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
Similar Profiles
Dhruv KaushalDhruv Kaushal
Industrial Trainee - Investment & Finance at Axis Max Life Insurance Limited ( erstwhile " Max Life Insurance " )Industrial Trainee - Investment & Finance at Axis Max Life Insurance Limited ( erstwhile " Max Life Insurance " )
Preethi VPreethi V
Relationship Associate at Axis Bank - Axis Max Life InsuranceRelationship Associate at Axis Bank - Axis Max Life Insurance
ANIL BASAKANIL BASAK
Sales Manager at Axis Max Life Insurance Co. LTD With (AXIS BANK)Sales Manager at Axis Max Life Insurance Co. LTD With (AXIS BANK)
NITHIN G.VNITHIN G.V
Agency Development Manager at Axis Max Life Insurance Company Ltd.Agency Development Manager at Axis Max Life Insurance Company Ltd.
Simran SSimran S
Travel Consultant at BCD TravelTravel Consultant at BCD Travel