Shahid Alam
Center Manager/Area Manager
Mumbai
Summary
Over 14 years of experience in Sales, Marketing, and Insurance Business Development, with advanced proficiency in Excel and strong skills in Client Servicing and Team Management. Background includes Private Banking, Retail Banking, Branch Banking, Investment Banking, and Direct Marketing within the Insurance Industry. Proven track record in Life Insurance, Customer Satisfaction, and Channel Partner Management. Expertise in managing diverse tasks with a solid understanding of industry trends and market dynamics.
Overview
15
15
years of professional experience
3
3
Languages
Work History
Center Manager
Axis Max Life Insurance
11.2022 - 06.2025
- Supervised team of 10 professionals in Bancassurance Sales, working alongside Channel Partner Tamilnad Mercantile Bank.
- Supervised operations throughout Mumbai Region, integrating branch locations such as Mumbai, Delhi, Ludhiana, Pune, Kolhapur, Sangli, Ratnagiri, and more.
- Highlighted specialization in creating new channels and adeptly handling a geographically diverse territory.
- Realized team goals, advancing revenue growth and broadening market reach.
Territory Manager
Tata AIA Life Insurance Co. Ltd
01.2018 - 10.2022
- Oversaw Life Insurance operations in collaboration with channel partner HDFC BANK PRIVATE BANKING GROUP (PBG) while motivating Private Banking Relationship Managers across Mumbai.
- Expanded wallet share to fulfill defined organizational objectives.
- Established and nurtured robust relationships with private banking group wealth managers and management personnel.
- Secured HNI and Super HNI customer satisfaction through adherence to delivery and service quality guidelines.
Business Development Manager
SBI Life Insurance
06.2016 - 07.2017
- Collaborated with channel partner State Bank of Travancore in Bancassurance vertical
- Boosted client engagement through strategic outreach initiatives. Refined service offerings by collecting customer insights from discussions.
- Ensured compliance with delivery and service quality standards to meet expectations. Expanded customer base through successful targeted marketing campaigns. Implemented strategies that upheld service quality across all operations.
- Strengthened client relationships, resulting in increased retention rates. Engaged high-net-worth individuals through branch networks to expand life insurance portfolio.
Senior Financial Service Manager
ICICI Prudential Life Insurance
03.2012 - 06.2016
- Partnership with ICICI Bank in bancassurance division.
- Nurtured enduring client and partner partnerships, enhancing sustainable business growth.
- Drove marketing initiatives, resulting in improved customer acquisition rates. Cultivated relationships with existing customers to increase engagement and retention.
- Guided bank staff towards meeting specific performance goals. Spearheaded collaborative efforts to fulfill yearly financial targets across branches.
Associate Financial Service Manager
ICICI Prudential Life Insurance
02.2010 - 06.2011
- Oversaw Direct Marketing Channel
- Interacted through personal meeting with client to clarify customer needs
- Amplified client satisfaction by delivering thorough financial planning and expert investment consultation.
- Executed in-depth analysis of market trends, revealing avenues for portfolio diversification and growth.
Education
B.Com -
Dr. Bhim Rao Ambedkar University (BRAU)
BiharSkills
Life Insurance Marketing
Bancassurance Model
Team Handling
Man Management
Strategic Growth Planning
Business Expansion
Investment Services
Client Management
Partner Management
Additional Information
Date of birth - 15/12/1981
Marital Status- Married
Gender- Male
Address - 305/7,Mohd Estate,CST Road,Kalina, Santacruz East, Mumbai,Near BKC, Pin-400098
Timeline
Center Manager
Axis Max Life Insurance
11.2022 - 06.2025
Territory Manager
Tata AIA Life Insurance Co. Ltd
01.2018 - 10.2022
Business Development Manager
SBI Life Insurance
06.2016 - 07.2017
Senior Financial Service Manager
ICICI Prudential Life Insurance
03.2012 - 06.2016
Associate Financial Service Manager
ICICI Prudential Life Insurance
02.2010 - 06.2011
B.Com -
Dr. Bhim Rao Ambedkar University (BRAU)