NAVEEN KUMAR B
Bangalore
Summary
Results-driven and dependable sales leader with over a decade of proven success in the insurance and financial services sector. Demonstrated ability to manage large teams, drive revenue, and implement strategic initiatives across multi-branch operations. Adept at fostering client relationships, motivating teams, and navigating dynamic business environments with a strong focus on customer satisfaction and operational efficiency.
Overview
13
13
years of professional experience
Work History
Cluster Manager
Axis Max Life Insurance
10.2024 - Current
- Led business development efforts across retail and corporate banking channels.
- Managed and mentored branch managers to align performance with company objectives.
- Drove customer acquisition and improved market penetration.
- Fostered client relationships with HNWIs and corporate partners.
- Ensured compliance with regulatory standards and internal policies.
- Conducted training programs on compliance, product updates, and service excellence.
- Improved operational efficiency and exceeded revenue targets.
Area Manager
HDFC Sales Pvt Ltd.
01.2023 - 05.2024
- Oversaw operations across six home loan branches in Bangalore.
- Managed and guided three team leaders and a 90-member sales team.
- Implemented effective sales strategies and exceeded targets.
- Conducted performance reviews and built data-driven sales reports.
- Recruited, trained, and onboarded new hires.
- Maintained strong engagement with channel partners.
Senior Manager – Sales
Interlink Insurance & Reinsurance Broking Pvt. Ltd.
07.2022 - 01.2023
- Developed and executed sales and revenue strategies.
- Conducted client meetings and product presentations.
- Anticipating client needs and offering proactive solutions to enhance their experience.
- Conducted market surveys to identify new business opportunities.
Senior Manager – General Insurance
ICICI Lombard GIC
Bangalore
09.2019 - 07.2022
- Managed underwriter coordination and high-value client relationships.
- Maintained sales targets and optimized the zonal sales pipeline.
- Supported wealth HNI client servicing and escalations.
- Led zonal sales teams by planning, monitoring, and appraising performance while providing coaching and discipline as needed.
- Achieved and surpassed sales quotas through acquisition and retention of general insurance clients, including SMEs and HNIs.
- Analyzed sales data for forecasting and reporting, maintaining a strong and consistent sales pipeline.
Deputy Cluster Manager
Max Life Insurance Co. Ltd.
08.2012 - 09.2019
- Represented Max Life for Axis Bank under the bancassurance model.
- Led lead generation and closure coordination.
- Trained bank staff on insurance offerings.
- Delivered local sales campaigns and customer service initiatives.
Education
Master of Business Administration -
SJBIT
BangaloreBachelor of Business Administration -
MHIMS
RamanagaraSkills
- Business development and sales generation
- Effective communication
- Relationship management
- Sales strategy implementation
- Team leadership
- Performance management
- Compliance and risk management
- Channel partner management
- Market research and analysis
- Conflict resolution
Languages
- English
- Kannada
- Hindi
Disclaimer
I hereby declare that the information provided above is true to the best of my knowledge.
Personal Information
- Date of Birth: 02/01/89
- Nationality: Indian
- Marital Status: Married
Achievements And Awards
- Over 13 years of consistent performance in the insurance and financial sector
- 100% Seller Activation Award
- Exceeded targets by 150% (2012–2019)
- Resource Activation Award recipient
- Achieved 115% of business plan targets
- Continuously exceeded sales revenue goals
- Recognized for improving operational efficiency
Timeline
Cluster Manager
Axis Max Life Insurance
10.2024 - Current
Area Manager
HDFC Sales Pvt Ltd.
01.2023 - 05.2024
Senior Manager – Sales
Interlink Insurance & Reinsurance Broking Pvt. Ltd.
07.2022 - 01.2023
Senior Manager – General Insurance
ICICI Lombard GIC
09.2019 - 07.2022
Deputy Cluster Manager
Max Life Insurance Co. Ltd.
08.2012 - 09.2019
Master of Business Administration -
SJBIT
Bachelor of Business Administration -
MHIMS
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