Hi, I’m
Gaurav Shukla
Gurugram,Haryana
Summary
A results-oriented Cluster Manager with experience in the Insurance Industry and leadership roles. Branch Manager Professional Bringing 12+ Years of Experience in BFSI Industry Environments Combined with Forward Thinking Approach to Developing Territories, Boosting Efficiency, and Strengthening Processes. Dedicate to Enhancing Customer Retention with Service-focused Approaches. Demonstrated Record of Accomplishment in the Cultivating Strong Sales Industry.
Overview
12
years of professional experience
Work History
Axis Max Life Insurance LimitedDelhi
Cluster Manager
06.2025 - Current
Job overview
- Overseeing a group of branches or sales teams, driving sales targets, managing relationships, and ensuring operational efficiency within their assigned cluster.
- Ensuring operational efficiency, driving sales and revenue growth, and maintaining compliance with company policies and procedures.
- Manage a team of highly motivated and attentive Branch Leaders.
- Develop and implement sales strategies to achieve revenue goals across the cluster.
- Manage and mentor sales teams in multiple locations.
- Analyze sales data to identify trends and opportunities for growth.
- Collaborate with marketing and product teams to optimize sales efforts.
- Ensure customer satisfaction and maintain strong client relationships.
- Prepare sales reports and present findings to senior management.
- Direct regional financial planning, reporting, and analysis (including Strategic Plan, Business Plan.)
- Monitor market conditions and competitor activities to adjust strategies accordingly.
- Drive sales initiatives to meet quarterly and annual targets.
Kotak LifeNew Delhi, Delhi
Branch Manager
06.2023 - 06.2025
Job overview
- Are responsible for motivating and advising their reps to improve their performance, as well as hiring and training new sales representatives.
- Achieve their objectives through effective planning, setting sales goals, analyzing data on past performance, and projecting future performance.
- Ensure that the sales department works cross-functionally with executives from other departments. For example, they collaborate with marketing to generate new lead sources and expand the target customer base, or with product and research teams to make sure customer needs are met.
- Key Roles:-
- People manager: Recruit, build, and nurture a team.
- Customer manager: Strategically foster customer engagement.
- Business manager: Steer the business.
Kotak LifeNew Delhi, Delhi
Assistant Branch Manager
08.2020 - 06.2025
Job overview
- Hiring of Relationship Manager Sales Manager & Senior Sales Manager
- Advisor & Agency Partner Management to support Team
- Identify, recruit, and onboard qualified agents and partners for the distribution of insurance and products.
- Train Advisor on IRDAI guidelines, product knowledge, sales processes, and digital platforms.
- Ensure regular engagement, compliance, and productivity of the Advisor.
- Product Sales & Business Development
- Drive the sales of multiple financial products through the agency and Direct channels:
- Identify customer needs and align suitable products and services accordingly.
- Training, Mentoring & Support
- Conduct regular training programs and sales workshops for agents and Partners
- Provide hand-holding, joint field visits, and lead support to drive performance.
- Performance Monitoring
- Track sales performance, activation, and renewal metrics.
- Implement incentive schemes and recognition programs to drive motivation.
- Compliance & Reporting
- Ensure all documentation and transactions are in compliance with regulatory requirements.
- Maintain accurate MIS, reports, and dashboards for management review.
Kotak LifeNew Delhi, Delhi
Senior Manager
02.2018 - 08.2020
Job overview
- Relationship Manager Hire, Nurture, And Train.
- Recruit and activate advisors as per plan (activation on a monthly basis)
- Ensure Active Advisor productivity is maintained as per the plan.
- Establish interpersonal business relationships to facilitate work activities.
- Conduct meetings with reportees and their agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TA's to SA's and AO's as per the Agency)
- Generate revenue and acquire new customers either face-to-face or digitally.
- Review with my reportees on a weekly basis so that they can meet the monthly target.
- Attend all meetings and training programs conducted by management.
- Ensure 2 joint calls with my Team are made on a daily basis.
- Comply with all the policies and procedures laid down by the company.
HDFC LifeNew Delhi, Delhi
Sales Manager
10.2016 - 02.2018
Job overview
- Meeting planned sales goals.
- Setting individual sales targets with the sales team.
- Tracking sales goals and reporting results as necessary.
- Overseeing the activities and performance of the sales team.
- Coordinating with marketing on lead generation.
- The ongoing training of your salespeople.
- Understand our ideal customers and how they relate to our products.
HDFC LifeNew Delhi, Delhi
Assistant Sales Manager
04.2015 - 10.2016
Job overview
- Generate leads through Variable Partners & Advisor and follow up on potential clients
- Explain insurance products clearly to customers
- Assist clients in choosing suitable insurance policies
- Meet daily and monthly sales targets
- Maintain strong customer relationships
HDFC LifeNew Delhi, Delhi
Business Development Manager
08.2013 - 04.2015
Job overview
- Recruiting agents
- Training and developing agents on a commission basis.
- Manage Life Insurance sales goal achievement through:
- Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired levels.
Education
GLA University
Bachelor in Business Administration from Finance and Insurance
01.2016
INSEAD
Management Development Program from Marketing
01.2020
Central Board of Secondary Education (CBSE)
Higher Secondary Certificate from Business Administration and Management, General
03.2013
Skills
- Cluster Management
- Branch Management
- Analytical Skills
Certification
- Creating a Compelling Job Description
- Developing Credibility as a Leader
- Introduction to Career Skills in Data Analytics
- Investment Risk Management
- Recruiting Foundations: Recruiting for In-House Recruiters
Personal Information
Title: Insurance Professional
Timeline
Cluster Manager
Axis Max Life Insurance Limited
06.2025 - Current
Branch Manager
Kotak Life
06.2023 - 06.2025
Assistant Branch Manager
Kotak Life
08.2020 - 06.2025
Senior Manager
Kotak Life
02.2018 - 08.2020
Sales Manager
HDFC Life
10.2016 - 02.2018
Assistant Sales Manager
HDFC Life
04.2015 - 10.2016
Business Development Manager
HDFC Life
08.2013 - 04.2015
GLA University
Bachelor in Business Administration from Finance and Insurance
INSEAD
Management Development Program from Marketing
Central Board of Secondary Education (CBSE)
Higher Secondary Certificate from Business Administration and Management, General
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