Rakesh Kumar PB
Chennai
Summary
Dynamic and results-oriented Cluster Sales Manager with 5+ years of experience in the insurance sector. Proven track record in driving sales growth, elevating customer satisfaction, and leading high-performing teams. Expertise in strategic planning, operational oversight, and client relationship management. Dedicated to achieving organizational goals and delivering top-tier service.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Cluster Sales Manager
TATA AIA LIFE INSURANCE
03.2025 - Current
- Streamlined internal processes for improved efficiency and productivity within the sales department.
- Expanded market share through diligent research, identifying new opportunities for business development.
- Coached, mentored and built high-performing sales team.
Area Manager
ICICI Prudential Life Insurance Company
05.2024 - 02.2025
- Promoted continuing education opportunities for the sales team to bolster skills and add value to the department.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Met with clients, delivering presentations and educating on product and service features and offerings.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Researched competitors' activities and products to uncover new trends.
Sales Manager
ICICI Prudential Life Insurance Company
05.2021 - 04.2024
- Committed to motivating others and offering extensive knowledge in penetrating new territories and promoting product lines.
- Highly effective mentor driven to assess individual and group performance to implement improvements and set goals.
- Determined individual with a background in establishing and nurturing lucrative partnerships.
Associate Key Relationship Manager
ICICI Prudential Life Insurance Company
05.2020 - 04.2021
- Collaborated with cross-functional teams to improve organizational efficiency and productivity.
- Assisted in the development of sales presentations and proposals, showcasing the firm''s value proposition to prospective clients.
- Contributed to the creation of educational resources for clients, helping them make more informed investment decisions.
- Regularly communicated portfolio updates and key market insights to clients through various channels such as email newsletters or personal meetings.
Business Trainee
ICICI Prudential Life Insurance Company
08.2019 - 04.2020
- Contributed to internal staff meetings, presenting business metrics and data with clarity and developing valuable business strategy experience.
- Managed multiple projects simultaneously, prioritizing tasks effectively and meeting deadlines consistently.
- Implemented cost-saving initiatives that reduced operational expenses without compromising quality or performance.
Education
PGDM - Marketing With Operations
Acharya Bangalore B-School
06-2019
BBA - General Studies
Hindustan Arts & Science of College
04-2017
Skills
- Business development and planning
- Customer Relationship Management
- Business development
- Leadership skills
- Strategy Planning
- Sales Presentations
Certification
Global Immersion Programme In collaboration with Sunway College - VU Postgraduate Programmes, Malaysia -2018
Languages
Tamil
English
Malayalam
Awards & Accolades
- Awarded the Maha Sanagram 2020 Award for Protection.
- Received multiple Awards of Excellence in Persistency for FY 2022 to FY 2024.
- Honored with the 4P's Strategy Award in FY 2022 and FY 2024.
- Earned the #LeadTheNext Title for exemplary performance in FY 2023.
- Honored with the Award of Excellence at the Prestigious Red Carpet events in Singapore and Dubai for FY 2024 , in recognition of surpassing my targets.
Volunteer Experience
- Organized and scheduled meeting with Partner employees to discuss the business strategy.
- Have conducted many product training sessions for the Partners employees.
Timeline
Cluster Sales Manager
TATA AIA LIFE INSURANCE
03.2025 - Current
Area Manager
ICICI Prudential Life Insurance Company
05.2024 - 02.2025
Sales Manager
ICICI Prudential Life Insurance Company
05.2021 - 04.2024
Associate Key Relationship Manager
ICICI Prudential Life Insurance Company
05.2020 - 04.2021
Business Trainee
ICICI Prudential Life Insurance Company
08.2019 - 04.2020
BBA - General Studies
Hindustan Arts & Science of College
PGDM - Marketing With Operations
Acharya Bangalore B-School
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