Summary
Overview
Work History
Education
Skills
Timeline
Generic
Vikash Anupam

Vikash Anupam

Deputy Business Head
Bangalore

Summary

Career Profile : Sales and account management professional with over Fifteen years of hardcore sales and Team management experience demonstrating consistent achievement of sales and service objective. Capable of resolving team s complex problems quickly to help win goodwill and increase repeat/referral business. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

22
22
years of professional experience

Work History

Deputy Business Head

Unison Insurance Broking Services Pvt Ltd
10.2024 - Current
  • Promoted from Senior Vice President to Deputy Business Head within just 6 months for outstanding performance.
  • Expanded branch revenue from ₹2 Cr to ₹7 Cr in a short period through strategic business development.
  • Built and led high-performing teams with proven leadership and people management skills.
  • Successfully acquired and retained large corporate insurance clients across multiple industries.
  • Drove growth in Property & Casualty, Health, and Employee Benefit insurance portfolios.
  • Negotiated and closed good-value deals, improving profitability and client satisfaction.
  • Established strong relationships with insurers to secure competitive pricing and innovative solutions.
  • Implemented effective sales and cross-sell strategies, increasing overall client wallet share.
  • Mentored and trained sales teams, ensuring consistent achievement of targets and KPIs.
  • Recognized for turning underperforming branches into profit centers within record time.

Deputy Vice President

InditradeInsurance Broking Pvt Ltd
08.2020 - 09.2024
  • Achieved two rapid promotions from Assistant Vice President (AVP) to Deputy Vice President (DVP) in recognition of performance excellence.
  • Built the branch from scratch, establishing operations, team, and client base from the ground up.
  • Transformed the branch into a profitable and sustainable profit center within a short period.
  • Team Development:
  • Heading Team of sales professional for South
  • Business Development activities through team to build strong relationship with clients
  • Responsible for Growth, Business Developments and hiring team members across functions
  • Working closely with Sales Team to increase productivity and conversions
  • Keeping good reputation to corporate to repeat sales and references
  • Account Management:
  • Time to time review level of services with corporate head
  • Ensuring High Level of satisfaction in clients
  • Ensuring all claims are getting settled within TAT
  • Monthly review of Team Performance.
  • Demonstrated leadership skills in managing sales from start to completion.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
  • Discussed sales strategies and promotional plans with VP of Sales on regular basis.
  • Utilized knowledge of customer experience to create specialized plans for customer retention.
  • Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results.
  • Implemented employee incentive programs to promote positive work culture and increase retention.

Willis Towers Watson India Insurance Broking Pvt Ltd
08.2017 - 04.2020
  • Property and Casualty
  • Handling Insurance broking Business for Property and casualty line of business for Willis Towers Watson
  • Cross sales of Employee benefits and Liability line of business
  • Business Development:
  • Handling Corporate sales for Bangalore
  • Business Development activities to build strong relationship with clients
  • Ensuring maximum customer satisfaction by providing assistance and helpdesk
  • Direct sales to Corporate insurance product (Property and Casualty)
  • Keeping good reputation to corporate to repeat sales and references
  • Account Management:
  • Ensuring High Level of satisfaction in clients

Sr Manager

InditradeInsurance Broking Pvt Ltd, Handling Karnataka, Inditrade Insurance Broking Pvt Ltd
12.2015 - 08.2017
  • My job is to penetrate the market and bring new corporate clients and manage the existing corporate clients
  • Closed Many Corporate like (ALP,Shankara Infra,UNBXD,Kanteerva,Taurasvalue Canara Hydrolic, panacea medicals) and many more
  • Business Development:
  • Heading Corporate Marketing for Karnataka
  • Business Development activities to build strong relationship with clients
  • Ensuring maximum customer satisfaction by providing assistance and helpdesk
  • Direct sales to Corporate the insurance product (GMC, GPA, Property and Liability products)
  • Keeping good reputation to corporate to repeat sales and references
  • Account Management:
  • Time to time review our level of our services with the corporate head
  • Ensuring High Level of satisfaction in clients
  • Ensuring all the claims are getting settled within TAT
  • Monthly review of TPA Performance.

Sr Manager

TransAsia Composite Insurance Broking Ltd, Reliance Composite Insurance Co Ltd
07.2014 - 11.2015
  • Handling Karnataka Business for Transasia Composite Insurance Broking Ltd
  • My job is to penetrate the market and bring new corporate clients and manage the existing corporate clients
  • Closed Many Corporate like (ALP,Shankara Infra, Kaveri Seeds, Canara Hydrolic, panacea medicals) and many more
  • Business Development:
  • Heading Corporate Marketing for Karnataka
  • Business Development activities to build strong relationship with clients
  • Ensuring maximum customer satisfaction by providing assistance and helpdesk
  • Direct sales to Corporate the insurance product( GMC, GPA,Liability products)
  • Keeping good reputation to corporate to repeat sales and references
  • Account Management:
  • Time to time review our level of our services with the corporate head
  • Ensuring High Level of satisfaction in clients
  • Ensuring all the claims are getting settled within TAT
  • Monthly review of TPA Performance.

Manager Branch

E-Meditek Services Ltd
07.2011 - 01.2014
  • My job is to handle and manage the existing corporate clients and develop and close new sales for the organization
  • After sales assign Key relationship manager and Help desk to new corporate
  • Review the performance of KRM and helpdesk and ensure all the corporate are satisfied with the services provided by the company
  • Currently I have 7 KRM’s and 7 helpdesk people directly reporting to me
  • Business Development:
  • Heading Corporate Marketing for Karnataka
  • Business Development activities to build strong relationship with clients
  • Ensuring maximum customer satisfaction by providing assistance and helpdesk
  • Direct sales to corporates our services in their Group mediclaim plan
  • Keeping good reputation to corporate to repeat sales and references
  • Keeping good relationship with brokers and insurance companies to promote and place our services
  • Account Management:
  • Time to time review our level of our services with the corporate head
  • Ensuring all the claims are getting settled within TAT
  • By monthly review of key relationship managers and help desk assigned to corportes
  • Team Handling:
  • Key relationship managers, Helpdesk, Medical officers, Data entry operators and enrollment team are directly reporting to me
  • Deciding the KPI for KRM’s, helpdesk and enrollment
  • Guiding and monitoring to all the KRM’s and helpdesk.

Unit Sales Manager

ICICI Lombard General Insurance Co Ltd
06.2010 - 06.2011
  • Health Insurance
  • My Job was to sell the Health Insurance products of ICICI LOMBARD to individuals and corporate clients
  • Team handling:
  • Handled 30 Financial advisors
  • Guiding, training and motivating the advisors
  • Ensuring all the advisors are active month on month and they are reaching to the clients and suggesting health products.

Branch Manager

Religare Insurance Broking Limited
10.2008 - 04.2010
  • As branch manager my job was to ensure my branch is profit centre for the organization.My job was to generate revenue for company by selling GMC products, General Insurance, Life insurance products to the corporate and individual and handling their portfolio
  • Portfolio Management:
  • Monitoring HNI clients’ portfolio performance, conducting profitability analysis, gap analysis, rendering sustained advisory services for securing high ROI and increasing retention levels
  • Analyzing risk appetite of an individual for providing them apt investment solutions, ensuring that solutions provided match the risk profile
  • Undertaking research and analysis of the existing investment options and avenues, devising a comprehensive investment plan based on the available resources and attaining client satisfaction
  • Selling the GMC to the corporate
  • Servicing the corporate clients
  • Business development:
  • Researching on existing employment benefit policies
  • Analyzing the points that are not beneficial for the company and concluding to a break even point where employee and company both will benefit
  • Negotiations with insurers for premium
  • After sales servicing the clients
  • Team handling:
  • Handled 12 Relationship managers
  • Guiding, training and motivating the relationship managers
  • Ensuring all the relationship managers are reaching their revenue targets
  • Ensuring ops team is working smoothly and helping sales team.

Agency Manager

ICICI Prudential Life insurance Co Pvt Ltd
05.2007 - 09.2008
  • Priority Clients
  • Business Development:
  • Development of new Agency to increase business
  • Developing relationships with the HNI Clients for business development
  • Running the promotional activities & accountable for increasing sales growth and driving sales initiatives in order to achieve business goals
  • Played a key role in managing as well as recruiting HNI Insurance sales force
  • Pivotal in conducting training programs for the team members and encouraging them to attain above the targets
  • Analyzing latest marketing trends and tracking competitors activities and providing valuable inputs for fine tuning sales & marketing strategies.

Business Development Manager

Office Solutions Pvt. Ltd
10.2003 - 04.2007
  • Manufacturers of state-of-the art technology cartridges and toners, to provide the highest quality printing consumables to resellers and wholesellers.With an Associate Office in USA,Chennai, Hyderabad & Pune
  • Account Management:
  • Managed all key corporate accounts in Bangalore
  • Developing new clients
  • Handling a team of ten BDE covering the whole of Bangalore City
  • Making sales presentations, sending proposals, follow-up and close sales
  • Interfacing with institutional & corporate Admin to close sales
  • Maintained prospect database and sales activity report
  • Customer Relationship Management:
  • Providing support to consumer & establishing market for the same
  • Developing relationships with Admin /Finance managers for business development
  • Utilizing the public information and personal network for generating leads.

Education

Bachelor of Science -

Magadh University

Certication On Leadership Program -

Indian Institute of Management
Kolkata, India
04.2001 -

Diploma In Advanced Computing - DAC

C-DAC
Hyderabad, India
04.2001 -

Skills

Corporate Sales (B2B)

Team Handling

Key Account Management

Customer Relationship management

New Business Development

Networking & Relationship Building

Sales Pipeline Management

Negotiation & Closures

Excellent business sense

Business Goal Management

Business operations analysis

Timeline

Deputy Business Head

Unison Insurance Broking Services Pvt Ltd
10.2024 - Current

Deputy Vice President

InditradeInsurance Broking Pvt Ltd
08.2020 - 09.2024

Willis Towers Watson India Insurance Broking Pvt Ltd
08.2017 - 04.2020

Sr Manager

InditradeInsurance Broking Pvt Ltd, Handling Karnataka, Inditrade Insurance Broking Pvt Ltd
12.2015 - 08.2017

Sr Manager

TransAsia Composite Insurance Broking Ltd, Reliance Composite Insurance Co Ltd
07.2014 - 11.2015

Manager Branch

E-Meditek Services Ltd
07.2011 - 01.2014

Unit Sales Manager

ICICI Lombard General Insurance Co Ltd
06.2010 - 06.2011

Branch Manager

Religare Insurance Broking Limited
10.2008 - 04.2010

Agency Manager

ICICI Prudential Life insurance Co Pvt Ltd
05.2007 - 09.2008

Business Development Manager

Office Solutions Pvt. Ltd
10.2003 - 04.2007

Certication On Leadership Program -

Indian Institute of Management
04.2001 -

Diploma In Advanced Computing - DAC

C-DAC
04.2001 -

Bachelor of Science -

Magadh University

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Vikash AnupamDeputy Business Head