Summary
Overview
Work History
Education
Accomplishments
Interests
Personal Information
Increment Growth
Timeline
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Mohammed Khan

Senior Insurance Professional | Leading High-Performing Sales Teams | Expert in Recruitment & Channel Growth | Bharti AXA Life Insurance
Vasai

Summary

A result-oriented Life Insurance Professional with over 15+ years of progressive experience in leading life insurance companies like Bharti AXA, Reliance Nippon, Bajaj Allianz, PNB MetLife, and Future Generali. Currently working as a Senior Leader in the Variable Agency Model at Bharti AXA Life Insurance Company since 2022, managing a team of 8 Relationship Managers and 2 Branch Managers. Proven expertise in building high-performing teams, hiring from competitive markets, driving HNI sales, and achieving record-breaking performance metrics. Strong in recruitment, training, business development, and team motivation.

Overview

18
18
years of professional experience
4010
4010
years of post-secondary education

Work History

Senior Area Manager (IM Channel - Variable Agency)

Bharti AXA Life Insurance Company
12.2022 - Current
  • Boosted team performance by implementing effective communication and collaboration strategies.
  • Leading a team of 8 Relationship Managers (RMs) and 2 Branch Managers (BMs) under the Variable Agency model.
  • Responsible for hiring and onboarding experienced insurance professionals (Insurance Managar) from top competitors in the industry.
  • Driving branch-level business targets and individual performance KPIs.
  • Implementing innovative recruitment and training strategies to build a strong and productive distribution team.
  • Coaching and mentoring team managers to increase their activation and premium productivity.
  • Ensuring compliance, customer satisfaction, and quality portfolio acquisition.
  • Established strong relationships with key clients, driving customer satisfaction, and retention.
  • Recognized and rewarded performance to motivate continued success.
  • Led regional sales meetings to discuss progress, evaluate strategies, set goals collectively, increasing motivation levels significantly.

Chief Manager - CDA Channel (Variable Agency)

Reliance Nippon Life Insurance Company
12.2021 - 12.2022
  • Developing Variable Agency / Channel Development Associate from scratch. Energies the team for high rated activity with TM / BM / RM / CDA / Marketing Executive / Insurance Advisor recruitment.
  • Handling Employee Team of 10 Managers with Six Territory Managers, Two Sourcing Branch Managers and Two Relationship Managers in CDA Channel.
  • Developed sales strategy based on research of consumer buying trends and market conditions.
  • Transformed underperforming teams into productive, profitable teams.
  • Conducted training sessions to educate employees on best practices and procedures to increase profitability.
  • Evaluated production levels, quality standards and maintenance actions to identify and address operational problems and maintain targets.
  • Directed marketing efforts leading to increased brand awareness and a growing customer base.
  • Managed a team of professionals to achieve organizational goals and maintain high productivity levels.
  • Implemented effective training programs to enhance employee skills and improve overall job satisfaction.
  • Monitored competitor activity closely, using insights to devise strategies for maintaining a competitive edge in the industry.
  • Increased revenue generation by identifying new business opportunities and expanding existing client relationships.

Chief Branch Head - Agency Channel

Bajaj Allianz Life Insurance Co. Ltd.
09.2017 - 12.2021
  • Sales Team Handling (Business Sales Managers / Agency Sales Officers - Variable Agency / Agency Development Partners & Insurance Consultant).
  • Increased branch revenue by implementing effective sales strategies and maintaining strong customer relationships.
  • Creating Agency Sales Officer- Variable agency / New ADP Hiring from Existing Insurance Market MDRT / CA / MF / Stock Brock also Competition Life Insurance & General Insurance Company.
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement.
  • Acquire customers and generate the targeted amount of Life Insurance premium, deliver complete product information to Customers.
  • Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture, conduct & rules of the company.
  • Motivating & boosting the team to achieve the targets.
  • Come up with new ideas to improve the team performance.
  • Exceeded goals through effective task prioritization and great work ethic.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.

Branch Manager - Insurance Manager (IM Channel)

Future Generali India Insurance Co Ltd.
12.2016 - 09.2017
  • Team Handling IM Channel (Sales Managers & Insurance Manager).
  • Creating New IM Hiring from Existing Insurance Advisory agent data from Competition Life Insurance, Health Insurance & General Insurance.
  • Acquire customers and generate the targeted amount of Life Insurance premium, deliver complete product Information to Customers.
  • Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture, conduct & rules of the company.
  • Motivating & boosting the team to achieve the targets.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Boosted sales and customer loyalty through incentive programs.
  • Implemented service improvements to enhance sales cycle.
  • Identified partnership opportunities and established favorable business connections.

Executive Branch Manager - (IM Channel)

PNB MetLife India Insurance Co Ltd
01.2007 - 12.2016
  • Team Handling (Sales Manager, Insurance Manager's & Financial Advisors).
  • Creating New IM Hiring from Existing Insurance Advisory agent data from Competition Life Insurance, Health Insurance & General Insurance Company.
  • Acquire customers and generate the targeted amount of Life Insurance premium.
  • Deliver Complete Product Information to Customers.
  • Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture, conduct & rules of the company.
  • Created, managed and executed business plan and communicated company vision and objectives to motivate teams.
  • Spearheaded successful mergers and acquisitions to expand market share and diversify the company''s service offerings.

Education

Bachelor of Arts -

Passed BA With First Class in March-2014
04.2001 - 03.2014

H.S.C -

Passed H.S.C With First Class in 1999

SSC -

Passed SSC With Second Class in 1997

Accomplishments

  • Pan India Ranked Number ONE Performer in CDA Variable Agency New Business Achievement Parameter - New Traditional Business Collection Achievement of 1.55 Crores in JFM'22. TOP AM Award Winners from Mr. Ashish Vohra - Executive Director and Chief Executive Officer of Reliance Nippon Life.
  • STAR Awards Agency for being recognized and Pan India Ranked No.1 Performer in Agency Business Quality Parameter achievement. BAJAJ ALLIANZ EXCELLENCE AWARD from Mr. Sanjeev Bajaj, Chairman & Mr. Tarun Chugh, MD/CEO of Bajaj Allianz Life.
  • Achieve a Top Branch Head Trophy from Mr. Manish Sangal - Agency Head & Mr. Amit Dave (SR VP BALIC) in Year of 10/01/18 Bajaj Allianz Life.
  • Qualified for PNB MetLife Agency Achiever Congress in Licensing, Activisation, Premium for Continuous Record Break 5 Years (2010-2014) held at Thailand.
  • Achieved a Presidents International Conference Award from Mr. Rajesh Relan - Managing Director MetLife India Insurance held on 06/01/11 in Barcelona SPAIN & Zurich, Switzerland.
  • Achieved a 'National KIP Conference - Top Ten Manager Award' 10/06/10, from Mr. Preetinder Chadha, Dy Director Training & Mr. Sameer Bansal, Director Agency of MetLife India.

Interests

Photography
Traveling

Personal Information

  • Father's Name: Mohammed Shoaib
  • Date of Birth: 12/23/80
  • Marital Status: Married

Increment Growth

Financial Advisor → CBM - CWAD (Variable Agency) → Sales Manager → Sr Sales Manager → Sr Business Manager → Branch Manager - MetLife and many Increment 3.25 Lacs to 9.75Lacs Salary growth in PNB MetLife India Insurance Co Ltd.

Timeline

Senior Area Manager (IM Channel - Variable Agency)

Bharti AXA Life Insurance Company
12.2022 - Current

Chief Manager - CDA Channel (Variable Agency)

Reliance Nippon Life Insurance Company
12.2021 - 12.2022

Chief Branch Head - Agency Channel

Bajaj Allianz Life Insurance Co. Ltd.
09.2017 - 12.2021

Branch Manager - Insurance Manager (IM Channel)

Future Generali India Insurance Co Ltd.
12.2016 - 09.2017

Executive Branch Manager - (IM Channel)

PNB MetLife India Insurance Co Ltd
01.2007 - 12.2016

Bachelor of Arts -

Passed BA With First Class in March-2014
04.2001 - 03.2014

H.S.C -

Passed H.S.C With First Class in 1999

SSC -

Passed SSC With Second Class in 1997
Mohammed KhanSenior Insurance Professional | Leading High-Performing Sales Teams | Expert in Recruitment & Channel Growth | Bharti AXA Life Insurance