RIDDHI D DAVE
Mumbai
Summary
Accomplished Cluster Business Manager with a proven track record at Canara HSBC Life INS CO.LTD, specializing in Marketing & Business Development and Team Management. Excelled in client relationship management and led teams to achieve over 200% of target goals. Skilled in strategizing and implementing effective business development techniques to drive profitability and customer loyalty.
Overview
23
23
years of professional experience
Work History
Cluster Business Manager
Canara HSBC Life INS CO.LTD
02.2024 - Current
- Handling Gujarat, Mumbai And ROMG in PFRDA department
- NPS is 100% Govt scheme
- Daily visit to Central and State Govt nodal offices
- Assist DDO and DTO to exit process of Annuity
- Provide information about NPS to Subscriber
- Provide all benefits of pension
Sr. Area Manager
BAJAJ ALLIANZ LIFE INS CO LTD
09.2021 - 06.2023
- Handling 7 SFB banking partners 39 active branches of Jana Small Finance Bank, 7 active branches of SVC Bank, 5 active branches of Dlb Bank, 6 active branches of NKGSB Bank, 45 active branches of Ujjivan Bank and 6 active branches of PSB Bank
- Take care all over Gujarat
- Ensuring better branch operations and providing consistency in delivering service and excelling benchmarked service levels
- This also entails ensuring quick policy issuances so that the policies are generated on time that can be profitable for the company & the client
- Handling and managing marketing operations of Insurance products, develop business development strategies, study the elements in a sales promotion plan while considering client preference to drive business volumes
- Actively participating in conducting need analysis and collaborating with the subject matter expert to develop customized training programs and thus meet training objectives
- Actively involved in induction of the candidates (familiarizing them with their job) and provide support to new trainees through mentoring, observation and feedback
- Generating business for the company while establishing healthy business relations with clients & external associates for securing repeat business & long term customer loyalty and worked towards solving their queries and complaints efficiently
- Sales force 15 employee
- Total business 1.75cr
- In 2021 - 2022
- Total business 3.56cr
- In 2022 - 2023
- First time in this SFB channel I was produced Three MDRT
Branch Manager
HDFC LIFE INS CO LTD
12.2019 - 09.2021
- Handling and managing marketing operations of Insurance products, develop business development strategies, study the elements in a sales promotion plan while considering client preference to drive business volumes
- Streamlined the branch office as Profit Centre Head
- Plan & conceptualize various strategies to achieve business goals of the branch aimed towards the growth in business volumes as well as profitability
- Handle 10 Sales Officer
- Significantly contributed by doing 1.10cr in 2019-2020, 3.60cr in 2020-2021, 2.1 cr in 2021-2022
Branch Manager
RISING CAPITAL ZONE PVT LTD
04.2016 - 12.2019
- Spearheaded efforts across handling team of Business Service Partner (Franchisee Partner) and motivate them to generate business
- Developed, motivated, trained and educated the team on various operational matters, and products to guide them towards successful outcomes and attainment of business objectives
- Designed and implemented the strategy that fulfill the objectives, maximizes revenues, profits and market share of the company while streamlining overall operations
- Kept sales force updated on various changes and responsible for providing training to company's partner who brings sales of new products & their changes
- Generated business for the company while establishing healthy business relations with clients & external associates for securing repeat business & long term customer loyalty
- Determined the training needs, identified training gaps & conducted programs to enhance operational efficiency of entire team to ensure profitability and maintaining productivity benchmark
- Handled 25 Sales Executive And 20 Telecaller
- Every month business 50 lakh to 60 lakh login
Key Account Manager
Birla Sun Life Insurance Company Limited
03.2014 - 03.2016
- Handling and managing marketing operations of Insurance products, develop business development strategies, study the elements in a sales promotion plan while considering client preference to drive business volumes
- Streamlined the branch office as Profit Centre Head
- Plan & conceptualize various strategies to achieve business goals of the branch aimed towards the growth in business volumes as well as profitability
- Managing 16 branches of ACBL and 6 branches of VCB, working with corporate agents including Adarsh Co operative Bank Limited and Vijay Cooperative Bank Limited
- Handling branches in 4 District (Ahmedabad, Surat, Surendranagar and Deesa) and ensuring better branch operations and providing consistency in delivering service and excelling benchmarked service levels
- This also entails ensuring quick policy issuances so that the policies are generated on time that can be profitable for the company & the client
- Actively participating in conducting need analysis and collaborating with the subject matter expert to develop customized training programs and thus meet training objectives
- Actively involved in induction of the candidates (familiarizing them with their job) and provide support to new trainees through mentoring, observation and feedback
- Generating business for the company while establishing healthy business relations with clients & external associates for securing repeat business & long term customer loyalty and worked towards solving their queries and complaints efficiently
- Significantly contributed by doing 3.60cr in 2015-2016, 2.50 cr in 2014-15, 1.5 cr in 2013-14
- I got one promotion Key Account manager to Sr.Sales Manager
Senior Sales Manager
Reliance Life Insurance Company Limited
07.2009 - 03.2014
- Spearheaded efforts across handling team of Business Service Partner (Franchisee Partner) and motivate them to generate business
- Developed, motivated, trained and educated the team on various operational matters, and products to guide them towards successful outcomes and attainment of business objectives
- Designed and implemented the strategy that fulfill the objectives, maximizes revenues, profits and market share of the company while streamlining overall operations
- Kept sales force updated on various changes and responsible for providing training to company's partner who brings sales of new products & their changes
- Generated business for the company while establishing healthy business relations with clients & external associates for securing repeat business & long term customer loyalty
- Determined the training needs, identified training gaps & conducted programs to enhance operational efficiency of entire team to ensure profitability and maintaining productivity benchmark
- Successfully recruited 7 Sub Brokers in span 3 months
- Proactively done 180 laces WRP in 2011-2012
- Credential of being promoted from Sales Manager to Sr.Sales Manager in a span of 9 Months
- In the month of September 2011, got certificate and award for 200% achievement
- Played a pivotal role by doing 280 Laces premium in 2012-2013
- Continue achieved 6 contest out of 7 (2012-2013)
- Played a pivotal role by doing 350 Laces premium in 2013-2014
- I was handling Bank of India as a Channel partner
- I had 14 reportees, who were allocated in the branches & took care of leads for life insurance
- I was also going for the joint calls with my field force
- My profile consists of relation building & co-ordination with channel partner
SSM
MAX Life Insurance Company Limited
11.2008 - 07.2009
- Recruited good advisor as per MAX life parameters
- Hand holding new and old advisor get the business
- Motivate to them for new contest achievement
- We done activity for data gathering and business (School, Old age club, ATM)
- Recruited 15 advisor in first month
- First day activate when license active
FSM
ICICI Prudential Life Insurance Company Limited
10.2006 - 11.2008
- I was handling Bank of India as a Channel partner
- I had 14 repartee's, who were allocated in the branches & took care of leads for life insurance
- I was also going for the joint calls with my field force
- My profile consists of relation building & co-ordination with channel partner
- I was handling whole Saurashtra BOI branches
- (Before March I was handling 22 BOI branches but in April I was handling 63 BOI branches.)
- In the month of January'08, got trophy for the best FSM in saurashtra
- I over achieved my target 269% in JFM divided by my immediately boss
- I got certificate & trophy for the best drivers in saurashtra from Himalayan head
- I was first to achieve 'torche bearer contest' PAN Gujarat
- Proactively done 200 laces WRP in a span of a year
- Credential of being promoted from Financial Sales Manager to Sr.Financial Sales Manager in a span of 6 Months
- Played a pivotal role by doing 450 Laces premium in 2006-2007
- Played a pivotal role by doing 650 Laces premium in 2007-2008
Unit Manager
HSBC Bank
03.2002 - 06.2006
- I was handling 72 Telesales & 6 Documents Collect Boy, with 2 Back Office
- I was taking out COA of the Unit
- I was handling recruitment, sales and disbursement of Unit
- I always achieved my monthly target
- I was promoted from Team Manager to Unit Manager
- I disbursed 20 STPL in a month average
- In my tenure I disbursed 1080 STPL & BTPL files
- Credential of being promoted from Tele Sales Executive to Team Leader to Team Manager and next promotion as Unit Manager in a span of a years
- Total 3 promotions
Education
B.Com -
Gujarat University
Gujarat01.2004
Skills
- Marketing & Business Development
- Publicity & Advertising
- Claims Processing/Settlement
- Client/Customer Relationship Management
- Lampion/Coordination
- Training & Development
- Cross Functional Leadership
- Team Management
Personal Information
Date of Birth: 11/20/84
Timeline
Cluster Business Manager
Canara HSBC Life INS CO.LTD
02.2024 - Current
Sr. Area Manager
BAJAJ ALLIANZ LIFE INS CO LTD
09.2021 - 06.2023
Branch Manager
HDFC LIFE INS CO LTD
12.2019 - 09.2021
Branch Manager
RISING CAPITAL ZONE PVT LTD
04.2016 - 12.2019
Key Account Manager
Birla Sun Life Insurance Company Limited
03.2014 - 03.2016
Senior Sales Manager
Reliance Life Insurance Company Limited
07.2009 - 03.2014
SSM
MAX Life Insurance Company Limited
11.2008 - 07.2009
FSM
ICICI Prudential Life Insurance Company Limited
10.2006 - 11.2008
Unit Manager
HSBC Bank
03.2002 - 06.2006
B.Com -
Gujarat University