General Insurance[Bancassurance]
12.2017 - 01.2020
Cluster Manager / Business Head
in Reliance General Insurance[Bancassurance]
08.2016 - 01.2022
Sales Manager
ICICI Lombard General Insurance Co
10.2013 - 01.2016
Sales Manager
Religare Health Insurance
09.2012 - 10.2013
Wealth Relationship Manager
Ratnakar Bank
02.2011 - 08.2012
Assistant Manager
Kotak Mahindra Bank
01.2008 - 12.2010
Bachelor of Commerce - undefined
S.K. Somaiya
01.2007 - 01.2008
HSC - Commerce
S.K. Somaiya
Masters in fashion Photography and Cinematography - undefined
National Institute of Fashion Photography & Cinematography
SSC -
Bharat School and College
Similar Profiles
Reema SinghReema Singh
Unit Sales Manager at ICICI Lombard General Insurance Company - Channel Bancassurance with HDFC BankUnit Sales Manager at ICICI Lombard General Insurance Company - Channel Bancassurance with HDFC Bank
CHETHAN RYCHETHAN RY
Corporate Account Manager at Tata Aia Life Insurance, HDFC bank ChannelCorporate Account Manager at Tata Aia Life Insurance, HDFC bank Channel
Suprakash AcharyyaSuprakash Acharyya
Executive Branch Relationship Officer at Aditya Birla Sunlife Insurance Company Limited (HDFC BANK CHANNEL)Executive Branch Relationship Officer at Aditya Birla Sunlife Insurance Company Limited (HDFC BANK CHANNEL)