NILESH JOSHI
Circle Head
Pune
Summary
Experienced Manager with 15+ years of comprehensive in Profit Centre Sales, Marketing and CRM, Resource and Team Management to create and achieve sales targets and optimize sales strategy.
Overview
20
20
years of professional experience
3
3
Languages
Work History
Circle Head
HDFCLifeInsuranceCo.Ltd
11.2018 - Current
- Currently Managing West 2 Zone for Retail Bancassurance Taking care of Retail & Credit Protect Vertical of Rest of Maharashtra & Goa
- Maintaining professional engagement levels consistently with the Channel Partner Leadership Teams (including Branch Head, Cluster Head, Circle Head, TPP team, etc.,) leading to minimal escalations and ensures service resolution within TAT and achieves business objectives
- Accountable to drive Business Sales KPIs pertaining to Top-line, Market share, Product Mix, UpSell and 13th month Persistency and Control Attrition which means the TH is also accountable to drive overall 85% persistency, threshold level market share and a profitable product mix (Term share) in the mapped Territory
- Develop the CSM/Sr
- CSM skills (First Level Leadership - FLL) and ensure they manage their direct reportees (FLS) with apt/right engagements leading to low attrition and high productivity levels in the Territory
- Invest time and efforts towards developing theactivities FLL skills and competencies to ensure they manage their FLS fraternity efficiently and thereby leading to higher channel partner engagement and reduced attrition
- Accountable to ensure the 0-6 months FLS engagements are been done timely and aptly by the FLLs leading to FLS's on time probation success (includes conducting timely On-the-Job training support by FLL)
- To manage the multi-task pertaining to Sales Management Process, First Time Right on Login to Conversion, Org
- Initiatives, Contests, Personal & Business Hygiene, etc., are been efficiently driven and sustained in the Territory
- Maintain collaborative approach with internal and external stakeholders and thereby fulfill business objectives seamlessly
Territory Manager
SBILifeInsuranceCo.Ltd
07.2010 - 11.2018
- Directed the territory sales team, teaching them important elements of the company products and services
- Projected potential sales for future quarters and years by reviewing operational reports and records
- Exceeded the target on new agency business, involve quantity and quality recruitment of the company
- Enhanced quantity and quality recruitment
- On quality recruitment through one-on-one session
- Ensured productivity levels at par in our coordinated agencies
Manager - Sales
AvivaLifeInsuranceCo.Ltd
07.2009 - 07.2010
- Actively participate in recruitment the team of Financial Planning & Advisory
- To achieve the business target throughFPA and build up profit generatingagency
- Monitored customer preferences to better understand what type of sales efforts would be most effective for particular clients
- Attended sales meetings as a representative of the company in order to promote products and increase sales numbers for the sales team
Territory Manager
KotakSecuritiesCo.Ltd
08.2008 - 01.2009
- Leaded the team of 15 Relationship Managers
- Involved in Identify, interview and select Relationship Manager with support from HR
- Worked into meeting the following productivity measures for the unit: Persistency, and a high percentage of managers exceeding planned productivity standards
- To undertake joint field work with managers and observe/demonstrate successful selling skills
- Involved in Regularly Conduct Fortnightly performance review (PRP) with managers
- Supervised daily activity plan of all managers to ensure that these are being fulfilled as per the desired levels
- Involved in effectively manage, track and convert leads provided by the in-house telemarketing unit
Agency Manager
ICICIPrudentialLifeInsuranceCo.Ltd
03.2006 - 08.2008
- Recruitment, Training and development of insurance advisors
- To build up a successful agency of the company
- To generate business from insurance advisors
- To maintain balance between recruitment and business
- Following agency regulations, guidelines, and policies, and ensuring staff does the same
Senior Sales Officer
HDFCBankLtd
04.2005 - 03.2006
- Actively involved Recruitment of sales executive
- Worked with Sales of CASA, Establishing strong relationships with staff and clients
- Maintained and Lead the team of 10 sales executives
- Handled the sales targets for our branch
- Maintained the relationship with the channelpartners
- Highly Responsible for crosssales of the financial products
Project- Relationship executive
ICICIBankLtd
10.2004 - 04.2005
- Involved in Recruitment and training of sales and telemarketing executives
- Maintained and lead the team of 5 salesexecutives
- Generated the business with the help of channelpartners
- Involved in Increasing the market for products liability, Asset and Trade
Education
MBA - MARKETING
DMSR
NagpurB.Com - Finance
Modern College
PuneSkills
Problem Solving
Accomplishments
- Promoted to Circle Head in HDFC Life.
- Promoted to Senior Corporate Sales Manager in HDFC Life.
- Promoted as Territory Manager in SBI Life.
- Promoted as Agency Manager in ICICI Prudential Life.
- Promoted as Senior Sales Officer in HDFC Bank.
Passportdetails
U2027769
Personal Information
Date of Birth: 04/27/82
Managerialfunctionalskillsets
- Team Management
- Recruitment
- Induction & Training
- Soft Skill Training
- Relationship Management
- Strategic Sales
- CRM
Awards
- Long term service award & two promotions in SBI life.
- Promotion of Honor Club member award of long term service in ICICI Pru.
- Appreciated in leadership ability by making 12 people qualified as GP & Club members.
- Qualified in Bancassurance Retail & CP contests.
- Achieved within specified period and earned performance bonus.
- Won Digital Championship Award in Retail Business.
- Leading a Team ranked as No 1 in Retail Business.
- Qualified in Various CP & Retail Contests in HDFC Life.
Timeline
Circle Head
HDFCLifeInsuranceCo.Ltd
11.2018 - Current
Territory Manager
SBILifeInsuranceCo.Ltd
07.2010 - 11.2018
Manager - Sales
AvivaLifeInsuranceCo.Ltd
07.2009 - 07.2010
Territory Manager
KotakSecuritiesCo.Ltd
08.2008 - 01.2009
Agency Manager
ICICIPrudentialLifeInsuranceCo.Ltd
03.2006 - 08.2008
Senior Sales Officer
HDFCBankLtd
04.2005 - 03.2006
Project- Relationship executive
ICICIBankLtd
10.2004 - 04.2005
MBA - MARKETING
DMSR
B.Com - Finance
Modern College
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