Reading - Playing Pool/Snooker - Making friends
Umesh Pawar
Banking & Insurance
Pune,MH
Summary
Sincere with a high level of integrity.
Capable to communicate with new people efficiently.Work effectively with diverse groups of people.
Success oriented thinking positive to achieve any goal.
Energetic attitude with youthful mind. Talented Manager with expert team leadership, planning, and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
21
21
years of professional experience
Work History
Assistant Circle Manager
TATA AIA Life Insurance
Pune, Maharashtra
06.2018 - Current
Regular visits to business partner units for interaction and support
- Managed HDFC Bank's PCMC Zone (Pune) with 4 Clusters and 59 Branches
- Led a team of 30 CAMs, Sr. CAMs, Sr. BAMs, and 4 TSMs/CSM
Senior Corporate Agency Manager
HDFC Life Insurance Company
Pune, Maharashtra
07.2012 - 02.2017
- Managed Saraswat Bank Pune branches from Sept 2015 onwards
- Handled RBL Bank Camp Zonal Branch Banking & Business Banking (Jan 2015 - Aug 2015)
- Responsibilities included SP creation, branch visits, joint calls with LGs/SDMs, and reporting to Sr. CSM
- Managed Indian Bank Pune Zone (47 branches) and Indian & Saraswat Bank (July 2012 - March 2013)
- Recruitment, branch visits, joint calls with SDM, and reporting to Sr. CSM
Business Development Manager
SBI Life Insurance Company
Pune, Maharashtra
03.2017 - 06.2018
Achieved new business premium targets through SBI bank branches
- Liaised with SBI senior officials
- Identified training requirements for business partner sales teams
- Provided regular support and interaction with business partner units
Business Development Manager
TATA AIG Life Insurance Company
Nashik, Maharashtra
05.2010 - 07.2012
Recruited advisers and PBA's, conducted product and process trainings
Sales Manager
Aviva Life Insurance
Dhule, Maharashtra
06.2009 - 05.2010
Recruited quality FPA's/agents, conducted product and process training
Branch Manager
Chintamani Nagari Sah Co Op Patsanstha,Dhule
Dhule, Maharashtra
06.2004 - 07.2009
- Handled day-to-day financial activities, reported to head office
- Analyzed market potential, searched for esteemed customers for shareholders
Education
Master Of Business Administration - Advanced Marketing
IIBM
Pune 04.2001 -
Bachelor Of Commerce - Advance Accounting
S G Patil Collage
SakriSkills
To serve in an esteemed organization those utilize my skill towards mutual development of both myself and the company & to work as a key player in challenging & creative environment
undefinedInterests
Achivement
*TATA AIA LIFE*
1. 1st Fastrack Promotion within 6 months of joining: TSM to Sr TSM (Feb '19)
2. 2nd Promotion: Sr TSM to Assistant Circle Manager (May '21)
3. Qualified for Dubai Trip (Aug-Sep '19) with 3 team members
4. Qualified for Australia Trip (March '22), traveled Oct '22 (Cricket Match Melbourne - India vs Pak)
5. Qualified for Icons Foreign Trip to Bali, Indonesia (Nov '22)
6. Qualified for Great Bancassurance Summit 2.0, Sofia, Bulgaria (Feb '23)
7. Qualified for Great Bancassurance Summit, Iceland (March '23)
8. Qualified 3 Foreign Europe Trips (Bali, Sofia, Iceland) in Q3 & Q4 - 2022 & 2023
9. 6 CAMs in team qualified for Iceland & Thailand foreign trips with 1 TSM/CSM
*SBI LIFE*
1. Probation confirmation in early bird category with confirmation bonus
2. Power Hitter contest qualified, received award (cricket bat signed by Yuvraj Singh)
3. Qualified for Sindabad The Banca Sailor's contest, Top 1 Rank in Circle (Cruise Trip Mumbai to Cochin)
*HDFC LIFE*
1. Qualified for Samsung Galaxy Tab2 (Fest O Mania contest)
2. Promotion: CAM to Sr. CAM
3. Qualified Galaxy Note 3 in contest with highest slab
Timeline
Assistant Circle Manager
TATA AIA Life Insurance
06.2018 - Current
Business Development Manager
SBI Life Insurance Company
03.2017 - 06.2018
Senior Corporate Agency Manager
HDFC Life Insurance Company
07.2012 - 02.2017
Business Development Manager
TATA AIG Life Insurance Company
05.2010 - 07.2012
Sales Manager
Aviva Life Insurance
06.2009 - 05.2010
Branch Manager
Chintamani Nagari Sah Co Op Patsanstha,Dhule
06.2004 - 07.2009
Master Of Business Administration - Advanced Marketing
IIBM
04.2001 -
Bachelor Of Commerce - Advance Accounting
S G Patil Collage
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