About
Experienced banking and bancassurance professional with 15+ years of experience across life insurance, bank branch banking, sales distribution, partner management and team handling. Currently working as Senior Area Manager with Bajaj Life Insurance, handling a team of 6 FLS and business across 14 RBL Bank branches. Strong experience in branch activation, target achievement, sales productivity, partner relationship management, team coaching and business development.
Experience6
Senior Area Manager — RBL Bank Branch Banking
Nov 2024 — PresentBajaj Life Insurance
Leading a team of 6 Field Sales Leaders (FLS) to generate business via 14 RBL Bank branches. Responsible for branch targets, motivating branch staff, conducting team meetings, coaching on contests and new products, and maintaining partner relationships and sales productivity.
Territory Sales Manager — HDFC Bank Branch Banking
Sep 2023 — Oct 2024Tata AIA Life Insurance
Managed a team of 4 FLS driving business through 11 HDFC Bank branches. Built strong relationships with branch management, conducted sales coaching and training, motivated teams via contests, managed branch activation initiatives, and maintained sales productivity.
Bancassurance Manager — Bancassurance
Jun 2017 — Aug 2023HDFC Life Insurance
Built relationships with bank branch managers and bancassurance teams. Developed sales teams through training and coaching, enhanced field sales and prospecting, motivated branch teams through contests, ensured adherence to bancassurance processes and KPIs, and coordinated to meet productivity targets.
Corporate Agency Manager — Bancassurance
Jan 2014 — May 2017Aviva Life Insurance
Planned sales calls through territory analysis and customer research, achieved sales targets, mentored and trained teams for target achievement, coordinated and monitored team sales efforts, managed client responsibilities, and maintained business quality standards.
Assistant Financial Service Manager — Bancassurance (CABR)
Jun 2011 — Jan 2014ICICI Prudential Life Insurance Co. Ltd.
Managed sales and distribution at the Corporate Business Associate, handled sales and operations across ICICI Prudential Life Insurance products, developed relationships with corporate partners and national distributors, supported product launches and training, and ensured target achievement and relationship management.
Sales / HR / Accounts Responsibilities
Raj Enterprise, BIDC Baroda
Handled sales distribution, coordination and implementation. Managed HR responsibilities including muster completion, grooming standards, and customer relations. Managed accounts responsibilities such as cash handling, submission, voucher checking and expense control.
Education1
B.B.A
2005 — 2008Veer Narmad South Gujarat University
Marketing