Seasoned Senior Branch Manager with over 11 years of experience in Direct Channel operations. Proven track record in enhancing business processes, driving revenue growth, and fostering employee retention across multiple locations. Proficient in data analysis, possessing a keen sense of humor, and adept at forecasting future business trends.
Hi, I’m
Madhukar M Shinde
Senior Branch Manager - DST
Kalyan
Summary
Overview
10
years of professional experience
2
years of post-secondary education
3
Languages
Work History
Ageas Federal Life Insurance
Senior Branch Manager
12.2021 - Current
Job overview
- Managed daily operations while maintaining a high level of efficiency, productivity, and customer service.
- Collaborated with senior management to develop branch-specific goals aligned with company objectives.
- Increased branch profitability by implementing cost-saving measures and optimizing resource allocation.
- Developed and executed strategic growth plans for expanding the branch''s market share and client base.
- Boosted employee morale through effective communication, recognition initiatives, and opportunities for career development.
- Optimized branch operations by regularly analyzing financial reports and identifying areas for improvement.
- Implemented innovative marketing strategies that contributed to branch revenue growth and higher customer retention rates.
- Led a diverse team to achieve sales targets through proactive coaching, mentoring, and performance management.
- Maximized cross-selling opportunities by training staff on product offerings across various departments within the organization.
- Qualified 4 international trips (Thailand, BAKU, Turkey & Srilanka)
- Promoted Branch Manager to Sr. Branch Manager in FY 2024-25.
- Part of West Zone DST Core team - strategies Finalization, Data Analysis, Contest designing & Tech Improvement.
- Handling WEST Zone issuance activity in month ends with coordinating NB ,UW & Policy Servicing teams.
- Assigned 3 remote sourcing Branches as a mentor to Improve Branch revenue and FRM productivity.
CANARA HSBC OBC LIFE INSURANCE
CULSTER BUISNESS MANAGER
10.2020 - 12.2021
Job overview
- Manage a team of 7 members.
- Ensure achievement of set business targets, Product Mix and other KPI's.
- Ensure Hand holding/development of the team members.
- Lead Management: Ensure the proper utilization of given leads/regular update of LMS, monitoring the Met Ratio/Conversion ratio and reference generation from the appointments.
- Joint calls/FOD (Field observation/Demonstration) with the FLS to make them comfortable on field for ensuring need based approach with client.
- Recruit, Motivate and Lead the team to deliver higher results.
- Training and Mentoring new Joinees to help them move up the learning curve and prepare them for Leadership role.
- PAN INDIA No.2 on Issuance FTM of August 2021.
- Completed 100 team within 2 months.
- 2 International Trip Qualifications & 2 FLS Promotion within 6 month of joining in Team.
- 4 team members Qualify for Gradational Bonus Program Arrange by Company & 3 Team Member is Qualify for Loyalty Bonus Program.
- 130% YTD Issuance achievement till now.
RELIANCE NIPPON LIFE INSURANCE CO. LTD.
Chief Relationship Manager - 3
12.2018 - 10.2020
Job overview
- To match up the business expectations with the help of given resources.
- Maintain the daily field call ratio(3 Fresh calls with 5 references).
- Maintain the relationship with existing clients and provide them after sales services.
- Regular update of given appointments and maintain 80% met ratio with 20% lead conversion.
- Joint calls with newly joined FLS for demonstration.
- Promoted as a CRM-1 to CRM-3 (Fast Track Promotion in joining month only).
- Qualified for 'December Carnival On NOP' in M0 with 7 NOP (8 Lac).
- Qualified for 'International Trip – Pattaya, Bangkok' in the Month of AMJ 2019.
- Qualified for 'Champion’s Payout' for the Month of JFM.
- Appreciation Certificate rewarded by Zonal Head for the Month of August, October & December 2019.
- Qualified for 'International Trip – Gorgia' in the Month of JFM, 2020.
- YTD Target achieved in Financial Year 2019-2020.
AEGON LIFE INSURANCE
Wealth Manager
09.2017 - 12.2018
Job overview
- Cross Selling Life Insurance product to Aegon life existing clients.
- Handling branch walking clients.
- Daily appointment with customer to generate more leads though references & calling.
- Search the HNI Customer and give them about insurance needs.
- Maintain product mix for more revenue for organization.
- Qualified for 'CEO Meet in Pune' in the month of June, 2018.
- Qualified for the 'Star of the Quarter' (JAS).
- 100% Target Achieved as a Wealth Manager in 7 months from the date of Joining.
AVIVA LIFE INSURANCE
Deputy Branch Manager
06.2016 - 08.2017
Job overview
- Selling Life Insurance product for Aviva life insurance existing clients.
- Handling branch walking clients.
- Daily appointment with customer to generate more leads though references & calling.
- Search the HNI Customer and give them about insurance needs.
- Maintain product mix for more revenue for organization.
- 125% (24Lac) Target Achieved as a KRM in period of 9 Months.
- Promotion done KRM To DBM in same Year.
- Qualified for 'International Trip – BALI' in the Month of OND, 2016.
- Qualified for 'International Trip - Macau & Hong-Kong' in the Month of JFM.
- Appreciation certificate rewarded by Location Head for the Month of December & January-2017.
- Qualified Contest for 'Dinner with CEO & CDO. IN Delhi HO'.
Reliance Life Insurance
Executive relationship manager
02.2015 - 06.2016
Job overview
- Selling Life Insurance product for reliance life.
- Need to visit pre fixed appointment (PFA Module).
- Daily appointment with customer to generate more leads though references & calling.
- Search the HNI Customer and give them about insurance needs.
- Promotion done KRM to SRM.
- Promotion done SRM To ERM in 6 months.
- Qualify for early bird contest FTM of March, June, July, Sep, Dec.
- Appreciation certificate rewarded in month of JFM-2016.
Education
Mumbai University
Bachelor of Accounting and Finance
01.2012 - 01.2014
University Overview
Excel Computer Institute
Diploma in Software programming
University Overview
Skills
Strong team-builder
Travelling
Travelling
Road trip with my onwed car
Timeline
Senior Branch Manager
Ageas Federal Life Insurance
12.2021 - Current
CULSTER BUISNESS MANAGER
CANARA HSBC OBC LIFE INSURANCE
10.2020 - 12.2021
Chief Relationship Manager - 3
RELIANCE NIPPON LIFE INSURANCE CO. LTD.
12.2018 - 10.2020
Wealth Manager
AEGON LIFE INSURANCE
09.2017 - 12.2018
Deputy Branch Manager
AVIVA LIFE INSURANCE
06.2016 - 08.2017
Executive relationship manager
Reliance Life Insurance
02.2015 - 06.2016
Mumbai University
Bachelor of Accounting and Finance
01.2012 - 01.2014
Excel Computer Institute
Diploma in Software programming
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