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Manpreet Ghotra
Email: msghotra@gmail.com
Skype: ghotra.manpreet
Website: https://in.linkedin.com/pub/manpreet-ghotra/8/b22/756
Phone: +1 647 849 1094
Visa Status: Canadian PR Holder
Career Objective
Seeking challenging assignment in area of Sales Management & Effectiveness/ Inside Sales/ Key
Account Management/ Relationship Management/ Distribution Management & Leveraging/ Talent
Management & Development and Business Development, where I can leverage my deep experience of
consultative selling backed by domain experience of Insurance, Financial Services & Banking
Professional Qualifications
1. Accelerated Leadership Program, from IIM, Ahmadabad, India in 2007-2008.
2. MBA in Marketing of Financial Services from Department of Management, Kurukshetra
University, Kurukshetra, India in 2000-2002.
3. Insurance Certification from Insurance Institute of India in 2008.
4. Pursuing Certification in Investment Funds in Canada (Expected by Feb 2016)
Work Experience
1. IndiaFirst Life Insurance Company Ltd, New Delhi / India
Asst. Vice President (Regional Head) (23 Oct. 2009 – 18 Dec 2015).
• Responsible for achieving business goals through channel partner spread across entire North India by
serving over 650 sales points.
• Managed annual business volume of INR 280 Million (Aprox CAD. 6 Million) and successfully
registered annual growth of over 30% on YOY basis.
• Achieved profitability increase of over 300% over period of last 5 years.
• Responsible for generation of business volumes through engaging channel partners, driving own
sales team and coordinating with cross functional departments.
• Managing overall Cost-Profit Operations of assigned area with focus on proper Budget Management,
product mix, renewal persistency and penetration in new segments.
• Planning, directing and supervising local marketing campaigns, advertising campaigns.
• Key role in leveraging distribution strengths by enhancing business productivity by capturing all
customer segments through Individual & Group Products.
• Formulation of review mechanism with distribution to get performers recognized and to identify
areas of concern to enhance the performance of below par performers to enhance business base.
• Ensuring high customer satisfaction by conducting regular customer engagement programs, customer
service camps and after sales connect programs.
• Ensuring Drive and embed a strong performance culture through inspiring, motivating and rigorous
performance management discipline.
• Responsible for achieving high employee engagement and satisfaction, talent retention, attrition
control, Performance Management, Appraisal, Career Growth for staff to ensure overall employee
satisfaction.
• Preparing Training calendar with Training department for time to time training of own team as well
as channel partner.
• Servicing and supporting channel partner and customers with big team of 64 employees (6 Direct and
58 line reporting)
2. Aviva Life Insurance Company Ltd, Gurgaon/ India
Project Manager (October/ 2008 - October/ 2009)
• National Relationship Management for Alliances Channel Partners i.e. India Post, Western Union,
Eureka Forbes, Sonalika Finance Ltd.
• Responsible for all account management and business development activities for distributor partners.
• Design and execute strategic & tactical plans to enhance channel partner as well as Aviva’s
profitability.
• Develop strong working relationships with key influencers at channel partners & support teams at
Aviva.
• Work with cross functional teams to identify new segment and product opportunities and develop
strategies to maximize segment penetration.
• Managing DST setup by on boarding and coordination with Call center partners, preparing calling
script, time to time marketing campaigns.
• Responsible for all administrative and operational issues related to channel partners like payouts,
identifying and tapping new business opportunities, launching joint marketing and advertising
campaigns.
• Design and launch of rewards and recognition programs with consent of top management and
implementing them.
3. Aviva Life Insurance Company Ltd, New Delhi/ India
Territory Manager (January/ 2005 - October/ 2008)
• Responsible for achieving financial objectives budgeted for the territory, on monthly basis.
• Responsible for identification of business development opportunities and tie up with new channels.
• Working in close coordination with management team of channel partners to strengthen the relations
and enhancement of biz in given territory.
• To conduct seminars /presentations in banks and broker network for appraising the customer with
new range of products
• Directing, guiding, motivating and controlling the team members, while setting performance
parameters, deadlines, work delegation for the team.
4. Bajaj Allianz Life Insurance Company Ltd., Karnal / India
Sales Manager (September/ 2003 - January/ 2005)
• Recruitment, training and development of Insurance Advisers.
• Company and product promotional activities in Northern Haryana.
• Guiding & managing team of insurance advisers to achieve financial plans on monthly basis.
• Motivating, guiding and mentoring the team to make sales in both primary and secondary market.
5. Standard Chartered Bank, New Delhi/ India
Sales Executive (June/ 2002 - August/ 2003)
• Meeting the customers and selling them the product Mileage.
• Achieving the sales targets given to us on monthly basis.
• Prospect generation through cold calls and tele calls in defined segment / territory.
• Establish healthy business relations with clients & external associates for securing repeat business.
Skills
Sales Management
* Ensured Business Target surpass in all assignments.
* As Regional Head with IndiaFirst Life, launched company operations and took business volume to
INR 200 Million in last Financial Year.
* Full focus on bottom line profitability and proper product mix.
Channel Launch and Management
* Extensive experience in Channel Launch and Management.
* Part of strategy team on Channel Development, new initiatives and Business Development.
* Launched Direct Sales Team Channel, India Post Channel for Aviva Life.
* Launched Bank of Baroda and Andhra Bank relationship for IndiaFirst Life in North India.
Project Management & Relationship Management
* Managed Channel Projects on National Level with Aviva Life Insurance.
* Single handedly managed all relationship related, compliance related and operations related issues of
Channel Partners as National Account Manager.
* Successfully led, Completed and submitted Launch of DST channel to Top Management of Aviva
Life Insurance.
* Responsible for Managing Relationship with Top Management of Channel partner for North India.
Team Development, Management & Motivation
* Completed hiring of reporting team.
* Managed Induction of Team members, Product & Process Training.
* As Project Manager, chalked out Training Program for internal team and for channel Partner
employees.
* Expectation Management, Counseling and skill training to team on regular basis.
* Key member of the team training initiatives – conducts formal and informal Team Sales Workshops/
Training and Presentation Skills Training
Awards /Achievements
1. Best Regional Head 2012 - Awarded Best Regional Head for the Year 2012 - 2013 for overall
performance and Unit Profitability.
2. IndiaFirst Cultural Champion 2011 - Awarded IndiaFirst Cultural Champion for delivering on all
parameters related to Business, Team Development & engagement.
3. MD Trophy for Innovation and Excellence 2008 - Awarded MD Trophy for Innovation and
Excellence for the study and project done on Launch of New DST Channel for the company. My
group won his trophy out of 8 groups.
4. Blue Riband Champion2005 - Awarded Blue Riband Champions award for Being No 2 Territory
Manager in the country for the year.
Education
Bachelor's Degree (May / 2000)
Dyal Singh College, Kurukshetra University, Kurukshetra, Haryana, India
Bachelor in Commerce
Interests
* Teaching to socially and economically deprive section of society.
* Sports
* Driving and Travelling.
* Movie Watching
References Available Upon Request

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Resume

  • 1. Manpreet Ghotra Email: msghotra@gmail.com Skype: ghotra.manpreet Website: https://in.linkedin.com/pub/manpreet-ghotra/8/b22/756 Phone: +1 647 849 1094 Visa Status: Canadian PR Holder Career Objective Seeking challenging assignment in area of Sales Management & Effectiveness/ Inside Sales/ Key Account Management/ Relationship Management/ Distribution Management & Leveraging/ Talent Management & Development and Business Development, where I can leverage my deep experience of consultative selling backed by domain experience of Insurance, Financial Services & Banking Professional Qualifications 1. Accelerated Leadership Program, from IIM, Ahmadabad, India in 2007-2008. 2. MBA in Marketing of Financial Services from Department of Management, Kurukshetra University, Kurukshetra, India in 2000-2002. 3. Insurance Certification from Insurance Institute of India in 2008. 4. Pursuing Certification in Investment Funds in Canada (Expected by Feb 2016) Work Experience 1. IndiaFirst Life Insurance Company Ltd, New Delhi / India Asst. Vice President (Regional Head) (23 Oct. 2009 – 18 Dec 2015). • Responsible for achieving business goals through channel partner spread across entire North India by serving over 650 sales points. • Managed annual business volume of INR 280 Million (Aprox CAD. 6 Million) and successfully registered annual growth of over 30% on YOY basis. • Achieved profitability increase of over 300% over period of last 5 years. • Responsible for generation of business volumes through engaging channel partners, driving own sales team and coordinating with cross functional departments. • Managing overall Cost-Profit Operations of assigned area with focus on proper Budget Management, product mix, renewal persistency and penetration in new segments. • Planning, directing and supervising local marketing campaigns, advertising campaigns. • Key role in leveraging distribution strengths by enhancing business productivity by capturing all customer segments through Individual & Group Products. • Formulation of review mechanism with distribution to get performers recognized and to identify areas of concern to enhance the performance of below par performers to enhance business base. • Ensuring high customer satisfaction by conducting regular customer engagement programs, customer service camps and after sales connect programs. • Ensuring Drive and embed a strong performance culture through inspiring, motivating and rigorous performance management discipline. • Responsible for achieving high employee engagement and satisfaction, talent retention, attrition control, Performance Management, Appraisal, Career Growth for staff to ensure overall employee satisfaction. • Preparing Training calendar with Training department for time to time training of own team as well as channel partner. • Servicing and supporting channel partner and customers with big team of 64 employees (6 Direct and 58 line reporting)
  • 2. 2. Aviva Life Insurance Company Ltd, Gurgaon/ India Project Manager (October/ 2008 - October/ 2009) • National Relationship Management for Alliances Channel Partners i.e. India Post, Western Union, Eureka Forbes, Sonalika Finance Ltd. • Responsible for all account management and business development activities for distributor partners. • Design and execute strategic & tactical plans to enhance channel partner as well as Aviva’s profitability. • Develop strong working relationships with key influencers at channel partners & support teams at Aviva. • Work with cross functional teams to identify new segment and product opportunities and develop strategies to maximize segment penetration. • Managing DST setup by on boarding and coordination with Call center partners, preparing calling script, time to time marketing campaigns. • Responsible for all administrative and operational issues related to channel partners like payouts, identifying and tapping new business opportunities, launching joint marketing and advertising campaigns. • Design and launch of rewards and recognition programs with consent of top management and implementing them. 3. Aviva Life Insurance Company Ltd, New Delhi/ India Territory Manager (January/ 2005 - October/ 2008) • Responsible for achieving financial objectives budgeted for the territory, on monthly basis. • Responsible for identification of business development opportunities and tie up with new channels. • Working in close coordination with management team of channel partners to strengthen the relations and enhancement of biz in given territory. • To conduct seminars /presentations in banks and broker network for appraising the customer with new range of products • Directing, guiding, motivating and controlling the team members, while setting performance parameters, deadlines, work delegation for the team. 4. Bajaj Allianz Life Insurance Company Ltd., Karnal / India Sales Manager (September/ 2003 - January/ 2005) • Recruitment, training and development of Insurance Advisers. • Company and product promotional activities in Northern Haryana. • Guiding & managing team of insurance advisers to achieve financial plans on monthly basis. • Motivating, guiding and mentoring the team to make sales in both primary and secondary market. 5. Standard Chartered Bank, New Delhi/ India Sales Executive (June/ 2002 - August/ 2003) • Meeting the customers and selling them the product Mileage. • Achieving the sales targets given to us on monthly basis. • Prospect generation through cold calls and tele calls in defined segment / territory. • Establish healthy business relations with clients & external associates for securing repeat business. Skills Sales Management * Ensured Business Target surpass in all assignments. * As Regional Head with IndiaFirst Life, launched company operations and took business volume to
  • 3. INR 200 Million in last Financial Year. * Full focus on bottom line profitability and proper product mix. Channel Launch and Management * Extensive experience in Channel Launch and Management. * Part of strategy team on Channel Development, new initiatives and Business Development. * Launched Direct Sales Team Channel, India Post Channel for Aviva Life. * Launched Bank of Baroda and Andhra Bank relationship for IndiaFirst Life in North India. Project Management & Relationship Management * Managed Channel Projects on National Level with Aviva Life Insurance. * Single handedly managed all relationship related, compliance related and operations related issues of Channel Partners as National Account Manager. * Successfully led, Completed and submitted Launch of DST channel to Top Management of Aviva Life Insurance. * Responsible for Managing Relationship with Top Management of Channel partner for North India. Team Development, Management & Motivation * Completed hiring of reporting team. * Managed Induction of Team members, Product & Process Training. * As Project Manager, chalked out Training Program for internal team and for channel Partner employees. * Expectation Management, Counseling and skill training to team on regular basis. * Key member of the team training initiatives – conducts formal and informal Team Sales Workshops/ Training and Presentation Skills Training Awards /Achievements 1. Best Regional Head 2012 - Awarded Best Regional Head for the Year 2012 - 2013 for overall performance and Unit Profitability. 2. IndiaFirst Cultural Champion 2011 - Awarded IndiaFirst Cultural Champion for delivering on all parameters related to Business, Team Development & engagement. 3. MD Trophy for Innovation and Excellence 2008 - Awarded MD Trophy for Innovation and Excellence for the study and project done on Launch of New DST Channel for the company. My group won his trophy out of 8 groups. 4. Blue Riband Champion2005 - Awarded Blue Riband Champions award for Being No 2 Territory Manager in the country for the year. Education Bachelor's Degree (May / 2000) Dyal Singh College, Kurukshetra University, Kurukshetra, Haryana, India Bachelor in Commerce Interests * Teaching to socially and economically deprive section of society. * Sports * Driving and Travelling. * Movie Watching References Available Upon Request