KAUSHIK KAPOOR

09833622910

Kaushik_Kapoor@hotmail.com

Seeking assignments in Bancassurance, Sales, Relationship Management, Marketing & / Analytics with organization of
repute
CAREER CONSPECTUS
Result oriented professional with over 9.5 years of experience in the areas of:
-

Bancassurance

Sales -

Relationship Management -

Team Management - Banking

Skillful in implementing strategies for capturing business, exploring and developing new markets, accelerating growth &
achieving desired sales goals.
Deftness in managing business operations with focus on top-line & bottom-line performance.
Adept in managing, reviewing and undertaking appropriate Sales activities for channel partners, consistent with
philosophy & guidelines to achieve organisational objectives.
Possess excellent communication, relationship management & team building skills with dexterity in mentoring and
managing teams.
CAREER CONTOUR

Oct11- Till Date

PNB MetLife India Insurance Co. Ltd ( Mumbai)

Territory Manager

Oct10-Oct11

Bajaj Allianz Life Insurance Co Ltd (Mumbai)

Area Manager

Nov`06 Oct`09

MetLife India Insurance Co Ltd (Mumbai)

Sr. Sales Manager

Sep`04 Nov`06

Bajaj Allianz Life Insurance Co Ltd (Mumbai)

Financial Planner

Dec`03 Sep`04

Om Kotak Mahindra Life Insurance (Mumbai)

Sales Associate

Oct`00 Oct`01
(operations)

UTI Bank Ltd., Mumbai.

Executive

ACCOUNTABILITIES:
Relationship Management

Key channels managed includes Banks like PNB,AXIS, Standard Chartered, Centurion,Yes Bank.
Ensuring highest service standards are attained for servicing of business partners and maintaining minimum turn around
time.
Building and maintaining healthy business relations with major channel partners and ensuring smooth achievement of
targets.
Marketing & Business Development

Exploring potential business avenues, achieving increased business growth.

Directing the biggest Portfolios in the Banc-assurance Model.
Establishing and maintaining corporate relations with the existing channel partners; ensuring adequate product visibility
to the concerned.
Team Management

Streamlining initiatives & Business procurement for Banc - assurance & Business Partnerships of PNBMetLife for
Lucknow Region.
Handling the Largest PNB Circle in U.P.(Lucknow) with close to 84 Branches
Managing a fleet of 24 ARMs mapped across 84 Branches of PNB in different Cities & Districts.
Leading, training & monitoring the performance of team members of 9 FPCs in Mumbai to ensure efficiency in sales
operations and meeting of individual & group targets.

Significant Highlights
Grand Slam Qualifier for an abroad Trip to Dubai in PNBMetlife.
IPL Winner in Metlife as a Sales Manager.
Awarded various certificates for continuous excellent performances in Login Days
Joined as a Asst Sales manager and got promoted as Sales manager in the first year of tenure with Metlife.
Got promoted as Sr Sales manager within the first 2 years of tenure with Metlife.
Got qualified as Territory Manager within the first 3 years of tenure with Metlife.

NOTABLE CONTRIBUTIONS ACROSS CAREER

PNB MetLife India Insurance Co. Ltd.
Spearheading team of 24 ARMS for sourcing business through PNB Bank.
Responsible for managing the overall training of the ARMs
Played significant role in organizing branch level promotional activities & planning incentives for branch staff
Responsible for target settings of the ARMs & accomplishments on regular basis.
Responsible for managing the overall development of the ARMs.
Initiated branch level promotional activities & planned incentives for branch staff..
Deftly handled all activities pertaining to recruitment, training & induction of ARMS.
MetLife as Sr. Sales Manager (Axis Bank)
Spearheaded team of 9 FPCS for sourcing business through Axis Bank in Mumbai
Successfully coordinated with:

o Underwriters & branch staff in order to expedite policy login & Issuance.
o Branch Managers of Axis bank for target setting & achievement on a regular basis.
o Senior staff member for achievement of yearly business plan.
Deftly handled all activities pertaining to recruitment, training & induction of FPCS.

SCHOLASTICS

2003
2000
1998
1997
1995
1993

PGDIM in Insurance Management from Symbiosis Centre for Distance Education, Pune
PGDBM / M.B.A in Marketing from Shri Guru Ram Rai Institute of Technology & Science.
B.Com from Rajasthan University, Jaipur
1 year Diploma Course from Tata Unisys (TULEC), Jaipur
12th (C.B.S.E Board) from India International School, Jaipur, Rajasthan
10th (C.B.S.E Board) from Sophia School, Khetri, Rajasthan
INTERNSHIP

Company:
Project undertaken:

Larsen & Tubro (Switchgear Section) Mumbai

Time duration: 2Months
Evaluation of the competitiveness of Hager in MCBs and ELMCBs; judging dealers
feedback & perception about Hager