1. SAURABH SACHDEVA ►Mobile: +91 9999350036 ► E-Mail: saurabhsachdeva001@gmail.com
Seeking a profile in: Wealth Management / Portfolio Management ~ Channel Management
~ Business Analytics / Consultancy ~ Financial Consultancy ~ Profit Centre Management
~ Sales & Marketing ~ Business Development ~ Business Strategy ~
PRO
FESSIONAL PROFILE
 An astute professional with 10 years’ experience in Profit Centre Management, Sales & Marketing, Business Strategy
& Development.
 Presently working with SBI Life Insurance designated as Senior Area Manager, Bancassurance Channel
 Excels in devising and implementing strategies to ensure smooth business operations, attainment of top-line/ bottom-
line, promotion of products & services, and achievement of business goals.
 Proficient in managing channel / direct / institutional / project sales, customer relationship management (at top
echelon), administration, finalisation of strategic alliances, market analysis, and development & pricing of products
based on market / customer specifications.
 Well organised with a successful track record that demonstrates self-motivation, entrepreneurial ability, creativity, and
initiative to achieve corporate goals.
 Possess strong communication, Leadership, People Management and coordination skills. Keen analyst and strategic
planner, leads teams from the front.
BUSINESS SKILLS
Business Development / Key Account Management
 Networking with prospective clients, generating business from the existing accounts and achieving profitability & sales
target.
 Analyzing marketing trends and tracking competitors’ activities, providing valuable inputs for product enhancement
and fine tuning sales & marketing strategies.
Channel & Client Relationship Management
 Monitoring channel sales and marketing activities, implementing effective strategies to maximise sales and
accomplishment of revenue and collection targets.
 Supervising customer service operations for rendering and achieving quality services; facilitating first line customer
support by answering queries & resolving issues within desired TAT.
 Providing assistance to bank officials by conducting conference, training programs for the SBI staff members;
ensuring seamless delivery of products & services in the market.
Sales & Marketing
 Managing sales & marketing operations thereby achieving increased sales / maximized profit in the assigned territory
for the smooth flow of operations.
 Devising and implementing marketing strategies with the focus on augmenting business. Tracking competitor
activities & providing valuable inputs & new features addition for fine tuning the selling and the marketing strategies.
Business Analytics
 Analysis about the geography and the demographics of the Market, for both SBI as well as the Competition, devising
the correct product mix so as to meet the expectations of the clients and drawing the comparative analysis as to how
the Competition is faring within the same area.
 SWOT Analysis of the Team, with regular inputs / interventions to increase the business premium and the Income for
the Bank. Tracking the YoY growth of the Branches (as well as the Competition).
Team Management
 Leading, motivating, training & monitoring the performance of team members to ensure efficiency in sales operations
and meeting of individual & group targets.
 Conducting meetings for setting up sales objectives and designing or streamlining processes to ensure smooth
functioning of sales operations.

2. CAREER SCAN
Since June’06: SBI Life Insurance Co. Ltd., Presently as Senior Area Manager, Bancassurance (New
Delhi) w.e.f. 1st
April 2012
Growth Path with Chief Role:
Since July’15 : Senior Area Manager (Zonal Area Manager) – Bancassurance – SBBJ Relationships
 Currently assigned the charge of Jaipur Zone in SBBJ since May 2016, having 163 SBBJ Banking Branches, with a
Sales Team of 17 BDMs, 1 HLE, 2 Area Managers and 2 Sales Supports, to manage Bancassurance relationship in
Jaipur and outskirts.
 Was assigned the charge of Delhi Zone in SBBJ in July 2015, having 115 SBBJ Banking Branches, with a Sales Team
of 8 BDMs, 1 HLE and 2 Sales Support staff reporting, to manage Bancassurance relationship with SBBJ in Delhi NCR,
Punjab, Haryana, Himachal Pradesh, U.P. & Uttaranchal, and develop Life Insurance business avenues in major part
of Delhi Zone.
 Have also been assigned 2 Special Branches dealing in HNI Client Base of the Bank.
 Monitoring the entire Sales and Business development activities in the allotted Zone to achieve the allotted targets in
the specified time period.
 Devising new Business Strategies to strengthen and streamline Cross Selling in Delhi Zone, and increase Branch
Productivity.
 Handling continuous liaison with the controllers of regions and senior level functionaries in the bank to ensure
presence of Life Insurance business in the bank branches.
April’10-March’12: Area Manager / Since April’12 : Senior Area Manager - Bancassurance
 Was assigned the charge of a Network in SBI in FY 2014-15, having 2 Zones, with 400+ SBI Banking Branches, with
a Sales Team of 45 BDMs, 2 Area Managers and 3 Sales Support staff reporting, to manage Bancassurance
relationship with SBI in NCR and develop Life Insurance business avenues in major part of Delhi NCR.
 Monitoring the entire Sales and Business development activities in the allotted Zone to achieve the allotted targets in
the specified time period.
 Responsible for guiding and leading the team to achieve the targets in the fields of New Business, Commission for the
Bank, Recruitment, Home Loan Coverage, Renewals and Persistency, CIF and Branch Activation Levels.
 Responsible for Qualitative display of the training modules to be imparted to the Bankers at the desired levels about
the products, processes, Rewards and Recognition Schemes, Campaigns, etc.
 Handling continuous liaison with the controllers of regions and senior level functionaries in the bank to ensure
presence of Life Insurance business in the bank branches.
 Conducting Review meetings of the team members on monthly basis to assess the performance and strategizing for
the next month and quarter.
 Communicating the team about the promotion scorecard on regular intervals and stepping in to arrest the areas of
non performance, suggesting the scope of improvement.
 Providing regular guidance to the team members; developing strategies to ensure regular flow of business and
controlling the performance of team on a regular basis for improving the knowledge levels through continuous inputs
& training.
April’07-March’09: BDM (Assistant Manager) / April’09-March’10: Senior BDM - Bancassurance
 Handled Sales Coordination & managing a strong MIS structure for the Channel in the state of Gujarat (Ahmedabad
Circle) till December’07.
 Managed the Bancassurance Channel to increase penetration & develop Life Insurance business avenues.
 Developed & supported 40 branches, of State Bank of India to initiate cross-selling activities in terms of Life
Insurance (January’08 - September’08, thereafter transferred to New Delhi).
 Was also into Event Management as part of the Channel, successfully organising, coordinating and managing trips for
the Bankers as well as SBI Life Staff.
 Provided continuous support to the braches & its officials, in terms of new developments, new & existing processes,
product knowledge, competition & customer service.
 Conducted customer meets & presentations among the branches to help them identify needs of their customers and
accordingly present a suitable mix to them. Developed & managed cordial relationships with State Bank officials &
authorities to ensure persistence of cross-selling activities in the branches.
 Collated the feedback from the branches & their officials to address their queries & resolve the deficiencies in the
support & operations, to improve efficiency and branch productivity.
 Managed activities pertaining to Post Business Developments & Customer Servicing; coordinated with the:
o Concerned departments to ensure efficient conversion rate of proposals & reduce the TAT.
o Bank branches, officials and TPAs for following-up on the medical and deficient cases.

3.  Ensured proper circulation of the incentives, rewards and recognitions to the performing branches & officials.
June’06-March’07: Management Trainee - Bancassurance
 Was responsible for setting up the self-designed MIS structure for the Bancassurance Channel in Ahmedabad Circle
(covering entire Gujarat) that comprised of 465+ SBI branches.
 Have been instrumental in boosting Sales Graph to culmination from a crucial juncture at a point where seniors left. It
required superior coordination activities with the sales force and the operations people for faster completion of
proposals, reducing the TAT from 19 to 9 days, to meet stringent deadlines.
 Frequently developed sales promotional tools and other motivational tools for the sales force. The conceptual part of
designing content and easy to understand’ complex financial illustrations have been thus a great learning experience.
 Analyzed the existing processes & products & provided feedback to relevant departments. Studied the newly
developed processes in lieu of new products introduced and participated in improving the quality of the process.
 Executed product launch activities; identified new / existing products for modification on the basis of study, feedback
and suggestions from the field.
 Coordinated with concerned departments to ensure proper launch new product among the Bancassurance channel in
terms of communication delivery, promotional material, training kits, product kits & forms.
CERTIFICATIONS
 Certified MDP (Management Development Programme) Level 1, from Indian Institute of Management (IIM Indore),
Nov 2010.
 Certified MDP (Management Development Programme) Level 2, from Indian Institute of Management (IIM Indore),
Aug 2012.
 Certified PRIDE in collaboration with III, May – June 2013 at Dubai.
SIGNIFICANT HIGHLIGHTS
 Currently No. 1 Zonal Area Manager PAN India in FY 2016-17 in Associate Banks of SBG.
 Produced 1st
COT among the 5 Associate Banks of State Bank Group, in 2015, for the 1st
time ever in the history of
Associate Banks of SBG.
 Produced the highest number of MDRTs (4) from a single Branch, in 2015, the feat achieved in Associate Banks for
the 1st
time.
 Among the 9 Zones of SBBJ PAN India, I have registered the highest growth in business in FY 2015-16 over last FY.
 Was elevated as the Network Incharge wef 1st
September 2014, comprising of 2 Zones and 400+ SBI Branches. The
Network was PAN India No. 1 in Rated Business Premium and 2nd
in New Business Premium among 43 Networks, in
FY 2014-15.
 The Network created 82 MDRTs during Calendar Year 2014, among the top 5 in the Country.
 (While handling 1 Zone) Out of 88 Zones PAN India, my Zone was ranked 4th
PAN India in New Business Premium
Achievement and 5th
PAN India in Rated Business Premium Achievement in FY 2013-14.
 My Zone ranked 3rd
Pan India in both New Business Premium and Rated Business Premium Achievement in March
2014.
 Created 30 MDRTs during Calendar Year 2013, and qualified for the Foreign Trip to Thailand. My Zone ended up
creating 36 MDRTs during the same period.
 Ranked 9th
PAN India in New Business Premium Achievement and 8th
PAN India in Rated Business Premium
Achievement during FY 2012-13.
 Created 27 MDRTs during Calendar Year 2012, and qualified for the Foreign Trip to Dubai.
 Distinction of achieving 100% activation of branches during all financial years.
 Proved successful in achieving No. 1 position PAN India in terms of % Target Achievement in FY 2011-12 in
Bancassurance Business (Rs. 34.91 Cr with 109% achievement). The only Area Manager to overachieve 100% New
Business Premium Budget PAN India.
 Ranked 1st
PAN India in August 2011, 2nd
PAN India in December 2011 and 3rd
PAN India in March 2012 in New
Business Premium.
 Proved successful in achieving No.1 position in Delhi Circle in terms of % Target Achievement of 84% during FY 2010-
11.
 Ranked 6th
PAN India in New Business Premium Achievement during FY 2010-11.
 Was elevated to the Team Handling Role w.e.f 1st
April 2010, designated as Area Manager.
 Overachieved the New Business Target for FY 2009-10 by 101%.
 Registered growth of 437% recorded in New Business in FY 2009-10 over previous year.
 Devised a robust and successful MIS structure for Ahmadabad Circle (Gujarat) in FY 2006-07 and 2007-08 which was
also recommended to be implemented at the HO.
 Was one of the major driving forces for maintaining the Administrative Structure of entire Gujarat in FY 2006-07 and
2007-08.

4.  Successfully achieved more than 98% requirement closure in Ahmedabad Circle for FY 2006-07 which was best in the
country.
AWARDS
o No. 1 Area Manager PAN India, in 2011-12 and 2014-15.
o Long Term Service Award during FY 2009-10 for receiving EE rating for continuously 3 years.
o Regional Director Trophy, FY 2009-10, for being Top BDM in Delhi Circle in Renewal Collection.
EDUCATION
2006 MBA (Marketing) from ICFAI Business School, Hyderabad (7.59 CGPA)
2003 BCA from Dr. B. R Ambedkar University, Agra (75.2%)
2000 HSC (12th
), ISC Board, from St. Peter’s College, Agra (79.3%)
1998 SSC (10th
), ICSE Board, from St. Peter’s College, Agra (86.8%)
PER
SONAL DOSSIER
Date of Birth : 26th
September 1982
Current Address : House No. 44, Ground Floor, Near DAV School, Model Town North Ex, New Delhi – 110009.
Permanent Address : House No. 44, Ground Floor, Near DAV School, Model Town North Ex, New Delhi – 110009.
Place : Jaipur
Date : 25th
June 2016