Hi, I’m
Tathagata Bhattacharya
Life Insurance Expert
Hyderabad,Telengana
Summary
Dynamic professional possessing over 23+years life insurance in domain & B2B2C experience in leading teams across various verticals for driving overall Business Development, Key Account Management, Sales and Customer Relationship Management. An out-of-the-box thinker with a flair for identifying & adopting emerging trends & addressing industry requirements to achieve organizational objectives and profitability norms. A dynamic go-getter, highly skilled in market forecasting, quick to identify & formulate strategies to exploit business opportunities. Adroit in handling business development, identifying & developing new markets, lead generation, client retention and achieving targets. Proficiency in capacity building and training of Subordinates for bringing change and improving work culture. Possess credibility & personal integrity that leaves lasting impressions with decision makers, motivates employees and generates loyalty. Effective mass communicator with good relationship building & interpersonal skills. Strong analytical, problem solving & organizational abilities.
Overview
23
years of professional experience
2004
years of post-secondary education
4
Certifications
3
Languages
Work History
Zopper Insurance Brokers
Senior Vice President – Retail Distribution
04.2023 - Current
Job overview
- Independently started the B2B2C model in South & Central Region
- Lean distribution model with 10 employees & 100 partner build in span on 90 days
- Efficiently working with 13 insurers with quality & margins
- Build a distribution with less than 3% opex in FY24
- Responsible to drive Top-line, Bottom-line, profitability & compliant sales
- 70 Cr topline in FY24 with 10% gross margin in 8 months of operation
- Build a robust partner model with 100+ active partners
- Achieved a GWP more than 150 Cr since inception of the model in just 20 months
Ant Walk
Expert Consultant
08.2022 - 03.2023
Job overview
- Working with Clients to understand the needs & agree the scope of each consulting project
- Conducting research, surveys & interviews and analyzing data to gain insights into business
- Analyzing statistics and detecting issues & ways to resolve them
- Assessing the Pros & Cons of the possible strategies
- Exploring business problems & modelling different strategies
- Attend meetings and compiling and presenting information orally & visually to keep clients updated on progress
- Implement Agreed solutions & making recommendation on improvements on presentation to clients
- Developing new strategies & trainings to support changes required
Max Life Insurance
Vice President – Senior Regional Business Head
07.2006 - 07.2022
Job overview
- Instrumental in starting the APC channel in Max Life since Nov 2017
- Provides leadership to the sales organization, and counsel to the Corporate Vice President Sales, in implementing sales organization objectives that appropriately reflect the company’s & channel’s business goals
- Designed & Crafted the New PMS across roles which was a path breaking initiate for the company
- Efficiently opened 20 New Branches in a New Region Central India & made them profitable in FY20
- Hired & recruited around 70 members in direct sales force in senior roles, training team & distribution
- New Training Interventions & Initiatives launched in Region- RAP
- Responsible to drive Top-line, Bottom-line, profitability & compliant sales
- Year on Year Top & NO
- 1 Region in terms of Sales Achievement & Protection Mix
- Delivered YOY growth of 78% % 74% & 14% in FY20, FY21, FY22
- Efficiently led a team of 10 Assistant Vice President – Office Heads & 50 Business Managers
- Achieved a revenue of 20 Cr from scratch in just a span of 2 Years from 10 branches
- Qualified for CEO & Dy
- CEO Award in FY21 – Top Regional Head on GPA-2.7 & Growth
- Maintained a channel Opex @ 10% much below company’s Opex of 30%
- Maintained a +Ve margin & VNB with 30% in Protection Mix
ICICI Prudential Life Insurance Company Limited
Financial Service Manager
10.2004 - 07.2006
Job overview
- Recruiting & training team members for enhancing their selling skills & improving operational efficiency
- Maintaining right product mix to ensure that rejection rates are reduced
- Providing support on formulation and implementation of policies introduced by the Sales Team
- Managing entire gamut of activities pertaining to sales of insurance products through ICICI Bank
- Interacting and coordinating with Sales Officers for closing leads & acquiring business
- Managing and maintaining business relationship with HNI/ NRI clients by coordinating with the PBG RM’s
- Spearheaded Direct Marketing Team of 14 Financial Services Consultants in Kolkata
- Successfully achieved 150% of assigned target in the JFM Quarter
- Qualified as a Gold F.S.C in June 2005
- Efficiently cleared “Advantage Program” to get promoted as a “Financial Services Manager” in October, 2005
- Achieved feat of being “The Best Performing and Fastest Growing DM Team in Country” for the JFM Quarter
- Won “Bancanight and Bancachiever” award for the 3 consecutive quarters
HDFC Bank
Sales Officer
11.2002 - 10.2004
Job overview
- Working on the activities related to sale of HDFC Standard Life Insurance products
- Generating and collating leads in database and thereafter following up on the same to achieve business growth
- Coordinating with the branch officials to close the leads and handling the PBG customers independently
- Successfully overachieved assigned targets both in the OND and JFM quarters
- Recognized as “Top Selling Sales Officer” in the region and amongst Top 10 in the country
Education
ICFAI University
MBA from Marketing
Bengaluru University
B.E. from Civil
University Overview
GPA: 78%
West Bengal Board
XII
University Overview
GPA: 63.1%
St. Mary’s
X
University Overview
GPA: 77%
Manipal Institute
Certified in Digital Marketing
Skills
Proficient in MS Office
Business development
Product management
Revenue generation
Financial acumen
Partnership development
Recruiting and hiring
Corporate communications
Financial management
Organizational development
Strategic goals
Strategic planning
Performance improvement
Growth planning
Schedule management
Certification
Managerial Grid Program at Max New York Life Insurance Co Ltd
Personal Information
Date of Birth: 08/12/77
Timeline
Senior Vice President – Retail Distribution
Zopper Insurance Brokers
04.2023 - Current
Expert Consultant
Ant Walk
08.2022 - 03.2023
Vice President – Senior Regional Business Head
Max Life Insurance
07.2006 - 07.2022
Financial Service Manager
ICICI Prudential Life Insurance Company Limited
10.2004 - 07.2006
Sales Officer
HDFC Bank
11.2002 - 10.2004
Bengaluru University
B.E. from Civil
01.2001
West Bengal Board
XII
01.1996
St. Mary’s
X
01.1994
Manipal Institute
Certified in Digital Marketing
01.2015
ICFAI University
MBA from Marketing
01.2004