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Gaurav P Petkar

Curriculum Vitae
Sales Manager - Banc assurance- Life INSURANCE : gauravpetkar@gmail.com : (020)-27651843 : +91 9822575867 DoB: 22nd June 1981

73/3 L.I.G Colony Sector No. 25 Sindhunagar Pradhikran Nigdi Pune Maharashtra 411044

Experience Summary:
Currently pursuing SAP in S&D. Awaiting for the exam. 6 years of experience in sales into a service sector industry. 1.2+ years of experience with HNI & Super HNI segments with channel partner for cross selling of insurance investments, along with portfolio management updates. 2+ years of experience with retail segment & handling the entire region for PSU channel. 2 years of experience with Direct Channel in retail segment. Experience in handling a team size of 8 FPC across HNI, Retail & Broking channel. Recommending efforts in defining characteristics, capabilities, inputs, outputs, and results necessary to describe the required products of the selected Super HNI clients. Assisting in outbound activities such as Match & Win, Tax-O-Meter ECT. Maintaining entire MIS of RoM for PSU channel.

Professional Experience Summary: Company Aviva Life Insurance HDFC Standard Life Insurance ICICI Prudential Life Insurance Educational Qualifications: University of Pune Master in Business Administration (Marketing) (Ness Wadia College) University of Pune Bachelor of Commerce (Business Administration) (Modern College) July 2001 Mar 2003 July 2003 June 2005 Designation Sales Manager Corporate Agency Manager Financial Planning Manager From Nov 2008 July 07 Jul 05 To Apr 2011 Oct 08 Jun 07

Professional Experience Details: Aviva Life Insurance Company Limited.

Channel Management for HNI & Super HNI Segments (Royal Bank of Scotland) Designation: Sales Manager (RBS Bank) (Nov 08 to April 11 ) I am currently acting as a Sales Manager for RBS vertical to handle the HNI & Super HNI clients. The basic JD for the profile is of cross selling of insurance as a tool of financial investment in line with the clients portfolio. The major break-up of the portfolio is on the basis of the clients equity debt ration in the line of financial investments. I also helped in establishing the strategy and planning for risk analysis. The cross selling of insurance is in line with the risk analysis of the clients portfolio. Defining the financial goals, objectives & risk for the client portfolio.

Gaurav P Petkar

Curriculum Vitae
Sales Manager - Banc assurance- Life INSURANCE : gauravpetkar@gmail.com : (020)-27651843 : +91 9822575867 DoB: 22nd June 1981

73/3 L.I.G Colony Sector No. 25 Sindhunagar Pradhikran Nigdi Pune Maharashtra 411044

Coordination with the wealth managers in identifying the investments gaps & suggesting the right mix of investment instruments. Involved in Team Management by Proposing Right Resource for the Right Task and Mentoring the Team members.

Span of Control Three team members.

Channel Management of Retail Segment for PSU Sector (Bank of Rajasthan and Punjab & Sindh Bank) Identifying retail prospectus for the growth of revenue in PSU banks. The major focus of generating retail business is through walk-ins in the branch. Cross selling the of insurance through the data of (CASA, FD, RD & Corporate) Cross selling banking products with branch staff for generation of leads for Insurance.

Span of Control Seven team members.

Accomplishments Star Achiever Award for Q-3 (2009). Appreciation from Regional Director for Highest Login case in PSU channel for RoM. Over achievement of channel BoR & PSB with 187% & 143% respectively. Ranked no.1 SM for PSU in RoM. for Feb 09 & Mar 09 (PC & Nos)

Professional Experience Details: HDFC Standard Life Insurance Company Limited.

Channel Management of PSU bank with entire location of GOA & Sindhudurg region Designation: Corporate Agency Manager (Saraswat Bank) (July 2007 to Oct 2008) Was acting as a Corporate Agency Manager for Saraswat bank (PSU) vertical for entire location of Goa & Sindhudurg region. The basic JD for the profile was of identifying prospectus for revenue generation through cross selling of insurance.

Cross selling of insurance in line with bank strategy for revenue generation. Requirement Analysis to Understanding and documenting business processes. Coordination with the senior managers in identifying the investments prospectus & suggesting the right mix of investment instruments through Insurance. Conducting activities for generation of data-base for the bank & following up with BMs for Insurance business.

Span of Control Four team members.

Gaurav P Petkar

Curriculum Vitae
Sales Manager - Banc assurance- Life INSURANCE : gauravpetkar@gmail.com : (020)-27651843 : +91 9822575867 DoB: 22nd June 1981

73/3 L.I.G Colony Sector No. 25 Sindhunagar Pradhikran Nigdi Pune Maharashtra 411044

Professional Experience Details: ICICI Prudential Life Insurance Company Limited.

Executive for Financial Planning through Direct Channel Designation: Financial Services Consultant (Direct Channel) (Jul 05 to Jun 07) Was acting as an FSC for direct sales team (Direct Channel) for sourcing of business through the leads provided through the company. Generating leads through referencing marketing. Generations of leads through Activities such as setting up tents in companies, conducting drawing competition, organising events in societies.

Additional Certification IRDA Certified. AMFI Certification.

To the best of my knowledge, I have tried to give a true account of myself in the above Curriculum Vitae

Date: Place: Pune, Maharashtra India.

(Gaurav P Petkar)