MEHAK
mohali
Summary
- An enthusiastic professional with nearly 9 years of success in Life Insurance across B2B & B2C sales, Channel Management, and Business Development in the Bancassurance domain.
- Built strong business relationships with key branches, managing large portfolios to drive revenue and achieve Life Insurance targets
- Consistently met sales and leasing goals with expertise in business development and branch performance management
- Excelled in collaborating with channel partner branches to tap into new markets and customer segments
- Proficient in business planning, joint sales execution, staff coaching, and conducting impactful meetings
- Strong communicator with a blend of interpersonal, analytical, team-building, and persuasive skills Conducted joint calls with Branch Heads and Relationship Managers to convert HNI leads into successful sales Tracked case requirements and ensured same-day conversion for faster turnaround and improved efficiency Proactively monitored 13th-month persistency cases and collected premiums from customers to ensure policy continuity.
Overview
10
10
years of professional experience
Work History
HDFC life
11.2022 - Current
- Manages bancassurance relationships with a portfolio of 14 key bank branches, including 12 branches of Ujjivan Small Finance Bank and 2 branches of Suryoday Bank, consistently exceeding sales targets for driving Life Insurance sales.
- Carry out training, mentoring and hand holding for and develop upon their required skill set related to life insurance.
- Driving Reward and Recognition programs across all the branches and ensuring maximum qualification of branch staff.
- Conducted joint calls with Branch Heads and Relationship Managers to convert HNI leads into successful sales.
- Tracked case requirements and ensured same-day conversion for faster turnaround and improved efficiency.
- Proactively monitored 13th-month persistency cases and collected premiums from customers to ensure policy continuity.
- Monitored daily Life Insurance revenues employee-wise to track performance and drive accountability.
- Compiled and maintained the Daily Sales Report to track performance metrics and support strategic decision-making.
- Tracked case requirements and ensured same-day conversion for faster turnaround and improved efficiency.
- Proactively monitored 13th-month persistency cases.
- Conducted product training and feedback sessions to enhance team knowledge and improve sales effectiveness.
Bajaj Allianz Life Insurance
09.2020 - 10.2022
- Developed banca assurance relationship with 5 branches across Chandigarh territory (Chandigarh, Rajpura, Patiala, Ropar) for driving Life Insurance sales.
- Product training and development of bank staff at regular intervals.
ICICI PRUDENTIAL
09.2019 - 07.2020
- Drove and managed 20 Priority Banking Relationship Managers of ICICI Bank for generating business and revenue for Life insurance.
- Reward and Recognition programs across all the branches and ensuring maximum qualification of branch staff.
HDFC life
09.2018 - 05.2019
- Conducting regular feedback sessions with RBH and providing necessary inputs and trainings to Priority Banking Relationship Managers.
- Driving HDFC Leela Bhawan and stadium road(Patiala)Branches For achieving their Life insurance Target.
- Track monthly targets and achievements of LG to achieve revenue of branch.
ICICI PRUDENTIAL
06.2015 - 09.2016
- Developed bancassurance relationship with 2 branches across Patiala territory Choti baradari and urban estate branch for driving Life Insurance sales.
- Drove and managed 12 Priority Banking Relationship Managers of ICICI Bank for generating business and revenue for Life insurance.
Education
M.B.A - finance, Human Resource Management
Lovely professional university
01.2017
Bachelors of Computer applications -
Punjabi University
01.2015
Higher Secondary -
P.S.E.B Board
Completed banking course -
NIIT IFBI
Skills
- Built strong business relationships with key branches, managing large portfolios to drive revenue and achieve Life Insurance targets
- Consistently met sales and leasing goals with expertise in business development and branch performance management
- Excelled in collaborating with channel partner branches to tap into new markets and customer segments
- Proficient in business planning, joint sales execution, staff coaching, and conducting impactful meetings
- Strong communicator with a blend of interpersonal, analytical, team-building, and persuasive skills
Accomplishments
- Certification of appreciation in ICICI Prudential life insurance for YTD target.
- Achieved Rank 3 in North Zone For outstanding Performance (2021-22).
- Received Certificate of Excellence for September quarter performance (200% Achievement).
- Received certificate for outstanding performance in JFM (250% Achievement).
- Achieved Goal Sheet Targets for FYI (2020-21, 2021-22).
- Achieved two promotions in 2024 and 2025, demonstrating rapid career progression and high performance.
- Secured the prestigious Star Galaxy Contest award in JFM 2024 and JFM 2025 for outstanding sales achievement.
- Consistently exceeded all monthly sales targets and contests, significantly contributing to regional revenue growth.
- Silver club qualifier in the step up program for the year 2024-2025.
- Achieved 33% of my yearly goal sheet from April 2025 to date, demonstrating consistent performance and progress.
- Consistently achieved higher slabs of monthly incentives through strong sales performance and goal alignment.
Languages
- English
- Hindi
Personal Information
Date of Birth: 10/04/95
Timeline
HDFC life
11.2022 - Current
Bajaj Allianz Life Insurance
09.2020 - 10.2022
ICICI PRUDENTIAL
09.2019 - 07.2020
HDFC life
09.2018 - 05.2019
ICICI PRUDENTIAL
06.2015 - 09.2016
M.B.A - finance, Human Resource Management
Lovely professional university
Bachelors of Computer applications -
Punjabi University
Higher Secondary -
P.S.E.B Board
Completed banking course -
NIIT IFBI
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