Dynamic leader with a proven track record at Bajaj Allianz Life Insurance, excelling in market expansion and relationship building. Recognized for surpassing sales goals and developing high-performing teams. Adept at strategic planning and effective communication, driving a 92% persistency rate while fostering strong partnerships across the industry.
Overview
17
17
years of professional experience
Work History
Regional Head for West Zone
Bajaj Allianz Life Insurance Company
Bhayandar West
02.2024 - Current
Led regional teams to consistently achieve bancassurance sales targets.
Developed and executed strategies for market expansion and revenue growth.
Cultivated strong partnerships with banks, clients, and regulatory bodies.
Recruited, trained, and empowered high-performing teams to drive results.
Communicated complex concepts clearly to diverse stakeholders.
Surpassed sales goals while enhancing market presence in insurance sector.
Senior Corporate Sales Manager/Cluster
HDFCLIFE Insurance/Exidelife Insurance
Mumbai
02.2021 - 01.2024
Implemented initiatives that increased sales across cluster.
Analyzed sales data to enhance cluster performance and inform financial strategies.
Scheduled fire equipment servicing for shops within cluster to ensure compliance.
Trained facility managers on company policies, ensuring uniformity in cluster operations.
Managed team of 20 FLS and 3 TMS across 44 branches in Western patch.
Resolved customer issues efficiently through diligent follow-up and ownership.
Achieved recognition as Top Cluster Pan India in 2022-2023 with YTD revenue of 4.85CR.
Qualified for international contests in Dubai, Cape Town, Malaysia, and Singapore twice.
Area Relationship Manager
Max Life Insurance; Axis Bank
Mumbai
01.2018 - 02.2021
Exceeded annualized premium targets and persistency levels for Axis Bank branches in Borivali.
Led a team of 10 relationship managers, promoting a culture of high performance.
Facilitated training programs with bank employees to improve skills.
Achieved 1848% year-to-date growth, ranking among top five in business insurance cases.
Earned recognition as GPA Champion with multiple performance certificates for contributions.
Secured national recognition as top LPC during ABU DHABI contest.
Surpassed sales expectations through 108% year-to-date growth.
Senior Sales Manager
Aviva Life Insurance Co.
Mumbai
07.2017 - 01.2018
Created a sales strategy driven by consumer buying trends and market analysis.
Directed sales support staff in administrative functions to enhance deal closures.
Engaged prospects through trade shows, cold calling, and local networking efforts.
Recruited over 14 advisors within three months to strengthen sales team.
Branch Development Manager
Mech-Tech Engineering Pvt. Ltd.
Mumbai
04.2015 - 07.2017
Drove a 17% increase in sales by overseeing complete proposal processes from start to finish.
Developed targeted sales strategies and innovative business plans for vertical markets.
Strengthened relationships among departments through effective training programs.
Delivered on-site training initiatives to elevate employee performance and efficiency.
Ensured precise inventory management by maintaining oversight of various databases.
Branch Manager
Leena Mogres Fitness
Mumbai
02.2014 - 03.2015
Recruited and hired new branch employees to enhance team capabilities.
Mentored staff, resulting in increased sales success and productivity.
Developed standard operating procedures to streamline operations.
Monitored key performance metrics to assess branch performance.
Analyzed revenue to inform strategic adjustments and planning.
Coordinated special update and conversion projects for operational efficiency.
Conducted customer feedback surveys to gather insights for improvement.
Executed marketing plans and collaborations to boost gym engagement.
Relationship Manager
IndusInd Bank
Jammu
01.2011 - 12.2012
Monitored customer preferences to determine focus of sales efforts.
Managed the key performance indicator at the highest level.
Maintained friendly and professional customer interactions.
Achieve the targets set in terms of product mix.
Developed a new customer interactions.
Achieve the targets set in terms of product mix.
Developed a new customer-based consisting of accounts.
Branch Manager
Leena Mogres Fitness
Mumbai
10.2005 - 10.2010
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Interviewed and hired talented individuals with top-level strengths, improving organizational talents and skill set.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
Boosted sales and customer loyalty through incentive programs.
Education
Bachelor - Commerce
MUMBAI UNIVERSITY
03.2005
Skills
Proactive problem solving
Analytical thinking
Goal-oriented collaboration
Conflict resolution
Relationship building
Adaptability and networking
Customer-centric strategies
Wealth management expertise
Market expansion
Regulatory compliance
Customer relationship management
Performance management
Effective communication
Task delegation
Collaborate cross-functionally
Stakeholder engagement
Leadership development
Reporting and documenting
Problem solving
Business intelligence
Multitasking Abilities
Accomplishments
Awarded as Top Cluster Pan India in 2022-2023 with YTD 4.85CR.
International contest qualified for Dubai, Capetown, Malaysia, Singapore twice (even in Grand Slam Singapore qualified).
Regional contest twice qualified for Goa in 2021-2022.
Persistency Pan India Top Cluster recognized with 92% in 2021-2022 even in 2022-2023.
Included in TOP 5 for Business Insurance cases picked-up NOP’s wise achieved YTD Growth (2019-2020) on MFYP till date 1848% (2.16CR) cases wise 737.5% (67 cases).
Qualified for Annual R&R as GPA Champion.
Qualified for ABU DHABI contest among all as TOP LPC in country.
Qualified for Premium Champion certificate.
Qualified for Activity Champion Certificate.
Qualified for NOP Champion Certificate.
Achieved YTD Growth 108%.
Hobbies and Interests
Drawing
Painting
Languages
English
Hindi
Marathi
Personal Information
Date of Birth: 12/19/84
Gender: Female
Timeline
Regional Head for West Zone
Bajaj Allianz Life Insurance Company
02.2024 - Current
Senior Corporate Sales Manager/Cluster
HDFCLIFE Insurance/Exidelife Insurance
02.2021 - 01.2024
Area Relationship Manager
Max Life Insurance; Axis Bank
01.2018 - 02.2021
Senior Sales Manager
Aviva Life Insurance Co.
07.2017 - 01.2018
Branch Development Manager
Mech-Tech Engineering Pvt. Ltd.
04.2015 - 07.2017
Branch Manager
Leena Mogres Fitness
02.2014 - 03.2015
Relationship Manager
IndusInd Bank
01.2011 - 12.2012
Branch Manager
Leena Mogres Fitness
10.2005 - 10.2010
Bachelor - Commerce
MUMBAI UNIVERSITY
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