Kapai - Sales - Kolkata, West Bengal, India

Kashish Kapai

Kolkata, West Bengal, India




A senior manager with 14 yrs of experince in Sales. 7 Experience of handling large team size .

Work History

Commissionaire Head

Dalmia Biz Pvt Ltd

From January 2014

☞ As an Commissionary Head in charge of GI business for South Bengal
☞ Selling motor Insurance and Mediclaim to enrolled members by showing the benefits

OOC Area Manager

AIA Life Insurance Co Ltd

June 2013 - December 2013

☞ As an OOC Area Manager, responsible for Upsell, Cross sell from existing customer in Assigned area
☞ Looking after Gariahat, New Alipore, Howrah, Kankaria, Kharagpur, Ghatal, Haldia, Chinsurah and Sreerampur Branches
☞ Engaging BAM, Leaders and Agent to up sell from Existing Customer.

☞ Pan was ranked no 2 as OOC Area Manager
☞ Achieved 69% persistency against target of 65% persistency

Branch Head-Howrah Branch


July 2012 - May 2013

☞ Got promoted as a Senior Manager from Manager in April 2012.
☞ Looking after agency channel comprising BA and UM vertical.

Barabazar as Sr. Branch Sales Manager

Tata AIG Life Insurance Co. Ltd

Up to July 2012

☞ Created 1 MDRT and the First MDRT for Burrabazar Branch.
☞ I have One promotion in my Branch and the only one in the entire region for 2010-2011

Garia as Branch Sales Manager

Tata AIG Life Insurance Co. Ltd

May 2008 - May 2010

☞ Spearheading a team of 20 Managers with 5 Sales Managers each handling 2 ABDM's and BDM's.
☞ Overseeing the complete branch with BOM (Branch Operations Manager) and two BOE (Branch Operations executive) and an Independent Branch training Manager.
☞ Achieved my YTD target in 7 months time.(2009-2010).finished with 142% of my FY target at 2.59 crore
☞ Got 4 promotion in my branch at various levels of my reportees
☞ Achieved had 4 JIGAR qualifiers in my team- 4 advisors got promoted as Managers
☞ Created 1 MDRT in my branch for the year 2009
☞ Won various certificates for my performance

Branch Manager

Birla Sunlife Insurance Co. Ltd

October 2007 - May 2008

Headed a team of 16 Agency Managers and 3 Support Staff and ensured daily activities of the branch.

☞ Elevated the issuance of the brnch from Rs 1.80 lacs upto Rs 2 crore till march and produced 1 COT.
☞ Efficiently made the branch as the No. 5 branch PAN India (project branch) out of 132 branches.
☞ Took the advisor base from 5 to 100 in 6 month's time.

Branch Sales Manager

HDFC Standard Life Insurance Co. Ltd

June 2006 - September 2007

☞ Ensured smooth functioning of the branch and handled a team of Sales Development Managers.
☞ Involved in recruitment, training and motivation of the Sales Development Managers.
☞ Monitored records of the branch as per the company policy.
☞ Played a major role in increasing the total FC base of the branch from 20 to 200 in 9 month's time.
☞ Capably elevated the total branch business from Rs. 0.50 lacs to Rs. 50 lacs for the branch in 9 months time.
☞ Effectively increased the total SDM Strength to 29 from 7.

Trans-Connect Manager

Reliance Petro Marketing Pvt. Ltd

June 2004 - May 2006

☞ Ascertained the smooth functioning of the Trans connect center and handled the recruitment and training of staff for the branch.
☞ Managed cash loading after enrollment and handled the profitability and cost controls for the branch.
☞ Maintained a healthy and competitive environment within sales and accounts staff.
☞ Planned and executed localized promotions targeting local customers and resolved client's complaints efficiently.
☞ Switched roles within the staff to give them opportunity to learn and grow and maintained records pertaining to the branch.
☞ Achieved the highest collection of Rs 52.04 lacs on the opening of my centre
☞ The average collection was Rs 10 lacs per day, highest in East
☞ Achieved highest enrolment of truck owners in the state and the 3rd in East.

Kolkata as Unit Manager

ICICI Prudential Life Insurance Co. Ltd

July 2002 - June 2004

☞ Handled the recruitment of Advisors to form a unit and managed the unit to ensure profitability.
☞ Conducted periodic review through weekly and monthly meetings.
☞ Sold more unit linked policy with 90% of the sales portfolio being unit - linked products.
☞ Gained knowledge on mutual funds, investment schemes to help customers decide on their investment.

☞ Created 1 MDRT in my team as a Unit Manager.
☞ Sept'99-Jun'02 with Apollo Tyres Limited, Kolkata as Sales Executive

☞ Handled Dealers in North Kolkata Region, both exclusive and multi brand
☞ Collecting O/S amount from the dealers
☞ Gathering market information from the competitors
☞ Appointed 12 new dealers in my assigned territory highest in the Region in the year 2000

☞ May'95 - Mar'97 with Tata Press Yellow Pages, Kolkata as Sales Representative

Qualifications & Certifications

English, Hindi

Calcutta University

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