Testimonials

  • Pinned
    Found Raj via friend. He created personalized roadmap for my family's future. His expertise & Excel template have been invaluable. Highly recommend!
    Guru Prasad

Services

Video meeting . 20 mins
0500
Video meeting . 90 mins
1,5003,600
Popular
Video meeting . 30 mins
8001,200

About me

Results-driven insurance professional with 10+ years of experience driving business growth, key account management, and sales excellence across multiple channels in the insurance industry. Current Role : I'm currently building the Partnership business in the Insurance Wealth space for Kotak Life Insurance, developing and executing sales strategies that foster profitable growth for both Kotak Life and our alliance partners. Expertise : - Channel Sales - Third Party Distribution - Partnership Distribution - Bancaassurance - Agency and Corporate Agency Leadership Experience : I've successfully managed a team of 16 members, with 4 Team Leads overseeing 12 Team Members, spanning 85+ branches with 445+ partners across Tamil Nadu, Kerala and Karnataka. Key Strengths : - Formulating innovative strategies - Building and collaborating on partnership business - Big data interpretation and proactive analysis - Innovative approach to problem-solving Passion : I'm committed to giving back to society by sharing my knowledge to transform millions of lives. My mission is to make finance easy and accessible to all.