RAUNAQ PAI

• Leading sales operations for the entire West Region of India.
• Managing regional sales teams and driving performance targets.
• Building and managing a network of 200+ strategic partners.
• Monitoring team performance and guiding for continuous improvement.
• Expanding market reach through strategic alliances and corporate acquisition.

Key Highlights:

• Achieved annual target within 7 months (FY 2024–25).
• Awarded “Conqueror of the Year” (FY 2024-25)
• First Manager to achieve both ₹10 Cr and ₹15 Cr business milestones in the same year.
• Recognized as “G.O.A.T of the Organization” for consistent early target achievement.
• Featured on the Wall of Fame as the 1st employee to earn this recognition.
• First employee to qualify for every performance contest.

• Headed sales for Mumbai, Thane, and Navi Mumbai regions.
• Managed team performance, targets, and strategic partner acquisition.
• Handled NRI clients and corporate portfolios with tailored financial solutions.
• Onboarded 50+ corporate clients and 25+ strategic partners.

Key Highlights:

• Achieved annual target within the first 6 months (FY 2023–24).
• Closed the first major Life Insurance case of ₹1 Crore in the organization.
• Achieved 250% of annual target (FY 2022–23).
• Generated ₹1 Crore premium in Life Insurance.

• Assessed client risk profiles and recommended suitable financial products.
• Designed investment strategies aligned with client goals and life stage.
• Managed corporate insurance portfolios including Marine, Fire, Employee Benefits, and Cyber Insurance.
• Coordinated with 30+ insurance companies to deliver optimal solutions.
• Managed 20+ business associates generating ₹30+ lakhs business.

• Managed direct investors and designed personalized investment strategies.
• Conducted mutual fund analysis and advised on wealth creation.
• Built a client base of 35+ investors with ₹6 Crore AUM in 5 years.
• Advised on Mutual Funds, Life Insurance, and Fixed Income products.