Summary
Overview
Work History
Education
Skills
Awards
Disclaimer
Personal Information
Timeline
Generic

Shivkumar Alaykumar Brahmbhatt

Associate Partner – Insurance Sales | Expert in Agency Development & MDRT Creation | Proven Team Leadership in Life & Health Insurance
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Summary

A dynamic and results-focused team leader with proven expertise in insurance sales and agency development. Skilled in building, mentoring, and leading high-performing teams to exceed business targets. Known for driving growth through strategic planning, hands-on leadership, and a strong focus on advisor development and customer satisfaction. Passionate about creating a culture of performance, collaboration, and continuous improvement in fast-paced, target-driven environments.

Overview

5
5
years of professional experience
5
5
years of post-secondary education
3
3
Languages

Work History

Associate Partner - Sales

Axis Max Life Insurance
10.2022 - Current
  • Joined as Associate Agency Development Manager (AADM) in October 2022
  • Achieved fast track promotion to Agency Development Manager (ADM) within 6 months
  • Promoted to Sr. ADM in Dec 2023; Promoted to Associate Partner - Sales in Dec 2024
  • Qualified for multiple international and national awards, including:
  • - Phuket International Trip, HOA Conclave, Doha HOA Council
  • - National and Regional Contest
  • - CEO Contest (March 2025) – Trip to Prague
  • Managerial Responsibilities:
  • - Leading a team of 10 variable leaders and 45+ advisors
  • - Successfully developed and mentored 5 MDRTs (Million Dollar Round Table achievers)
  • - Responsible for recruitment, training, performance tracking, and goal setting
  • - Creating and executing sales strategies for team development
  • - Monitoring performance through weekly/quarterly reviews and motivation initiatives

Sales Manager – Insurance Division

Bajaj Finance Pvt Ltd
04.2022 - 10.2022
  • Led a team of field executives to drive sales in health, life, and motor insurance categories
  • Designed and implemented sales strategies to achieve and exceed monthly business targets
  • Conducted regular product training sessions, sales workshops, and performance reviews for the team
  • Provided on-field support to team members during client meetings and policy closures
  • Recruited, trained, and mentored new team members to enhance performance and reduce attrition
  • Maintained daily sales reporting and MIS updates for management review
  • Ensured adherence to company policies, compliance norms, and quality standards
  • Developed strong relationships with channel partners and customers to increase retention and referrals

HR & Admin Officer

Dynamic Prestress Projects & Services Pvt Ltd
11.2021 - 04.2022
  • Maintained staff and labour records (attendance, leave, salary)
  • Handled PF documentation and statutory compliance
  • Managed petty cash, staff accommodation, and administrative support

Sales Officer – Consumer Durable Loans

Bajaj Finance Pvt Ltd
08.2020 - 11.2021
  • Sold consumer durable loans at Croma Store
  • Cross-sold RBL Credit Cards and Max Bupa Health Insurance
  • Developed strong product knowledge and customer engagement skills

Education

Master of Commerce -

Sardar Patel University
01.2021 - 01.2023

Bachelor of Commerce - undefined

Sardar Patel University
01.2018 - 01.2021

Skills

Awards

  • 3 International Trips Qualified: Phuket (Thailand), Doha (Qatar), Prague (Czech Republic)
  • 2 Regional Trip Qualifications
  • 3 Fast Track Promotions within Max Life
  • 10+ Annual Recognitions for sales excellence
  • Created 5 MDRTs under personal mentorship

Disclaimer

I hereby declare that the above-furnished information is true and correct to the best of my knowledge and belief.

Personal Information

  • Date of Birth: 08/17/2000
  • Nationality: Indian
  • Marital Status: Married

Timeline

Associate Partner - Sales

Axis Max Life Insurance
10.2022 - Current

Sales Manager – Insurance Division

Bajaj Finance Pvt Ltd
04.2022 - 10.2022

HR & Admin Officer

Dynamic Prestress Projects & Services Pvt Ltd
11.2021 - 04.2022

Master of Commerce -

Sardar Patel University
01.2021 - 01.2023

Sales Officer – Consumer Durable Loans

Bajaj Finance Pvt Ltd
08.2020 - 11.2021

Bachelor of Commerce - undefined

Sardar Patel University
01.2018 - 01.2021

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Shivkumar Alaykumar BrahmbhattAssociate Partner – Insurance Sales | Expert in Agency Development & MDRT Creation | Proven Team Leadership in Life & Health Insurance