Bancassurance Sales & Relationship Expert
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ScribdTranslationsBancassurance Sales & Relationship Expert
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ScribdTranslationsKAUSHIK KAPOOR
09833622910 Kaushik_Kapoor@[Link]
Seeking assignments in Bancassurance, Sales, Relationship Management, Marketing & / Analytics with organization of
reputation
CAREER CONSPECTUS
Result oriented professional with over 9.5 years of experience in the areas of:
- Bancassurance - Sales - Relationship Management - Team Management - Banking
Skillful in implementing strategies for capturing business, exploring and developing new markets, accelerating growth &
achieving desired sales goals.
Deftness in managing business operations with a focus on top-line and bottom-line performance.
Adept in managing, reviewing and undertaking appropriate Sales activities for channel partners, consistent with
philosophy & guidelines to achieve organizational objectives.
Possess excellent communication, relationship management & team building skills with dexterity in mentoring and
managing teams.
CAREER CONTOUR
Oct'11- Till Date PNB MetLife India Insurance Co. Ltd (Mumbai) Territory Manager
Oct'10-Oct'11 Bajaj Allianz Life Insurance Co Ltd (Mumbai) Area Manager
Nov`06 – Oct`09 MetLife India Insurance Co Ltd (Mumbai) Sr. Sales Manager
Sep 04 – Nov 06 Bajaj Allianz Life Insurance Co Ltd (Mumbai) Financial Planner
Dec 03 – Sep 04 About Kotak Mahindra Life Insurance (Mumbai) Sales Associate
Oct'00 – Oct'01 UTI Bank Ltd., Mumbai. Executive
(operations)
ACCOUNTABILITIES:
Relationship Management
Key channels managed include banks like PNB, AXIS, Standard Chartered, Centurion, Yes Bank.
Ensuring the highest service standards are attained for servicing of business partners and maintaining minimum turnaround.
time.
Building and maintaining healthy business relations with major channel partners and ensuring smooth achievement of
targets.
Marketing & Business Development
Exploring potential business avenues, achieving increased business growth.
Directing the biggest portfolios in the bancassurance model.
Establishing and maintaining corporate relations with the existing channel partners; ensuring adequate product visibility
to the concerned.
Team Management
Streamlining initiatives & Business procurement for Bancassurance & Business Partnerships of PNBMetLife for
Lucknow Region.
Handling the Largest PNB Circle in U.P. (Lucknow) with close to 84 Branches
Managing a fleet of 24 ARM’s mapped across 84 Branches of PNB in different Cities & Districts.
Leading, training & monitoring the performance of team members of 9 FPCs in Mumbai to ensure efficiency in sales
operations and meeting of individual & group targets.
Significant Highlights
Grand Slam Qualifier for an abroad Trip to Dubai in PNBMetlife.
IPL Winner in Metlife as a Sales Manager.
Awarded various certificates for continuous excellent performances in Login Days
Joined as an Assistant Sales Manager and got promoted to Sales Manager in the first year of tenure with Metlife.
Got promoted as Sr Sales manager within the first 2 years of tenure with Metlife.
Got qualified as Territory Manager within the first 3 years of tenure with Metlife.
NOTABLE CONTRIBUTIONS ACROSS CAREER
PNB MetLife India Insurance Co. Ltd.
Spearheading a team of 24 ARM’s for sourcing business through PNB Bank.
Responsible for managing the overall training of theARM’s
Played significant role in organizing branch level promotional activities & planning incentives for branch staff
Responsible for target settings of the ARM’s and accomplishments on a regular basis.
Responsible for managing the overall development of theARM’s.
Initiated branch level promotional activities & planned incentives for branch staff.
Deftly handled all activities pertaining to recruitment, training & induction ofARM’S.
MetLife as Sr. Sales Manager (Axis Bank)
Spearheaded a team of 9 FPCs for sourcing business through Axis Bank in Mumbai
Successfully coordinated with:
o Underwriters & branch staff in order to expedite policy login & Issuance.
o Branch Managers of Axis bank for target setting & achievement on a regular basis.
o Senior staff member for achievement of yearly business plan.
. Deftly handled all activities pertaining to recruitment, training & induction of FPC's.
. SCHOLASTICS
2003 PGDIM in Insurance Management from Symbiosis Centre for Distance Education, Pune
2000 PGDBM / M.B.A in Marketing from Shri Guru Ram Rai Institute of Technology & Science.
1998 [Link] from Rajasthan University, Jaipur
1997 1 year Diploma Course from Tata Unisys (TULEC), Jaipur
1995 12th(C.B.S.E Board) from India International School, Jaipur, Rajasthan
1993 10th(C.B.S.E Board) from Sophia School, Khetri, Rajasthan
INTERNSHIP
Company: Larsen & Tubro (Switchgear Section) Mumbai Time duration: 2 Months
Project undertaken: Evaluation of the competitiveness of Hager in MCBs and ELMCBs; judging dealers
feedback & perception about Hager