Apr 2023 – Aug 2024 · 1 yr 4 mos

• Building business from relationships of IOB, IDFC First, UCO, SIDBI, Dhanlaxmi Bank, SVC Bank, Yes Bank, & Other National & Local Corporate Agency & Insure Tech tie ups in West II (Gujarat MP CG) region
• P&L management and nurturing and growing a multil layer team across the region (leaders and sub reportees)
• Identify and nurture new partnerships with Banks, Financial Institutions, Corporate Agents, Insure-tech, Fin-tech, Affinity & other forms of distributor for Gujarat, Madhya Pradesh & Chhattisgarh
• Acquired and built one of the largest insure-tech relationship and stock broker relationship of India for the business line
• Co-ordination with internal and external partners – licensing (IRDA), IT, UW set up and on-boarding

Jun 2021 – Aug 2024 · 3 yrs 2 mos

• Identify and Service New Partnerships with Banks, Financial Institutions, Corporate Agents, Insurtech, Fintech, Affinity & other forms of distributors for Gujarat, MP, CG & Maharashtra.
• Open Market Alliances with traditional and non-traditional partners
• P & L Management and nurturing of team for the region
• Co-ordination with internal and external partners licensing, IT, UW set up and onboarding

Apr 2019 – May 2021 · 2 yrs 1 mo

• Promoted as Senior Manager and transferred to Bancassurance - Sales Channel
• Became the Highest GWP sourcing module for year 2019-20 in State with Highest per Employee Productivity and Best COR in West Region
• To manage and nurture Baroda (Vadodara) Module (approx. 240 Branches) for Bancassurance business development
• To manage and nurture team of Territory Sales Managers, Relationship Managers and Off Role Team Members
• Ensuring creation and effective implementation of various sales schemes for partners and team members
• Received Certificate of excellence for Highest Business Generation
• Received Certificate of Excellence for Best Region in Training & Development

Oct 2015 – Apr 2019 · 3 yrs 6 mos

• Conceptualise & Deliver effective Sales Training Programs
• Product launch for internal and external stake holders
• Project management for various existing and upcoming channels
• Content Creation for high impact Product and Behavioral training
• Ensuring effective SP (bancassurance) and Agent (agency) training program and mentoring them for high performance delivery on company's focused products periodically
• Received Certificate of Excellence for Best Region in Training & Development

Dec 2013 – Oct 2015 · 1 yr 10 mos

• Business Development through Retail Agents, Vehicle Dealers, DSAs, Bancassurance National Tie Ups (HSBC), Bancassurance Local Tie Ups (Co-Op Banks), Local Financial Institutions (NBFC & Credit Co Op Soc.), Retail Brokers and Rural Distribution
• Successfully acquired National ties ups of Gujarat based 3W & tractor (OEM tie up - PAN India)
• Profit Center Head: HSBC relationship for Gujarat, Madhya Pradesh, MH, Goa & East Zone
• Business Development, servicing team set up, team management, channel management, co-ordination with Sr. Management and various internal functions

Apr 2012 – Dec 2013 · 1 yr 8 mos

• Promoted as Regional Manager for Gujarat & MP
• In-charge for Maharashtra and Goa
• Development of Bancassurance (Co Op Banks, Credit Societies & NBFCs) and Rural Distribution (Retail Agents, Dealers & Brokers)

Jul 2009 – Apr 2012 · 2 yrs 9 mos

• Awarded fastest growing region & team manager for the year (2011-12)
• Setting up new channel through initiating new tie ups of Bancassurance (Co Op Banks, Credit Societies, NBFCs & Alternate Channel)
• Recruitment and setting up team for servicing and growth of the channel, co-ordination with Sr. Management and various internal functions
• Processing and set up of Corporate Agency for Bancassurance tie ups

Oct 2008 – Jul 2009 · 9 mos · Greater Ahmedabad Area

• Establishment and development of Agency Vertical in assigned region (Ahmedabad, North Gujarat, Saurashtra & Katchh)
• Leading the team of Relationship Managers and Insurance Officers at each branch.
• To generate and development of business through Retail Agents, Retail Brokers, Consolidators & DSAs

Mar 2005 – Oct 2008 · 3 yrs 7 mos · Greater Ahmedabad Area

• Managing Automobile Dealerships, DSAs and Transporters for generation of motor insurance business in assigned territory
• Additional In-charge: DST & HDFC Sales Ltd. relationship (Ahmedabad, Saurashtra, Kutchh & North Gujarat)
• Promoted consecutively for 3 years
• Highest GWP contributor among all regions in PAN India

May 2004 – Nov 2004 · 6 mos · Ahmedabad Area, India

• Generating business through the bancassurance channel of Indian Postal Department.
• Calling corporate clients and presenting them with the benefits of Life Insurance and tax saving products in case of an individual as well as group requirement.