Apr 2024 – Apr 2025 · 1 yr

• Managing Axis Bank-Branch Banking Relationship for the entire Gujarat and Madhya Pradesh regions.
• Leading a team of 23 Cluster Managers and 5 Circle Heads, ensuring effective team performance and driving business growth.
• Managing 668 branches, 45 clusters, 10 strategic branches, and 4 circles, fostering consistent business support and expansion.
• Maintaining regular interactions with Regional Heads, Circle Heads, Cluster Heads, Branch Managers, and Third Party Product teams to align business strategies and objectives.
• Working closely with Underwriting, Sales Support, Claims, and Operations teams to ensure smooth processing and optimal service delivery.
• Frequently visiting various locations to meet stakeholders, engage with team members, and provide motivation, training, and support for business initiatives.
• Supporting business development through effective relationship management and operational excellence.

Nov 2021 – May 2024 · 2 yrs 6 mos

• Handling Axis Bank-Branch Banking Relationship for North, Central and South
• Gujarat (East Gujarat as per Axis Bank Hierarchy)
• Driving All the General Insurance products.
• Having Team of 9 Sales Managers and Unit Sales Managers
• Ensure Hygiene at all time-For Business process, Over All Team Plans, and
• Execute Various Engagement Program/Training for bank Staff.
• Coordinate with UW, OPS, and Claim Team for smooth process.
• Weekly interaction with Bank Circle Heads, TPP heads, Cluster heads, Branch
• Managers, for Business drive.

Feb 2019 – Nov 2021 · 2 yrs 9 mos · Gujarat, India

• Responsible for handling Public Sector Banks, Local Co-Operative Banks and
• Regional Rural Bank channel for North Gujarat and Central Gujarat area.
•  Driving personal and Commercial line products for Bancassurance Partner like,
• BOI, BGGB, The Mehsana Urban Co-Op Bank Ltd, Dhanera Co-op Bank,
• Chanasma Co-Op Bank, and Other Banks.
•  Team Management/Business Achievement/Claims Coordination.
•  Coordinate with UW, OPS, and Claim Team for smooth process.
•  Regular interaction with Bank Bank Zonal Heads, Cross selling Team, Branch
• Managers, for Business drive and process improvement.

Jan 2018 – Feb 2019 · 1 yr 1 mo · Mehsana,Gujarat

• Driving personal line products(Health,Motor,Personal Accident,Fire,Marine and Home Insurance) for Retail Bancassurance for Bank of Baroda.
• Close Coordination with UW, OPS, and Claim Team for Smooth Process.
• Regular interactions with Bank of Baroda Cross selling team, Branch Manager and Credit Manager for Business Drive and process improvement.
• Providing Product,process and Claim training to BOB Staff.(Product Like : Fire, Marine, Group Health Insurance, Liability Insurance and Group Personal Accident.).
• Keeping track of renewals well in advance to ensure maximum retention.
• Involvment in high tickets claims for faster payment.
• Sharing monthly MIS for product mix and loss ratio with Key officals of BOB.

Jul 2012 – Jan 2018 · 5 yrs 6 mos · Ahmedabad, Gujarat, India

• Driving personal line products(Health, Motor and Life Insurance) for Mahindra and Mahindra Financial Services Ltd.
• Regular interactions with MMFSL State Head, Area Head, Branch head and Business executives for Business Drive of Motor, health and Life.(Selling Through MMFSL Business).
• Joint Meeting with Insurance Co. to M&M and Non M&M Motor Dealer for New Business tie-up.
• Maintain relations with Existing Channel Partner and expand company business.
• Providing Product, process and Claim training to Dealer Staff and MMFSL Staff.
• Keeping track of renewals well in advance to ensure maximum retention.
• Involvement in high tickets claims for faster payment.
• Handling team of Business Executives for Retention.
• coordinating with Insurance companies for RN, Quote and Claim related issues.
• Sharing monthly Business MIS with Key officials of MMFSL and Channel Partners.

Mar 2011 – Jul 2012 · 1 yr 4 mos · Ahmedabad, Gujarat, India

May 2010 – Feb 2011 · 9 mos · Ahmedabad, Gujarat, India · On-site