Mahendra, ABH, Mumbai

Mahendra B Koli
Address: Opp Axis ATM Samrat Ashok Nagar ,

near RPI Office Ulhasnagar.
Mobile: (91) 9960805069
E-mail: koli.mahendra2@@gmail.com
Carrier/ Job Objective
Seeking assignments in Sales-Marketing & Business Development with a growth oriented leading
organization, making best use of my skill of Relationship Management and Process Orientation &
implementation.
Professional Profile
 A dynamic professional with 12+ years of rich experience in Bancassurance Sales, Marketing,
Business Development, Customer management, in the Life Insurance Industry.
 Skills in planning, market penetration, account management, pre-sales efforts &
competitor/ market analysis designed to establish new markets.
 Expertise in tapping prospects/ influencer, analyzing their requirements, rendering technical
guidance to the clients and negotiate for new business opportunity.
Core Competencies
Channel Partner Management & Allocation

 Categorization of Branches of the Partner according to the measurement of Various Parameters such
as Location, Deposits, Advances etc.
 Imparting & Downloading the Culture & Objective of the Business: - Productivity, Profitability &
Scalability.
Sales and Marketing

 Effectively implement strategies for market penetration for new products as well as increasing the
share of the existing products
 Identify & develop new streams for long-term revenue growth by maintaining relationships with
customers to achieve repeat/ referral business
Client Servicing
 Attending to clients (Partner’s Staff) concerns & complaints and undertaking steps for effectively
resolving them
 MIS sharing with Partners in regular intervals & resolving any queries w.r.t. the same.
Team Management
Organizational Experience
Designation: Sr. Business Development Manager (Bancassurance)

Working as with SBI Life Insurance Co.Ltd
May 2018 to Till Date
Key Responsibilities:
*Handling Branches of SBI Bank and Team of 8 Peoples

*Maintaining relationship with branch staff and Bm and ensuring month on month
target achievement.
*Managing with the High Net Worth customers
*Complete ownership of the Investments in SBI LIFE Insurance Product.
*Ensuring Branch to Achieve their Target.
*Financial planning & investment advice to SBI Bank Customers.
*Providing Product & Process Knowledge to Bank Staff
 Relationship Management with Area manager, Branch Manager & all staff of Branches of the Bank.
 Linking insurance with banking products.
 Training & Motivation of the Bank staff as well.
 Maintaining Healthy Product Mix for the Partner as well as employees.
 Setting targets for the branches.
ACHIEVEMENTS:

Got two promotion in Sbi Life
Organizational Experience
Designation: Sr. Relationship Manager (Bancassurance)

Working with Future Generali India Insurance co Ltd.
April 2016 to April 2018
*Handling Branches of Saraswat Bank and selling Insurance products.
*Maintaining relationship with branch staff and Bm and ensuring month on month target
achievement.
*Managing with the High Net Worth customers
*Complete ownership of the Investments in Future Generali Life Insurance Product.
*Ensuring Branch to Achieve their Target.
*Financial planning & investment advice to Saraswat Bank Customers.
*Providing Product & Process Knowledge to Bank Staff
 Relationship Management with Area manager, Branch Manager & all staff of Branches of the Bank.
 Linking insurance with banking products.
 Training & Motivation of the Bank staff as well.
 Maintaining Healthy Product Mix for the Partner as well as employees.
 Responsible for collecting premiums from policy holders and kept records of
payments.
 Identifying prospects for Bank relationships and utilising excellent influencing,
selling and relationship management skills thereby expanding customer base and
augmenting business.
 Imparting necessary training from time to time to team members to get desired
results.
 Motivating team members (Bank Staff) and setting targets for them.
.
 Responsible for achieving the sales targets for number acquisition &
 High Quality Customers in Life insurance.
 Relationship management with the existing base of clients by servicing
Their needs and requirements.
 Acquiring high Value and quality customers
 Generating Fresh Data Base from sales force by going on Field.
 Generating leads through Tele Calling & Bank Staff.
 Solving customer complaints.
 Meeting Sales Target.
 Coordinating with Branch Employees for Product related queries.
Reliance Life Insurance. Co Ltd

Designation: SM (Agency Channel)
May 2010 to Feb May 2016
 Recruiting Adviosrs
 Motivating them to achieve their Contest, Commission & Foreign Tours
 Handling team of 131 Advisors
 Meeting Sales Target.
 Reporting to my Teritory Manager regarding the feedback and day to day activity
Bachelors Degree in Commerce–2010 From Mumbai University
Technical Course & Skills
MS-Office2000 (MS-Word, MS-Excel, MS-Power point & Internet )
Personal Dossier
Date of Birth: 4th Feb 1988

Marital Status: Married
Nationality: India
Languages Known: English, Hindi and Marathi
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Mahendra B Koli

Mahendra, ABH, Mumbai

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Mahendra, ABH, Mumbai

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Mahendra B Koli

Address: Opp Axis ATM Samrat Ashok Nagar ,

Carrier/ Job Objective

Channel Partner Management & Allocation

Sales and Marketing

Designation: Sr. Business Development Manager (Bancassurance)

*Handling Branches of SBI Bank and Team of 8 Peoples

Designation: Sr. Relationship Manager (Bancassurance)

Reliance Life Insurance. Co Ltd

May 2010 to Feb May 2016

Bachelors Degree in Commerce–2010 From Mumbai University

Technical Course & Skills

MS-Office2000 (MS-Word, MS-Excel, MS-Power point & Internet )

Date of Birth: 4th Feb 1988

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