Minesh Shah
D/120, Apurva Soc, Nr. Parivar Char Rasta, Waghodia Road, Vadodara
Summary
Diligent Senior Product Manager offering 15+ years of success in product roadmap development, market research and data analysis. Highly skilled in identifying opportunities to maximize revenue. Driven and strategic with proven history of superior market penetration and product launch.
Overview
16
16
years of professional experience
6
6
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
REGIONAL PRODUCT MANAGER
NJ INSURANCE BROKERS PVT LTD
2014.07 - Current
- Managing, training, and providing overall guidance to the sales team of an assigned territory of25+ Branches. Setting reasonable sales targets to be achieved by the sales team. Monitoring the performance of the sales team and motivating members to meet or exceed sales targets.
- Reviewed sales, concern areas, and new opportunities to drive business strategy at monthly planning sessions.
- Traveling to assigned 25+ branches to educate, motivate and guide Insurance advisors & team members for smoothening of overall process and deliver the set goals.
- Developing and sustaining long-term relationships with our associated advisors.
- Develop, implement, and maintain the sales strategy and processes to maximize the organization's profit potential.
- Provide reports, presentations, and recommendations on market trends, customer trends, and competitors actions
BRANCH MANAGER
NJ INDIA INVEST PVT LTD
2013.12 - 2014.07
- Led by example, exhibiting strong work ethic and consistently meeting or exceeding individual sales targets while inspiring team members to do the same.
- Educated M.F Distributors on various types of mutual funds available based on their risk profile and financial objectives.
- Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
- Provided insightful recommendations to regarding rebalancing or reallocating their investments according to market conditions.
- Participated in ongoing professional development opportunities to stay current on industry trends and best practices in mutual fund management.
- Contributed to increased assets under management by effectively communicating the benefits of mutual fund investments to potential clients by doing Client meets and other marketing activies.
- Managed client relationships, addressing inquiries, resolving issues, and ensuring overall satisfaction with investment services provided.
SR. EXECUTIVE
NJ INSURANCE BROKERS PVT LTD
2011.05 - 2013.12
- Recruit & Developed BQPs teams by guiding them for business development.
- Collaborated closely with BQPs to create comprehensive insurance strategies and solutions.
- Strengthened relationships through consistent follow-ups, ensuring timely renewals and retention by sharing industry knowledge and assisting colleagues in complex cases.
- Maintained a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
- Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
SR. EXECUTIVE
NJ INDIA INVEST PVT LTD
2010.05 - 2011.05
- Recruitment of M.F Advisors from open market and achieve sales targets through them.
- Demonstrated strong leadership skills by consistently providing support and guidance to MF Advisors that encouraged professional growth and development.
- Contributed to company growth by consistently meeting or exceeding sales targets.
- Expanded Advisor base by conducting well-researched cold calls and targeted marketing campaigns.
- Maximized sales opportunities by staying up-to-date on market trends and competitor offerings in the mutual fund space.
- Educated Advisors on various mutual fund options, enabling them to make informed investment decisions for their client.
SALES MANAGER
BAJAJ ALLIANZ LIFE INSURANCE CO LTD
2009.03 - 2010.04
- Recruitment of life insurance advisors and achieve sales target through Them.
- Develop, implement, and maintain the internal and/or external sales strategy and processes to maximize the organization's profit potential.
- Promote the organization's products and services to new and current agents.
- Guiding the company's sales efforts and resolving complex insurance issues.
- Provide reports, presentations, and recommendations on market trends, customer trends, and competitors actions
- Create sales strategies, action plans and budgets
- Research and develop new sales opportunities or new markets
ASSISTANT MANAGER
ANANDRATHI FINANCIAL SERVICES PVT LTD
2008.03 - 2009.02
- Responsible for New Client Acquisition of trading & D-mat accounts.
- Ensuring Work on direct databases for activation / reactivation / retention of clients.
- Understand customer needs and develop plans to address them
- Approach potential customers to establish relationships
- Resolve customer complaints quickly and effectively
- Gain solid knowledge of competitors
Education
MBA - Finance
Mumbai School of Business, Madurai Kamaraj Uni.
Mumbai 2007.07 - 2009.06
BBA - Marketing & Finance
Sardar Patel University
Anand 2007.04 - 2009.04
HSC - Commerce
GSHEB (Gujarat Board)
Vadodara 2003.04 - 2004.03
SSC -
GSEB (Gujarat Board)
Vadodara 2000.04 - 2001.03
Skills
Business management.
Additional Information
Computer Awareness
- Proficient with Microsoft Word, Excel and PowerPoint.
- Completed Computer Basic Program
Certification
- Licentiate with Insurance Institute of India.
Certification
Licentiate with Insurance Institute of India
Timeline
REGIONAL PRODUCT MANAGER
NJ INSURANCE BROKERS PVT LTD
2014.07 - Current
Licentiate with Insurance Institute of India
2014-04
BRANCH MANAGER
NJ INDIA INVEST PVT LTD
2013.12 - 2014.07
SR. EXECUTIVE
NJ INSURANCE BROKERS PVT LTD
2011.05 - 2013.12
SR. EXECUTIVE
NJ INDIA INVEST PVT LTD
2010.05 - 2011.05
SALES MANAGER
BAJAJ ALLIANZ LIFE INSURANCE CO LTD
2009.03 - 2010.04
ASSISTANT MANAGER
ANANDRATHI FINANCIAL SERVICES PVT LTD
2008.03 - 2009.02
MBA - Finance
Mumbai School of Business, Madurai Kamaraj Uni.
2007.07 - 2009.06
BBA - Marketing & Finance
Sardar Patel University
2007.04 - 2009.04
HSC - Commerce
GSHEB (Gujarat Board)
2003.04 - 2004.03
SSC -
GSEB (Gujarat Board)
2000.04 - 2001.03
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