Aug 2022 – Aug 2023 · 1 yr · Ahmedabad, Gujarat, India

• spearhead overall growth strategy, all client facing functions and building new business verticals.

Nov 2020 – Aug 2022 · 1 yr 9 mos

Oct 2018 – Nov 2020 · 2 yrs 1 mo

May 2018 – Oct 2018 · 5 mos

Oct 2016 – Apr 2018 · 1 yr 6 mos

Oct 2015 – Sep 2016 · 11 mos

Feb 2014 – Sep 2015 · 1 yr 7 mos · Kerala

• Setting up a successful sales team in space selling segment in kerala market.handling state through 5 locations with a winning team of Real Estate Managers and Client Relationship Officers.major goal is to become the most customer centric space consultant in the market with in one year.

May 2013 – Nov 2013 · 6 mos · Cochin Area, India

• Heading kerala for the finance and wealth retail distribution arm of reliance capital.handling a team of territory managers and relationship managers towards revenue targets for the area.
• kerala became the No.1 area in terms of profitability with in three months pan india.
• the fastest promotion from Territory Manager to Area Manager with in three months.
• compete regions with a small area and team.
• Done highest MGP Premium and NOs.

Jun 2012 – Apr 2013 · 10 mos · Trivandrum-Kerala

• Made history in isec interms of LI premium(3.6 Crs) and 7.9 Million total revenue(4.8 Million Profit) with in 9 months.
• Set up pan india No.1 branch from 163 th position in first quarter.
• Highest Li MTD in the history of isec (7.2 Million).
• Highest Individual Li Premium in the history of isec(4.2 Million).
• Highest No Of Online learning Registrations in the history of isec(53).
• Created a new portfolio managing tool called 'CYOP'(create Your Own Portfolio).
• Manage overall sales & revenue target of the branch through life,general insurance,wealth products and Direct & mirror funds.
• Manage a team of Relationship managers.
• Maintain the MIS and issuance tracker on a daily basis.
• Coordinate with insurers and fund houses for conducting trainings and sales activities.

Jun 2010 – Aug 2011 · 1 yr 2 mos

• Manage sales from alternate channel partners in Kerala.
• Manage a team of Relationship Managers
• Collect feedback from the partners & arrange training, promotional activities, etc…
• Make daily Branch Visits & tracking MIS and issuance
• Strategic Adoption Model implemented and tied up with various NBFCs and brokers.
• Done significant Nos as a brand new insurer in the market through brokers.
• Opportunity to improve knowledge in new channel acquisition,negotiation and tie up process.
• Made the fastest grown up business model in associated NBFCs and win all existing competitors in terms of Nos.

Jun 2008 – Jun 2010 · 2 yrs

• Manage sales from alternate channel partners from south kerala.
• Manage a team of Relationship Managers
• Collect feedback from the partners & arrange training, promotional activities, etc…
• Make daily Branch Visits & tracking MIS and issuance
• made a comfortable shift from agency to broking especially with a new insurer.
• The Only SM did consistent business from RSL(Religare Securities Ltd)Pan india.
• Appointed Sub Brokers and LGs and always maintain position in the top pan india.
• Built Aegon as a brand of quality and customer centric between the leading broking houses.
• The Only SM pan india got four increments and one promotion with in two years.

Jan 2007 – Jan 2008 · 1 yr

• Manage a team of BUSINESS ASSOCIATES and Consultants.
• Collect sales feedback from their consultants
• Recruit and manage a team of junior managers
• Conduct weekly meetings with BAs & JMs
• Reporting to the Area Head.
• Create MDRTs,SMs,BAs from the team.
• Ranked as No.7 in the region with in six months.

Jun 2006 – Dec 2006 · 6 mos

• Lead a winning team of insurance consultants.
• Involved in their daily activities,client meetings,closures,trainnings,etc.
• Topped as No.1 in the branch and 3rd in the Region in joinning month(2.7 Million FYRP + 112 Policies from a team of 9 Consultants)
• First day Gold and Silver club members.
• Fastest MDRT and first from the branch.

Apr 2004 – May 2006 · 2 yrs 1 mo

• Direct Sales of Life Insurance products.
• 1st youngest MDRT in 2006,Gold Club Member in 2005-06,Silver Club Member in 2004-05