Umesh Sheth Email and Phone Number
Umesh Sheth personal email
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Insurance and Credit Rating domain specialist with wide experience in Retirement Benefit Solutions for corporate, handling Fund Management, Risk Management and Retirement Solutions.Skills: Corporate Sales, Team Management, CRM, Business Development.Product Knowledge: Employee Benefit Solutions, Retirement Solutions, Fund Management, Group Term Insurance, EDLI, Credit Ratings, Basel II Ratings, NSIC - SME Ratings, Debt Syndication, Lending, Training and Development.
Pramerica Life Insurance
View- Website:
- pramericalife.in
- Employees:
- 1519
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Head - Eb Fund And RiskPramerica Life InsuranceMumbai, Mh, In -
Dvp & Head - Protection | Employee Benefits & Retirement SolutionsPramerica Life Insurance Nov 2023 - PresentMumbai, Maharashtra, IndiaResponsible to develop & manage PAN India Protection Business. Responsibilities include:Strategic Planning, Facilitating enablers for Business Development, Manpower Management. -
Regional Head - Group Business (West Zone)Aditya Birla Sun Life Insurance Oct 2022 - Nov 2023Mumbai, Maharashtra, IndiaResponsible to drive Group Term Insurance Business for the West Zone. Managing a team of professionals across geographies. -
Senior Manager - Group BusinessTata Aia Life Insurance Oct 2019 - Oct 2022Mumbai, Maharashtra, IndiaKey Responsibilities Include:* Reaching out to Corporate Clients to provide Employee Benefit Solutions viz. Gratuity, Superannuation, Group Term Insurance and other Employee Benefit Schemes* Driving business for West Zone through Intermediaries and Brokers* Strategic tie-ups with identified groups to expand business under Affinity Segment -
Senior Manager & Regional Head - RomgMax Life Insurance Company Limited Sep 2018 - Oct 2019Mumbai Area, IndiaResponsible to drive Direct Business for part of Mumbai, Gujarat and RoMG Regions. Carrying an individual as well as team target, key responsibilities were to capitalise on my client connect and develop the direct business in west zone. I was responsible to drive business through the team in the Rest of Maharashtra, Goa and Gujarat Regions. -
Key Account ManagerHdfc Life Jan 2014 - Sep 2018Mumbai, Maharashtra, IndiaMy role started as KAM for Group Business responsible for EB funds and Group Insurance. Was lateron assigned to single handedly drive the Group Insurance Business for Mumbai region. Key responsibilities included engaging with Intermediaries (Brokers, Agents, Corporate Agents and Bank) and pitching their clients for GTI.Also responsible for Cross-Selling to existing clients wherein direct relationship was established, as well as do Cold calls.Have taken lot of initiatives - Maximising FSG & EDLI deals, increasing Annuity book by going B2B2C, Driving Direct Business and increasing share of Direct clients, enabling process improvements by getting involved and improvising in post-sales SoPs and Driving Affinity Business by creating unique value propositions for Non-Employer Employee policies. -
Assistant Manager - New InitiativesBrickwork Ratings Apr 2013 - Dec 2013Mumbai, Maharashtra, IndiaResponsible for bulk deals by approaching corporate majorly in manufacturing and pitching them Vendor Ratings.Also responsible for product management and played a pivotal role in designing the product construct by analysing offerings of market. Have also been responsible to target fund houses for Basel ratings solutions -
Sr. Business Development OfficerCrisil Mar 2011 - Apr 2013Mumbai Area, IndiaResponsible for sales of MSME Ratings to Small & Medium Enterprises. Sales progression included Cold calls, tele-calling, planned meetings, events, seminars and road shows.Have also managed a team of BDMs for a brief tenure before moving out wherein I was responsible to train them and support them to achieve their business targets. Have also been instrumental to conduct session on effective selling skills and a few short talks on time management, motivation, goal setting, selling right (inspired from books and speeches of Shiv Khera, Philip Kotler, Santosh Nair among others) -
Fund Accountant Specialist - Boston ComplianceJpmorgan Chase Jun 2009 - Feb 2011Mumbai Area, IndiaChecking daily transactions of all mutual funds of a fund house client for compliance and reporting the breach summary with possible cause of the same. Mutual funds were majorly sectorial, thematic, debt and SML cap funds.
Umesh Sheth Skills
Umesh Sheth Education Details
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Marketing/Marketing Management, General -
K.J.Somaiya College Of Science And CommerceCommerce
Frequently Asked Questions about Umesh Sheth
What company does Umesh Sheth work for?
Umesh Sheth works for Pramerica Life Insurance
What is Umesh Sheth's role at the current company?
Umesh Sheth's current role is Head - EB Fund and Risk.
What is Umesh Sheth's email address?
Umesh Sheth's email address is sh****@****ail.com
What schools did Umesh Sheth attend?
Umesh Sheth attended Narsee Monjee Institute Of Management Studies, K.j.somaiya College Of Science And Commerce.
What are some of Umesh Sheth's interests?
Umesh Sheth has interest in Writing, Children, Handwriting Analysis, Counseling, Education, Reading, Sales Force Training, Signature Analysis (Graphology), Health.
What skills is Umesh Sheth known for?
Umesh Sheth has skills like Direct Marketing, Business Development, Public Relations, New Business Development, Business Development Consultancy, Online Marketing, Crm, Networking, Creative Writing, Financial Accounting, Email Marketing, Branding Ideas.
Who are Umesh Sheth's colleagues?
Umesh Sheth's colleagues are Sachin Bhone, Abhishek Sharma, Joy Bhowmik, Nitin Srivastava (B.sc., Pgdbm, Liii), Paras Gupta, Sharad Dubey, Sukriti Borthakur.
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