R. Satheesh kumar
Puzhuthivakkam
Summary
Sales professional with 28 years of experience in financial services, automotive, and electrical products. Achieved 90% of targets in the first year for a new vertical through effective channel management and sales strategies. Recognized for leadership in branch operations and market growth, resulting in enhanced distribution channels. Skilled in strategic life planning and wellness coaching, delivering personalized solutions that improve clients' quality of life.
Overview
33
33
years of professional experience
Work History
Life Planner
TATA AIA Life Insurance
10.2021 - Current
AGM – Business Development
Xcel insurance surveyors and Loss Assessors India Pvt Ltd
03.2021 - 10.2021
- Explore new survey business opportunities by establishing and cultivating partnerships with potential clients like insurance companies, brokers, and banks.
AGM
TVS Insurance Broking Ltd.
03.2020 - 06.2020
- Recruited to launch B2B2C business at TVS Insurance Broking Ltd., though pandemic hindered initiative's progress
Senior Manager
SBI General Insurance
06.2010 - 09.2019
- Managed Chennai market for agency and retail broking channels.
- Oversaw bancassurance channel to enhance distribution efficiency.
- Directed agency channel operations across Tamil Nadu and Kerala markets.
Area Sales Manager
HDFC Ergo General Insurance Ltd
09.2003 - 05.2010
- Launched HDFC Ergo operations in ROTN, promoting General insurance products through dealership DSAs.
- Managed Bancassurance channel for HDFC Bank, enhancing partner engagement and service delivery.
- Acquired and retained channel partners and agents to expand market reach.
- Executed agents licensing activities to ensure compliance and operational readiness.
- Conducted training on product features, underwriting guidelines, and processes.
- Provided technical support to agents during joint calls and claims processing.
- Explored cross-selling opportunities to maximize agent diversification on various products.
- Achieved revenue targets consistently while ensuring timely submission of MIS reports.
Branch Incharge
ACT India Ltd
08.1996 - 09.2003
- Achieved significant sales growth in Chennai market from 1996 to August 2000.
- Promoted to Branch In Charge for Coimbatore, overseeing Tamil Nadu operations since August 2000.
- Conducted comprehensive market potential and competitor analysis to inform strategic decisions.
- Managed sales and administrative functions, ensuring operational efficiency.
- Executed credit and inventory management to optimize financial performance.
- Generated parts sales through Dealers, STU’s Fleet operators, and Corporates by promoting Hindustan Motors and TOTAL lubricants.
- Organized road shows and promotional activities to enhance visibility of high-value products.
- Provided technical support to customers, ensuring satisfaction and fostering strong business relationships.
Executive – Sales Coordination
Suraj Trading Corporation
Chennai
06.1992 - 08.1996
- Served as liaison agent for leading industrial cable manufacturer KEI Industries Ltd.
- Coordinated sales activities and attended tender openings with government and major project consultants.
Education
Bachelor of Science - Mathematics
Kamaraj College
Tuticorin, TN, India04.1991
Diploma - Visual Basic 6.0, Oracle 6.0
Computer Management
Skills
- Interpersonal skills
- Managerial skills
- Team management
- Networking
- Operational excellence
- Training and motivation
- Timely reporting
Accomplishments
- Licensed 175 agents from different domains contributing to Rs.24 Cr premium.
- Expertise in starting a new branch setup then ensured growth to a State level market.
- Handled Over 500+ Branches of SBI spread across Chennai Zone.
Personal Information
Date of Birth: 05/12/71
Qualifications And Certifications
- Bsc – Mathematics, Madurai Kamaraj University – India, 04/01/91
- Diploma in Computer management (Visual Basic 6.0, Oracle 6.0)
Timeline
Life Planner
TATA AIA Life Insurance
10.2021 - Current
AGM – Business Development
Xcel insurance surveyors and Loss Assessors India Pvt Ltd
03.2021 - 10.2021
AGM
TVS Insurance Broking Ltd.
03.2020 - 06.2020
Senior Manager
SBI General Insurance
06.2010 - 09.2019
Area Sales Manager
HDFC Ergo General Insurance Ltd
09.2003 - 05.2010
Branch Incharge
ACT India Ltd
08.1996 - 09.2003
Executive – Sales Coordination
Suraj Trading Corporation
06.1992 - 08.1996
Bachelor of Science - Mathematics
Kamaraj College
Diploma - Visual Basic 6.0, Oracle 6.0
Computer Management
Similar Profiles
Dinesh YadavDinesh Yadav
Zonal Business Head - North Branch Banking & Affluent | IndusInd Bank at Tata AIA Life InsuranceZonal Business Head - North Branch Banking & Affluent | IndusInd Bank at Tata AIA Life Insurance
MANISHA SAWANTMANISHA SAWANT
Assistant vice president, Project Management Office at TATA AIA LIFE Insurance Co LtdAssistant vice president, Project Management Office at TATA AIA LIFE Insurance Co Ltd
Ajay TAjay T
BRANCH MANAGER at TATA AIA LIFE INSURANCE CO LTDBRANCH MANAGER at TATA AIA LIFE INSURANCE CO LTD
Shafnina ShanojShafnina Shanoj
Administrative Office Manager at BLUETECH ENTERPRISESAdministrative Office Manager at BLUETECH ENTERPRISES
Mitali SikdarMitali Sikdar
Life Planner at TATA AIA Life InsuranceLife Planner at TATA AIA Life Insurance