Pratyush Kulshrestha
Agra
Summary
Dynamic professional with years of experience in event management and strategic initiative development. Known for exceptional leadership capabilities and a strong focus on client relations, leading to increased client acquisition and retention. Proven ability to create impactful events that drive engagement and success.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Product & Commercial Line- Head
Energise Insurance Brokers Pvt Ltd
Gurgaon
07.2024 - Current
- Generated innovative solutions to enhance team performance and outcomes.
- Coordinated product launches aligned with market demands and expectations.
- Established operational processes to streamline workflows and improve efficiency.
- Conducted market research to identify trends for strategic decision-making.
- Managed relationships with key stakeholders to support business initiatives.
- Negotiated contracts with vendors for marketing, finance, and legal services.
- Led strategic planning efforts resulting in increased annual sales and profitability.
- Hired and mentored staff members to maximize productivity and engagement.
Cluster Branch Manager
TATA AIG GIC Ltd
Agra & Aligarh
03.2024 - 07.2024
- Managed branch operations to ensure efficient service delivery and regulatory compliance.
- Oversaw daily financial transactions, maintaining accurate records for audits.
- Analyzed market trends to identify growth opportunities within local community.
- Directed daily operations, including customer service, human resources, sales, and marketing.
- Monitored financial performance monthly to ensure alignment with strategic goals.
- Conducted regular audits of financial records to guarantee accuracy and compliance.
- Facilitated staff scheduling, hiring, and training processes to optimize workforce.
- Developed financial models to forecast cash needs and guide capital budgeting decisions.
Area Sales Manager - Commercial Lines
TATA AIG GIC Ltd
UP- West
03.2023 - 03.2024
- Drove market penetration and growth through effective regional sales strategies.
- Cultivated relationships with key clients to boost customer loyalty.
- Trained and mentored sales representatives on product knowledge and techniques.
- Analyzed market trends to identify new revenue opportunities.
- Conducted performance reviews to evaluate team productivity.
- Facilitated interdepartmental communication to align on sales objectives.
- Generated comprehensive reports on sales volume and revenue trends.
- Investigated competitor offerings to penetrate new markets.
Branch Manager
TATA AIG GIC Ltd
Agra
12.2019 - 03.2023
- Oversaw daily branch operations to ensure efficient service delivery.
- Developed training programs to enhance employee skills and knowledge.
- Reviewed branch performance metrics and identified areas for improvement.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Created reports summarizing operational performance metrics for senior management review.
- Established strong working relationships with external partners such as vendors and suppliers.
- Assisted other branches when needed during peak periods or special projects.
- Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
Underwriter
TATA AIG GIC Ltd
UP- West
12.2017 - 12.2019
- Evaluated insurance applications to assess risk and inform underwriting decisions.
- Collaborated with sales teams to determine client needs and coverage specifications.
- Reviewed claims data to identify trends and improve future underwriting methodologies.
- Communicated with clients to clarify information and collect essential documentation.
- Utilized underwriter authority to align with corporate risk appetite and strategy.
- Liaised with field staff to gather information supporting underwriting decisions.
- Developed rates for new and renewal groups in compliance with underwriting guidelines.
- Coordinated with colleagues to review, approve, or reject new and renewal business.
Manager (Corporate Sales)
SecureNow Insurance Broker Pvt Ltd
Mumbai
01.2016 - 12.2017
- Gathered insurance requirements and communicated with corporate to enhance product transparency.
- Created cross-sales opportunities and improved customer service through strategic implementation.
- Resolved client queries and grievances promptly to maintain satisfaction.
- Achieved recognition for fastest closure as a new hire.
- Earned accolades for surpassing targets in acquiring and renewing client contracts.
- Trained team members on insurance products to help achieve sales goals.
Assistant Manager (Corporate Sales)
SecureNow Insurance Broker Pvt Ltd
Gurgaon
04.2015 - 12.2016
- Created sales strategies that expanded market reach and boosted revenue growth.
- Collaborated with underwriting teams to ensure prompt policy issuance for clients.
- Cultivated corporate client relationships to improve service delivery and satisfaction.
- Performed market research to identify emerging trends and potential leads.
- Maintained accurate records of all transactions regarding corporate sales.
- Established connections with potential clients through email, phone calls, and in-person meetings.
Intern
Unicharm India Pvt Ltd.
Gurgaon
03.2014 - 07.2014
- Competitive analysis for new product launch (adult diaper)
- Understanding of current product’s market position in the market
- Successfully completed research to understand customer perception
- Product placement by 2 tier channel distribution
- Merchandising current product in vendor shelf to increasing sales and understanding of competitors product positioning & merchandising.
Sales Executive
Jaro Education
Mumbai
08.2012 - 03.2013
- Meeting with customer and consult them for career opportunity and guide them benefit of the product.
- Post-sales service to customer after purchasing the product to resolve their concern
- Managed the development of a new market for the project of Route2Jobs
- Responsible for the marketing support activities of Route2Jobs in Mumbai
Education
MBA - Marketing
Alliance School of Business, Alliance University
Bangalore03-2015
BCA -
Agra University
Agra06-2011
Skills
- Product management
- Stakeholder management
- Financial modeling
- Sales strategy
- Team leadership
- Performance analysis
- Regulatory compliance
- Contract negotiation
- Strategic planning
- Analytical and critical thinking
- Problem resolution
- Compliance oversight
- Entrepreneurial leadership
- Revenue generation
- Negotiation
- Leadership and people development
Certification
- Associate by insurance Institute of India
- Certified training of leadership in foundation
Accomplishments
- Blue League Team By TATA AIG
Extracurricular Activities
- Member of the winning team in Mad Ads at the national level cultural fest
- 'VERVE', participant in the Operation Management Summit 2013
- Part of Illuminate 2013 workshops organized by E-cell, IIT Bombay
- Received appreciation for outstanding support as a student volunteer for Convocation 2013
- Member of the Marketrix Club and held responsibility to organized various events
Languages
- English
- Hindi
Personal Information
Date of birth: 04 March 1992
Timeline
Product & Commercial Line- Head
Energise Insurance Brokers Pvt Ltd
07.2024 - Current
Cluster Branch Manager
TATA AIG GIC Ltd
03.2024 - 07.2024
Area Sales Manager - Commercial Lines
TATA AIG GIC Ltd
03.2023 - 03.2024
Branch Manager
TATA AIG GIC Ltd
12.2019 - 03.2023
Underwriter
TATA AIG GIC Ltd
12.2017 - 12.2019
Manager (Corporate Sales)
SecureNow Insurance Broker Pvt Ltd
01.2016 - 12.2017
Assistant Manager (Corporate Sales)
SecureNow Insurance Broker Pvt Ltd
04.2015 - 12.2016
Intern
Unicharm India Pvt Ltd.
03.2014 - 07.2014
Sales Executive
Jaro Education
08.2012 - 03.2013
MBA - Marketing
Alliance School of Business, Alliance University
BCA -
Agra University
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