The document outlines the career of an insurance professional from 2001 to 2009, detailing their work establishing advisors, business performance each month, awards and achievements over time including becoming one of the top performers in India. Key metrics included the number of advisors, proposals, business generated, and growth each month and year. The professional excelled in roles as sales manager, branch manager, and regional manager over the course of their career in the insurance industry.
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My life
1. My Life in insurance 10 th September 2001 to 31 st December 2005
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3. Thrissur Advisors Sl# Name Profession 1 Seetha K Moorthy Housewife 2 Sathya seelan Ex service / ET 3 Mathew Prof 4 Natarajan RM Alembic 5 Abraham Thomas Ksidc 6 Rajendran Ex LIC 7 Soman T V MF Agent 8 Chandrika School Princi 9 Linda Jose Hose wife ( KSFE) 10 Abraham k k Document Writer 11 Eswaran Namboothiri Palmist 12 Sunil Jose Student 13 Thampan Tholath Travel Agent 14 Venugopal Real estate 15 Sivaraman Marriage Broker 16 Srinivasan AM Peerless 17 Cherian Jose Stock Broker 18 Parasuraman Textile shop owner 19 Sreejith Manager – Kottakal 20 Sachindran Employed Gulf 21 R K Menon Yuvajana seva President
4. First Business Month Month Advisors Active Proposal WRP April 27 27 117 2106000 May 32 27 101 2339160 June 43 31 82 1488628 July 47 26 72 1307088 August 51 33 86 1561244 Sept 51 27 73 1325242 Oct 53 29 91 1652014 Nov 55 33 87 1579398 Dec 57 38 100 1815400 Total 809 15174174
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8. My Plan as SM- 2003 (Mar17 transferred to cochin) MONTH EXISTING NEW TOTAL MAY 21 * 1 = 21 3 * 3= 9 30 JUNE 24 * 1 = 24 3 * 3=9 33 JULY 27* 1 = 27 3 * 3 = 9 36 AUG 30 * 1 = 30 3 * 3 = 9 39 SEP 33 * 1 = 33 3 * 3= 9 42 OCT 36* 1 = 36 3* 3 = 9 45 NOV 39 * 2 = 78 3 * 3= 9 87 DEC 42* 2 = 84 84 Total 42 396
9. Top Advisors In Cochin Sl # Name Profession 1 Sanjiv R B Trans Aide MD 2 Mathew T P Priest 3 Alamelu Sankaran Corresndent Ravi Shankar school 4 Sreekala Day care 5 Bhuvaneshwari Housewife 6 KK Murthy Dunlop VP 7 Badar AA Provision shop 8 Prem Naik Puncher shop 9 Vincy Andrews School Co-od in Saudi 10 Anantha Narayanan KCA President 11 Ajith Pattath PRO India Today 12 Johnson P Abad Banquet 13 Geethambal FACT pvt sec to CS 14 Girish K Ganapathy CS Federal bank 15 Santhosh Student 16 Rajan HOC DGM Projects 17 K A Antony Foreman Cochin ship Yard
10. Plan vs.Achivement - 2003 Month Advisors Active Proposal WRP May 18 16 33 565950 June 23 21 52 891800 July 26 21 56 960400 August 28 22 59 1011850 Sept 33 18 41 703150 Oct 37 29 63 1080450 Nov 42 31 81 1389150 Dec 43 34 107 1835050 Total 492 8437800
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12. Plan vs. Achievement-2004 (dual role) As Sales Manager Month WRP Jan 3 Feb 3.25 Mar 3.5 Apr 3.75 May 4 Jun 4 Jul 4.5 Aug 5 Sep 5 Oct 5 Nov 5 Dec 5 Total 51 Month WRP Jan 317496 Feb 323332 Mar 411700 Apr 637500 May 785000 Jun 650000 Jul 736231 Aug 854859 Sep 863927 Oct 941000 Nov 11,74,365 Dec 54,63,374 Total 1,31,58,784
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16. Plan Vs Achievement 2005 (Role as RM from Mar17) Extraordinary performance came during the period where the company Sold out Month Plan(in Lakhs) Achievement April 51 21 May 54 46 Jun 57 101 Jul 67 148 Aug 70 132 Sep 76 189 Oct 79 221 Nov 85 294 Dec 86 331 Total 625 1483
20. All India Topper In COMBO & Diabetics Care Sales Award from Mr. Anup Rao
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22. Febraury 08 BMs;CH& RMs Wealth Health Contest Region Cluster Cluster Manager Name Cluster Manager SAP CODE Target WRP Status Reward Tamil Nadu Chennai Aravamudhan TV 70018975 363.07 429.29 Qualified Trip To Europe
24. All India Topper For the Year 2007 – 08 with 107 Crores Issuance
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28. Awarded by the Regional CEO ASIA Mr. Mike Bishop All India award for Sales performance TOP ARSM
29. Sales Perfomance Award H1 2009 Employee Name Category Roshan Kewlani Top Regional Sales Manager, Agency Channel Gautam Vijh Top Regional Manager, Agency Channel Aravamudhan TV Top ARSM, Agency Channel Narendra Bhatia Top Branch Sales Manager, Agency Channel Jyoti Jain Top Agency Manager, Agency Channel Abhishek Kumar Top Agency Development Manager, Agency Channel MA Sanjay Top Regional Sales Manager, DSF Channel Anilcy Verghese Top Associate Regional Sales Manager, DSF Channel Srinivas Rao B Top Area Manager , DSF Channel Karun Saraswat Top Sales Manager, DSF Channel Priti Bhanushali Top Financial Advisor, DSF Channel T.Naga Kiran Top Area Sales Manager, CAB Channel Abhijeet Singh Top Sales Manager, CAB Channel Ranjith Kurapati Top Associate Area Manager, CAB Channel M N Ramesh Top Area Manager, CAB Channel Venkatesh Naidu Top Regional Sales Manager, CAB Channel Tanuj Poddar Top Business Development Manager, BANCA Channel
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