Mohammed Khan
Senior Insurance Professional | Leading High-Performing Sales Teams | Expert in Recruitment & Channel Growth | Bharti AXA Life Insurance
Vasai
Summary
A result-oriented life insurance professional with over 15+ years of progressive experience in leading life insurance companies like Bharti AXA, Reliance Nippon, Bajaj Allianz, PNB MetLife, and Future Generali. Currently working as a senior leader in the variable agency model at Bharti AXA Life Insurance Company since 2022, managing a team of 8 relationship managers and 2 branch managers. Proven expertise in building high-performing teams, hiring from competitive markets, driving HNI sales, and achieving record-breaking performance metrics. Strong in recruitment, training, business development, and team motivation.
Overview
19
19
years of professional experience
2010
2010
years of post-secondary education
Work History
Senior Area Manager (IM Channel - Variable Agency)
Bharti AXA Life Insurance Company
2022.12 - Current
- Boosted team performance by implementing effective communication and collaboration strategies.
- Leading a team of 8 Relationship Managers (RMs) and 2 Branch Managers (BMs) under the Variable Agency model.
- Responsible for hiring and onboarding experienced insurance professionals (Insurance Managar) from top competitors in the industry.
- Driving branch-level business targets and individual performance KPIs.
- Implementing innovative recruitment and training strategies to build a strong and productive distribution team.
- Coaching and mentoring team managers to increase their activation and premium productivity.
- Ensuring compliance, customer satisfaction, and quality portfolio acquisition.
- Established strong relationships with key clients, driving customer satisfaction, and retention.
- Recognized and rewarded performance to motivate continued success.
- Led regional sales meetings to discuss progress, evaluate strategies, set goals collectively, increasing motivation levels significantly.
Chief Manager - CDA Channel (Variable Agency)
Reliance Nippon Life Insurance Company
2021.12 - 2022.12
- Developing Variable Agency / Channel Development Associate from scratch. Energies the team for high rated activity with TM / BM / RM / CDA / Marketing Executive / Insurance Advisor recruitment.
- Handling Employee Team of 10 Managers with Six Territory Managers, Two Sourcing Branch Managers and Two Relationship Managers in CDA Channel.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Transformed underperforming teams into productive, profitable teams.
- Conducted training sessions to educate employees on best practices and procedures to increase profitability.
- Evaluated production levels, quality standards and maintenance actions to identify and address operational problems and maintain targets.
- Directed marketing efforts leading to increased brand awareness and a growing customer base.
- Managed a team of professionals to achieve organizational goals and maintain high productivity levels.
- Implemented effective training programs to enhance employee skills and improve overall job satisfaction.
- Monitored competitor activity closely, using insights to devise strategies for maintaining a competitive edge in the industry.
- Increased revenue generation by identifying new business opportunities and expanding existing client relationships.
Chief Branch Head - Agency Channel
Bajaj Allianz Life Insurance Co. Ltd.
2017.09 - 2021.12
- Sales Team Handling (Business Sales Managers / Agency Sales Officers - Variable Agency / Agency Development Partners & Insurance Consultant).
- Increased branch revenue by implementing effective sales strategies and maintaining strong customer relationships.
- Creating Agency Sales Officer- Variable agency / New ADP Hiring from Existing Insurance Market MDRT / CA / MF / Stock Brock also Competition Life Insurance & General Insurance Company.
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
- Acquire customers and generate the targeted amount of Life Insurance premium, deliver complete product information to Customers.
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture, conduct & rules of the company.
- Motivating & boosting the team to achieve the targets.
- Come up with new ideas to improve the team performance.
- Exceeded goals through effective task prioritization and great work ethic.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
Branch Manager - Insurance Manager (IM Channel)
Future Generali India Insurance Co Ltd.
2016.12 - 2017.09
- Team Handling IM Channel (Sales Managers & Insurance Manager).
- Creating New IM Hiring from Existing Insurance Advisory agent data from Competition Life Insurance, Health Insurance & General Insurance.
- Acquire customers and generate the targeted amount of Life Insurance premium, deliver complete product Information to Customers.
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture, conduct & rules of the company.
- Motivating & boosting the team to achieve the targets.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Boosted sales and customer loyalty through incentive programs.
- Implemented service improvements to enhance sales cycle.
- Identified partnership opportunities and established favorable business connections.
Executive Branch Manager - (IM Channel)
PNB MetLife India Insurance Co Ltd
2007.01 - 2016.12
- Team Handling (Sales Manager, Insurance Manager's & Financial Advisors).
- Creating New IM Hiring from Existing Insurance Advisory agent data from Competition Life Insurance, Health Insurance & General Insurance Company.
- Acquire customers and generate the targeted amount of Life Insurance premium.
- Deliver Complete Product Information to Customers.
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture, conduct & rules of the company.
- Created, managed and executed business plan and communicated company vision and objectives to motivate teams.
- Spearheaded successful mergers and acquisitions to expand market share and diversify the company''s service offerings.
Education
Bachelor of Arts -
Passed BA With First Class in March-2014
2001.04 - 2014.03
H.S.C -
Passed H.S.C With First Class in 1999
Mumbai 2001.04 - 1999.01
SSC -
Passed SSC With Second Class in 1997
Accomplishments
- Pan India Ranked Number ONE Performer in CDA Variable Agency New Business Achievement Parameter - New Traditional Business Collection Achievement of 1.55 Crores in JFM'22. TOP AM Award Winners from Mr. Ashish Vohra - Executive Director and Chief Executive Officer of Reliance Nippon Life.
- STAR Awards Agency for being recognized and Pan India Ranked No.1 Performer in Agency Business Quality Parameter achievement. BAJAJ ALLIANZ EXCELLENCE AWARD from Mr. Sanjeev Bajaj, Chairman & Mr. Tarun Chugh, MD/CEO of Bajaj Allianz Life.
- Achieve a Top Branch Head Trophy from Mr. Manish Sangal - Agency Head & Mr. Amit Dave (SR VP BALIC) in Year of 10/01/18 Bajaj Allianz Life.
- Qualified for PNB MetLife Agency Achiever Congress in Licensing, Activisation, Premium for Continuous Record Break 5 Years (2010-2014) held at Thailand.
- Achieved a Presidents International Conference Award from Mr. Rajesh Relan - Managing Director MetLife India Insurance held on 06/01/11 in Barcelona SPAIN & Zurich, Switzerland.
- Achieved a 'National KIP Conference - Top Ten Manager Award' 10/06/10, from Mr. Preetinder Chadha, Dy Director Training & Mr. Sameer Bansal, Director Agency of MetLife India.
Interests
Photography
Traveling
Timeline
Senior Area Manager (IM Channel - Variable Agency)
Bharti AXA Life Insurance Company
2022.12 - Current
Chief Manager - CDA Channel (Variable Agency)
Reliance Nippon Life Insurance Company
2021.12 - 2022.12
Chief Branch Head - Agency Channel
Bajaj Allianz Life Insurance Co. Ltd.
2017.09 - 2021.12
Branch Manager - Insurance Manager (IM Channel)
Future Generali India Insurance Co Ltd.
2016.12 - 2017.09
Executive Branch Manager - (IM Channel)
PNB MetLife India Insurance Co Ltd
2007.01 - 2016.12
Bachelor of Arts -
Passed BA With First Class in March-2014
2001.04 - 2014.03
H.S.C -
Passed H.S.C With First Class in 1999
2001.04 - 1999.01
SSC -
Passed SSC With Second Class in 1997
Skills
Operations management
Increment Growth
Financial Advisor → CBM - CWAD (Variable Agency) → Sales Manager → Sr Sales Manager → Sr Business Manager → Branch Manager - MetLife and many Increment 3.25 Lacs to 9.75Lacs Salary growth in PNB MetLife India Insurance Co Ltd.
Personal Information
- Father's Name: Mohammed Shoaib
- Date of Birth: 12/23/80
- Marital Status: Married
Increment Growth
Financial Advisor → CBM - CWAD (Variable Agency) → Sales Manager → Sr Sales Manager → Sr Business Manager → Branch Manager - MetLife and many Increment 3.25 Lacs to 9.75Lacs Salary growth in PNB MetLife India Insurance Co Ltd.