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Dinesh Mantri

Life Insurance experience of over 13 years with expertise in strategy, consulting, products, sales, training and agent recruitment

Work experience

Nov 2012Present


Max Life Insurance Co. Ltd.

Designing insurance product strategy for agency channel and managing its life cycle from concept to successful implementation.

Designing case size strategy for agency channel and manage its program implementation. Assisting in designing performance management system, compensation for Agency channel.

Developing and writing business requirements for new product lines based on inputs from distribution and playing a lead role in developing new products that bring value to customers in an efficient manner.

Providing product support for various life insurance product lines including protection, retirement, children education, children marriage, savings, legacy, wealth accumulation.

Developing customer need analysis, engagement tools & ensuring its adherence.

Developing marketing and educational materials for agents, clients on advanced life insurance market and other insurance product applications, including estate, business and retirement planning strategies.

Am a resource for other areas within the company, supporting them with training, answering product related inquiries, and reviewing business and system requirements.

Apr 2011Oct 2012

AVP - Life Product Consultant

Max Life Insurance Co. Ltd.

Designing strategy & execution of vintage Agent productivity for the region.

Designing & execution of cross-sell strategy for the region.

Providing in-force product management support and expertise on retail life insurance products. 

Providing training to junior level staff and assist in testing up-coming products.

Providing one-on-one case consultation, case design services, support on technical, legal and tax aspects to agents to help them identify and implement various estate, business, retirement planning, charitable concepts and strategies in connection with sales of company's products.

Oct 2009Mar 2011

Agency Recruitment & Development Manager

Max Life Insurance Co. Ltd

Coaching & field orientation of sales managers to help in Agent recruitment & development.

Coaching Associate partners & office heads to ensure the development of the office agents, sales & training employees.

Class room training of sales employee’s orientation school, recruitment skills workshop, selling skill workshop.

Apr 2008Oct 2009

Regional Manager-Training

Max Life Insurance Co. Ltd

Planning, scheduling, and executing all training programs, to be conducted by Training Managers for agents and employees.

Coordinating with the offices and regional leadership for regular performance review meetings and sharing of expectations and deliverable between the business managers and the trainers.

Sourcing, interviewing, short-listing candidates for Training Manager position for final interviews with HR along with retention of the Trainers, proactively managing talent pool, development of Trainers, conducting regular performance reviews and feedback for continuous improvements in knowledge and skills of team

 Am the first choice Trainer for all the ‘high’ level MDPs and HR-lead company-wide initiatives

Apr 2007Mar 2008

Sales Development Manager

Max Life Insurance Co.Ltd

Conducting induction program for new employees, selling skill workshops, product training for sales managers.

Conducting train the trainer (TTT) for Training Managers in the region.

Mar 2006Mar 2007

Training Manager

Max Life Insurance Co. Ltd.

Managing product, sales & pre-recruitment training of Agents & employees.

Conducting regular IID’s & GID’s for the team of advisors, assisting sales managers & advisors in FODs, developing their skills to create need based solutions & close sales.

Designing training schedules of Jaipur & Udaipur branch

Sep 2004Mar 2006

Training Executive

TATA AIG Life Insurance Co. Ltd.

Managing training office of TATA-AIG life at Jaipur and conducting  product & sales training of new advisors, sales managers & business associates.

Assisting sales managers & advisors in joint field works, developing their skills to close sales & tracking their sales numbers.

Designing training schedules of the training office & maintaining records strictly as per regulatory norms.

Jan 2002Aug 2004


ICICI Prudential Life Insurance Co. Ltd

Identifying clients and giving consultancy to them on different needs (protection, children education, retirement planning etc.) and sourcing life insurance business.

Sold 94 insurance policies with a premium income of Rs. 23 lakhs.

One of the top performers of Jaipur branch for continues 2 years.

May 2003Aug 2004

Mobile Tiger Trainer

ICICI Prudential Life Insurance Co. Ltd

Product & sales training of new Advisors, Unit Managers.

Co-ordinating with the training head for designing the training sessions & schedule.

Aug 1999Aug 2001

Auditing clerk

G.K. Jain & Associates Chartered Accountants

Conducting audits of charitable, business organizations, hospitals, banks & financial organisations.

Preparing project reports for cost analysis for establishing new ventures.

Assisting for calculation & savings of income tax, excise tax for various individuals & organisations.


Apr 2006Mar 2007

Associate in Life Insurance (5 papers)

Insurance Institute of India

Life insurance underwriting, Legal aspects of life insurance, Life insurance finance, Applications of life insurance, Health insurance

Apr 2001Mar 2003

Master of Commerce

University of Rajasthan

Advanced accountancy, Financial Management, Direct Taxes, Quantitative Techniques, Managerial Economics, Advanced Cost Accountancy

Aug 1999May 2002

Chartered Accountant Final (2nd Group)

Institute of Chartered Accountants of India

Direct Taxes, Indirect Taxes, Advanced Accounting, Company Law, Auditing, Cost  Accounting, Advanced Cost Accounting, Quantitative Techniques