Summary
Overview
Work History
Education
Skills
Languages
Languages
Certification
Timeline
Generic

Sunilkumar Patel

Regina,SK

Summary

Possess excellent interpersonal skills that have been put to good use while interacting with team members towards ascertaining requirements and delivering need-based solutions. Strong organizational skills and the ability to work effectively under pressure. Good Listener and Quick Learner with Strong Interpersonal and Analytical Skills. Manage Time efficiently and effectively through scheduling and prioritizing Result -Driven Accomplished Branch Manager offering demonstrated success in coordination branch operations and wish strict oversight of annual budget. Works well with staff and senior leadership to build success-oriented culture and achieve business objectives.

Overview

15
15
years of professional experience

Work History

BRANCH MANAGER

KOTAK MAHINDRA LIFE INSURANCE CO LTD
06.2021 - 06.2022
  • Recruit RDM under my direct team from support by Vendor and my direct source
  • Daily morning meeting for skill builder program
  • Daily 10-15 minute spend for check in and check out activity
  • Review for weekly and monthly commitment vs achievements
  • Every week schedule PCD/PRP
  • Every week schedule BOP for new team building and COP for leadership module
  • Deepened relationship, acquired new clients and improved service delivery to drive portfolio growth
  • Implemented customized coaching and development plan to close employee knowledge and skill gaps
  • Managed business plan, outline policies and coordinated resources to improve operations and maximise resource utilization

BUSINESS MANAGER

TATA AIA LIFE INSURANCE CO LTD
01.2015 - 06.2021
  • Recruiting business partner and support to build team and generate revenue
  • Goal setting for Monthly income, launching team member and monthly contest
  • Tracking daily performance, support and motivate on field activity
  • Review for Daily, Weekly and Monthly as per Commitment Vs Achievement
  • Recognize appreciation certificate for achieving month on month target
  • Recognize appreciation certificate for achieving month on month contest
  • Recognize by Head of agency for best performance in leader creation, team building and team promotion
  • Engaged clients to develop relationship and educate prospects of company’s value propositions
  • Researched prospective accounts, identified market presence and developed plans to penetrate markets
  • 6MDRT Produced in 2020-21
  • 5MDRT Produced in 2019-20
  • 2MDRT produced in 2018, 19
  • Achieving 10cr
  • Revenue generated in 2019 and 2020 and awarded best achiever award
  • Analysed trend in key operating areas to identify opportunities for operational improvements
  • Negotiated contracts and other business opportunities to obtain favourable terms
  • Coordinated business operations from inside to keep activities efficient and cost- efficient
  • I GOT 4 PROMOTION IN MY TATA AIA LIFE CAREER (ABAM-BAM-Sr.BAM-BM)

DEVELOPMENT MANAGER

STAR UNION DAI, LIFE INSURANCE CO LTD
ICHI
05.2013 - 08.2014
  • Identify success people it the market who’s already associated in financial sector
  • Invite to seminar and discussed about business opportunities
  • Scheduled IRDA training and exam for licensing
  • Goal setting for monthly income plan and review weekly achievements
  • Used instructional design principle and adult learning mythologies to design and develop solutions in multiple delivery formats
  • Provide guidance on remedial training for workers with deficient scored in KPIs
  • Trained instructors in proper teaching methods and training objectives

Sr.BUSINESS DEVELOPMENT MANAGER

RELIANCE NIPPON LIFE INSURANCE CO LTD
05.2007 - 05.2012
  • Monitoring, training and support to team for generate revenues month on month
  • Daily discuss with team for day action plan and according plan to field activity
  • Ensuring target achievement for month on month
  • Recognize Certificate from Regional Head for Best Performance in year 2010-11
  • Achievement of Many Trophies & Certificates for my Best Performance
  • Thailand trip achieved for my best performance in 2009

EXECUTIVE SALES MAANGER

AXIS BANK LTD
01.2009 - 01.2010
  • Researched prospective account, identified market presents and developed strategic partnership to jointly pursue specific engagements
  • Engaged client to develop relationship and educate prospect of company’s value propositions
  • I GOT 4 PROMOTIONS in Reliance Nippon Life Career
  • ( ASM-SM-Sr.SM-DM-Sr.DM ), Evaluated statistics and expenditure to analyse potential new revenue streams
  • Maximized profitability by capitalizing on revenue opportunities with well-coordinated sales program
  • Projected sales and identified less profitable areas by closely monitoring operations

Education

BACHELOR OF SCIENCE - PHYSICS

North Gujarat University

Skills

  • Excels in Team Leadership
  • Customer Service
  • Relationship Building
  • Expert in Risk Management
  • Work Prioritization
  • Coaching and Mentoring
  • Problem Anticipation and Resolution
  • Business Relationship Management
  • Creative and Innovative
  • Sales Support
  • Staff Recruitment and Hiring
  • Time Management
  • Strategy Development
  • Goal Setting
  • Interviewing and Hiring

Languages

  • Bilingual in English, Hindi and Gujarati

Languages

English
Full Professional
Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual

Certification

I am Certified of "INSURANCE COUNCILS OF SASKATCHEWAN" by ivari

Timeline

BRANCH MANAGER

KOTAK MAHINDRA LIFE INSURANCE CO LTD
06.2021 - 06.2022

BUSINESS MANAGER

TATA AIA LIFE INSURANCE CO LTD
01.2015 - 06.2021

DEVELOPMENT MANAGER

STAR UNION DAI, LIFE INSURANCE CO LTD
05.2013 - 08.2014

EXECUTIVE SALES MAANGER

AXIS BANK LTD
01.2009 - 01.2010

Sr.BUSINESS DEVELOPMENT MANAGER

RELIANCE NIPPON LIFE INSURANCE CO LTD
05.2007 - 05.2012

BACHELOR OF SCIENCE - PHYSICS

North Gujarat University
Sunilkumar Patel