Cluster Manager with over 15 years of progressive experience improving business processes, increasing revenue and retaining loyal customers in multiple locations. Strengths include administration, team leadership and problem solver .
Overview
16
16
years of professional experience
Work History
CLUSTER HEAD
HDFC LIFE INSURANCE
HYDERABAD
10.2022 - 03.2023
Relationship Building: Frequent visits, joint calls, and meetings with cooperative banks and channel partners to establish trust and understand mutual business goals. This approach is crucial in fostering long-term relationships that support higher business volumes and customer retention.
Driving Business Growth: Focusing on increasing the penetration ratio and expanding business volume, concentrating on cross-selling and new client acquisition strategies tailored to the cooperative banking sector.
Team Management and Motivation: Overseeing a team of 5 Territory Managers and 40 Field Sales Representatives, performance evaluation, and offering rewards and recognition help in maintaining high morale and a results-driven environment. Recognizing achievements fosters motivation, encouraging everyone to meet their targets and build successful relationships with banking partners.
CIRCLE MANAGER
TATA AIA LIFE INSURANCE CO LTD
HYDERABAD
09.2021 - 09.2022
Team Management: Leading a team of 45 Field Level Sales (FLS) professionals, coordinated under 6 Territory Managers.
Branch Coverage: Managing relationships across 80 HDFC Bank branches to drive collaboration and business growth.
Relationship Building: Establishing strong connections with Branch Managers (BM) and Cluster Heads to foster a cohesive partnership.
Daily Engagements: Conducting morning huddles and regular visits to HDFC branches to ensure alignment with branch teams.
Training & Development: Organizing product refresher sessions, sharing updates on policy services, claims, and contests to keep teams informed and motivated.
Sales Enablement: Facilitating sales through branch interactions, providing resources and support for meeting targets, and delivering quality customer service.
Branch Manager
MAX BUPA LIFE INSURANCE CO LTD
Hyderabad
08.2019 - 01.2020
Managing team size of 22 sales managers and RM's of the branch and established objectives for individuals & the team.
Conducting team meetings for discussion with regards to the sale process, day-to-day activities, customer service issues, re-establishing the team target, providing the required support to achieve goals & dissenting problems of the team if any.
Motivating team with reward & recognition and guiding them for along tenure in the organization through career path. Tracking teams' performance with KPA as measures and conducting a review for team weekly with an aim to increase productivity.
Zonal Manager
Adarsh Insurance & Brockers corporation ltd
Hyderabad
10.2017 - 08.2019
Handling South Zone business operations based out of Hyderabad with a team of 4 managers & 20 Rms deployed region-wise.
Channel partners were Adarsh credit Co-operative Bank and Credit Co-operative Society .total of150 branches across the south.
We have impaneled life and non-life insurance companies on board and sell their products to our channel partners through the channel management process. Life insurance companies like AVIVA,ICICI prudential, Bajaj Allianz life insurance co ltd & non-life (health plans ) Religare, Singa TTK .
The key focus is Relationship building with Zonal heads and Regional managers & going for HNI calls with them.
Providing services scheduled visits every month and taking feedback. Motivating the insurance team with incentive structure, foreign trips, contest .
creating strategy for short-term & long-term goals of the team and focus persistency & to increase productivity.
Evaluating performance of the team through Tracker mechanism KPA as standards and providing support to meet targets and disseminating problems if any.
Addressing claims & providing Policy services to the customers and taking feedback for improvement.
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately. Increased customer satisfaction by resolving service issues.
Branch Manager
HDFC LIFE INSURANCE CO LTD
HYDERABAD
05.2016 - 08.2017
Recruitment Relationship managers to source business with a team of 15 relationship managers.
Life insurance premium is sourced through data shared by organizations in the Employee portal i.e. LMS.
Tracking team on day-to-day activity related to customer meetings, business, pipeline data, customer service & updating data in the LMS portal.
Conducting product refreshers & training to the team & Motivating with incentives, contests,foreign trips.
Organizing worksite activities,HNI meetings for lead generation to support sales for the daily activity.
Interaction with clients every month regarding policy services and focus on the persistence of the month.
Evaluating team performance on the met ratio data & number of meetings, sourced business, referrals, pipeline data, number of sale call closures, applauding the performer of the month.
RM
BHARATHI AXA LIFE INSURANCE
HYDERABAD
06.2010 - 05.2016
Managing both Telangana & AP regions based out of Hyderabad with a team of 20 ASMs deployed region wise.
Channel partners were L&T housing Finance ,Reliance capital ,Edelweiss housing finance ,PNB housing finance ,Indiabulls, Equitas, Coastal local area bank,(IFL)India infoline finance ltd,HLF.
Focus is to strengthen Relationship with Channel partners and achieving targets channel partner wise as per plan.
Driving the sales team with established objectives channel partnerwise and providing input about how to build relationships and sale process and supporting them in the field to motivate and disseminating the problems if any.
Monitoring team performance through tracker ie daily updates ,setting milestones ,reviewing pipeline data and projections for the month.
Addressing the claims of the channel partner and providing policy service to clients & maintaining persistency & claims ratio.
Meeting Channel partners as per schedule to strengthen relationship and taking feedback for improving productivity and motivating them with contest and foreign trips.
Maintaining Data about feedback of customers ,channel partners and interaction with customers to meet long term objectives .
SM
FUTURE GENERALI LIFE INSURANCE CO LTD
Andhra Pradesh
10.2008 - 05.2010
Recruiting and sourcing business with AOs/sm.
Guiding the team for recruiting agents & coaching their sales process and going for joint calls every day to motivate and building team
Goal setting for the team individually and as a team and helping to meet their targets and guiding towards promotions.
Evaluating the team based on their meetings,number of calls, clients data,pipeline data.
Motivating the team with rewards & recognition & contest. Focusing on carrier progression and leadership skills development for Sales managers.
Sales Development Manager
HDFC LIFE INSURANCE CO LTD
Andhra Pradesh
04.2007 - 03.2008
Driving assigned sales targets with Agents. Recruiting agents and focus on activation of agents and accompanying for joints calls to build pipeline.
Planning day-to-day activity with agents for calls,cold calls, visit customers for a new policy, and references as well.
Motivating Agents through Contests, club memberships, rewards, and Lead generation activities. Maintaining DSR (daily sales report ) to improve meetings and productivity and customer interactions by agents.
Education
MBA - MARKETING & FINANCE
LOYOLA COLLEGE
AP
04-2006
Skills
Strong Leadership skills
Analytical and methodical approach towards problems
Self-motivated and results-driven To act quickly and decisively
Have excellent organisational skills
Accomplishments
Won PAN INDIA Topper Award for the Year 2017 to 2018..in AIBCL
Qualified PAN INDIA First qualifier form South Zone in AIBCL .
. 69 Branch managers of ACCS have qualified for Summer Bonanza contest
Sourced 1 cr premium form the first 6 months of joining in AIBCL..
BDMS has qualified for incentives and several contest like Singapore contest,Thailand contest ,Halla boll contest
in AIBCL 250 advisors have qualified for Around the World tour contest ...
Advisors have qualified several contest like Gold hi Gold and chand hi chand,,Diwali bonanza, Summer bonanza ... Qualified for incentives, Foreign trip and contests...
Team members got promoted as RO & SRM in Exide Life insurance co ltd..
Team Member stood PAN INDIA Topper of the Year in Exide Life Insurance co ltd...
Team Member Qualified for "15 years Wall -Hall of Fame "in Exide life Insurance co ltd .
My team RM got Promoted as a GSM in Exide life insurance co ltd..
Won Contest like AMJ and OND contest and GOA contest in Exide life insurance co ltd . Won Foreign Convention contest for the year 2014-2015 in Bharti Axa LIC .
Won Best Performer Award for the year 2012 & 2013 & 2014 in Bharti Axa LIC .
Won Foreign Convention contest for the year 2013-2014 in BAXA LIC & 2011-2012.
SMs has won the contests like MALAMAL, CEO certificates, BIG BANG, cruise to victory contest in BAXA LIC.
Initiated Business Development activates namely- Coastal Local Area Bank,EQUITAS housing finance ..
● Hindhuja Ley land Finance, Andhra- cooperative Bank , Krishna cooperative bank, Sundharam finance.
Created four agency Organizers & eight SA's in FG. Won contest like RIDE, Future Freedom contest, SA contest in FG.
Won reward for 100 agents sourcing & won reward for 100 nops in six months..
Four agents qualified for clubs members namely Platinum& Gold in HDFCSLIC.
Ten Agents qualified for SIMPLE LIFE & Jo Jeetha wahi Sikhender in HDFCSLIC. Certificates for Young Star plus Login & Freedom contest,
Sr. Corporate Agency Manager at HDFC Life Insurance Company Limited (HDFC BANK)Sr. Corporate Agency Manager at HDFC Life Insurance Company Limited (HDFC BANK)