Nirav Gulati
Mumbai
Summary
Dynamic Planning & strategist, driving revenue growth through data analytics and innovative sales strategies. Expert in project management and change management, enhancing channel productivity and customer engagement. Adept at leveraging Power BI for actionable insights, fostering collaboration across teams to achieve business objectives.
Overview
7
7
years of professional experience
8
8
years of post-secondary education
Work History
Chief Manager – Sales Strategy
ICICI Lombard General Insurance
Mumbai
06.2025 - Current
- Leading end-to-end strategy for digital business and sales channels, improving funnel performance.
- Driving revenue growth through data-led insights, segmentation, and customer behaviour analytics.
- Enhancing channel productivity and digital engagement by collaborating with analytics, tech, and marketing teams.
- Implementing data-led initiatives to strengthen customer lifecycle management
- Facilitated team meetings to discuss project updates and resolve operational challenges
Strategy Manager - Direct Sales Channel
Edelweiss Life Insurance
Mumbai
12.2024 - 05.2025
- Designed and executed sales acceleration strategies to improve lead quality and conversion.
- Conducted funnel and performance analytics to identify bottlenecks and revenue opportunities.
- Partnered with regional teams to bridge strategy-to-execution gaps and drive efficiency.
- Introduced reporting dashboards enabling real-time business visibility for leadership.
- Led competitive analysis to strengthen product positioning and sales pitches.
- Regular discussion with regional heads to discuss missed opportunities.
Associate Regional Manager – Strategy & Planning
Bajaj Allianz Life Insurance
Pune
06.2024 - 12.2024
- Designed regional growth strategies improving branch productivity and business contribution.
- Streamlined coordination between sales, operations, training, and leadership teams.
- Improved lead-to-sales cycle efficiency through structured processes and follow-up frameworks
- Worked closely with MANCOM with respect to LRS(Longe range strategy)
- Involved in designing sales strategy to improve Term insurance share in total business
Manager – Projects & Strategy
Kotak Life Insurance
Mumbai
09.2018 - 05.2024
- Worked for multiple roles including driving sales, projects and strategies during the 5 and half year tenure at KLI
- Led reengineering projects for the digital business unit, enhancing efficiency and customer satisfaction.
- Defined project scope, KPIs, milestones, and deliverables with product, tech, and marketing teams.
- Recommended process optimizations reducing turnaround time and improving customer experience.
- Launched targeted marketing and digital engagement campaigns.
- Managed a 30-member sales team, improving forecast accuracy and business growth.
- Conducted structured performance reviews and capability-building coaching.
- Implemented continuous improvement initiatives enhancing agent productivity.
Education
MBA - Finance
Lala Lajpat Rai Institute of Management
Mumbai 06.2015 - 03.2018
Bachelors of Commerce -
Mithibai College
Mumbai 06.2011 - 03.2014
HSC - Accounts & Finance
Mithibai College
Mumbai 06.2009 - 03.2011
ICSE - 10th - Science
Jamnabai Narsee School
Mumbai 06.2008 - 03.2009
Skills
- Operations
- Strategy & Planning
- Project Management
- Change Management
- Data analytics
- Channel productivity
- Business process reengineering
- Power BI
- MS excel
- MS powerpoint
Timeline
Chief Manager – Sales Strategy
ICICI Lombard General Insurance
06.2025 - Current
Strategy Manager - Direct Sales Channel
Edelweiss Life Insurance
12.2024 - 05.2025
Associate Regional Manager – Strategy & Planning
Bajaj Allianz Life Insurance
06.2024 - 12.2024
Manager – Projects & Strategy
Kotak Life Insurance
09.2018 - 05.2024
MBA - Finance
Lala Lajpat Rai Institute of Management
06.2015 - 03.2018
Bachelors of Commerce -
Mithibai College
06.2011 - 03.2014
HSC - Accounts & Finance
Mithibai College
06.2009 - 03.2011
ICSE - 10th - Science
Jamnabai Narsee School
06.2008 - 03.2009