1. RAJIV Yadav
Mobile: 09312043994
E-Mail: rajiv.yadav1973@gmail.com
SENIOR MANAGEMENT PROFESSIONAL
Regional Administration~ Sales & Marketing~ Business Development~ Client Management~ Relationship
Management
PROFESSIONAL SYNOPSIS
A competent professional with 16 years of experience in Sales & Marketing, Business Development, Client Relationship
Management and Team Management in Delhi and NCR, associated with Reliance Life Insurance Company Limited
as Regional manager, CDA (franchisee development and relationship management model) since July 19th
2010
till 15th
April 2015, transferred to Jaipur on 15th
April 15 to develop Jaipur Region (Rajasthan) handling team of 6
Territory Managers. Acquired experience in interfacing with clients for rendering consultancy on insurance products and
managing backend operations across assignments. A proactive implementer with skills in business development, Assess
the financial capability of the customer and providing them the best service solution. Accomplish professional with
expertise in managing business operations with focus on profitability and achieving the company’s mission & strategic
direction.
Demonstrated proficiency in developing the business associates all across the region and managing agency force of
more than 250 plus. Establishing business operations; inclusive of finalizing alliances and recruitment across various
assignments. Proficient in managing sales operations promotional campaigns, building relationship with clients and
achieving desired goals. Abilities to support & sustain a positive work Environment. Foster team performance with strong
relationship management skills.
Career Highlights
Has been an extra ordinary performer throughout and has been rated as outstanding performer in ICICI Prudential
Life Insurance Co. Ltd, Birla Life Insurance Co. Ltd and in Reliance Life Insurance Co. Ltd. In FY 14-15 was
No1 (North Zone-Delhi, Haryana, Punjab, Himachal, J&K and Rajasthan) on YTD achievements and also ranked no.
1 in 2010-11, 2011-12 and ranked second in 2013-14.
In last Financial Year 2015-16, Jaipur Region became no. 1 region PAN India with 11 Crores of
business. In last three Financial Years, Jaipur Region was at bottom PAN India on performance. Created
history by login 10 crores of business with 400 cases on 31st
March 16
Produced 4 TOTs in the Jaipur Region in the month of March 16
Successfully developed the Sales Leaders which are now top producers in revenue generation across the channel
Developed distribution at Rajasthan, Delhi and NCR from the scratch to the point of profitability and attained large
distribution growth over from 2010 onwards till date
Recognized for consistently attaining the most profitable distribution for the company, keeping in mind the profitability
to the channel.
AREAS OF EXPERTISE
Regional Administration
 Monitoring the daily collections of territories of CDA distribution under various schemes on a daily basis.
 Preparing a comparative analysis statement of branch performance with previous year & branch targets, etc.
 As a Regional manager, responsible for various other performance reports for different quarters.
 Administering routine branch operations to maximize resource utilization.
 Conducting meetings for setting up sales objectives & streamlining processes for smooth functioning of sales
operations.
 Liaising with dept. like distribution, operations and training to ensure the smooth process follow-up in a compliant
manner.
 Executing weekly PRPs with sales team & ensuring that they perform it comprehensively with team of agents on daily
basis.

2. Sales & Marketing / Business Development
 Formulating competent business strategies to market a wide range of products and ensuring the attainment of set
sales and profit targets.
 Analyzing latest marketing trends and tracking competitors’ activities and providing valuable inputs for fine tuning
sales & marketing strategies.
 Running the promotional activities & accountable for increasing sales growth and driving sales & product mix
initiatives in order to achieve business goals.
 Formulating & implementing policies related to customer services, business operations and collection.
 Initiating advisory services for HNI clients on regular basis and keeping follow-ups of advisors on activity ratio, case
size, case rate, etc.
 Leading the team to initiate marketing activities like lead generation, market surveys, conducting career opportunity
programs, etc.
CRM and Key Client Management
 Mapping client’s requirements and providing expert advisory services pertaining to selection of various insurance
products.
 Managing customer centric operations, forwarding customer instructions to the concerned department & ensuring
customer satisfaction by achieving delivery & service quality norms.
 Interfacing with clients for understanding their requirements & suggesting the most viable solutions / products and
cultivating relations with them for customer retention & securing repeat business.
 Providing assistance and answering customer queries related to various services provided and informing the
customer about risks involved in any policy or solution.
Franchisee/Relationship Management
 Identifying and networking with financially reliable channel partners, resulting in deeper market penetration and
reach.
 Managing the advisors recruitment (Licensing and Activation) through Managers and sales leaders; consistently
achieving FOS and WRP targets for every month. Implementing effective strategies to maximize sales and
accomplishment of targets.
 Evaluating the performance & monitoring the sales and marketing activities of channel partners.
 Recruiting, mentoring & monitoring the performance of channel partners (agents) to ensure efficiency in process
operations and meeting of individual & group targets.
 Looking after the overall productivity of the agency team and growth in distribution for the location.
 Building the distribution of agents and improving the productivity by driving key tools of higher case size, case rate
and more active agents.
Team Management / Training & Development
 Leading & monitoring performance of team members to ensure efficiency in customer services and operations.
 Recruiting & training of Sales Executives & sourcing business through them. Imparting training to them on
underwriting guidelines and new business processes.
 Conceptualizing & developing need based training modules for developing multi skilled work force for cross utilization
within sub processes for optimum efficiency.
CAREER CONTOUR
April 2015 – till Date Regional Manager Channel Development Associates- RLIC managing Jaipur Region
• Given new assignment to take a charge of Jaipur Region (Rajasthan)
• To revive the Rajasthan region in term of Business and Distribution Development, currently with 6 Territory
Managers directly reporting 70 plus franchisee/CDAs. Region was bottom in the Zone and PAN India in FY 2014-
15 and in FY 2013-14.
• Ended Financial Year 2015-16 by bringing JAIPUR REGION No. 1 PAN INDIA
• Produced 4 TOTs
July 2010 – April 2015 Regional manager Channel Development Associates (CDA)
Reliance Life Insurance Co. Ltd managing Delhi and NCR Region

3. • Area of operation is 9 locations at Delhi and NCR, managed by TERRITORY MANAGERS direct reporting 150
plus franchisee/CDAs.
• Directly manage, identify, acquire and build new relationships to have a long term mutually beneficial goal setting
and target achievement
September 2008 - July 2010 ICICI Prudential Life Insurance Co. Ltd
May 2009 – July 2010 Branch Manager (Videocon Tower) Delhi
Sep 2008 – April 2009 Area Manager (Business Partner Channel for Central Delhi)
Highlights (Branch Manager)
• Handling a team of 12 Managers in Videocon Tower Delhi
• Setting a long term and short term goals and targets for the Team
• Promotional activities for the branch to achieve a monthly as well as yearly target
• Marketing and Strategies for the team to achieve each and every parameter of insurance related targets
(Activation / Recruitments for Agency Managers and Advisors / Policies / Average Cases size / Premiums).
• Conduct a training session for Managers and for Advisors whenever required.
• Anchoring various quarterly launches for Agency Manager and for Advisors.
• Appointments of Business Partner.
• Do the sales calls especially for the HNI customer whenever needed
• Driving the various contests at the level of Managers and Advisors at Local as well as at national level.
• Planning and focusing Managers for driving the Advisors to qualifying various clubs of the company and or
MDRT,COT and TOT.
Achievement
Ranked No.1 on Target versus Achievement and on first year Premium in Delhi, Punjab, Haryana, Jammu & Kashmir
and Himachal
Highest number of MDRT qualifiers in the region.
Maximum number of promotions of Managers in the Region
Highlights (Area Manager -Business Partner Channel)
• Handling Business Partner Channel for Central Delhi consists of 7 branches.
• Handling 5 Manager Business Partners with 60 Business Partners and 261 advisors.
• Tracking and focusing of Manager Business Partners in terms of Goal Sheet and promotions.
• Setting and long term and short term goals for the cluster and the individual branches in terms of premium
collections, recruitment of Business Partners and advisors, Individual BP Infrastructure Payouts.
• Promotion Activities for Business Partners to achieve the monthly targets.
• Conducting training sessions for Managers and for Business Partners.
• Anchoring various quarterly launches for both the Managers and for Business Partners.
• Driving various contest at the level of Managers and at level of Business Partners.
• Driving managers at the level of advisors to qualify various clubs especially for new advisors.
Achievement
• Ranked no. 1 cluster Pan India in terms of Quick Start and Super Sprint qualification of Advisors (2008-09).
• Ranked no. 1 cluster in Delhi in terms of Business (WFP) and Number of Policies (2008-09)
• Ranked no. 3 in Himalayan region (2008-2009).
June 2007 – August 2008 (Branch Manager) Birla Sunlife Insurance Co. Ltd
Highlights
• Handling a Ghaziabad Branch (DirectSales/Operation and Underwriting Department

4. • Handling a team of 24 Agency Managers with 607 Advisors and 4 Business Mentors.
Achievements
• Ranked 3rd
in terms of Business in North 2 (UP, Rajasthan and MP)
• Ranked 2nd in term of recruitments of Business Mentor in North 2 (UP, Rajasthan and MP)
• Ranked 3rd
in terms of Coded Advisors YTD targets in North 2 (UP, Rajasthan and MP)
Nov 2000 – May 2007 ICICI Prudential Life Insurance Co. Ltd
Sep 2006 – May 2007 Sales Manager
Nov 2000 – Aug 2006 Agency Manager
Highlights (Sales Manager)
• Handling a team of 14 Unit Managers/ Agency Managers/Senior Agency Manager / Partners and 6 Business
Partner having FOS of about 550 insurance advisors
• Setting long term and short goals and targets for the team on in synchronization with organizational
objectives.
• Responsible for achieving given targets through team in terms of premium collection, recruitment of advisors
and activation
• Conducting motivational and training sessions for Unit Managers and advisors whenever required.
Anchoring various quarterly launches for the team and setting their targets
• Interacting with other departments to facilitate smoother transaction of business
• Conducting various developmental activities eg Business opportunity presentations for increasing
distribution base and motivating dead advisors by conducting Keep on Track sessions
• Appointment of Business Partners and handling them directly
Achievements
No.3 ranked Sales Manager in term of business in the Financial Year 2006-2007 in the Zone.
No.2 ranked Sales Manager in terms of business (2.5 Crore) and in term of appointment of Business Partners in
the zone
Second highest number of MDRT’s in the zone.
Ranked 2nd
in term of GP member qualifier in the Zone
• Highlights (Agency Manager)
• Identification and appointment of Quality Life Insurance Advisors from various sectors e.g. Tax Consultants,
Chartered Accountants, Retired Army Officers, Housewives, students etc.
• Training them about market and company’s products so that they become experts in Insurance and Investment
planning.
• Creating and maintaining the strategic advantage for the ICICI Pru’s business through understanding the
consumer, building sustainable value position and executing every aspect of Brand Strategy. Also responsible
for achievement of targeted market share, revenue potential through the design/ deployment of strategic,
tactical market plans.
• As Agency Manager of the Tied Agency Channel, involved with the team in strategically tapping new HNI &
Keyman customers to achieve desired sales targets.
• Support and enhance business operations with promotional programmes focused at building and maximizing
revenue and customer loyalty.
• Guiding the customers in Tax Planning, future investments, risk coverage options & beneficial insurance
solutions from the product mix.
• Implementing and monitoring of the delivery standards as per norms
Achievements
• Bulk Business creation at few corporate via corporate presentations e.g. DULPHI, Escorts
• Four Advisors are various club members of the company.
• Two advisors of the team qualified for MDRT.
• Consistently qualified in various contests launched by the company from time to time.
• Among top 5 Agency Managers in the branch for consecutive last three years in terms of premium.
• Premium collected stands over 6.00 crores since inception (nearly 4.50 crores in ULIP (Unit Linked Insurance
products).
Sep 1997- Oct 2000 Bluechip Capital Services

5. Leading a team of sales professionals in order to achieve the business targets
Responsible for creating and maintaining Mutual Fund Market
Responsible for studying various Mutual schemes and analyze their performance and portfolio on regular basis
Advice the team and prospective investors about various avenues of investment in accordance with the
requirement
Responsible for keeping continuous contact with the existing customer and keeping them update with new
policies and market scenario.
Responsible for reviewing the existing investors portfolio on periodic basis to enable them procure maximum
returns through proper investment guidance.
PROFESSIONAL QUALIFICATION
Master of Finance and Control from Institute of Finance Management Lucknow University, Lucknow (1995-1997)
Academics
Bachelor of Science from Lucknow University (1992-95)
Professional Training
 Attended corporate trainings on Leadership Skills Development and Performance Excellence.
 Practical training on professional excellence.
PERSONAL DETAILS
Date of Birth : 15th
December 1973
Address : Flat No. 708, C Block, Pearl Heights, Ramprastha Green, Vaishali, Ghaziabad 201010

6. Leading a team of sales professionals in order to achieve the business targets
Responsible for creating and maintaining Mutual Fund Market
Responsible for studying various Mutual schemes and analyze their performance and portfolio on regular basis
Advice the team and prospective investors about various avenues of investment in accordance with the
requirement
Responsible for keeping continuous contact with the existing customer and keeping them update with new
policies and market scenario.
Responsible for reviewing the existing investors portfolio on periodic basis to enable them procure maximum
returns through proper investment guidance.
PROFESSIONAL QUALIFICATION
Master of Finance and Control from Institute of Finance Management Lucknow University, Lucknow (1995-1997)
Academics
Bachelor of Science from Lucknow University (1992-95)
Professional Training
 Attended corporate trainings on Leadership Skills Development and Performance Excellence.
 Practical training on professional excellence.
PERSONAL DETAILS
Date of Birth : 15th
December 1973
Address : Flat No. 708, C Block, Pearl Heights, Ramprastha Green, Vaishali, Ghaziabad 201010