- Agra, Uttar Pradesh
- +919259685346
- Info@visiononeimf.com
25+ Years of experience in Life Insurance & Financial Services
MDRT – USA Member for 5 Consecutive Years.
800+ Satisfied Clients with a strong track record of trust
1200+ Policies successfully managed
₹60 Cr Sum Assured under management
Dedicated customer support in Mumbai with 7 staff.
Specialist in Retirement Planning & Claim Assistance
20 Years of Industry Experience – Extensive expertise across Life, General (Motor), and Health Insurance.
14 Years of Leadership Experience – Proven skills in team building, sales leadership, mentoring, and performance management.
Sales & Business Development – Strong understanding of strategic planning, execution, customer acquisition, and business growth.
Customer-Centric Approach – Focused on understanding financial protection needs and building trusted, long-term client relationships.
Vision for the Future – Committed to creating a professional and trusted insurance ecosystem that delivers the right guidance, right protection, and financial confidence.
20+ Years of Experience – Extensive expertise across the Life Insurance and Banking sectors, with a strong track record in sales and business growth.
Strong Leadership Expertise – Proven experience managing large teams, including 30+ personnel and 20 Sales Managers across multiple territories.
Strategic Sales & Territory Management – Skilled in Banca Direct Channels, market penetration, relationship management, and revenue growth.
Consistent Performance & Recognition – Achieved PAN-India No. 1 rankings twice, along with multiple national and zonal achievements.
Proven Career Growth – Held senior leadership positions with leading organizations including PNB MetLife, Bajaj Allianz Life, Reliance Nippon Life, Tata AIA, Max Life, and ICICI Prudential.
Aman Katar is a dynamic sales and relationship management leader with 9+ years of experience in life insurance and financial services. At Axis Max Life Insurance, he has progressed from Senior Officer to Branch Relationship Manager, driving multi-branch operations and high-performing teams.
With a remarkable 165% YTD achievement (2025–26), zero team attrition, and 70%+ team promotions, he has earned multiple Pan-India awards, leadership recognitions, and international corporate reward trips. He holds an MBA from Raja Balwant Singh Management Technical College and a B.Com (Hons.) from Dayalbagh Educational Institute.
Deepa Agnihotri is a dedicated professional heading the Client Service & Operations Department, with over 9 years of experience in LIC customer servicing. Her expertise spans client coordination, documentation, policy servicing, and ensuring smooth post-sale support.
With a strong customer-first approach, she ensures that every client receives timely, accurate, and hassle-free assistance. She believes that a financial relationship does not end with a sale—it marks the beginning of a long-term commitment. Through her efficiency, attention to detail, and responsive service, Deepa plays a key role in strengthening client trust, satisfaction, and long-term relationships.
We are proud to have the guidance of a highly experienced insurance professional with 40 years of expertise in the Life Insurance industry, including extensive experience as a Development Officer with LIC.
His four decades of experience have given him deep insights into insurance planning, customer needs, financial protection, agency development, and relationship management. His knowledge and practical understanding of the evolving insurance landscape are a valuable asset to our organization, helping us deliver the right solutions for long-term financial security.