Anil Gupta

Experience

• 

  BERGER PAINT INDIA LTD

  Dec 2001 - Nov 2006

  Sr. Sales Officer

  • Achieving Primary and secondary sales of company. • Dealer/Distributor Management with interaction with the agency.• Product promotional activity and launches. • Identifying the potential sales area & grow the database of customers. • Generate market intelligence & Analyzing competition.• Team working of sales executive with coordination with upper management. Report to Area sales manager. • Achieve volume and revenue goals via the combination of customer acquisition and relationship management. • Claim management and Scheme Planning. • Corporate presentations and sales. Show less

• 

  ICICI Lombard

  Nov 2006 - Oct 2008

  Unit Sales Manager

  • Looking Agency vertical of Bancassurance• Achieving sales targets - Gross Business Done, Net premium booked; Policy booking, Approvals for deviations, Sales pitch and Service Quality, Audit compliance etc.• Interact and enable support from other Departments in the company including Underwriting, Operations, Human Resources, and Product Team.• Daily Sales Report Process management including daily data collection, tracking of follow-ups and Analysis covering conversions.• Location covering Kanpur, Kannauj, Faurrukhbad, Orai with out location of these cities.• Help in Recruitment of and Training of Agents for the company for sale of General Insurance Products• Reporting to Area Sales Manager.• Conversion of customer referrals from various marketing leads and self- generated leads. Show less

• 

  Cholamandalam MS General Insurance Co. Ltd.

  Oct 2008 - Dec 2018

  Responsibilities as a AREA HEAD –IBL (CFD & PPD) -(U.P. & UTTARANCAL)• Generate revenue from our Bannca partner IBL (CFD & PPD) from 56 branches • Develop a focus for persistency across the branches making all stakeholders accountable, Ensure a culture of cross sell Persists with the feet on street team, optimally utilize the travel business potential in selected market to full advantage.• Monitor the working of the teams of the teams by analyzing the metrics , overseeing the renewal lead management Mechanism & process, key metrics on cross sell.• Premium size portfolio 6.2 crore/month• Ensure adherence to process as per HO mandate across all channel Show less • Responsibilities as BM- Bancaasurance Channel • Achieving business targets - both top line & bottom-line for my branch.• Manging Channel parthers, (Central bank of India, IndusInd Bank, Cholamandalam Investment and Finance Company, Mahindra Insurance Brokers Ltd)• Scaling up the Motor & Non Motor Business & service for all Channel parthers • Motivate & Drive a team ten employes for company profitality.• Looking over regular activities of BM with focus• Managing branch administration• Creating strong relations with all Banca partners head & team for the area assigned.• Identifying Key drivers of Banca Partners and associating with them for GI penetration.• To act as a trainer to educate & drive on both Motor & Non motor products, motivator and problem solver for all channels. Show less Responsibilities include RENEWAL, CROSS SELL & TRAVEL Vertical of RETAIL.• Contributing 60% conversion in renewal of five branches including Lucknow, Kanpur, Varanasi, Agra and Dehradun. Starting from Data management, follow-up to conversion.• Location covering UP & UTTARANCAL with Spoke location.• Achieving sales targets - Gross Business Done, Net premium booked; Policy booking, Approvals for deviations, Sales pitch and Service Quality, Audit compliance etc.• Identifying streams for generating revenues & developing marketing plans to build consumer preference.• Interact and enable support from other Departments in the company including Underwriting, Operations, Human Resources, and Product Team.• Daily Sales Report Process management including daily data collection, tracking of follow-ups and Analysis covering conversions.• Promoting & selling General Insurance Products of company in direct & cross sell mode.• Liaising & coordinating with various authorities for securing approvals clearance and ensuring seamless business operations.• Reporting to Regional Sales Manager.• Conversion of customer referrals from various marketing leads and self- generated leads.• Leading & Motivating Team size of 12 people on company roles. Show less

  • State Head-UP

    Oct 2013 - Dec 2018

  • Branch Manager-Patna

    Jan 2011 - Oct 2013

  • Business Development Manager

    Oct 2008 - Jan 2012
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  YES BANK

  Jan 2019 - now

  Vice President

  Generate revenue from Business banking, Retail banking & Rural assets by promoting TPDEnsuring the productivity of regions & clusters & RMs as per company requirement Support to Team:-Product training, SP certification, Process, Joint sell calls, discipline & follow up of statutory process Tracking & mentoring of Daily Sales Report Process management Ensure TAT service from our Life & GI partner associated with bank Ensuring customer satisfaction & process as per regulatory requirement of RBI & IRDA Providing complete risk cover to each banking interest Claim support to Insured, Bank & insurance partners of YBL Show less