Assistant Manager
GARGASH INSURANCE
Total years of experience :18 years, 4 Months
Established in 1982, Orient Insurance is a part of Al-Futtaim Group, delivering steady YoY Business Growth
Highlights
• Performed end-to-end insurance development operations and recognized as the Top Ranking IDM in the Division, since the date of joining.
• Developed agencies, deployed resources, assisted team members, and successfully achieved business worth 500, 000 API in a short period of 6 months.
• Successfully complemented the probation period as well as the confirmation criteria required to work with the company, within the provide time span.
Key Responsibilities
Resource Optimization
• Involved in the recruitment, selection, on-boarding, and management of Insurance Advisors on a payroll basis, to generate business and meet monthly revenues targets.
• Appointing potential distributors and channel partners, negotiating agreements and mobilizing policy marketing operations through them to increase overall sales numbers.
• Providing efficient training to various team members, channel partners and distributor teams on subjects like ‘approaching a customer’, ‘client communication’, ‘sales pitch’ etc
Operations Management
• Managing start-to-end departmental operations including sales planning, business forecasts, annual budgets, marketing & promotions, and team leadership.
• Defining standard operating procedures for all functions and ensuring adherence to the same, with a view to render high quality customer service at all times.
• Handling accountability towards the prompt and effective resolution of issues / problems faced either by the team or by channel partners.
Performance Delivery
• Rolling-out sales plans, utilizing various management techniques, and delivering consistent sales output on a month-to-month basis.
• Ensuring high levels of productivity in the team’s operations through the development of a constructive working environment inside the company.
• Conducting progress review meetings on a regular basis and monitoring the excess / shortfall in the achievement of daily targets.
Max Life Insurance runs operations all over India, providing cover to around 4 million families in the country
Highlightsu**
• Successfully recruited, developed, and retained financial advisors and agency partners, resulting in a significant up-move in the company’s insurance line of business.
• Planned, initiated, and implemented the organization of road shows, promotional campaigns and various other events to increase product visibility and generate substantial leads.
• Instrumental role in delivering the achievement of business plans through the recruitment, development, and activation of new agents.
Key Responsibilitiesu**
Agent Recruitment
• Developed several sources to hire agents, conducted interview rounds, analyzed capabilities, and built a high performing agent pipeline to run operations.
• Initiated various incentive programs to enhance the footfall of potential agents and generation of fresh referrals through the existing pool of agents.
• Maintained complete adherence to the defined agent recruitment norms and policies, explained job profiles and payment structures beforehand.
Agent Development
• Conducted induction for all new agents, provided process flow training, and shared product knowledge through various sessions and field demonstrations.
• Involved in various activities related to skill development for all agents, with major focus on sales, customer service, documentation, and communication.
• Coordinated with individual agents to develop their plans, review their goals, understand their insurance marketing process and assisted in capturing maximum market area.
Target Delivery
• Ensured that pre-set collective as well as agent-wise revenue and sales targets are met on a monthly, quarterly, and yearly basis, in line with the planned forecasts.
• Developed business through agent productivity improvement and strategic company product mix sales ratio, as per the requirements.
• Built deep customer loyalty, analyzed customer behavior, followed prescribed sales practices and rendered qualitative service to clients.
PJ Homes is involved in property development, hotel operations, civil contracting and tourism projects
Highlightsu**
• Developed and implemented successful direct mailing and internet marketing campaigns that specifically targeted HNIs, resulting in significant promotion and sales.
• Interacted with leading financial publication houses, developed healthy professional relations at the partner level, which proved to be beneficial in the publication and circulation of company product information.
• Delivered substantial cost savings to the company through reduced marketing expenses, which was measured to be a direct impact of strategic partnerships forged during the tenure.
Key Responsibilitiesu**
Special Projects Management
• Functioned as the Manager, responsible for the planning, conceptualization and delivery of special projects as per organizational requirements.
• Developed scope of work, planned & scheduled tasks, optimized resources and implemented end-to-end execution of project operations.
• Implemented and ensured adherence to standard project management practices, along with innovative quality assurance methodologies.
Digital Marketing Activities
• Collaborated with internal / external technical teams to promote the company’s products through various online and social media platforms, in order to generate maximum leads.
• Planned and executed full-fledged digital marketing campaigns aimed at created an interaction between the target audience and the company’s products.
• Developed brand awareness in the online domain, handled product placement, activated promotions, and enhanced sales numbers, business revenues, and bottom-line profits.
A fast growing insurance company in India, Kotak Life Insurance covers 10 million+ lives through its offerings
Highlightsu**
• Delivered strong performance and qualified for the BM Club, an elite group of individuals in Kotak, from Oct-Dec 2009 and Jan-Mar 2010.
• Received various awards from the Vice President for portraying excellent performance in recruitment, sales, business development, and revenue growth.
• Completed the probation and confirmation criteria within stipulated time-span and achieved annual increment scheme target in one year from the date of joining.
Key Responsibilitiesu**
Sales Management
• Involved in the recruitment, selection and management of a team of distributors / partners, to develop business based on assigned monthly targets.
• Assisted channel partners and distributors to promote Kotak’s insurance plans, mobilize agent teams, and increase market share.
• Assisted sales teams to generate leads, approach potential customers, present insurance plans and convert them into successful sales.
HR Support & Distribution Management
• Monitored employee productivity levels and ensured achievement of pre-defined targets on a monthly, quarterly, and yearly basis.
• Managed and reviewed daily performance of cross-functional teams of agents and provided constructive improvement feedback.
• Coordinated with channel partners and distributors to monitor their performance and deliver consistent sales numbers throughout the financial year.
Designation Chronologyu**
• Senior Agency Manager, 2008 to 2009
• Agency Manager, 2007 to 2008
• Unit Manager, 2006 to 2007
Highlightsu**
• Formed 2 MDRTs in 2 years, implemented best practices, and developed systems and procedures to establish and retain customer interest in product offerings.
• Performed consistently and accomplished assigned targets, exceeded targets by 112% for UM to AM goal sheet transition and 125% for AM to SAM goal sheet transition.
• Systematically selected, trained and converted a record number of 200+ financial advisors in a span of 3 years; recognized by the management for excellent recruitment planning and implementation.
• Received recognition for exceptional sales performance from Senior Vice President and Head of Sales.
• Awarded Certificate of Excellence as the “Best Manager” for superior performance in functional areas of recruitment, business development and annual premium collection).
Key Responsibilitiesu**
• Managed business development activities and effected increase in monthly revenues through application of robust sales management techniques.
• Liaised with distributors and partners, monitored cross-selling and over the counter sales, identified gaps and created new avenues to promote company products.
• Held authorized login for conversion of life insurance, explained options available to customers and processed applications.
• Tracked operational performance through detailed sales analytics, revamped processes as required, and provided appropriate training to increase people & process productivity.
• Implemented distributor, channel partner and financial advisor capability building programs, monitored post-training performance and incentivized sales performance to motivate people to deliver expected results.
Previous Assignments u**
• 2 Years, Sales Manager, Pacific Agro Tech Pvt Ltd
