Pankesh Jain
Expertise in Sales & Training
Mumbai
Summary
Senior-level opportunities in Financial Services industry sought with reputable organization.
Experienced with strategic planning, project management, and stakeholder communication. Utilizes these skills to enhance operational efficiency and drive team success. Track record of effective leadership in high-stakes environments.
Overview
24
24
years of professional experience
2003
2003
years of post-secondary education
Work History
Associate Director of Agency
Tata AIA Life Insurance Co.Ltd.
04.2024 - Current
- Led teams of up to 12 personnel, supervising daily performance as well as training and improvement plans.
- Established strong relationships with key industry partners, creating mutually beneficial opportunities for growth and collaboration.
- Mentored junior staff members, providing guidance on professional development opportunities and career progression paths within the company.
- Maintained compliance with industry regulations while adapting to changes in legislation or best practices as needed.
BA Manager
Tata AIA Life Insurance Co. Ltd
Mumbai
12.2017 - Current
- Recruit Direct BAs, identify and create BAs from existing advisor base
- Develop BAs through coaching, training, team management and support, etc.
- Drive BAs to recruit advisors in their team, make them active on business month-on-month, drive higher case rate per active advisor and case to achieve business targets
- Provide operational support to BAs in terms of business submission, issuance, pending resolve, new advisor licensing, etc.
- Plan, Monitor and Review BAs on a regular basis – to drive their team Activity, Case Rate and Case
- Ensure that the BAs are meeting their team targets and improving their performance and earnings.
- Undertake activities like Career Opportunity Presentations and other footfall activities to drive recruitment
- Provide support to BAs to organize COPs & other events as required
- Help the BA develop more leaders in his direct and indirect teams, and thus progress.
- Help the BA in developing agents in direct and indirect teams to enable them to move to higher career levels and thus earn more
- Coach and mentor the BAs to develop the right knowledge and skills.
- Qualify for International training conclave -KIEV, Langkawi, Baku, Moscow, Singapore
- Domestic Training conclave – Goa, Cochin, Srinagar
- TOP 10 BAM in PAN India in year 2019-2020
- Received certificates and trophy for achieving target.
- Create 1 COT and 4 MDRT in 2018 and 2019
- Create 1 TOT and 6 MDRT in 2020
- Create 1 TOT and 6 MDRT in 2021
- Promote from BAM to BM in year Aug 2021
- Create 1 TOT and 7 MDRT in year 2022.
- Create 1 TOT, 1 COT and 8 MDRT in year 2023.
- 2022-2023 Done business of 12.5 Cr premium.
- 2022-2023 met 100% of KPI and met promotion criteria of Souring Cluster Head
- 2 BAM promoted from BAM to BM under my leadership.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
Area Manager
M/s. Square Yards
02.2017 - 12.2017
- Managing a team of 8 portfolio Manager (IPM) for International Real Estate specially Dubai.
- Engaging Channel Partner for creating more leads which results sales.
- Imparting training to PM.
- Doing Real Estate Exhibitions, Global property road show & attending Developers event for getting leads.
- Achieved Quarterly revenue of 28 Lacs
- Achieved standard Business target of 4x Month on month
- Had a reached client portfolio which created during all events & from leads provided by co.
Territory Manager
Reliance Nippon Life Insurance Co. ltd.
09.2016 - 02.2017
- Distribution by recruiting CDAs & Advisors.
- Performing various training program like IC-38, AML, products for CDAs & Advisors.
- Assisting CDAs & Advisors in Sales Goal setting & helping them to achieve sales targets.
- Achieving set Business target for the company.
- Frequently conducting Marketing activities in Clubs, MLM Groups, Real Estate Group, Mutual Fund Group etc. for CDAs.
- Achieved quarterly milestone in term of CDAs recruitment, Advisor recruitment, Licensing & Activation.
- Developed Tardeo branch, which is inactive in CDA channel.
- Developed a team of active 15 CDAs & 38 Licensed advisor.
Business Development Manager
Birla Sun life Insurance Co. Ltd.
12.2009 - 09.2016
- Recruiting Prospective Advisor, providing training & development and making them Independent Financial Advisor.
- Follow Good Practices & Standard set by Company.
- Driving company agenda on priority along with team.
- Consistent contact with advisors & provide them with all necessary input like product update, Rewards & Recognition.
- Qualified for HOS Licensing Star initiative, Oct-2010
- Qualified for LTIP- Long term Incentive plan (July-2015 to July-2016)
- Qualified for Star Club (2015-2016)
- Qualified for Golden Star Initiative (2015-2016)
- Qualified for several Monthly & quarterly initiative like Coffee with Yuvraj Singh, Star Strategy Meet, Star & Winners.
Sr. Agency Manager
IDBI Fortis Life Insurance Co. Ltd.
05.2008 - 12.2009
- Making sure that always that most of advisors are active & ensuring consistent appointments for Agents through systematic Telemarketing & prospecting procedures.
- Training the advisors & Business Mentors on new development in insurance industry and on competitor’s products & services.
- Maintaining a good coordination with Branch Staff & HO Staff.
- Facilitated by National Head for doing excellent business on branch inauguration.
Sales Manager
Reliance Life Insurance Co. Ltd.
07.2006 - 05.2008
- Recruiting Prospective Agents & ensuring consistent appointments for Agents through systematic Telemarketing & prospecting procedures & Training of Agents & Agencies.
- Making presentations to prospects sourced by Agents for Various products.
- Organizing Events, Road Shows and Displays.
- Qualify for Gold Star (Quarter-1 & 2 Targets).
- Qualify for Silver Star (Quarter-3 Targets).
- One Advisor promoted to Sales Manager.
Insurance Advisor
TataAIG Life Insurance Co. Ltd.
10.2001 - 07.2006
- Procuring business, direct Marketing.
- MDRT in year 2003
- Had sold 241 policy in year 2003.
Education
LICENTIATE -
Insurance Institute of India
B.Com - undefined
MumbaiUniversity
H.S.C - undefined
Maharashtra State Board
S.S.C - undefined
Maharashtra State Board
Skills
Effective team leadership
Strong interpersonal skills
Crisis management
Strategic leadership
Organizational growth strategies
Strategic decision-making
Professional Development
- NCFM & AMFI
- IRDA License from BSLI
- NSE, NCFM exams in Commodities, 74%
- NSE, NCFM exams in Capital Markets(Dealers), 54.75%
- NSE, NCFM exams in Derivatives Market, 64.25%
- Passed AMFI Exams, 2015
Profile Snapshot
- Recruiting prospective Advisors & Business Mentors.
- Training & Motivating the New Team for Business & Activities.
- Launching the new advisors on their 1st days with at least 5 policies.
- Going on calls with advisors & Business Mentors on regular basis.
- Time to Time organizing events & road shows for recruitment & Business.
- Making sure that Consistent performance should be on ongoing basis on all parameter i.e., Licensing, Activisation, & Business.
- Going on calls with advisors & Business Mentors.
- Arranging internal contest for Advisors & Business Mentors on regular basis.
- Honesty, Sincerity, Professionalism, self-motivated, Willing to learn and venture into new things.
- Real Estate Advisory & specially international property.
It Credentials
- Hands on experience of MS Windows, MS Office, MS Excel.
- Operating knowledge of Tally 4.5 & 5.4.
- Digital acceptance.
Cricket, Travelling & Driving
Sunday is day, i always go for long drive with family & with friends always cricket.
Timeline
Associate Director of Agency
Tata AIA Life Insurance Co.Ltd.
04.2024 - Current
BA Manager
Tata AIA Life Insurance Co. Ltd
12.2017 - Current
Area Manager
M/s. Square Yards
02.2017 - 12.2017
Territory Manager
Reliance Nippon Life Insurance Co. ltd.
09.2016 - 02.2017
Business Development Manager
Birla Sun life Insurance Co. Ltd.
12.2009 - 09.2016
Sr. Agency Manager
IDBI Fortis Life Insurance Co. Ltd.
05.2008 - 12.2009
Sales Manager
Reliance Life Insurance Co. Ltd.
07.2006 - 05.2008
Insurance Advisor
TataAIG Life Insurance Co. Ltd.
10.2001 - 07.2006
B.Com - undefined
MumbaiUniversity
H.S.C - undefined
Maharashtra State Board
S.S.C - undefined
Maharashtra State Board
LICENTIATE -
Insurance Institute of India
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