SUBHASISH DALAL

Mobile:8424018693,
9167302819
Emailid
joys786@gmail.com; subhasish_dalal@rediffmail.com
Address: F-502 Rilletta Building, Casa Rio Gold, Palava City, Dombivili East, Mumbai-421204
PROFILE SUMMARY
Self-driven and Result Oriented Life Insurance Professional with 9 years of work experience in Sales & Relationship
Management, MIS Control & Operations, Training, Project Management and Strategy. Looking forward to bring value
to the organization with commitment and results.
SCHOLASTIC ACHEIVEMENT

⮚ Fellow in Life Insurance from Insurance Institute of India (December 2018)

⮚ Associate in Life Insurance from Insurance Institute of India (December 2015)

⮚ Licentiate in Life Insurance from Insurance Institute of India (March 2013)

⮚ MBA from XLRI Jamshedpur (Jan 2009-Jan 2010)

● (PGPMI-Post Graduate Program in General Management &Insurance)

● Rank Holder (Top 5 students of the batch with CQPI of 6.524/8)

⮚ B. Tech in CSE from NIST Berhampur (Aug 2004-June 2008)

● Specialized in Computer Science and Engineering with Outstanding grade in BTECH Project

● Had a CGPA of 7.92/10

● Was selected for In-plant Training at BARC, Mumbai

WORK EXPERIENCE-Total 9 Years

Senior Cluster Manager- HDFC Bank relationship

Organization: Aditya Birla Sunlife Insurance, Zonal Office Goregaon, Mumbai
(April 2018-Till Date)

● Taking care of Raigad cluster. Within the first month of joining boosted topline by 200%. Frontline activation
100% in an open architecture model

● Got 13 Unique distributors active out of 19 Ytd active

● Earlier was handling Mulund cluster, contributed 1.44 Crores in Topline with 90 % Issuance.

● Activated 40 Unique distributors for my company.

● Handling projects for the Mumbai Raigad circle and other key initiatives

● One Frontline got Promoted as Area Manager this financial year.

Business Manager - Projects, Operations & Strategy, MIS Control and Sales Support
Organization: ICICI Prudential Life Insurance Company Corporate Office Mumbai
(April 2014 Onwards –March 2018)
 ● Taking care of PAN India Operations, New partner Tie up, IT Integration and Payment settlement of business
partners in Corporate Agency and Brokerage Department

● Providing Business solutions to sales team and partners on day to day basis

● Scope covers liaison with departments like Compliance, Legal, IT, Finance, Underwriting teams and run
processes

● Providing back end sales support and adhoc requirements to PAN India Business teams

● Manage training of new joinee in relationship team, publishing MIS / Dashboards &support key business
initiatives.

● Taking care of Quality parameters of business and inform sales teams.

● Making strategy for the department along with Head of Department and other seniors as and when required.

Key Achievements
▪ Promoted in the year 2017 for my work

▪ Managed the Key account of India Infoline in 2014-15 in West and South Zone.

▪ Launched several backend reports and processes which streamlined day to day operations.

▪ Supported business strategy of improving the 13th month persistency of the department from 59 %
in 2014-15 to
▪ 86 % in 2017-18.

▪ Played a significant role in onboarding of various corporate agents and brokers from 2015 till date.
Ensured all processes were ready from the day of onboarding.

Training Manager- State level and Area level

Organization: ICICI Prudential Life Insurance Company
(August 2011 –September 2013)

● Lead Sales Training in Harbour line with a team of 2 Associate Training Managers and 3 consultant trainers.

● Was overall Training in Charge of the state of Chhattisgarh

● Initiated learning and development programs across channels like Agency, Bancassurance and Brokers

● Executed central agendas of the company at branch and regional level along with Sales Team

● Conducted several workshops for advisors and distribution leaders which spiked in productivity.

● Was instrumental in setting up online sales process in our cluster and promoted digitization among sales team

Key Achievements
▪ Was selected for recognition in Head of Training Forum at Hyderabad in October 2012.

▪ Winner of YTD Achievement award in September 2012

▪ Had delivered a pass percentage of 90 % in IC 33 exams for new distributor’s onboarding.

▪ One of my consultant trainer was recognized at national level for this outstanding work

▪ Was awarded for Digitization Initiative in February 2013 and Head to Head Challenge.

▪ Promoted Systematic Income Solutions in West Zone and South Zone along with Senior trainers
 ▪ Won award for outstanding performance in December 2011 for training.

▪ Winner of Banca Samurai of the month in March 2012 for relationship manager activation

▪ Winner of Racer of the Month in January 2012.

▪ Launched an initiative Pinnacle Bytes which helped the sales team to solicit more number of Highest
NAV Guaranteed products
▪ Was invited to attend Dale Carnegie Training Program in March 2012 at Mumbai

Sales Manager- Bancassurance Cluster level and Regional level

Organization: ICICI Prudential Life Insurance Company
(October 2013 - March 2014 and Dec 2010 - July 2011)

● Lead the Wealth Managers team of ICICI Bank in Life insurance business in entire Navi Mumbai.

● Lead a team of bankers at Vijay agar cluster in Bangalore in retail LI space

● Was Instrumental in sale of Business Insurance solutions among HNI customers.

● Brought a change in wealth Manager activation month on month by 20 %

● Achieved 120% in Target vs Achievement IN December 13 Quarter ending.

● Won the Prestige Edition in January 2014 for MWPA solutions

● Won the Master Stroke Award in December 2013 for Outstanding performance in Life Insurance Business

● Won the Super Manager Award in March 2011. Was among the top 15 Sales Managers in Peninsular
India. It was appreciated by Chief of Distribution

● Was invited to VP Offsite in June 2011 at Goa.

Management Trainee ICICI Prudential Jamshedpur Branch

(Feb 2010 - November 2010)
Selected from XLRI campus after 1 year rigorous academic and selection process. I joined as a Management
Trainee (MT) to gain exposure life insurance sector.
Management Trainee –Agency and Bancassurance Department)
My key responsibilities involved:
Leading a team of Unit Managers to drive and manage agency force and retail sales partners

● Recruiting Advisors for strengthening the distribution sales force of the branch

● Training of Branch staff in ICICI Bank to spread awareness of life insurance

● Marketing of Unit Linked Policies among bank customers

Key Achievements
▪ Won the FSP Champ Award in June in 2010 for recruiting highest number of advisors

▪ Was PAN India no 1 Management Trainee in recruiting advisors

▪ Had conducted workshop of 400 prospects which transformed into 30 new licenses in the first month
along with Unit Managers. This activity was conducted in a village away from city and it was well
appreciated.
▪ Pioneered a project on Wealth Penetration in smaller sector. The basic objective was to develop a
wealth management plan in ICICI bank branch to promote sales of insurance products. The project
dealt with strategies and analysis on how to increase the average ticket size of the customer. It was
well appreciated by Cluster Branch Manger
Lecturer In Xavier Institute of Tribal Education, Gamharia, Jamshedpur
(September 2008-December 2008)

● Worked as a freelancer and taught basic computer courses among tribal students.

● Overall pass percentage of the batch was 97 % with one student securing the topper position

Key Skills
● Providing B2B Business Solution

● Training and financial planning

● Sales and relationship Management

● Execution management and good interpersonal skills

● MIS Reporting and tracking business data with deep insights

● New Partner sign up of Corporate Agents, Brokers, Web Aggregators

● Payment Settlement of partners

● IT integration –backend MIS support in Web portal

● MS Excel and Power Point

Certifications & Credentials

● NCFM –Banking and Insurance Module in 2012

● Oracle Certified Associate in 2005

Extra Activities
● Member of Art of Living Mumbai Chapter

● Was the Editor of College Magazine in the field of General Knowledge.

● Winner of Quiz competitions at international, national and state level during school days.

● Loves collecting newspaper articles, gardening and follows yoga

● Languages: English, Hindi, Bengali and Oriya (Only speaking)

● Date of birth 31.07.1985

● Marital status: Married