Rishabh Pundhir
Agra
Summary
Dynamic sales leader with extensive experience at Max Life Insurance, excelling in team leadership and sales training. Proven track record in driving business growth and enhancing customer relationships. Skilled in generating sales leads and developing effective marketing strategies, consistently achieving targets and fostering high-performing teams.
Overview
6
6
years of professional experience
Work History
Assistant Branch Head (Sales)
Max Life Insurance
05.2023 - 11.2024
- Lead and support the branch sales team to achieve monthly and yearly targets.
- Recruit, train, and motivate insurance advisors/agents.
- Build strong relationships with bank partners and customers.
- Generate new business for life insurance products such as protection, savings, ULIPs, and retirement plans.
- Monitor team performance and provide sales coaching.
- Ensure customer satisfaction and timely resolution of queries.
- Conduct sales meetings, branch activities, and field visits.
- Maintain compliance with IRDAI and company policies.
- Prepare daily/weekly sales reports and performance analysis.
Area Training Sales Head
Kotak Mahindra Life Insurance
04.2022 - 03.2023
- Train insurance advisors, sales managers, and branch teams
- Conduct product, sales, and motivation training sessions
- Help teams achieve sales targets through skill development
- Monitor training effectiveness and team performance
- Support recruitment and onboarding of new sales advisors
Unit Sales Manager
ICICI Prudential Life Insurance
11.2020 - 04.2022
- Recruit and manage insurance advisors/agents
- Train and motivate the sales team
- Generate life insurance business through advisors and direct sales
- Achieve monthly and yearly sales targets
- Build and maintain customer relationships
- Support advisors in client meetings and policy closures
- Ensure proper documentation and policy servicing
Area Sales Manager
Perfect Udyog
08.2018 - 10.2020
- Handle sales operations in the assigned area
- Develop and maintain dealer/distributor network
- Achieve monthly sales targets and business growth
- Build strong relationships with clients and retailers
- Monitor market trends and competitor activities
- Coordinate with production and dispatch teams for timely deliveries
- Manage payments, collections, and customer support
- Lead and guide the local sales team if required
Education
MBA -
Seth Padam Chand Jain Institute
01-2021
12th - CBSE
St Marks Public School
01-2015
10th - ICSE
St Peters College
01-2013
BBA -
St John's College Agra
Skills
- Marketing
- Sales
- Generating Sales Lead
- Social Media Advertising
- Customer Relationship Management
- Team Leadership
- Sales Training
- Insurance Business Development
Languages
- Hindi
- English
- Hindi
Disclaimer
I declare the above information is true to the best of my knowledge.
Personal Information
- Father's Name: Naresh Pundhir
- Date of Birth: 11/12/996
- Gender: Male
- Nationality: Indian
Timeline
Assistant Branch Head (Sales)
Max Life Insurance
05.2023 - 11.2024
Area Training Sales Head
Kotak Mahindra Life Insurance
04.2022 - 03.2023
Unit Sales Manager
ICICI Prudential Life Insurance
11.2020 - 04.2022
Area Sales Manager
Perfect Udyog
08.2018 - 10.2020
MBA -
Seth Padam Chand Jain Institute
12th - CBSE
St Marks Public School
10th - ICSE
St Peters College
BBA -
St John's College Agra