Devu Patil

• Recruit, train, and develop new insurance agents, ensuring successful onboarding and business productivity.
• Conduct 3-day training sessions to enhance product knowledge and selling capabilities.
• Implement strategies to expand the agent network and drive sales growth in Life insurance.
• Designed recruitment campaigns using flyers, LinkedIn posts, and digital marketing to attract high-potential
agents.

• Lead a team of f 47 financial advisors, streamlining recruitment, onboarding, and training processes.
• Monitor and analyze key performance metrics, identify operational gaps, and implement corrective actions.
• Build strong client relationships, improving customer satisfaction and retention rates. Conduct regular training
sessions to enhance financial product knowledge and selling skills of advisors.
• Rigorously monitored sales practices to ensure 100% adherence to IRDAI regulations, maintaining a zero
complaint record for the agency.
• Developed strategic tie-ups with local businesses and professional groups to create an exclusive referral
funnel for high-ticket endowment plans.