Rupayan Roy
Kolkata
Summary
Dynamic sales leader with a proven track record at HDFC ERGO, excelling in channel sales and training. Skilled in analytical client management and effective communication, I drive business growth through strategic relationship management and innovative sales strategies, consistently enhancing team performance and achieving corporate objectives.
Overview
14
14
years of professional experience
Work History
Associate Regional Manager
HDFC ERGO General Insurance Company Limited
Kolkata
04.2024 - Current
- Executed regional sales strategies tailored to meet corporate goals with insurance brokers.
- Worked collaboratively with direct reports to implement action plans, boosting operational outcomes.
- Conducted competitor analysis to uncover opportunities and assess potential risks.
- Evaluated team and individual performance, identifying key areas for enhancement.
Cluster Manager
MAXLIFE INSURANCE COMPANY LIMITED
Kolkata
10.2022 - 04.2024
- Management and Supervision of Team to procure business from Axis Bank branches.
- Relationship management with bank officials and cluster acquisition heads.
- Strategizing business at Cluster level in accordance to the conest and drives from Axis Bank.
- Joint calls with branch officials for HNI clients on a regular basis to enhance the open architecture model in the bank.
Assistant Branch Manager
STAR HEALTH INSURANCE
Kolkata
02.2019 - 09.2022
- Procuring GROUP HEALTH INSURANCE business through broking channel.
- Servicing existing group businesses.
- Acquisition of new brokers and developing business through existing brokers.
- Business development and marketing of retail health insurance.
- Supervision and coordination for service and business development.
Key Account Manager
INDUSIND BANK LTD
Kolkata
09.2018 - 01.2019
- Direct Sales of all banking products.
- Relationship Management of existing bank client base.
- Acquisition of new client.
- Deal in products like all type of insurance, mutual funds, loans etc.
- Branch banking and priority client portfolio management.
Sales Manager
MAX LIFE INSURANCE COMPANY LIMITED
Kolkata
11.2015 - 09.2018
- Direct Sales
- Bancassuarance Channel relationship management
- Business Development
- Product training
- Branch banking and priority client portfolio management.
Senior Sales Manager
RELIANCE LIFE INSURANCE
09.2013 - 10.2015
- Sales
- Corporate Channel relationship management
- Business Development and Distribution Management.
- Product training
- New Acquisition and marketing.
UNIT SALES MANAGER
BIRLA SUNLIFE INSURANCE
05.2011 - 09.2013
- Sales
- Managing Corporate Channel Partners
- Business Development and Distribution
- Training
Education
B.com(Hons.) -
Calcutta University
01.2009
ISC - class XII
ISCE board
01.2006
ICSE - class X
ICSE board
01.2004
Skills
- Channel sales and training expertise
- Effective communication skills
- Analytical client management
- Cross-departmental collaboration
Accomplishments
Top Performing Unit Sales Manager, Birla Sunlife Insurance, 10/2012 to 03/2013, Shanghai Annual Meet 2013.
Top Cluster in Max Life Insurance for Insurance Protection Drive Oct'23 to Dec'23, Goa Annual Meet 2024.
Departments
- Sales and Marketing
- Claims and services
- Business Development
- Supervision
- Product Training
Personal Information
Date of Birth: 03/07/88
Languages
- English
- Hindi
- Bengali
Hobbies and Interests
- Travelling
- Listening music
- Painting
Father's Name
Late Nikhil Roy
Timeline
Associate Regional Manager
HDFC ERGO General Insurance Company Limited
04.2024 - Current
Cluster Manager
MAXLIFE INSURANCE COMPANY LIMITED
10.2022 - 04.2024
Assistant Branch Manager
STAR HEALTH INSURANCE
02.2019 - 09.2022
Key Account Manager
INDUSIND BANK LTD
09.2018 - 01.2019
Sales Manager
MAX LIFE INSURANCE COMPANY LIMITED
11.2015 - 09.2018
Senior Sales Manager
RELIANCE LIFE INSURANCE
09.2013 - 10.2015
UNIT SALES MANAGER
BIRLA SUNLIFE INSURANCE
05.2011 - 09.2013
B.com(Hons.) -
Calcutta University
ISC - class XII
ISCE board
ICSE - class X
ICSE board
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