amitkumar shah

amitkumar shah

investment and insurance advisor

About

Shrinath Financial Solutions is the independent provider of investment service and information. We as a professionals provide best of functionalities and services with knowledge into action. We commit a "client-first" attitude. We believe in exceeding our client's expectations, commitment to honesty, value and professionalism. Effective business management is our sheer commitment. "To provide our Policyholders with as near perfect protection, as near perfect service as is humanly possible and to do so at the lowest possible cost." We as financial planners are capable and qualified to offer Objective, Integrated, and Comprehensive financial advice for the benefit of clients to help them achieve their financial goals. Our Services:- Mutual Fund ,Fixed Deposit, Life Insurance & General Insurance.

Country

india

City

ahmadabad

Industry

insurance

Skill

insurance, bancassurance, underwriting, team management, general insurance, health insurance, relationship management, life insurance, sales management, business development, brokers, team building, banking, claim, branch banking, new business development, business strategy

Experience

shrinath financial solutions

investment and insurance advisor

shrinath financial solutions

2012-11 - Present · 13 yrs 10 mos
bajaj allianz general insurance co. ltd.

cbm

bajaj allianz general insurance co. ltd.

2000-1 - 2009-11 · 9 yrs 11 mos

Business plan & sales strategy development, Recruitment of Agent / Sales Force, Monitoring to the Team of almost more then 200 to 250 Agent and 50 Sales Manager team members .

insurance & investment

business owner

insurance & investment

2012-10 - Present · 13 yrs 11 mos
mdindia healthcare services (tpa) pvt. ltd.

branch manager

mdindia healthcare services (tpa) pvt. ltd.

2010-12 - 2012-11 · 2 yrs

All four PSUs National Insurance , Oriental Insurance , United India Insurance and New India Insurance- Branches, Division Office and R.O. Office Liaison work, Branch Operations & Administrations, New Business Generate / Development, Relationship Building / Services to Corporate Clients. Investigation in the claims and supervising the team and report of the Nexus Liaison Management. Claims - Investigation & Claims Settlement ( Cashless & Reimbursement ) Accounting - Audit by Govt Auditors, Solving Grievances & Client interaction. Preparing MIS Reports & Analysis for each & every corporate client for time to time. Provide MIS reports for insurance company & also in regional offices of insurance company. Emplacement of hospitals in Ahmadabad and Saurastra ( work For PPN Project also ) Leading, mentoring & monitoring the performance of team member as well as provide proper feedback to ensure efficiency in process operations and full exploitation of the potential of each team member Investigation and Fraud Detection.

bajaj allianz general insurance co. ltd.

senior d.m

bajaj allianz general insurance co. ltd.

2001-1 - 2010-4 · 9 yrs 4 mos

* The present responsibility is to put in place new branch offices under the Division Office. To manage the recruitment, training, development and retention of a team of Branch Managers / Sales Managers / Advisors / Support Staff. Provide training and monitor development needs of my agency team and advisors. * To monitor and achieve sales targets within own team in the context of the branch target. * To positively promote the company brand, its mission, aims and values. * Identify potential recruits based on agreed profiles and ensure recruitment in accordance with the business plan.

bajaj allianz general insurance co. ltd.

area manager

bajaj allianz general insurance co. ltd.

2001-1 - 2004-5 · 3 yrs 5 mos

* Developed a team of 30 Sales Managers team for Surat Area office and 20 Sales Managers in Branch Offices. * Four of my Team Members from Surat1 is 4 Sales Manager is Qualified for Branch Manager, Two from Varachha BO qualified for a SM Club. * Instrumental in starting the outstation location at Vyara. * Achieved 92 % Target on collection bases of Area Office in Last Financial Year-2008. * Produced 10 MDRTs and highest nos. of Club Members ( 51 )in the region from Surat 1 Area Office-2008. * As a Sr. Satellite Manager * Branch office was converted in to the Area Office during my tenure. * As a Satellite Manager * Branch office was converted in to the Area Office during my tenure.

Education

gujarat university

gujarat university

1984-1 - 1986-1 · 2 yrs 1 mo

amitkumar shah's Contact Information

Email

******@***.com

Phone

(**) *** ****

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