Summary
Overview
Work History
Education
Skills
Certification
Languages
Awards & Accolades
Volunteer Experience
Timeline
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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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Rakesh Kumar PB