Shubham Jaiswal
Kanpur
Summary
A Management Trainee turned dedicated self-driven Sales & Marketing professional completing first corporate milestone of 6yrs in Bancassurance industry with history of recognition for performance. Responsible & passionate about delivering outstanding quality and services through innovative ideas and strategies.
Overview
6
6
years of professional experience
11
11
years of post-secondary education
11
11
Certificates
Work History
Sr. Cluster Manager
Aditya Birla Sun Life Insurance
8 2021 - Current
- In August'21 took a relocation to Kanpur and was assigned a Cluster struggling on penetration along with Flagship Branch of Kanpur Circle, Civil Lines Branch
- Strategically worked on areas running with low ABSLIs visibility with strict focus on Flagship Branch holding overall 50% Life Insurance share for Bank Cluster
- Hired & coached handpicked team of Sales professionals comprising Senior resources
- Aggressively worked on training gaps for the in-house and channel partner team only on propositions having edge over competition
- Conducted regular performance evaluations for all employees to recognize achievements, address challenges, and facilitate professional growth
- Innovative methods (after due approval from Bank Cluster Head) were adopted at Cluster Level to enhance penetration of the business, which further was appreciated by Bank TPP Team
- Was able to pull 19% YTD March'23 Mindshare from the flagship branch which was once operating at 5-6% Mindshare
- With highest ever business volume of Rs.74 lacs in March'23 month, Cluster stood No.1 Ranking across North 3 Zone comprising of UP, UK & Delhi-NCR
Cluster Manager
Aditya Birla Sun Life Insurance
7 2020 - 7 2021
- Was responsible for driving Insurance Business from Channel partner in an assigned Cluster of HDFC Bank Branches and relentlessly work on maintaining smooth relations with the channel partners (Multiple Branch Heads and Cluster Head of Bank) in order to maintain smooth business relations
- To seamlessly align Team with HDFC Branch Banking Model
- Biggest HNI case of Rs.20 lacs was closed in Dec'19 across competition
- Ensured 100% FLS retention by engaging the team into Team building activities and ensuring that they meet their Quarter Targets and achieve incentives
- Cluster ranked No.1 across Gujarat Zone on YTD %Achvt over Target and stood to be the 2nd Insurer in Bank Cluster at Mindshare Level
- FY20 March month was closed being No.1 Insurer
- Took internal transfer to Kanpur in August'21 on personal loss.
Area Manager
Aditya Birla Sun Life Insurance
07.2018 - 06.2020
- After successful Management Trainee journey, was assigned as Area Manager for Surat Location to handle Flagship HDFC Bank Branch of Surat City
- Managed to eliminate competition and build space for stronger visibility
- Within 6 months of deployment, was able to pull Rs.56 lacs in total premium in MDRT month of December'18
- Sourced 1st HNI Rs.15 lacs case across Gujarat Zone in traditional plan
- Qualified the assigned branch for ABSLI launched MD-GH Drive for Jan'19
- By July'19 was given opportunity to handle Cluster of branches with an allotted team of 6 Relationship officers.
Management Trainee
Aditya Birla Sun Life Insurance
05.2018 - 07.2018
- Got placed in the recent Banca Channel tie-up with HDFC Bank and was given opportunity to complete On-Job-Training at Mumbai
- Successfully completed required milestones to further handle role as Area Manager
- From 'Living a Life as a FLS' to 'Shadowing Cluster Manager', has been learned journey during this phase
- During the OJT, looked after HDFC Bank branches of Versova, DN Nagar & Andheri
- Was appreciated by Senior Management as the best PPT presenter for the topic, 'Billion Dollar Idea' held at ABSLI Head Office, India bulls, Mumbai
Intern Trainee
BAJAJ FINANCE LTD
04.2017 - 06.2017
- To Drive IMPS Penetration PAN India for Growth Market
- To keep a track on IMPS penetration of 400 Sales Managers working PAN India
- Assigning targets to SM's according to the required penetration by the organization
- Maintaining the database of the SM's in Growth market and Prime market
- Shooting a targeted mail mentioning their current penetration and the penetration they have to achieve, keeping their line managers in CC
- Con-calls with SM's and their Heads on account of zero movement in IMPS penetration
- Highlighting SMs name via mail on account of Target achievement which would further boost employees moral.
Education
PGDM: Marketing & Finance -
ISB&M
Pune, MHB.Com - undefined
V.S.S.D P.G. College
Kanpur, UP12th - undefined
Delhi Public School
Kanpur, UP10th - undefined
DELHI PUBLIC SCHOOL
Kanpur, UPSkills
Relationship Building
Timeline
Ranked #1 Cluster Manager across North 3 Zone for highest ever premium login of Rs.73 Lacs in March'23
03-2023
Sourced #1st HNI Case of Rs.30 Lacs from a highly competition dominated Flagship Branch of Kanpur Circle in March'23
03-2023
"Emerging Leader Award Winner" for "ABSLI Excellence Awards" held in May'21
05-2021
Nominated for CEO Group Awards for "ABC Day'20 Inspiration Awards" held in July'20
07-2020
"Promising Star Award Winner" for "ABSLI Excellence Awards" held in May'20
05-2020
Ranked #1st in Gujarat and Top 28 PAN India on YTD KPI score FY2019-20
03-2020
Ranked #3rd in Gujarat Zone and Top 45 PAN India on YTD KPI Score for FY2018-19
03-2019
Only Cluster Manager across Gujarat Zone to have qualified for "MD-GH Club" launched by ABSLI for FY2018-19
03-2019
#1St Cluster Manager across Gujarat to have set the benchmark for first ever HNI sourcing worth Rs.15 lacs in Traditional plan in the first year partnership in Dec'18
12-2018
#1St Youngest Qualifier PAN India to qualify for "Dubai Convention launched by CDO, ABSLI" in FY18
12-2018
Area Manager
Aditya Birla Sun Life Insurance
07.2018 - 06.2020
Management Trainee
Aditya Birla Sun Life Insurance
05.2018 - 07.2018
Got Title Sponsor worth Rs.2 lakhs (cash) and 11 lakhs (kind) for Crescendo2k17 Event (flagship festival) during MBA Days
12-2017
Intern Trainee
BAJAJ FINANCE LTD
04.2017 - 06.2017
Sr. Cluster Manager
Aditya Birla Sun Life Insurance
8 2021 - Current
Cluster Manager
Aditya Birla Sun Life Insurance
7 2020 - 7 2021
PGDM: Marketing & Finance -
ISB&M
B.Com - undefined
V.S.S.D P.G. College
12th - undefined
Delhi Public School
10th - undefined
DELHI PUBLIC SCHOOL
Certification
Ranked #1 Cluster Manager across North 3 Zone for highest ever premium login of Rs.73 Lacs in March'23
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