Shreyas Patil

Currently working as Chief Branch Manager at Bajaj Allianz Life Insurance Co Ltd. managing India Post Payments Bank as channel partner - Mumbai, Navi Mumbai Regions. I oversaw all the life insurance sales processes and issuance related operations on regional level.

Key Responsibilities:

• Managing and developing a team of frontline managers ensuring their smooth onboarding, engagement and capability development.
• Building strong relationship with channel partner staff and key stakeholders for upscaling business opportunities and maintaining maximum wallet share and providing them effective training to equip them with correct product knowledge.
• Leveraging different sales drivers like GPA / CBA, monthly initiatives and FL goalsheet closure criterions to enhance new business opportunities.
• Coach and develop team of frontline managers on all financial products offered by our business partner, selling techniques, end to end business processes and compliance norms.
• Tracking business performance matrices of our frontline managers and conducting weekly performance reviews along with channel partner.
• Collaborating with team members to efficiently complete their goalsheet.
• Effectively aligning team members to business objectives of our company and ensuring that as a team we adhere to the highest standards of business quality and conduct transparent business practices within the overall compliance framework.
• Providing periodic update and feedback to product team and central sales support team and IT team on business needs and implementation of company objectives.
• Co-ordination with central underwriting and central operations team for getting all logged in insurance applications issued within stipulated time period.
• Conducting RnR events for partner employees, business partners and team at regional and zonal level.

Achievements:

• Qualified for Goa Contest at National level (Apr-May '24)
• Qualified for Pench Contest Zonal Level (Jun '24)

Managed the ICICI Securites Ltd (ISEC) Channel Partner - predominantly was a part of their select vertical (Mumbai and Navi Mumbai clusters) and also managed the premier wealth vertical for a year.

• Generating and closing life insurance leads as a frontline manager.
• Engaging in effective JFW with partner RM’s, BM's, CLM's and RH resulting in optimal business closures.
• Imparting proper product training to partner at branch and cluster level.
• Cross channel co-ordination with branch operations, central underwriting team, central sales support team, IT admin and RnR teams.
• Creating and sending daily business MIS reports to all business stakeholders.
• Team Handling and development of FL managers.

Achievements:

• April 2023: Promoted as Sales Manager (ISEC Select Channel)
• April 2021: Promoted as Deputy Sales Manager (ISEC Select Channel)
• April 2017: Promoted as Senior Financial Services Manager (ISEC Select Channel)

Qualified for multiple regional, zonal and national contests like red carpet and shikhar during the decade.