Libu Mathew Joseph
Planter With A Passion For Life Insurance
#B303 , BR Meadows Apartment, Ambalpady,Udupi
Summary
Results-driven & Customer focused financial planner and wealth manager with extensive experience in delivering customized financial and insurance solutions to high-net-worth individuals and families. Proven track record of developing tailored strategies that enhance client portfolios and achieve financial goals. Strong background in sales management, focusing on building lasting client relationships and driving revenue growth. Committed to leveraging expertise to contribute to organizational success in a dynamic role outside of regular Employment.
Overview
2
2
Certifications
32
32
years of professional experience
Work History
Managing Partner
Birla Sunlife Insurance Company Ltd.
07.2001 - 04.2026
- key result areas include overseeing team of agency managers, business development managers, and high-performing financial advisors.
- Have been instrumental in record sales achievement in the life insurance sector in the country every year since 2003 upto 2014.
- Have been the top producer in terms of Revenue generated for Birla Sunlife Insurance in India for years 2005 till 2011. Contribution in excess of 50 Million rupees of new recurring business every year.
- maintaining elevated three-year persistency level at 97.8%.
- Consistently contributing the largest group of MDRT, COT and TOT producers in the company.
- Works with new and existing clients to identify investment objectives and matches their profiles to available products and services.
- Responsible for cultivating leads and strengthening the relationship between the company and clients through quality service.
- Prepares financial forecasts and plan, addressing issues relating but not limited to taxation, retirement, estate and asset allocation.
- Contributes to firm's achievement of sales objectives.
- Responsible for training and mentoring Financial Advisors.
- Deliver seminars on services within established guidelines.
- Marketing/lead acquisition through personal efforts and those of the team members.
- Strategy& Implementation coverage and execution through personal efforts and those of the team members.
- Oversee follow-up of business submitted for processing through operations of personal efforts and those of the team members.
- Corresponding and reporting to sales management on the teams' progress and achievement.
- Took a break from April 2013 to March 2018, transitioning to family farming business, successfully completing new farm project in Udupi, Karnataka before rejoining ABC Group in same position.
Sales Manager
IFB Industries Ltd
05.1999 - 03.2001
- Managing sales and distribution of consumer electronic products like washing machine, microwave ovens and dish washers.
- Primary objective was to achieve committed sales and collection targets.
- Managing and promoting dealer network and institutional sales distribution channel.
- Motivating and achieving results from the point of purchase sales personnel network.
- Ensuring timely cash inflows from dealers and distributors.
- Negotiating innovative schemes between dealer/distributor and company.
Area Manager
Kurlon Ltd
05.1997 - 03.1999
- Management of branch as a profit centre.
- Increase and achieve committed sales targets
- Motivating, monitoring and ensuring efficiency of team.
- Handling Market development, advertising and promotion planning and budgeting for the branch as regards people, product, and costs.
- Ensuring best and timely service to customers.
- Monitoring and ensuring efficiency of distribution and channels
Business Development Executive
Ceejay Group
07.1994 - 03.1995
- Being a family owned proprietary firm, I was involved in all aspects of business development, marketing, collection and general administration.
Education
Masters in Business Administration (MBA) -
Xavier Institute of Management
Bangalore05-1997
Bachelors - Business Management
St. Aloysius College
Mangalore04-1994
Skills
Analytical proficiency with financial products
Verbal communication skills
Listening skills
Team coordination
Development and training
Certification
Qualified Financial Advisor from Insurance Regulatory and development authority IRDA in 2001
References
Will be provided on request and based on locations of your choice
Interests
Music, reading, cooking, travelling, meeting new people and gathering knowledge and ideas
Timeline
Managing Partner
Birla Sunlife Insurance Company Ltd.
07.2001 - 04.2026
Sales Manager
IFB Industries Ltd
05.1999 - 03.2001
Area Manager
Kurlon Ltd
05.1997 - 03.1999
Business Development Executive
Ceejay Group
07.1994 - 03.1995
Masters in Business Administration (MBA) -
Xavier Institute of Management
Bachelors - Business Management
St. Aloysius College