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Kunal Bio Data

Kunal Shah is a business development and sales professional with over 15 years of experience in the insurance and finance industries. He has held senior roles at Birla Sun Life Insurance, Reliance Life Insurance, and Bajaj Allianz Life Insurance where he recruited advisors, developed business plans, and achieved sales targets. Currently, he is pursuing an MBA at Rayat London College in the UK to expand his international experience.

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Jennifer Chapman
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88 views

Kunal Bio Data

Kunal Shah is a business development and sales professional with over 15 years of experience in the insurance and finance industries. He has held senior roles at Birla Sun Life Insurance, Reliance Life Insurance, and Bajaj Allianz Life Insurance where he recruited advisors, developed business plans, and achieved sales targets. Currently, he is pursuing an MBA at Rayat London College in the UK to expand his international experience.

Uploaded by

Jennifer Chapman
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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KUNAL GULABCHAND SHAH_________________________

14,Meadow Road,

Earley, RG67EU

UK.

Landline:01189268046

Mobile:07575311839

Email ID: [email protected]

OBJECTIVE

Aiming a successful career in the field of Business Development, Marketing,


and Sales & Corporate Communications with a thorough knowledge over
Insurance & Finance products, being backed by my professional ability,
interpersonal skills and experience. I affirm that the hallmarks of my
leadership have always been a relentless focus on customers & their needs.

EXPERIENCE SUMMARY

ORGANISATION DESIGNATION
DURATION

Birla Sun Life Insurance Senior Agency Manager July 2009 till
Jan 2010

Job Profile:
Recruitment of advisor for procurement of business.
Training the advisor and licensing them and getting business through them.
Also achieving the business targets by way of more recruitment and also
making field calls with the advisor.
Deliver the best of work to the company by setting up own goals and by
doing business.
Also motivate the advisor by going on calls with them and also involving
them in promotional activities and cold calling.
ORGANISATION DESIGNATION
DURATION

RELIANCE LIFE INSURANCE Territory Manager SINCE Jan 2008


till 20th Nov 2008

(Sion Branch)

o Introducing suitable persons to the company for appointment


as, Sales Managers and advisor and to activate the existing
Advisor and develop a stable team of Advisor.
o Development of Life insurance business in a planned manner
through the team of Advisor, and Sales Manager under my
supervision, in consonance with the company objective.
o Rendering satisfactory policy service to the customers. Ensure
maintenance of records by Advisor and Sales Managers
necessary for achievement of Teams target and productivity
and their conduct of business as per the Code laid down by
IRDA.
o Also assisting the Sales Manager of there calls for business
generation. Helping them in also getting achieving there targets and
setting there goals.
o Setting goals for sales managers and also for the advisor.
Ensure that the advisor gets full support from his manager and keep
the track of each activity of the sales manager on the daily basis.
o Also help the sales managers on there personal activities
carried out by them for generating business.

ORGANISATION DESIGNATION
DURATION

Bajaj Allianz Life Insurance Senior Sales Manager June 06 TO Jan


2008

Job Profile:
o Introducing suitable persons to the company for appointment
as Advisor, and to activate the existing advisor and develop a
stable team of Advisor.
o Development of Life insurance business in a planned manner
through the team of Advisor, under my supervision, in
consonance with the company objective.
Rendering satisfactory policy service to the customers. Ensure
maintenance of records by Advisor necessary for achievement
of Team’s

ACHIEVEMENTS:

o Created 2 MDRT in the span of 9 months of joining.


o Made 2 Silver Club members.
o Received achievement award for year 2006-2007 for best
performance.
o Had done 125% of targets in period of 9 months 75 lacs.

ORGANISATION DESIGNATION DURATION

Eserve International Ltd Junior Processing Officer May 2005 to May 06

Job Profile:

Processing of USA Mortgage Loans application, went through regrious


Training like induction, product knowledge, fraud awareness,
various
Communication skills, quality checks, COB warness.
1. We process USA mortgage application like reviewing the documents.
2. We also work on different channels like broker, retail, consumer finance,
SSB (Solman Smith Barney), we process various application.
3. We attend various hurdles carried out by our supervisor and the
managers
4. We also have the various responsibilities like co-ordination with clients.

ORGANISATION DESIGNATION
DURATION

Industrial Carbons Pvt Ltd. Sales Executive August 02


to April 05

Job Profile:

Which manufactures activated carbon & used in various chemical


industries.
o Maintaining reports about daily and monthly sales.
o Maintaining relation with clients.
o Responsible for Sales and making new clients for company.
o Getting new business for company and marketing.

KEY SKILLS

• Goal-driven leader who maintains a productive climate and


confidently motivates, mobilizes and coaches the team to meet high
performance standards.
• Personable professional whose strengths include cultural sensitivity
and ability to build rapport with a diverse workforce in multicultural
settings.
• Proven relationship-builder with unsurpassed interpersonal skills.
• Exceptional listener and communicator who effectively conveys
information verbally and in writing.
• Quick learner with an ability to rapidly achieve organizational goals.

ACADEMIC QUALIFICATION

Degree University Year


S.S.C Mumbai 1994
H.S.C Mumbai 1996
Graduation Mumbai 2002

Current Profile:

Pursuing MBA form Rayat London College, Heston road,Middlesex (UK), to


get exposure to international market.

Language Known:

English, Hindi, Gujarati

Date of Birth: 11th MAY 1978

Hobbies & Interests


Traveling, Interaction with people, and sports.

Date:

(Kunal Gulabchand shah)

Place: Mumbai

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