Kunal Nangia
Newton,SA
Summary
A thorough and a dynamic professional leveraging 17 years experience in Strategic sales,New business development, Customer service, Client relationship management in Banking, Insurance & Consumer company. Focused on obtaining remarkable results in challenging domains that demanded continuous learning , I implemented my skills,knowledge and phenomenal competence in providing customer service, analyzing data, interacting with stakeholders, handling operational details, resolving conflicts, and looking for new business opportunities,With a strong business acumen that backed me to maintain a substantial career growth to a strategic position of coordinating between the investors, stake holders, top-level management, and technical talent force, I am now looking out new challenges
Overview
21
21
years of professional experience
1
1
Certification
Work History
Area Head -Third Party Products(Dy Vice President)
RBL Bank
New Delhi
03.2022 - 07.2022
- Leading third party products distribution for Delhi region across Life,Health ,General Insurance and broking
- Strategizing and planning expansion of third party business, engaging and managing key stake holders both internal and external.Meeting key clients for HNI sales and service
- Management of external channel partners and training and mentoring of cluster resources.
- Reporting to National Head TPP
Regional Wealth Head (Asst. Vice President)
IndusInd Bank
Gurgaon, Haryana
02.2018 - 03.2022
- Managing the sales of IndusInd Bank for Life(Tata AIA/ICICI Prudential ),Health Insurance & General Insurance business.
- . Working in close coordination with Regional Head(Branch Banking) & Channel Heads to deliver business objectives
- . Driving Life Insurance ,Health Insurance & General Insurance/Mutual Funds sales through launch of Regional level contest / Achievement of Employee activation / Product penetration level in Branch book size / Ensuring desired persistency level.
- Providing Branch / Channel level trainings on products personally .
- Meeting HNI clients of bank for sales and service
Bancassurance Manager
IndusInd Bank
Gurgaon,Haryana
03.2016 - 08.2016
- Coached, mentored and trained Bank staff in order to improve their job performance.
- Managed Life Insurance business for the Bank
- Managed teams from TATA AIA/ ICICI Prudential Life for my set of bank branches for generating New insurance premium/Renewals.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
Senior Corporate Sales Manager (Bancassurance)
HDFC Life Insurance Company Limited
Gurgaon,Haryana
11.2012 - 02.2016
- Managed a team of 8 Managers including Senior Bancassurance Managers, Senior CAMs and CAMs. Also responsible for Private banking relationship (PBG) through a team of PBG advisors.
- Recruited, trained, and supervised sales staff members.
- Developed and implemented sales strategies to increase customer base and profitability.
- Resolved customer complaints regarding sales and service.
- Coached, developed and motivated team to achieve revenue goals.
Senior Sales Manager (Bancassurance)
Birla Sun Life Insurance Company Limited
New Delhi
08.2011 - 10.2011
- Managed Citigold Select client of CITIBANK (Jeevan Bharti Branch) biggest branch Pan-India.
- Analyzed the financial capabilities of ultra HNI clients for providing them investment solutions. Maintained the relationship with Citibank Relationship Managers and Investment Councilor.
- Prepared and presented the sales illustrations to the prospective clients and explained the policy details as per client requirement. Got reports from Unit Sales Manager
Senior Corporate Agency Manager (Bancassurance)
HDFC Life Insurance Company Limited
New Delhi
04.2007 - 07.2011
- Managed HNI& individual client to gain maximum business by building long term relationship with high net-worth clients.
- Responsible for training, & development of HDFC Bank Sales Force and motivated them to get maximum leads for insurance business.
- Analysed the financial capabilities of HNI clients by providing them investment solutions, ensuring that the solution provided carry the minimum investment risk.
- Ensured that sales complaints were minimal and were resolved within TATs
Financial Planning Manager
HSBC BANK
New Delhi
08.2005 - 06.2006
- Developed financial plans for clients to meet their long-term goals.
- Researched new investment options and strategies for clients' portfolios.
- Provided guidance on investment decisions, taxes, insurance planning.
- Educated clients about financial products and services available to them.
Personal Banker
ABN AMRO BANK
New Delhi
12.2004 - 08.2005
- Helped customers open accounts, apply for loans and make sound financial decisions.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Cross-sold banking products such as credit cards, loans,insurance and investments.
Business Manager (Consumer Devices)
MOREPEN LABS
New Delhi
09.2001 - 12.2004
- Managed company's distributors and retail stores across New Delhi and Western UP.
- Established company's business with various Hospitals,Doctors and pharmacy's.
- Training and product demonstrations to retail employees and healthcare staff.
Education
Certificate 4 in Finance And Mortgage Broking
AAMC
Australia02-2024
Post Graduate Programme in Planning And Industrial Entreprenuership - Marketing
Indian Institue of Planning And Management
New Delhi03-2001
Bachelor of Commerce -
Delhi University
New Delhi03-1999
HSC
Mount St. Mary's School
New Delhi03-1996
Skills
- Business Development
- Client Relationship Management
- Channel Management
- Analytical Thinking
- Business Acumen
- Deadline Orientation
- Team Management
- Attention to Detail
- Key Account Management
Accomplishments
- Granted the "Employee of the Year " award for Financial Year 2014 in HDFC Life Insurance Company(New Delhi)
- Was part of the CDOs Elite Club award in Financial Year 2014-2015 (HDFC Life)
- Accorded with the EVP Banca Galaxy award for the Financial Year 2013- 2014 (HDFC Life)
- Conferred Grade promotion from Chief Manager to Assistant Vice President for exceptional performance in IndusInd Bank
- Awarded the Champ of the Year trophy for Consumer devices in Morepen Labs for two consecutive Financial Years (2002 - 2003) & (2003 - 2004)
Certification
- Certificate 4 in Finance and Mortgage Broking from AAMC
Languages
English
Professional
Hindi
Professional
Punjabi
Limited
References
References available upon request.
Timeline
Area Head -Third Party Products(Dy Vice President)
RBL Bank
03.2022 - 07.2022
Regional Wealth Head (Asst. Vice President)
IndusInd Bank
02.2018 - 03.2022
Bancassurance Manager
IndusInd Bank
03.2016 - 08.2016
Senior Corporate Sales Manager (Bancassurance)
HDFC Life Insurance Company Limited
11.2012 - 02.2016
Senior Sales Manager (Bancassurance)
Birla Sun Life Insurance Company Limited
08.2011 - 10.2011
Senior Corporate Agency Manager (Bancassurance)
HDFC Life Insurance Company Limited
04.2007 - 07.2011
Financial Planning Manager
HSBC BANK
08.2005 - 06.2006
Personal Banker
ABN AMRO BANK
12.2004 - 08.2005
Business Manager (Consumer Devices)
MOREPEN LABS
09.2001 - 12.2004
Certificate 4 in Finance And Mortgage Broking
AAMC
Post Graduate Programme in Planning And Industrial Entreprenuership - Marketing
Indian Institue of Planning And Management
Bachelor of Commerce -
Delhi University
HSC
Mount St. Mary's School
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