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Bancassurance Sales Expert Resume

KY Vijay Nag is a seasoned professional with over 11 years of experience in the bancassurance channel, currently serving as Deputy Manager at Muthoot Fincorp Ltd. He has a proven track record in developing marketing strategies, achieving sales targets, and managing teams across various roles in the insurance sector. His educational background includes a Bachelor's degree in Civil Engineering, and he holds certifications from IIBF, Mumbai.

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0% found this document useful (0 votes)
44 views3 pages

Bancassurance Sales Expert Resume

KY Vijay Nag is a seasoned professional with over 11 years of experience in the bancassurance channel, currently serving as Deputy Manager at Muthoot Fincorp Ltd. He has a proven track record in developing marketing strategies, achieving sales targets, and managing teams across various roles in the insurance sector. His educational background includes a Bachelor's degree in Civil Engineering, and he holds certifications from IIBF, Mumbai.

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samschai1992
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We take content rights seriously. If you suspect this is your content, claim it here.
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KY VIJAY NAG

yashvinagav@[Link]
7396539997

OBJECTIVE

Seasoned professional with 11+ years of experience in bancassurance channel with capability of delivering business and achieving
assigned zone targets and persistency targets.

Expert in launching implementing new sales marketing techniques for customer acquisition and sales

EXPERIENCE

EXPERIENCE

February 2023 - I currently work here


Deputy Manager, corporate strategy Muthoot fincorp ltd, VIJAYAWADA, India

• Developed marketing strategies in conjunction with the sales team to increase customer base and revenue.
• Analysed sales reports and market trends to inform strategic operational adjustments.
• Reviewed financial statements, sales and activity reports, and other performance data to measure productivity.
• Set accurate budgets based on historical data and forecasted trends to keep operations financially sound.

July 2021 - February 2023


Territory manager TPD BANCASSURANCE Aviva life insurance company limited , VIJAYAWADA, India

• Set and monitored sales targets, providing coaching and feedback to improve individual performance.
• Bancassurance channel supervised whole zone for budgeted targets.
• Team handling of 8 members with 97 branches
• Managed product launches within territory, ensuring alignment with corporate goals and objectives.
• Utilised CRM systems to track client interactions, sales, and progress towards goals.
• Directed sales team within territory, achieving 20% year-on-year growth through strategic planning and execution.
• Provided regular updates to senior management on territory performance, challenges, and strategic opportunities.
• Continuously achieved or exceeded monthly sales targets by proactively cold calling leads, visiting customers and going the extra
mile to achieve client needs.
• Mentored employees in successful selling techniques and encouraged cross-selling additional products and services.
• Maintained friendly and professional customer interactions.

October 2017 - June 2021


Area Business Manager Max life insurance , VIJAYAWADA, India

• Directed regional sales teams to exceed sales targets through strategic planning and execution.
• Bancassurance channel with Axis Bank
• Monthly premium target and renewal target completion
• Cross selloff various products,customer handling
• Took 3 promotions from fls role to team manager role
• Managed 12 branches of third-party
May 2013 - March 2017
Accounting Clerk State Bank of Hyderabad , Hyderabad , India

• Reconciled bank statements against general ledger to verify accuracy of transactions and identify discrepancies.
• Assisted in month-end closing procedures, including journal entries and balance sheet account reconciliations.

EDUCATION

EDUCATION

January 2009 - March 2013Bachelor of Science Civil engineerJNTU KAKINADA, Kakinada

• Btech in civil engineering


• First class with distinction

January 2007 - January 2009BOARD OF INTERMEDIATE MpcSrichaitanya junior college, Guntur

• Mpc in intermediate

SSC SscSai ushodaya emhigh school, Guntur

AWARDS AND ACKNOWLEDGEMENTS

PROFESSIONAL AFFILIATIONS

• Achieved 125% target in sales target which was a record


• Persistency renewal target acheivement of 93%
• Ultra hni handling
• Team handling
• Sales and after sale service
• Claims and documentation

SKILLSSKILLS

• Team handling experience of 6 years.


• Bancassurance third party sales
• Zone business handling and target achievement of 125%
• CAIIB , JAIIB certifications from prestigious IIBF, Mumbai
• Persistency collection target acheivemt of 93%
• Highest ticket size in life insurance premium of 35 lakhs.
• Never missed a promotion in career.
• Sales expertise
• Strategic decision-making
• Ability to train
• Strong delegating abilities
• Dynamic leadershi
Team handling experience of 6 years.

• Bancassurance third party sales


• Zone business handling and target achievement of 125%
• CAIIB , JAIIB certifications from prestigious IIBF, Mumbai
• Persistency collection target acheivemt of 93%

2
• Highest ticket size in life insurance premium of 35 lakhs.
• Never missed a promotion in career.
• Sales expertise
• Strategic decision-making
• Ability to train

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