Rakesh Jee

A proactive leader with who embraces change to optimize business performance, increase productivity, boost engagement and retention, and enhance customer satisfaction.Self-motivated, with a strong sense of personal responsibility.Excellent communication skills, both verbal and written.

Committed to elevating agency and organizational success to achieve market leadership.

Power drive to etch a position for the Premier Agency Channel to achieve gold standard in agency business

Strive to create a world class agency of highly productive and quality advisors / partners as part of differentiated and elevated platform with access to top management and exclusive benefits.

1. 2500 Premier Advisors created

2. CEO Club Centurion Created – Historic path breaking Jump of 5.5X in increase of CEO Advisors – CEO Club Qualifiers grew from 18 to 100

3. GWP contribution – 830+ Mn

4. A massive jump of 2.5 X in Club Qualifiers from 149+ to 360+

5. ‘Gharwapsi’ Advisors (Non-Club to Club restoration) – 147 with business contribution of 84.6 Mn

6. Average ticket size grew to 36K from 28k creating pathway transition from Non-HNI to HNI

7. Increased productivity and enhanced capability of backend service support by Priority Help Desk now within less than 2.5 Hrs

• To establish a new region which was earlier a part of Andra region
• Expansion of region across Eastern and North-Eastern India
• Laying out and implementing the business expansion and growth strategies
• Manpower recruitment, training and motivating
• Achieve the committed targets and achieve constant growth
• Achieve growth for self and team
• Overshot budget by more than 10% each year
• Established 5 new branches to add to the existing 3
• Established a robust team of 9 BMs and over 50 ADMs
• Brought East agency business to the fore, increased from 11 Cr in 11-12 to Almost 30 Cr in 14-15
• Highest fresh business growth amongst all regions, 42% & 40% for 13-14 & 14-15 respectively
• SOR of 88% against a target of 90%
• Best performance among new branches, among top 3 in old branches
• Highest retention ratio amongst all regions
• Chief Gladiator for 13-14
• Best mentor for all 3 consecutive months
• Highest Incentive earner amongst all Regional Heads

• Handling Four of the most productive branches, Andheri1 & 2(Regional Office), Fort and Dadar
• Contributing almost half of the region's productivity
• Handling a team of 4 Branch managers, who in turn handle a team of 7-9 Agency Development Managers
• Laying out and implementing the business expansion and growth strategies
• Manpower recruitment, training and motivating
• Achieve the committed targets and achieve constant growth
• Achieve growth for self and team
• Overachieved the YTD target(107% YTD)
• All four branches on or above target YTD
• 220% YOY growth YTD
• Expansion of team and infrastructure, handled a sales team of 32 ADMs and 4 Branch Manager
• Heading four of the branches that are contributing most consistently

• Recruiting Franchisees, Arranging and managing Referal Tie-ups with Co-operative Bank and credit societies
• Recruiting Insurance service representatives/ executives on the rolls of Bajaj Allianz
• Handling a team of over 20 employees on the pay roll of Bajaj Allianz and Ma Foi
• Keep the team motivated and constantly monitoring the teams performance
• Providing On job training and support to the team members
• Two team members achieved growth
• Consistently achieved sales targets

• Recruiting Insurance advisors and motivating them for sales
• Managing the Prospect base of advisors
• Develop Advisors quality thru on the job training
• Lead Management
• Handling a team of over 25 advisors
• Highest number of licenses in the month of August
• Received certificate of excellence in the month of August '05 and December’05
• Regular contributions from all licensed advisors

• Handling 3 branches
• Laying out and implementing the business expansion and growth strategies
• Manpower recruitment, training and motivating
• Making optimum utilization of the manpower and infrastructure resources
• Achieve the committed targets and achieve constant growth
• Achieve growth for self and team
• Got Promoted to the post of Sr
• Manager in Apr’12
• 8 Team members promoted to next level(11-12)
• 200% YOY growth(2011-12)
• Expansion of team and infrastructure, handled a sales team of over 30 ADMs and 3 Branch Manager
• Established relatively new branched like Fort and Dadar
• Handled three of the branches that had contributed most consistently to the overall region business
• Over 100% Annual target achievement across each financial year
• Incentive Earner for the year 11-12 & 10-11
• Winner of excellence award for December ‘11 and Jan’12
• Winner of Certificate of Performance for Highest Fresh premium(10-11 & 2011-12)

• Heading Two (Thane and Vashi) out of the three then existing branches across Mumbai
• Laying out and implementing the business expansion and growth strategies
• Manpower recruitment, training and motivating
• Making optimum utilization of the manpower and infrastructure resources
• Achieve the committed targets and achieve constant growth
• Achieve growth for self and team
• Got promoted to the post of Manager
• Incentive Earner for year 09-10
• A key player in establishing Apollo DKV in Mumbai
• Laid strong foundation for all the three operational branches until 2009-10
• Started with a business of zero, brought to an average monthly business to over 30lacs
• Expansion of team and infrastructure, handled a sales team of 12 ADMs
• Established 2 new branches that were contributing consistently
• Over 100% target achievement in the financial year 2009-10
• Growth for 3 of the team members(09-10)
• Achieved growth for self
• Was promoted to the post of Manager

• Handling Sales of entire range of Health Insurance products across central suburbs
• Handling sales of three branches i.e., Thane, Ghatkopar and Kalyan
• Recruiting and Developing advisors
• Overachieving sales target, maintaining persistency and activity through a team of agents
• Highest numbers in the first full month of Operation
• Highest Number of agents recruited in the months of Feb and March(16)
• Number One across India for three consecutive months(jan, feb & mar)
• Number one in terms of %age achievement in the Month of June
• Achieved Targets on a consistent basis

• Company Overview: Dealing with anti cancer and biotechnology products
• Relation ship management with key customers to enhance and sustain business
• Exploring a large territory to seek for all business opportunities
• Gaining the faith and support of the customers in a new territory
• Handling a huge area in field and administration
• Handling multi state field and administrative operations
• Dealing with anti cancer and biotechnology products
• Started from scratch and later brought Intas oncology to the fore
• Handled sales related operations for three states viz; Bihar, Jharkhand and Orissa
• Brought the sale From zero to a decent level
• On target in 2004

• Company Overview: Dealt with anti-hypertensive and anti diabetic drugs along with speciality products
• Conducting extensive survey on evolving prescreption trends to execute strategies for selling multiple brands
• Identifying new customers to establish business in unexplored areas
• Relationship management with key customers and counters to enhance and sustain business
• Dealt with anti-hypertensive and anti diabetic drugs along with speciality products
• Highest contribution for the secondary sales of three power brands in the region in the year 2002
• Overshot annual target(112%) in the year 2002
• Built brands like MOPADAY and WEPOX