Swapnali Jalgaonkar
Mumbai
Summary
Dynamic leader with extensive experience at Bharti AXA Life Insurance, excelling in team leadership and recruitment strategies. Proven track record in driving revenue growth and enhancing operational efficiency through effective communication and field training. Successfully managed large teams, aligning performance with strategic objectives to achieve consistent business results.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Area Head
Bharti AXA Life Insurance Company
South Mumbai
06.2025 - Current
- Analyzed market trends to inform strategic decision-making for service offerings.
- Collaborated with senior management to align goals with organizational objectives.
Branch Sales Manager
Bharti AXA Life Insurance Company
Borivali
05.2024 - 05.2025
- - Supervised 2 managers and 45+ partners handling a team of 238 Life Advisors.
- Lead strategic initiatives for branch growth, productivity, and revenue enhancement.
- - Oversee recruitment, training, and performance management for advisors and sales teams.
- - Align branch performance with company vision and long-term objectives.
- - Conduct high-impact field engagements and ensure compliance with business targets.
- - Delivered consistent activation and revenue targets across the branch.
Executive Business Manager
Bharti AXA Life Insurance Company
Borivali
05.2021 - 04.2024
- - Recruited and trained potential Financial Consultants and Insurance Advisors.
- - Monitored advisor performance and implemented strategies to improve contest wins.
- - Supported end-to-end business operations including sales planning, team coordination, and advisor engagement.
- - Helped drive business growth through field training, leadership, and relationship-building.
Executive Manager
PNB MetLife Insurance
Borivali
02.2021 - 05.2021
- - Managed a team of financial consultants and supported their performance to drive results.
- - Set targets, reviewed performance, and ensured continuous growth.
- - Played a key role in recruiting and training insurance advisors.
Branch Managing Partner
Kotak Life Insurance
Borivali
05.2017 - 01.2021
- - Promoted from Management Trainee to Branch Manager based on performance.
- - Built a successful advisor base of over 100 with 15 active partners.
- - Oversaw recruitment, fieldwork, and partner engagement, resulting in revenue growth.
Education
MBA - Finance
MITCOM – MIT Pune
03.2017
BAF - Accounting & Finance
M.L. Dahanukar College
Vile Parle06.2015
SSC -
Sarswati High School
Skills
- Team leadership
- Recruitment strategies
- Field training
- Sales forecasting
- Customer relationship management
- Operational efficiency
- Relationship building
- Effective communication
Languages Known
English, Hindi, Marathi
Hobbies and Interests
Trekking, Drawing, Dance, Traveling
Accomplishments
- 3-time winner of the CEO Excellence Award
- Recognized in Bharti AXA Records for top advisor activation and eagle creation
- Qualified for 13 international incentive trips
- Delivered highest activation rate for 2 consecutive years
Certification
- CREST - Think big ( Level 1)
DOB
- 9th July 1993
Timeline
Area Head
Bharti AXA Life Insurance Company
06.2025 - Current
Branch Sales Manager
Bharti AXA Life Insurance Company
05.2024 - 05.2025
Executive Business Manager
Bharti AXA Life Insurance Company
05.2021 - 04.2024
Executive Manager
PNB MetLife Insurance
02.2021 - 05.2021
Branch Managing Partner
Kotak Life Insurance
05.2017 - 01.2021
MBA - Finance
MITCOM – MIT Pune
BAF - Accounting & Finance
M.L. Dahanukar College
SSC -
Sarswati High School
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