Shubham Kalley
Branch Head HDFC Life Insurance Company, Akola, Maharashtra,India
Akola
Summary
Branch Head with in-depth experience consistently rising through ranks. Well-versed in sales, personnel management, accounting and inventory management. Dedicated to complete knowledge of company products and services for optimized customer service.
Overview
2
2
Certifications
8
8
years of professional experience
Work History
Branch Head
HDFC Life Insurance Company
Akola, Maharashtra
03.2026 - Current
- Process 150 agent applications monthly while coordinating onboarding, documentation, and branch follow-up.
- Drive 130% growth in branch business premiums each quarter through agency and bancassurance channel support.
- Manage daily branch operations across sales, service, and compliance activities.
- Guide agents on product positioning and insurance plan selection for customer needs.
- Review branch sales performance and adjust activity plans to support target achievement.
- Coordinate with partner channels to strengthen lead flow and improve conversion opportunities.
- Track branch performance trends and prepare routine updates for internal review.
- Maintain records for sales activity, agent productivity, and branch follow-up actions.
- Support coordination between branch teams and field partners to resolve operational bottlenecks.
- Review outgoing communication to keep branch messaging clear and consistent.
- Conduct periodic reviews of sales practices to identify gaps in field execution.
Assistant Area Manager
Shriram Life Insurance Company
Amravati, Maharashtra
12.2024 - 03.2026
- Assisted 40% growth in agent activation quarterly by tracking recruitment follow-ups and onboarding progress.
- Supported 20 to 24 policy sales monthly through field coordination, agent follow-up, and timely lead handoffs.
- Coordinated daily sales activity across agency channels and shared updates with regional supervisors.
- Reviewed policy proposals and follow-up documents to keep submissions moving through approval stages.
- Supported bancassurance partners with product information, customer queries, and lead conversion follow-up.
- Maintained sales trackers and prepared routine performance updates for area-level review meetings.
Senior Sales Manager
Bajaj Allianz Life Insurance Co
Amravati, Maharashtra
06.2022 - 11.2024
- Managed accounts to retain existing relationships and grow share of business.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Established ambitious sales targets, managed deployment strategies, and developed go-to-market plans to capitalize on every revenue opportunity.
Sales Executive
Bajaj Finserv
Nashik, Maharashtra
06.2018 - 04.2022
- Generated qualified leads through field visits, referrals, and branch-based customer engagement.
- Coordinated agency sales activities by following up on prospects and maintaining active opportunity pipelines.
- Followed up on pending documents and customer queries to keep applications moving forward.
- Tracked sales targets and daily activity to maintain steady performance and pipeline visibility.
Education
Master of Arts - Political Science
Tilak Maharashtra University Pune,
Washim Maharashtra,India11-2023
Bachelor of Arts - Social Sciences
Yashwantrao Chavan Maharashtra Open University,Nashik
Washim Maharashtra,India05-2017
Skills
Life insurance
General insurance
Health insurance
Agency sales
Agent recruitment
Bancassurance
Business development
Team management
Sales strategy
Channel management
Certification
Maharashtra State Council of Pune English - 30 & 40
Timeline
Branch Head
HDFC Life Insurance Company
03.2026 - Current
Assistant Area Manager
Shriram Life Insurance Company
12.2024 - 03.2026
Senior Sales Manager
Bajaj Allianz Life Insurance Co
06.2022 - 11.2024
Sales Executive
Bajaj Finserv
06.2018 - 04.2022
Master of Arts - Political Science
Tilak Maharashtra University Pune,
Bachelor of Arts - Social Sciences
Yashwantrao Chavan Maharashtra Open University,Nashik