Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Languages
Timeline
Generic

Raghu Kapoor

Summary

Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

22
22
years of professional experience

Work History

VP-Sales, National Lead Manager

Canara HSBC Life Insurance
04.2024 - Current
  • Recruitment and development of CHL sales team to maximize utilization of existing talent and capabilities.
  • Managed bank employees to maximize productivity while training staff on best practices and protocols.
  • Increased company growth through channel partner for both HSBC -SIJ & PWP and managing Business Development
  • Maintaining FY Persistency above 94.5%
  • Within 8 Months of working established two new channel for the organization.
  • Started contributing 3.4cr of business MOM.
  • Regular trainings and new initiatives for the bank. such as CPC, LPC, Wow story,High Five recognition club, Zero to Hero Club for internal employees.


VP-Sales HSBC NORTH& EAST -Premier,PWP ,SIJ & Cred

CANARA HSBC Life Insurance
04.2018 - 03.2024

* Handled all branches across all channels at HSBC-NORTH & EAST, along with SIJ ,PWP and Credit Life


Use structured & best practice methods to recruit & select competent Sales professionals.

* Developed strong professional relationships with our Bancassurance partners and targeting their prospects/customers in the market.

* Focusing on Traditional mix and upselling data through Bank RM's

* To analyze the market competition information i.e. keeping abreast of market intelligence.

* Maintaining persistency ratio above 92% for North and EAST.

SR Manager to AVP & Regional Head - Canara Delhi

Canara HSBC Life insurance Co. Ltd.
  • Maintained a healthy relationship at Circle/RO level and aligning common goals with Circle and the team for (New Business, Trad Mix, Renewal Business and Lapsed Cases)
  • Effective customer relations to inspire loyalty & growth of profitable business
  • Providing them initial level start, took special initiatives like FGD's, BID's, Financial EXPO's and Regular Customer meets
  • Every quarter taking initiative of identifying new LG's in the branches- SPL, CLERK and Bank PO, MO and conducted their training at circle office/RO
  • Streamlining things from Bottom to Top
  • Providing all type of support regarding training and underwriting
  • Also organizing time to time service camps in the branches for renewal premium.

Sales Manager - Delhi (Bancassurance)

Aviva Life Insurance Company India Pvt. Ltd.
  • As sales Manager was handling the biggest branch of ABN-AMRO- Delhi
  • Includes Lobby, Personal Banker, Business Banker, Wealth Management team Plus additional portfolio of NR, Auto, and Forex channel
  • Was responsible for developing and getting business through a team of FPC's
  • Managing a team of 17 direct and 45 channel partners.

Territory manager - ABN-AMRO (Entire Delhi)

Aviva Life Insurance Company India Pvt. Ltd.
04.2024 - 06.2024
  • Handled all branches across all channels at Delhi ABN (PB, BB, VGPB, and NRI, AUTO)
  • Used structured & best practice methods to recruit & select competent Sales Professionals
  • Developed strong professional relationships with our Bancassurance partners and targeting their prospects/customers in the market.

Territory Manager - Haryana (Bancassurance)

Aviva Life Insurance Company India Pvt. Ltd.
- 03.2024
  • Handled the entire Haryana state for Bancassurance channel looking after 5 major relationships i.e
  • ABN-AMRO, CBOP, PSB, IIB, CANARA, and PNB
  • Managed a team of 8 Sales Managers and 33 FPC's.

Agency Manager - Delhi

ICICI Prudential Life Insurance Co. Ltd.
06.2002 - 12.2005
  • Handled a team of 40 financial advisors, to create sales opportunities to exceed the established targets
  • Was consistently recruiting and conducting sales sessions for the advisors to enhance the quality of selling skills & achieve growth
  • Acted as a facilitator for team building and making MUOF model.

Standard Chartered Bank
- 01.2002
  • Developed Auto DSA Channel of SCB & SCF for standard Chartered Bank's global credit cards
  • Was responsible for assigning new & maintaining a relationship with Chairman Club Member (LIC) and getting business through them
  • Was responsible for opening new deals with Major Auto Dealers.

Business Development Executive

Intercard (I) Ltd.
- 01.1999
  • Worked as a Business Development Executive with Intercard, an event management company
  • Part of NIS project.

Education

Diploma in Sales & Marketing -

NIS, New Delhi

Bachelor of Commerce - undefined

Delhi University

X & XII - undefined

Kendriya Vidyalaya, CBSE, Delhi

P.G.D.B.A (MBA) Sales & Marketing - undefined

Bhartiya Vidhya Bhawan, Delhi
01.2003

Skills

  • Partnership Development
  • Budget Oversight
  • Market Analysis
  • Strategic Planning
  • Talent Development
  • Business performance management
  • Resource Allocation

Accomplishments

  • Qualified 6 out of 7 Skill UP's in FY 19-24 (Australia, Goa, Spain, Dubai, Baku, Coorg)
  • Qualified for MDRT club in JFM '18 (USA) in FY 18
  • Qualified for Mid-year Honor's Club Campaign in FY 18-19 (Malaysia)
  • Qualified for Mid-year Honor's Club Campaign in FY 18-19 (Singapore)
  • Qualified for Honor's club -CEO, March Bonanza and MDRT drive in FY 16-17
  • Qualified for Annual Honor's Club and Get SET GO Campaign in FY 15-16 (Bangkok and Pattya)
  • No. 1 RSM pan India, Qualified for three months under RSM League and for the Quarter, under 100 Lac's in 100 Days program in FY 13-14
  • Qualified for Annual Honor's Club in FY 10-11 (Turkey)
  • Consecutively qualified thrice for Honors Club and was part Director& NSM Club yearly (Goa, Kerala, Jaipur)
  • Awarded with Foundation for success certificate in December '08
  • Got 5 promotions within the System
  • First time Delhi Circle had qualified for foreign trip under Halla Bol and Junoon Campaign
  • Highest No. of branches qualified from Delhi Circle under Canara Chairman League Campaign
  • Chosen among top employees out of total strength at CHOICe, for consistently Strong Performance and became a part of LTIP for 4 times in a row
  • Qualified under League of Champions campaign through HSBC channel
  • Hall of fame for 4 months in 2012-13
  • Awarded for Shining Stars in May'14

Personal Information

Date of Birth: 01/12/77

Languages

English
Advanced (C1)
Hindi
Advanced (C1)
Punjabi
Beginner (A1)

Timeline

Territory manager - ABN-AMRO (Entire Delhi)

Aviva Life Insurance Company India Pvt. Ltd.
04.2024 - 06.2024

VP-Sales, National Lead Manager

Canara HSBC Life Insurance
04.2024 - Current

VP-Sales HSBC NORTH& EAST -Premier,PWP ,SIJ & Cred

CANARA HSBC Life Insurance
04.2018 - 03.2024

Agency Manager - Delhi

ICICI Prudential Life Insurance Co. Ltd.
06.2002 - 12.2005

SR Manager to AVP & Regional Head - Canara Delhi

Canara HSBC Life insurance Co. Ltd.

Sales Manager - Delhi (Bancassurance)

Aviva Life Insurance Company India Pvt. Ltd.

Territory Manager - Haryana (Bancassurance)

Aviva Life Insurance Company India Pvt. Ltd.
- 03.2024

Standard Chartered Bank
- 01.2002

Business Development Executive

Intercard (I) Ltd.
- 01.1999

Bachelor of Commerce - undefined

Delhi University

X & XII - undefined

Kendriya Vidyalaya, CBSE, Delhi

P.G.D.B.A (MBA) Sales & Marketing - undefined

Bhartiya Vidhya Bhawan, Delhi

Diploma in Sales & Marketing -

NIS, New Delhi
Raghu Kapoor