Heading Bancassurance Relationship for CSB Bank (erstwhile Catholic Syrian Bank) in an open architecture model for Entire North and East India covering geographies of 8 states.Liaisoning with all Bank staffs, Branch head including Senior Bank Officials as important stake holders including Cluster Heads, Regional Heads and Zonal heads of the bank for smooth Insurance business in the given geographies. Designing and implementing of local drives and campaigns and having a key role in cost centre management for the entire unit.Managing KPIs as New Business Premium, Product mix with focus on traditional (Par and Non Par) and term Share, Persistency, Rider NOP and premium with Maintaining a healthy Market Share with adherence of Sales Management process.Currently managing 90 CSB Bank Branches for entire geographies of Delhi/NCR, Rajasthan, Punjab, Haryana, Himachal Pradesh,Uttar Pradesh,West Bengal and Orissa alongwith CASA, Gold loans , Whole sale banking and SME verticals of the region.Fully responsible for managing entire business functions, implementation on agreed business plans as discussed with key account teams and senior bank officials (Zonal heads and Cluster Heads) in the given geographies.Managing 50 work forces including Cluster Managers and Front line Sales officers for the assigned territory for business development,motivating them and retention.

Managing Bancassurance relationship for IDFC First Bank, SBM (State Bank of Mauritius ) and CSB Bank (erstwhile Catholic Syrian Bank) in an open architecture model.Liaisoning with Senior Bank officers including Cluster Heads, Regional Heads and Zonal heads of the bank for smooth Insurance business in the given geographies. Designing and implementing of local drives and campaigns and having a key role in cost centre management for the entire unit.Managing KPIs as New Business Premium, Product mix with focus on traditional and term Share, Persistency, Maintaining a healthy Market Share with adherence of Sales Management process.Currently managing 70 Bank Branches for all the relationships. For IDFC Managing one region with HNI,NRI and Salary vertical for Gurgaon, Faridabad, North and South Delhi, For CSB entire North and East India covering 7 states and SBM managing 2 branches in Delhi and Chandigarh.Fully responsible for managing entire business functions, implementation of agreed business plans as discussed with key account teams and senior bank officials (Zonal heads and Cluster Heads) in the given geographies.Managing over 35 work forces including Cluster Managers and Front line Sales officers for the assigned territory for business development,motivating them and retention.

Promoted as Territory Manager for Managing Bancassurance Relationship for Key alliances. Heading the Entire North and East India for CSB Bank(erstwhile Catholic Syrian Bank), Saraswat Bank and SBM Bank Ltd in an open architecture structure.Currently managing 32 Branches for above partners in North and East locations - Delhi/NCR, Punjab, Himachal, UP, Rajasthan, West Bengal and Orissa.Fully responsible for managing entire business functions, implementation of agreed business plans as discussed with key account teams and senior bank officials (Zonal heads and Cluster Heads) in the given geographies.Managing over 30 work forces with 5 Front line managers and 25 Front line Sales officers for the assigned territory for business development,motivating them and guiding them.Spot and efficient decision to be taken for smooth business functioning.Maintaining a consistent record in every assignment and ensuring completion of targets.Launching and Designing of Campaigns/ Contests for driving of life insurance business.

Promoted as Senior Corporate Sales Manager for Managing Bancassurance Relationship in Delhi/NCR and Agra region for CSB Bank(erstwhile Catholic Syrian Bank), Saraswat Bank, Valid US Wealth(HNI/Ultra HNI Wealth Managers) and Varthana-NBFC.Fully responsible for Delhi-NCR and UP business, implementation of agreed business plans as discussed with key account teams and senior bank officials.Managing of Sales Development Managers for the assigned territory for business development,motivating them and guiding them.Spot and efficient decision to be taken for smooth business functioning Maintaining a consistent record in every assignment and ensuring completion of targets.

Promoted as Corporate Sales Manager in Bancassurance- taking care of Delhi-NCR , UP,Haryana and Rajasthan for Catholic Syrian Bank Branches,Saraswat Bank , Varthana (Credit-NBFC) and other HNI distributors of HDFC Life for Providing Insurance solutions to bank customers. Spoke CSM for Hdfc life in North( Delhi Zone) for bank with dealing with Area Heads and Zonal Head for soliciting of Life Insurance Products and Credit Life verticals also.Fully responsible for Delhi-NCR and UP business, implementation of agreed business plans as discussed with key account teams and senior bank officials.Managing of Sales Development Managers for the assigned territory for business development,motivating them and guiding them.Spot and efficient decision to be taken for smooth business functioning Maintaining a consistent record in every assignment and ensuring completion of targets.

Promoted as Sr. Bancassurance Manager for Managing Hdfc Bank branches of Dwarka and New Friends Colony for Life Insurance.With Relationship Managers and other bank staff work on customer portfolio to get needbased data analysis for Life Insurance businessTo identify HNI and corporate customer to cross sell insurance products basis needs of the customer as Protection,Savings,Investment, Pension and Health Plans

Promoted as Bancassurance Manger , Managing Hdfc Bank branches of Dwarka for Life Insurance business With Relationship Managers and other bank staff work on customer portfolio to get needbased data analysis for Life Insurance businessTo identify HNI and corporate customer to cross sell insurance products basis needs of the customer as Protection,Savings,Investment, Pension and Health Plans

Managing Hdfc Bank branches of Bikaji Cama place and Green Park for Life Insurance, internally transferred to manage a bigger portfolio of Hdfc Bank Dwarka Branch.With Relationship Managers and other bank staff work on customer portfolio to get needbased data analysis for Life Insurance businessTo identify HNI and corporate customer to cross sell insurance products basis needs of the customer as Protection,Savings,Investment, Pension and Health Plans

Worked on Financial Planning Module,target Retail and HNI Segment on Wealth Management principle with Product exposure in Mutual Funds,Insurance,Real Estate,Bonds,FDs,Loans and other wealth management products.

• Acquiring HNI Clients, explaining them about financial markets for selling of Demat accounts.• Directed daily operations for a retail, including branch sales, business development, customer service. Revenue Generation target through brokerage by making buying/selling of equity and derivatives .• Dealing with share market with BSE and NSE exahanges in Equity and Derivatives segment.