Shailesh Mishra
Senior Cluster Manager
Bengaluru
Summary
Diligent and goal-oriented professional with six years of comprehensive experience in the BFSI industry. Demonstrated success in delivering tailored protection and investment solutions to UHNI and retail segment, significantly enhancing wealth management services. Highly focused, organized, and dedicated to fostering high productivity and continuous improvement. Committed to continuous learning and contributing valuable insights for mutual growth.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
Work History
Senior Cluster Manager
Aditya Birla Sun Life Insurance Pvt Ltd
2023.03 - Current
- Managing cluster of HDFC Bank channel and building strong Relationship to ensure high margin profit for organization.
- Providing Weekly training support to Channel partner on Products, Contest enablers and new changes.
- Conducting team meeting to identify selling hurdles and offering insight into best remedy.
- Responsible for maintaining YOY growth on mind share, New Business Volume, Persistence, SP activation and retail business.
Business Associate Manager
TATA AIA Life Insurance Company Ltd
Bengaluru
2020.07 - 2023.03
- Worked across multiple function and roles which involves new acquisitions, investment planning and client engagement.
- Effectively recruited and onboarded potential Partners to bring exceptional skills and expertise to sales team.
- Managed team of 95 Members which includes 10 partners and Premier distribution, Successfully delivered required business volume with help of them.
- Provided specialized financial planning support to clients with diverse portfolios and individual needs.
- Developed personal rapport with each client to maintain customer loyalty and to establish long-term accounts.
- Overachieved target in FY 2020-2021 by 126% & in FY 2021-2022 by 119%.
Sales Manager
ICICI Prudential Life Insurance Ltd
Bengaluru
2018.07 - 2020.07
- Assigned to deliver business from ICICI Securities channel Partner and to build strong working relationships to strengthen Business volume.
- Managed 3 Corporate Agency and Broking Relationships which consist of 20 people.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning, overachieved sales plan by 129% in 2019.
- Represented IMF Vertical for Karnataka state.
- Established and cultivated solid business relationships with new and existing customers.
- Resolved customer issues quickly to close deals and boost client satisfaction.
Education
Professional Certificate Programme - Strategic Sales And New Age Marketing
Indian Institute of Management
Kozhikode, India 2024.06 - 2025.04
MBA - Marketing
ICFAI Business School
Bengaluru, India 2016.05 - 2018.03
Bachelor of Commerce - Accounting And Finance
Institute of Computer Science And Technology
Varanasi, India 2012.07 - 2015.05
Skills
Sales Leadership
Planning and Coordination
Coaching and Mentoring
Adaptability
Stakeholders Management
Time Management
Languages
English
Hindi
DOB-12th August 1994
Timeline
Professional Certificate Programme - Strategic Sales And New Age Marketing
Indian Institute of Management
2024.06 - 2025.04
Senior Cluster Manager
Aditya Birla Sun Life Insurance Pvt Ltd
2023.03 - Current
Business Associate Manager
TATA AIA Life Insurance Company Ltd
2020.07 - 2023.03
Sales Manager
ICICI Prudential Life Insurance Ltd
2018.07 - 2020.07
MBA - Marketing
ICFAI Business School
2016.05 - 2018.03
Bachelor of Commerce - Accounting And Finance
Institute of Computer Science And Technology
2012.07 - 2015.05
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