Summary
Overview
Work History
Education
Skills
Key Deliverables
Languages
Personal Information
Timeline
Generic

Sunil Bhat

Noida

Summary

  • Experience in Channel Management / Relationship Management / Business Development / Corporate Acquisition / Team Management / Customer Service Delivery With over 30 years of enriched Sales Experience. 22 years in Insurance industry & 6 years in Telecom & Component industry In depth exposure to the Agency / Bancasurance / Alternate / BD Channel. Proficient in preparation of business plans, competitors profile & monitoring operations at regular intervals with focus on the profitability.
  • Skilled in organising various promotional activities/events and escalating business, profitability & market coverage. An adept communicator with presentation & problem-solving skills & abilities in forging business partnerships.
  • Dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

30
30
years of professional experience

Work History

Business Head IDBI Vertical

Ageas Federal Life Insurance Company Ltd
04.2024 - Current

Zonal Head Federal Bank Vertical

Ageas Federal Life Insurance Company Ltd
12.2021 - 03.2024

Zonal Head MRTA Business

Ageas Federal Life Insurance Company Ltd
04.2019 - 12.2021

Chief Manager National Head

Ageas Federal Life Insurance Company Ltd
04.2018 - 04.2019

Regional Head Zone North-II

IDBI Federal Life Insurance Company Ltd
04.2017 - 04.2018

Area Distribution Officer for Rajasthan

IDBI Federal Life Insurance Company Ltd
04.2015 - 04.2017

Area Manager/ Area Head

IDBI Federal Life Insurance Company Ltd
09.2008 - 04.2015

Area Sales Manager Bancasurance Channel

BIRLA SUN LIFE INSURANCE
08.2007 - 08.2008

Manager Priority Clients Agency Channel

ICICI PRUDENTIAL LIFE INSURANCE
05.2006 - 08.2007

Sales Manager Agency Channel

SBI LIFE INSURANCE
01.2006 - 05.2006

Sales Manager Agency Channel

ING Vysya LIFE INSURANCE
09.2003 - 12.2005

Sales Manager Agency Channel

Micro Devices Inc
08.2001 - 09.2003

Sales Engineer

RS Components & Controls India Ltd
04.1997 - 08.2001

Sales Engineer

Himachal Futuristic Communications Ltd
01.1995 - 04.1997

Education

Bachelor’s Degree (B.E) - Computer Science

Bangalore University

Skills

  • Detailed oriented
  • High customer empathy
  • Relationship building skills
  • Key account management skills

Key Deliverables

With Ageas Federal Life Insurance Company Ltd since September’2008(Previously IDBI Federal Life Insurance Company Ltd)

  • Responsible for Hiring & Managing Key Account Managers across the country for Group Sales & New Tie Up’s and responsible for promoting and selling employee benefit solutions- Group Term Life, Group Gratuity, Group Superannuation and Group Leave Encashment products to the corporates
  • Responsible for New tie up’s ( Coperative Banks/ Rural Banks/ HFC’s / NBFC’s/ Private Banks )
  • Interaction levels at CEO/CFO/MD levels
  • Responsible for Credit life Business for IDBI Bank & Federal Bank Channels across North Zone , East Zone & South Zone through a team of Sales Managers / Relationship Managers
  • Responsible for Online Termsurance business across North
  • Responsible for gathering market intelligence,competitive analysis,operational and statistical know how.
  • High interdepartmental coordination with group actuaries,investment analysts,group operations,new accquistion operations team
  • New account acquisitions and retention of allocated existing accounts.
  • Develop and maintain relationship with Channel partners / prospects/clients/ to maximize the business
  • Ensuring.meeting customer expectations and delivery as per service standards.


with BIRLA SUN LIFE INSURANCE :

  • Managing the team of 2 Sales Managers & 17 Unit Managers.
  • Helping the team of sales with innovative ideas for their productivity
  • Day to day meetings in DCB Branches
  • Regular meetings with DCB Zonal Head.
  • As Senior Sales Manager I was posted in Chandigarh and was taking care of IDBI Bank Branches across Punjab/ Haryana/ Himachal & J&K


with ICICI PRUDENTIAL LIFE INSURANCE :

  • Managing the team of HNI ADVISORS.
  • Training the team of advisors on products & sales
  • Training on third party products


Languages

English
Hindi
Kashmiri

Personal Information

  • Date of Birth: 04/01/71
  • Marital Status: Married

Timeline

Business Head IDBI Vertical

Ageas Federal Life Insurance Company Ltd
04.2024 - Current

Zonal Head Federal Bank Vertical

Ageas Federal Life Insurance Company Ltd
12.2021 - 03.2024

Zonal Head MRTA Business

Ageas Federal Life Insurance Company Ltd
04.2019 - 12.2021

Chief Manager National Head

Ageas Federal Life Insurance Company Ltd
04.2018 - 04.2019

Regional Head Zone North-II

IDBI Federal Life Insurance Company Ltd
04.2017 - 04.2018

Area Distribution Officer for Rajasthan

IDBI Federal Life Insurance Company Ltd
04.2015 - 04.2017

Area Manager/ Area Head

IDBI Federal Life Insurance Company Ltd
09.2008 - 04.2015

Area Sales Manager Bancasurance Channel

BIRLA SUN LIFE INSURANCE
08.2007 - 08.2008

Manager Priority Clients Agency Channel

ICICI PRUDENTIAL LIFE INSURANCE
05.2006 - 08.2007

Sales Manager Agency Channel

SBI LIFE INSURANCE
01.2006 - 05.2006

Sales Manager Agency Channel

ING Vysya LIFE INSURANCE
09.2003 - 12.2005

Sales Manager Agency Channel

Micro Devices Inc
08.2001 - 09.2003

Sales Engineer

RS Components & Controls India Ltd
04.1997 - 08.2001

Sales Engineer

Himachal Futuristic Communications Ltd
01.1995 - 04.1997

Bachelor’s Degree (B.E) - Computer Science

Bangalore University
Sunil Bhat