SUMIT KOKARE

National Pension System (NPS) Segment

• Led regional NPS business across Government, Corporate, and Retail segments, driving sustained growth in AUM and subscriber base
• Managed national-level accounts, diversifying the portfolio across all zones.
• Successfully facilitated the transfer of Superannuation funds to NPS, significantly enhancing NPS business volumes.
• Managed and mentored multi-location teams comprising sales, operations, and relationship managers.
• Built strong relationships with POP-SPs, CRA, Banks, Corporates, and Government bodies to strengthen distribution and service delivery.
• Ensured strict adherence to PFRDA regulations and internal compliance standards.
• Designed and executed regional strategies to improve onboarding, activation, and long-term retention.
• Conducted NPS awareness programs, employer workshops, and targeted campaigns to increase market penetration.
• Monitored regional performance metrics and implemented corrective actions to consistently meet and exceed targets.
• Collaborated closely with Head Office and senior leadership on policy implementation and market expansion initiatives.

Annuity Segment

• Led regional strategy and execution for Annuity & NPS, managing multi-city operations and diverse distribution channels.
• Played a key role in acquiring superannuation business from large organizations, resulting in a substantial increase in overall organizational AUM.
• Built and mentored high-performing regional sales teams, improving productivity, conversion ratios, and market reach.

• Lead a team of 11 sales managers to drive performance and enhance team productivity.
• Develop and implement targeted sales strategies to consistently exceed monthly and annual sales targets.
• Cultivate strong relationships with existing clients while identifying and pursuing new business opportunities.
• Motivate team members to achieve qualification for company contests and incentives.
• Achieve and surpass assigned sales targets, qualifying for domestic and internal zone-level contests.

• Managed branch operations, driving sales strategies to exceed targets.
• Developed and trained a high-performing sales team to enhance productivity.
• Cultivated strong relationships with key clients, enhancing customer retention.
• Implemented innovative marketing strategies, boosting brand visibility.
• Analyzed market trends to identify opportunities for growth.

• Led direct sales initiatives, achieving significant revenue growth within a competitive market.
• Developed and implemented strategic sales plans, enhancing product adoption and client engagement.
• Fostered strong relationships with key stakeholders, aligning regional strategies with client needs.
• Trained and mentored a high-performing sales team, promoting a culture of excellence and accountability.
• Analyzed market trends and competitor strategies to inform decision-making and optimize sales performance.

• Led a team of 12 sales managers, achieving and exceeding assigned sales targets.
• Drove sales through the worksite model at the corporate level.
• Fostered connections with HR & Admin to enhance sales activities.
• Established relationships with Diagnostic Centers & Hospitals for effective sales engagement.
• Qualified for international and zonal level contests, showcasing competitive excellence.

• Driving corporate-level sales through effective worksite model implementation.
• Collaborating with HR and Administration to enhance sales activities.
• Establish strong connections with diagnostic centers and hospitals to drive sales initiatives.
• Leading and mentoring a high-performing sales team to achieve ambitious targets.
• Recognized as Deputy Manager, demonstrating leadership and strategic planning capabilities.

• Led a team of 3 Operation Officers to optimize branch performance.
• Managed Branch Audit processes and ensured compliance with regulatory standards.
• Streamlined client request processing for renewals and claims, enhancing service efficiency.
• Developed training programs to elevate team skills and improve operational effectiveness.
• Cultivated strong relationships with clients to enhance satisfaction and retention.

• Processed policy surrender payouts efficiently.
• Developed and maintained payout management information systems.
• Reconciled bank accounts to ensure financial accuracy.
• Analyzed payout trends to improve operational processes.
• Collaborated with cross-functional teams to enhance client experience.

• Processed financial transitions including Surrender and Renewal within TAT.
• Maintained detailed Excel trackers for input and output data management.
• Ensured high persistence through effective renewal collection strategies.
• Provided exceptional service to corporate clients for member additions and deletions.
• Collaborated with cross-functional teams to streamline operations and enhance service delivery.

• Processed IRDA licensing for agency verticals, ensuring compliance and efficient operations.
• Serviced branch walking clients and supported sales teams to enhance customer experience.
• Managed financial transitions (surrender/renewal) within TAT, improving client satisfaction.
• Maintained Excel tracker for input and output, optimizing data management and reporting.
• Collaborated with cross-functional teams to streamline operations and enhance overall service delivery.