Sandip Panchal
Executive Agency Partner Management
A 706 , Shantideep 2 , New Ranip , Ahmedabad M.9377591848
Summary
Dedicated Insurance professional with a history of meeting company goals utilizing consistent and organized practices. Adapting to new situations and challenges to best enhance the organizational brand. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
Work History
Executive Agency Partner Management
Max Life Insurance Company Ltd
01.2021 - Current
- Providing training and support to all Managers and conducting home visits with agents.
- Focusing on retaining managers, as they are important aspects of building a successful team.
- Training ensures that everyone has the skills and knowledge they need to excel in their roles, while home visits can offer personalized support and guidance to agents.
- Retaining managers is crucial for maintaining stability and continuity within my team.
- Support to all manager for recruitment of advisor and development of advisor.
Unit Head
Aegon Life Insurance Company Ltd
12.2010 - 12.2020
- Handle entire marketing activities.
- Provide all types of training for newly joining people in the unit.
- Managing a team of 7 Relationship Managers.
- Team Detail - 3 Wealth Managers, 1 Portfolio Manager,1 Sr. Relationship Manager, 2 Relationship Manager
Sales Development Manager
HDFC Life Insurance Company Ltd
04.2009 - 12.2010
Relationship Manager
IL&FS Investment Insurance Brokers Ltd.
08.2008 - 03.2009
Assistant Relationship Manager
Anand Rathi Insurance Brokers Ltd.
10.2007 - 08.2008
Sales Executive
HDFC Chubb General Insurance Company Ltd
05.2006 - 10.2007
Sales Representative
Eureka Forbes Co. Ltd
04.2005 - 05.2006
Education
B.COM
04.2001 -
Skills
Accomplishments
- Max Life - I Promoted from SR. APM to EXE. APM in FY 2022-2023.
- Aegon Life - I have joined organization as a Relationship Manager then took 5 Promotions in 5 years and become a Unit Head. (I have taken Promotion from RM to SRM to portfolio Manager to BDM to SR. BDM to Unit Head)
- Aegon Life - I have Achieved 7 Foreign Trip.(3 times Thailand , Sri Lanka , Moscow, Amsterdam , Singapore.
- The Most Prestigious award of the company is Red Carpet , which I have Achieved for 4 times.
- Hdfc Life Insurance -I have achieved my 10 a monther contest in 2nd month June 2010.
Cricket
Playing Cricket.
Timeline
Executive Agency Partner Management - Max Life Insurance Company Ltd
01.2021 - Current
Unit Head - Aegon Life Insurance Company Ltd
12.2010 - 12.2020
Sales Development Manager - HDFC Life Insurance Company Ltd
04.2009 - 12.2010
Relationship Manager - IL&FS Investment Insurance Brokers Ltd.
08.2008 - 03.2009
Assistant Relationship Manager - Anand Rathi Insurance Brokers Ltd.
10.2007 - 08.2008
Sales Executive - HDFC Chubb General Insurance Company Ltd
05.2006 - 10.2007
Sales Representative - Eureka Forbes Co. Ltd
04.2005 - 05.2006
Gujarat University - , B.COM
04.2001 -
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