Vivek Mishra
Insurance Sales Professional
Lucknow
Summary
Results-driven insurance professional with 22+ years of experience in sales, portfolio management, and team leadership across the banking and insurance sectors. Known for consistently exceeding sales targets, building strong client and channel relationships, and driving performance through strategic planning and hands-on execution. Skilled in negotiating competitive insurance terms, delivering impactful product trainings, and handling complex claims with efficiency. Holds a master's in social work from lucknow university, combining people-first thinking with a sharp business approach.
Leading with experience, Executing with impact — Insurance done right.
Overview
20
20
years of professional experience
2
2
Languages
Work History
Chief Manager
Mahindra Insurance Broking Ltd.
Lucknow
07.2009 - Current
- Successfully managed a diverse insurance portfolio, covering both M&M and non-M&M automotive and tractor dealers.
- Led and mentored a team of 3 Cluster Managers, driving consistent performance improvements and professional development.
- Negotiated favorable terms with insurers to ensure competitive pricing and enhanced value for clients.
- Designed and delivered comprehensive product training sessions, boosting team expertise and confidence.
- Resolved complex claims issues efficiently, maintaining high customer satisfaction levels.
- Consistently surpassed sales targets, making a measurable impact on revenue growth.
- Formulated and implemented strategic business plans, resulting in increased market share and regional profitability.
- Boosted brand growth by devising strategic network and marketing tactics.
- Developed and executed successful business plans that resulted in improved market share and profitability within the region.
Unit Sales Manager
ICICI Lombard General Insurance Co
Lucknow
11.2007 - 05.2009
- Established and nurtured strong working relationships with branch heads and RMs across multiple bank branches to generate high-quality insurance leads.
- Drove insurance sales by conducting regular joint customer meetings with bank staff, effectively converting banking customers into insurance clients.
- Implemented customized branch-wise business plans and activation strategies, resulting in consistent achievement of monthly targets.
Field Sales Officer
Tata AIG Life
Lucknow
09.2006 - 09.2007
- Successfully managed four branches of the United Bank of India, leveraging alternative channel partnerships to drive business growth.
- Planned and executed targeted sales promotion campaigns across branches, boosting short-term conversions and long-term brand visibility.
Team Leader
ICICI Bank
Bareilly
07.2005 - 09.2006
- Managed and motivated a team of five sales executives, fostering a positive and productive work environment.
- Conducted targeted cold calling campaigns to generate new business opportunities.
- Successfully sold a range of life and general insurance products, meeting or exceeding sales quotas.
- Facilitated team-building activities and fostered a collaborative learning environment.
Education
Master of Social Work -
Lucknow University
Lucknow05.1998
Skills
- Business Strategy Development
- Claims Handling
- Product Training
- Team Leadership and Management
- Ability to Work Under Pressure
- Client Relationship Management
- Sales Target Achievement
Personal Information
- Date of Birth: 03/15/76
- Nationality: Indian
Timeline
Chief Manager
Mahindra Insurance Broking Ltd.
07.2009 - Current
Unit Sales Manager
ICICI Lombard General Insurance Co
11.2007 - 05.2009
Field Sales Officer
Tata AIG Life
09.2006 - 09.2007
Team Leader
ICICI Bank
07.2005 - 09.2006
Master of Social Work -
Lucknow University
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