Shrinivas Joshi

• Developed comprehensive sales strategies to meet or exceed revenue targets consistently over time.
• Established key industry partnerships, solidifying the company's position as a market leader in its field.
• Managed complex budgets, ensuring optimal allocation of resources for maximum return on investments
• Championed corporate social responsibility initiatives, resulting in increased community engagement and brand recognition.
• Value Addition by 625 new pos and 5 Cr of business

• Branch Name: Pune Shivaji nagar
• Branch Budget : 40 L per annum
• On role Sales Team: 3
• Retention % : 95%
• Branch Active Agency Count : 37%
• Increased branch revenue by implementing effective sales strategies and maintaining strong customer relationships.
• Increased overall annual sales 125% by incorporating several quality process improvements within branch.
• Developed a high-performing team through targeted recruitment, training, and coaching initiatives.
• Streamlined operational processes for improved efficiency and cost reduction.
• Implemented innovative marketing campaigns to expand the branch's market presence and attract new clients.

• Name of the Region: ROMG
• Regional Budget: 7 Cr
• Regional Locations: 10
• Business Acumen: 12 Cr
• On role Team: Area Sales Managers : 5 (2 got promoted in my leadership)
• Territory Sales Managers : 46
• Active Agency % : 41
• Achievements: Role Change as Territory Head; Reporting Authority of Area Managers, Pan India top performer award from honor, MD Mr. S.S. Goaplrathnam and Mr. Suryanarayana V. of all 3 Fiscal years, Qualification of 5 international conventions
• Improved regional performance by implementing strategic sales initiatives and effective team management.
• Developed a collaborative culture, fostering teamwork and open communication throughout the region.
• Established partnerships with industry leaders, expanding services offered and increasing market share.
• Established team priorities, maintained schedules and monitored performance.
• Developed detailed plans based on broad guidance and direction.
• Successfully overachieved budgets and allocated resources and maximized productivity and profitability.
• Increased revenue by identifying new business opportunities and closing high-value deals.

• Reporting Authority to Area and Sales Managers (Health Insurance Business)
• Package and incentives: 12L + 16L annually
• Business Per Annum: 8 Cr
• Active Agency Count MOM: 498
• Achievements: Role Change as Territory Head; Reporting Authority of Area Managers, Pan India top performer award from honor, MD Mr. S.S. Goaplrathnam and Mr. Suryanarayan V. of all 3 Fiscal years, Qualification of 5 international conventions
• Reporting Authority: Mr. Sanchit Bakare & Mr. Muthu Venkatchalam
• Reason for the change: Better Prospects and Sr. management role
• Managed time efficiently in order to complete all tasks within deadlines.
• Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
• Resolved problems, improved operations, and provided exceptional service.
• Organized and detail-oriented with a strong work ethic.
• Demonstrated respect, friendliness, and willingness to help wherever needed.

Branch Name: Area Office, Pune

• Branch Vintage: 11 years
• Branch Acumen : 35 Cr
• Growth Given: 30%
• On Role Team Size: 15
• Off Role Team Size: 125
• Increased branch revenue by implementing effective sales strategies and maintaining strong customer relationships.
• Implemented innovative marketing campaigns to expand the branch''s market presence and attract new clients.
• Developed a high-performing team through targeted recruitment, training, and coaching initiatives.
• Initiated cross-selling efforts, resulting in increased product penetration among existing customers.
• Enhanced customer satisfaction with responsive service and timely resolution of issues.

• Recruitment, Development and activation (Life Insurance Business)
• Package and incentives: 6.40L + 8L annually
• Business Per Annum: 0.70Cr
• Active Agency Count MOM: 74
• Achievements: Role Change as Insurance Managers reporting authority, 6 annual performance awards in all 4 award ceremony, Qualification of 8 international conventions, Personalized mail for extraordinary performance from Mr. Rajesh Sood, Mr. Parag Raja and Ashish Vora for all 4 years of annual kick off meets
• Reporting Authority: Mr. Vishwas Vasani and Mr. K P Krishnan
• Reason for the change: Better Prospects middle management role
• Maintained professional, organized, and safe environment for employees and patrons.

• Recruitment, Development and activation (Life Insurance Business)
• Package and incentives: 4.5 L per annum
• Business Per Annum: 0.40 Cr
• Active Agency Count MOM: 54
• Achievements: Top 3 ranking employee in ROM and Goa Zone
• Reporting Authority: Mr. Krupal Bhansali and Mr. Deepak Govitrikar
• Reason for change: better prospects
• Established strong relationships with industry influencers and media outlets, securing valuable coverage for company news and updates.
• Created persuasive sales collateral that effectively communicated product features and benefits, contributing to increased revenue growth.
• Improved team efficiency by streamlining processes and implementing innovative management strategies.

• Recruitment, Development and activation (Life Insurance Business)
• Package and incentives: 4.90L + 6L annually
• Business Per Annum: 1.40 Cr
• Active Agency Count MOM: 39
• Achievements: Top 2nd ranked employee of the fiscal yr. 2010-11, 6 annual performance awards in the first annual award ceremony, Qualification of 2 international conventions, Personalized mail for extraordinary performance from Mr. Uday Kotak
• Reporting Authority: Mr. Abhishek Kumar and Mr. Hemant Kumar
• Reason for the change: Better Prospects with exceptional hike
• Improved marketing to attract new customers and promote business.
• Maintained professional, organized, and safe environment for employees and patrons.
• Managed and motivated employees to be productive and engaged in work.

• Sourcing HNI insurance cases from bank account holders
• Package and incentives: 3L + 6L per annum
• Business Per Annum: 1.5 Cr
• Achievements: Top ranked Employee in ROM and Goa Zone
• Reporting Authority: Amit Tambe (CAM)
• Collaborated with marketing department to develop targeted campaigns for promoting new products, resulting in increased sales opportunities.
• Developed customized insurance policies for clients, ensuring optimal coverage tailored to individual needs.
• Evaluated potential risks and assessed appropriate premium rates, leading to balanced portfolios.