Sales Life Insurance

CURRICULUM VITAE

RONAK KAPADIA

B-****, Shrimali Pole

Nr. Jain Temple,

Adrus Road,

Bharuch – 392 001.

Ph. No – 02642 – 240912. (Resi)

Cell No. 090********.

E-mail : **********@*****.***

OBJECTIVE

To keep pace with Changing Trends and development of Markets in Congruence with Organizational

Goal.

WORK EXPERIENCE:

CURRENT ORGANIZATIONS:- Currently, dated 22nd Septmber 2014,

i have just joined India First Life Insurance Co. Ltd.

as a Business Manager.

My current ctc is 3,00,000/-.

RESPONSIBILITIES :- i have to handle 12 to 15 branches of Bank of Baroda of Bharuch

district... build up relation with Bank employee and branch head

& business from them...also motivate them also.

Previous organization :- Birla Sunlife Insurance Co. Ltd

That before I was in Birla Sun Life insurance co. ltd, in Alternate Channel (CABC –Corporate Agency &

Brocking Channel), As Sr. Unit Sales Manager from 11th July 2011 To – 31st May 2014 and taking care

of entire Bharuch & Ankleshwar terretior

JOB PROFILE:

Handeling the team of Branch Managers of Broking firms

Generating New Business through Business Channel Partners.

Arranging IRDA Training of Channel Partners.

Giving product Training & Sales Training to Channel Partners.

Managing and Motivating the team of Channel Partners.

Managing all types of Broking Firms Like(Angel Broking, Aditya Birla Money, Marwadi,

Anandrathi, etc) & Agency related works, and also work on Telly Leads.

PREVIOUS ORGANIZATIONS

Worked with Future Generali India Life insurance Co. Ltd. As a Sales Manager Since 1 st June,

2009 .to 15 june 2011

JOB PROFILE:

Recruitment of Financial Planning Advisor / Agents.

Generating New Business through Financial planning Advisor Channel.

Arranging IRDA Training & Exam of Advisors.

Giving product Training & Sales Training to Financial Planning Advisor.

Managing and Motivating the team of Financial planning Advisor.

Managing all types of IRDA Licensing & Agency related works.

ACHIEVEMENT WITH FGLIC:-

Achieving 150% of Recruitment standard during July-Sep. 2009.

Achieving 200% of segmentation during Oct. – Dec. 2009.

Achieving 40% Agents Case Active with minimum 6 Case Active agents during Jan. – March.

2010.

Qualifying for 9 in 90 during April – June. 2010.

PREVIOUS ORGANIZATIONS:

Worked with HDFC Standard Life Insurance co. Ltd, In Banca insurance tie up with Bank of

Baroda. As a Insurance Officer from 10th may, 2007 to 31st may, 2009.

JOB PROFILE:

Generating New Business through Bank Channel.

Arranging meeting of branch managers of Bank of Baroda

Giving product training & Sales Training to BMs.

Managing and motivating the team of BMs.

Managing all types of IRDA Licensing & Agency related works.

ACHIEVEMENTS WITH HDFC SLIC:

Only I had create MDRT Valia Branch with HDFC SLIC Bharuch during 2007.

Qualified for “AB Nahin to Kab Contest” during February, 2007.

Standing II Rank in territory for financial year 2007.

Created IInd MDRT Valia BOB Branch in year 2008.

I had win JVC Handycam in the contest..

EDUCATIONAL QUALIFICATION:

Passed B. Com from South Gujarat University, Surat in April, 2004.

ADDITIONAL QUALIFICATION:

Technical skills:

Microsoft Office skills : MS Word, MS Excel, MS Access, MS Power Point

Internet : E-mail, Search Engine.

PERSONAL DETAILS:

Name : Ronak Kapadia

Date of Birth : 17/07/1983

Nationality : Indian

Marital Status : Married

Languages Known : English, Gujarati, Hindi

Interest : Listing Music, Reading, Traveling. Etc.

In addition to this, I have also imbibed the much required personal qualities like Good listening skills,

Good communication skills, Hard working, determination, Consistent follow up.

Ronak Kapadia

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