BHAWNEET SINGH
Hamilton
Summary
Systematic Vice President specializes in project management and coordination. Strategic and astute professional identifies, plans, and develops new business, networks, and opportunities. Persuasive negotiator and positive relationship builder skilled in facilitating compromise while aligning goals with quantitative results.
Overview
19
19
years of professional experience
Work History
Licensed Insurance Broker
Max Financial
11.2022 - Current
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Built a diverse portfolio of commercial and personal lines clientele through targeted marketing efforts and referrals from satisfied customers.
- Increased client satisfaction by providing personalized insurance advice and policy recommendations.
- Improved client retention rates by providing exceptional customer service and ongoing communication regarding policy changes or updates.
- Educated clients on available insurance products and services, helping them make informed decisions about their coverage options.
Senior Vice President
Future Generali India Life Insurance Co. Ltd
12.2016 - 04.2022
- Successfully launched Insurance Manager Model Across all Delhi and NCR Locations and replicating to other Metro Markets.
- Started with 12 Locations and scale it upto 40 locations in span of 2 years.
- Top Region to add 1200 new IM's in 2 months .
- Multi fold Growth toward New Business Plan of Core Agency . There was jump of 300% in New Business in first year of Operation.
- Built top-performing teams of over 4000 agents and 200 Sales managers by using sales distribution as well as through effective coaching and mentoring.
- Key contributor by producing maximum MDRT's from any Region in History of Future Generali.
- Top Leader to produced highest numbers of Branches to meet profitability Criteria for Agency and taking Persistency to 88% from 45%. in 2 years.
- Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities
- Aligned sales objectives with business initiatives using strategic development, forecasting, and budgeting
- Completed performance updates and quarterly business reviews and presented findings
- Influenced organizational change initiatives that resulted in significant improvements in workplace efficiency and employee satisfaction.
Regional Head
Pnb Metlife
12.2009 - 11.2016
- Top Regional Head of Pnbmetlife Agency Chanel for 3 consecutive years.
- Was part of Pioneer team to Introduce and Launching first ever IM Model in Insurance Industry in 2011.
- Played Instrumental role in formulating IM Process, Building different IM Structures and Reward Program.
- Ranked among Top 3 Branches PAN India from 2011 - 2013.
- No1 Region for Agency in 2016 on Top three Parameter's - Top Line (110%), New Distribution, IM and Advisor hiring (135%) and persistency of 92%
- Developed team members into supervisors and department managers to promote family-based and performance-oriented culture
- Met KPIs consistently by motivating exceptional team performance and enabling consistent sales with hands-on leadership
Associate Business Development Manager
Kotak Life Insurance Co. Ltd
02.2008 - 12.2009
- Brought in $10 Million in year-to-date revenue, exceeding objectives by240%
- Responsible for the profit and loss of team members under my leadership
- Determined business development opportunities and implemented effective strategy for client acquisition
- Generated leads and capitalized on valuable business opportunities to bring in new company revenue and improve bottom line profit
- Established new customer accounts using negotiation and sales closing abilities
- Oversaw staff by delegating work and reviewing individual performance
- Increased bottom-line profitability by growing customer base and capitalizing on upsell opportunities
Executive Sales Manager
Bajaj Allianz Life Insurance Co. Ltd
04.2006 - 02.2008
- Met assigned targets for profitable sales volume, market share and key financial performance objectives
- Elevated team performance via strategic planning and coaching in areas of prospecting, sales, and value-added presentations
- Built sales forecasts and schedules to reflect desired productivity targets
- Secured sales targets by building successful sales teams, preparing yearly sales, and marketing budgets and implementing strategic action plans
Education
LLQP And RIBO Certified - License For Selling Life Insurance, Investments.
FSRA
10-2022
Post-Graduation Diploma - Business Administration and Marketing
Symbiosis Centre for Distant Learning
01.2005
Bachelor of Arts - undefined
Delhi University
01.2001
Skills
- Coaching and mentoring
- Strategic goals
- Market trends and analysis
- Performance monitoring and evaluation
- Proposals and presentations
- Business growth and marketing strategies
- Risk management
- Sales and market development
- Market trends understanding
- Project management
- Managed budgets
- Upselling expertise
- Territory management
- Interpersonal and written communication
- Networking
Accomplishments
- No.1 Manager with Kotak Life for2008-09 by doing highest profitable deals annually, delivering over10 million.
- Drove200% improvement in a year, on overall new business and profits through aggressive market distribution.
- Led team to achieve new business targets and renewals earning recognition from upper management and financial rewards.
- Promoted from Manager to Area Manager, in less than12-months with Pnb Metlife in2010-11.
- Consistently maintained high customer satisfaction ratings among all Regions in Net Promotor Score (NPS).
- Developed relationships with over200 new partners and by adding over4000 new customers.
- Exceeded sales goals by500% in4 years’ time between2017-2020.
- Promoted for4 consecutive years to larger portfolios with top ratings in the highest category.
Languages
English
Elementary
Timeline
Licensed Insurance Broker
Max Financial
11.2022 - Current
Senior Vice President
Future Generali India Life Insurance Co. Ltd
12.2016 - 04.2022
Regional Head
Pnb Metlife
12.2009 - 11.2016
Associate Business Development Manager
Kotak Life Insurance Co. Ltd
02.2008 - 12.2009
Executive Sales Manager
Bajaj Allianz Life Insurance Co. Ltd
04.2006 - 02.2008
Post-Graduation Diploma - Business Administration and Marketing
Symbiosis Centre for Distant Learning
Bachelor of Arts - undefined
Delhi University
LLQP And RIBO Certified - License For Selling Life Insurance, Investments.
FSRA
Similar Profiles
Gupreet GrewalGupreet Grewal
Life Insurance Broker at Max FinancialLife Insurance Broker at Max Financial
Mohit KUMARMohit KUMAR
Financial Sales Manager at MAX FINANCIAL SERVICE'S L.T.D.( BANCASSURANC)Financial Sales Manager at MAX FINANCIAL SERVICE'S L.T.D.( BANCASSURANC)
Tyrone SanchezTyrone Sanchez
Real Estate Agent at Max Value Realty & FinancialReal Estate Agent at Max Value Realty & Financial