SHEKHAR PRABHAKAR DALVI
Mumbai
Summary
Results-driven professional with a proven track record of overseeing state-wide operations, focusing on enhancing operational efficiency and leading successful teams. Recognized for adaptability and unwavering commitment to achieving organizational goals through strategic planning and effective communication. Passionate about working in a dynamic and challenging environment that upholds global standards within a value-driven organization, continuously striving for excellence.
Overview
21
21
years of professional experience
3
3
Languages
Work History
STATE HEAD
ICICI PRUDENTIAL LIFE INSURANCE CO. LTD
09.2016 - Current
- Currently Managing Credit Life vertical channel
- looking mortgage loan of ICICI bank Mumbai
- Handling Total Portfolio of 750Crore
- Managing 8 Sales Managers , 4 Deputy Managers, & 30 FSC
- Streamlined operations by identifying inefficiencies and implementing process improvements.
- Managed and guided staff through daily and special project work.
- Continuously monitored market trends to identify new opportunities for growth or competitive advantages.
- Conducted regular performance reviews, identifying strengths and areas for improvement in staff performance.
- Coordinated community engagement activities to raise awareness of company initiatives among local stakeholders.
- Handling 24 FSC with 2 SM
- Daily activities track closely to keep the team and IBank staff breasted about Contest, Changes in the Industry
- Motivate team to achieve incentives
- Checking on interaction to meet customers and closing ratio, to identify the gaps if any
- Training, mentoring and supporting FSC and IBank staff for converting leads
- Implementing competent business strategies
- Achieving pre-set sales and profit target
- Profile to handle all emerging business coordinate with concern RHs and RHS for attachment business and assure to achieve region penetration and value target
- Business Sourcing Universe
- Additional Attachment Business source from the Ibank staff
- Auto Loan - 33 RMs, 6 RHS and 2 RH
- Commercial Vehicle - 24 RMs, 6 RHS and 1 RH
- Personal Loan – 77 RMs, 15 RHS and 2 RH
- Two Wheeler – 20 RMs and 1 RH
- BLG – 122 RMs, 18 RHS and 4 RH
- Education Loan – 12 RMs and 1 RHS
- Started with 15 lakh business universe current achievement average 1.5 crore collective business
- Felicitated by Channel Head for being Pan India number First Ranker in Education Loan and BLG
- Pan India highest Premium collected in Auto & Commercial Vehicle Channel
- Retail business Pan India Number one Issuance
SALES MANAGER DIRECT MARKETING
TATA AIA LIFE INSURANCE CO. LTD.
11.2015 - 05.2016
- Handling 6 WPO
- Daily activities track closely to keep the team a breasted about Contest, Changes in the Industry
- Motivate team to achieve incentives
- Lead allocation as per geography
- Checking on interaction to meet customers and closing ratio, to identify the gaps if any
- Training, mentoring and supporting FPA for converting leads
- Implementing competent business strategies
- Achieving pre-set sales and profit targets
SENIOR BRANCH HEAD
RELIANCE LIFE INSURANCE
08.2013 - 01.2015
- Handling 12 on roll employees
- Handling 8 branches across Maharashtra for branch sales channel
- Motivate Customer Service Executives for generate leads from branch walk-in & regular coordination with senior operation team for leads and business target
- Regular branch visits to update new strategies and to achieve the branch targets
- Support RMs with training & mentoring to convert leads
- Implementing competent business strategies
- Achieving pre-set sales and profit target
- Spearheading products promotion and market development initiatives norms
- Received Honor of the Pride Award for target achievement
- Out of 12, 9 reportee’s were promoted, considering the business and other parameters
- Successfully achieve the branch sales business with building up new team with new module at every location
TERRITORY MANAGER DIRECT MARKETING
RELIANCE LIFE INSURANCE
09.2008 - 06.2011
- Handling 10 ISO
- Being a leader of Direct Sales Manager, to drive smooth business, conduct joint calls with Front line Sales
- Daily activities track closely to keep the team a breasted about Contest, Changes in the Industry
- Motivate team to achieve incentives
- Lead allocation as per geography
- Checking on interaction to meet customers and closing ratio, to identify the gaps if any
- Training, mentoring and supporting FPA for converting leads.
- Implementing competent business strategies
- Achieving pre-set sales and profit targets
Financial Service Consultant
ICICI HOME FINANCE
04.2004 - 08.2008
- Building and upholding the relationship with Builders, Estate Agent & DSA
- Maintain relationship with existing customer and take references for business
- Dealing with almost 20 Estate Agents, 6 DSAs & 3 Builders
- Done 6 Projects approve in 3 years
- Formulate aggressive sales plan to acquire large prospective customer
- Coordinating with credit and operation that the customer gets timely service
- Handling 3 branches for cross selling of Home Loan for branch walk-in
Education
B.Com -
Jaipur National University
Skills
Operations management
Father's Name
Mr. Prabhakar Dalvi
Personal Information
- Date of Birth: 05/12/80
- Gender: Male
- Marital Status: Married
Disclaimer
All the above mentioned information is complete, correct and true to the best of my knowledge and belief.
Professional Traits
- Effective working ability
- Handling critical situation with effective intelligence
- Maturity respect for patience
- Good leadership quality
Timeline
STATE HEAD
ICICI PRUDENTIAL LIFE INSURANCE CO. LTD
09.2016 - Current
SALES MANAGER DIRECT MARKETING
TATA AIA LIFE INSURANCE CO. LTD.
11.2015 - 05.2016
SENIOR BRANCH HEAD
RELIANCE LIFE INSURANCE
08.2013 - 01.2015
TERRITORY MANAGER DIRECT MARKETING
RELIANCE LIFE INSURANCE
09.2008 - 06.2011
Financial Service Consultant
ICICI HOME FINANCE
04.2004 - 08.2008
B.Com -
Jaipur National University
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