Summary
Overview
Work History
Education
Skills
References
Extracurricular Activities
Computer Skills
Timeline
Generic

Pranab Koley

Kolkata

Summary

Dynamic Regional Manager with a proven track record at Bajaj Allianz Life Insurance, recognized for exceptional leadership and strategic planning. Achieved IB Star Club honors and secured the CEO CLUB award for outstanding persistency rates. Skilled in client servicing and adept at enhancing operational efficiency, driving team performance, and delivering results.

Overview

18
18
years of professional experience

Work History

Regional Manager

Bajaj Allianz Life Insurance Co.Ltd
Kolkata
02.2019 - Current
  • Led a team of 5 area managers and 32 frontline sales representatives to drive performance.
  • Coordinated operations across five clusters, managing 42 Bandhan branches in Kolkata.
  • Achieved IB Star Club recognition for two consecutive years (2020-21, 2021-22) in Amsterdam, Dubai, and Abu Dhabi.
  • Led regional teams to enhance operational efficiency and customer satisfaction.
  • Developed strategic plans to align regional goals with corporate objectives.
  • Coordinated training sessions to improve staff performance and engagement.
  • Provided mentorship and coaching to staff members throughout the region as needed.
  • Recognized as GOA achiever in three national campaigns.
  • Secured ‘CEO CLUB’ award for remarkable persistency rates of 91.8% and 82%, ranking first across Channel.
  • Promoted to Regional Manager in November 2021.

Chief Relationship Manager

Ageas Federal Life Insurance Co.Ltd
Kolkata
11.2011 - 01.2019
  • Managed IDBI Bank branches, enhancing operational efficiency and client satisfaction.
  • Directed implementation of advanced technologies to improve client service delivery.
  • Oversaw daily insurance operations, ensuring compliance with industry standards.
  • Led a large team, driving performance and achieving set targets.
  • Received Most Prestigious Galaxy Award in 2017-18 for exceptional performance.
  • Qualified for MDRT Experience and Global Conference in 2017, showcasing industry expertise.
  • Achieved top performer status for three consecutive years as Team Manager from 2013 to 2015.
  • Earned qualification for an international trip in 2015, representing outstanding sales results.

Relationship Executive

BMA Wealth Creators (Broking house)
Kolkata
01.2009 - 10.2011
  • Company Overview: BMA wealth Creators is a total financial solutions
  • Selling Insurance policies in different Companies successfully.
  • Advance Brokerage selling was the key parameter.
  • Selling Demat and Trading Account.

Sales Executive

India Infoline (Broking house)
Kolkata
05.2007 - 12.2009
  • Company Overview: IIFL is a total financial Solution
  • Managed Life Insurance of ICICI Prudential
  • Selling De mat and Trading Account.

Education

Commerce Graduate -

Burdwan University
06.2006

Skills

  • Analytical and planning skills
  • Problem analysis
  • Situational judgment
  • Marketing collateral development
  • Keyword research
  • Client servicing
  • Marketing strategies
  • Proofreading expertise
  • Communication skills
  • Public speaking proficiency
  • Task management under deadlines
  • Business acumen
  • Microsoft Office proficiency

References

References available upon request.

Extracurricular Activities

Participated in Kolkata Marathon (5k) in 2017 and 2018. Participated in health activities (plank). Organized Sports and Cultural events for the local club.

Computer Skills

  • Good typing skills
  • Knowledge of Microsoft office kit – MS Excel, MS Word, PowerPoint.

Timeline

Regional Manager

Bajaj Allianz Life Insurance Co.Ltd
02.2019 - Current

Chief Relationship Manager

Ageas Federal Life Insurance Co.Ltd
11.2011 - 01.2019

Relationship Executive

BMA Wealth Creators (Broking house)
01.2009 - 10.2011

Sales Executive

India Infoline (Broking house)
05.2007 - 12.2009

Commerce Graduate -

Burdwan University

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Pranab Koley