Shekher Choudhary
Noida
Summary
Dynamic Cluster Manager at TATA AIA Life Insurance with proven expertise in team management and business development. Skilled in cultivating strong customer relationships and implementing effective sales strategies, achieving significant growth in the North Region. Adept at training and motivating teams to exceed targets while maintaining meticulous data analysis for informed decision-making.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Cluster Manager
TATA AIA Life Insurance
07.2023 - Current
- To handle Bank insurance with North Region DBS BANK
- Relationship building with bank employees and customers
- Handling a team of 8 Relationship Managers
- Insuring Training to branch staff & providing IRDA license support
- Motivating and developing strategy to maximize the business
- Maintaining MIS for DBS Bank North Region
- Providing support in Bank branch activities to generate business
Area Manager
TATA AIA Life Insurance
03.2018 - 06.2023
- DBS Bank, New Delhi
- Relationship building with Treasure Relationship Managers & HNI customers
- Accompany with Bank relationship Manager for HNI calls and ensuring support from end to end till business closure
- Resolving HNI customer queries and helping branch staff to upsell
- Providing extended support to the branch staff in procuring business
- Ensuring all collected business logged in within time period and getting issued
Senior Business Development Executive
SBI Life Insurance
07.2017 - 03.2018
- To handle SBI Bank branches of East Delhi
- Relationship building with SBI bank employees and customers
- Motivate and develop strategy to maximize the business
- Providing training to all CIF and Branch staff to generate Life business
- Supporting the team of 60 staff and 10 CIF with 9 branches
- Going on HNI meeting with branch staffs and support them in business conversion
- Operational support to the branch employees and logged in all collected business within time period
Senior Corporate Agency Manager
HDFC Life Insurance
09.2012 - 07.2017
- To handle HDFC Bank Noida Sec-18 branch
- Relationship building with HDFC branch employees and customers
- Procuring business from the branch staff and motivating them to generate business for life insurance
- Supporting a team of 20 Relationship Manager and 12 Personal Bankers and giving them training in regular interval
- Managing the branch MIS and flashing the entire contest announced by the company for Life products
- Going on HNI meeting with branch staff and support them for investment products
- Operational support to the branch employees and logged in all collected business within time period
Business Associates Manager
SMC Insurance
01.2011 - 09.2012
- To handle North Region
- Relationship building with SMC Global employees and service providers
- Handle the team of Apx.100 employees and 200 service providers
- Training to the SMC global branches and Service provider team members
- Motivate and developing strategy to maximize the business
- Maintaining the MIS of each business partners and branch
- Going for HNI Calls of the branches
Sales Manager
Metlife India Insurance
06.2009 - 11.2010
- To handle bank insurance with Delhi Region
- Relationship building with bank employees and customers
- Handle the team of 06 FPC
- Training to the branch staff
- Motivate and developing strategy to maximize the business
- Maintaining the MIS of each bank partners
- Going for HNI Calls of the branches
Sales Manager
MetLife India Insurance
07.2008 - 05.2009
- To handle bank insurance with Dehradun Region
- Relationship building with bank employees and customers
- Handle the team of 10 FPC
- Training to the branch staff
- Motivate and developing strategy to maximize the business
- Maintaining the MIS of three bank partners like Axis Bank, JKB and KBL
- Achieved 200% YTD Targets with JKB and KBL relationship
Sales Manager
MetLife India Insurance
02.2008 - 06.2008
- To handle Corporate Broker Channel Lucknow Region
- Relationship building with the Brokers
- Imparting training to the branch staff
- Going to sales calls and helping the executive to close the sale
- Developing strategy to maximize sales
- Operational Support
Financial Planning Consultant
MetLife India Insurance
11.2006 - 01.2008
- To handle Axis Bank Branch (Pitampura)
- Procuring business from Branch staff and motivating them
- Giving training to the staff at regular interval
- Operational Support
- Sourcing business from Referral model
Financial Planning Advisor
TATA AIG Life Insurance
09.2005 - 10.2006
- Tele calling
- Customer servicing
- Financial planning and Investment
- Reference business
Education
Graduation -
Delhi University
01.2004
Skills
- Team management
- Business development
- Customer relationship management
- Sales strategy
Certification
E-DAST from CMC Ltd. Lajpat Nagar, New Delhi.
Accomplishments
- Achieved monthly targets and promoted Tier 1 to Tier 2 advisors within the period of 3 months in Tata AIG Life.
- Qualified for Coffee with Trevor Bull contest (CEO-Tata AIG Life).
- Achieved 125% of Axis bank targets and promoted from Sr.FPC to Sales Manager.
- Successfully completed Arabian Nights contest (Dubai Trip) in 2008-09 with achievement of 100% YTD targets.
Extracurricular Activities
Reading books Listening soft music NET surfing Traveling different places of India Like to make friends Watching and playing Cricket
Personal Information
- Father's Name: Late Sh. T. C. Choudhary
- Date of Birth: 10/26/81
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Timeline
Cluster Manager
TATA AIA Life Insurance
07.2023 - Current
Area Manager
TATA AIA Life Insurance
03.2018 - 06.2023
Senior Business Development Executive
SBI Life Insurance
07.2017 - 03.2018
Senior Corporate Agency Manager
HDFC Life Insurance
09.2012 - 07.2017
Business Associates Manager
SMC Insurance
01.2011 - 09.2012
Sales Manager
Metlife India Insurance
06.2009 - 11.2010
Sales Manager
MetLife India Insurance
07.2008 - 05.2009
Sales Manager
MetLife India Insurance
02.2008 - 06.2008
Financial Planning Consultant
MetLife India Insurance
11.2006 - 01.2008
Financial Planning Advisor
TATA AIG Life Insurance
09.2005 - 10.2006
Graduation -
Delhi University
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