Amit Kumar Thakur Email and Phone Number
• Out of 4 Years of professional exposure in the Life Insurance Sales with Personality Development and Training, Amit has been contributing for Life Insurance Industry with Compliant KYC Documentation and Customer Due Diligence (CDD). • NISM 5 A Certified.• Presently working as Cluster Manager at Bajaj Allianz Life - Axis Bank Channel Self Sourcing Target to be accomplished from Affluent Channel like Priority, Burgundy and NRI Channel• Responsible for all Axis Bank Branches within the cluster for their Life Insurance Business including KYC Complaint and CDD of new acquisition• As Relationship Officer with Punjab National Bank(e-OBC) in a payrole of Canara HSBC Oriental Bank of Commerce Life Insurance, Amit is Generating Business Opportunities , Training Management of Banking Staffs, Customer Support in 2 Branches of South Kolkata.• Before joining Canara HSBC Oriental bank of Commerce Life Insurance, Amit had contributed 1 Years of his career for Aditya Birla Capital (Life Insurance). Amit generated Business here with Team management of 22 Freelance Agents or Financial Advisors. Train them with Quality Sales Oriented Education, Product Management, Financial Need analysis, Human Life Value calculation was the priority work over here. These experiences had facilitated him to understand the emerging need of Indian Society, Investment Analysis, Human Behavior, and Financial Products.• Being a Post Graduate in Business Management, Education, Educational Technology, Guidance & Counselling and Educational Administration he has a good understanding of Training Domain, Financial Management , Marketing Management, Content Development, Administration and Management. He has strength in Creative Thinking.• Amit strives to merge Leadership & Team Management with Problem Solving attitude, views working together as a success and capable of handling a big team, can ensure capacity building among the team members within a short period.
Bajaj Allianz Life Insurance
View- Website:
- bajajallianzlife.com
- Employees:
- 19060
-
Senior Cluster ManagerBajaj Allianz Life InsuranceKolkata, Wb, In -
Cluster ManagerBajaj Allianz Life Insurance Jun 2024 - PresentKolkata, West Bengal, India- Team Handling role with RM reporting directly Cluster Branches- Managing Relationship with all Cluster Head along with Branches within the Cluster- Open Lead Journey of Affluent Channel of Axis Bank - Burgundy and NRI Customer- Looking after High Value Calls or RM's assigned to me.- Responsible for Persistency Collection all Assigned Branch and self Source leads 13th Month and 25th Month- Target Goalsheet analysis of RM's mapped to me -
Deputy Cluster ManagerBajaj Allianz Life Mar 2023 - May 2024Kolkata, West Bengal, India- Team Handling role with RM reporting directly- Self Sourcing Target of Resources in a self assigned Branch- Managing Relationship with all Branches within the Cluster- Open Lead Journey of Affluent Channel of Axis Bank - Burgundy and NRI Customer- Looking after High Value Calls or RM's assigned to me.- Responsible for Persistency Collection all Assigned Branch and self Source leads 13th Month and 25th Month- Target analysis of RM's mapped to me -
Senior Business Sales Manager IiBajaj Allianz Life Nov 2022 - Apr 2023Greater Kolkata AreaPromoted to Senior Business Sales Manager II -Working for Axis Bank Branch with RMs in Customer Service and Client Relationship.-Checking of KYC Documentation as per regulatory requirements and processes which are in-house and Specific for each product.-Ensure due diligence of documents is done as per firm's KYC Requirements and completing Documentation which includes Customer Identification Program (CIP) , Minimum Due Diligence (MDD), Enhanced Due Diligence (EDD) , Local Due Diligence (LDD) , Specialized Due Diligence (SpDD) and Product Due Diligence (PDD)-Conducting KYC formality report on questionable accounts and transaction. Analysed client data , Documentation and news in order to determine client risk profile -Strongly Business Oriented Mindset to Drive Life Insurance and Investment Option open to all the Customers of the Branches Including Profiles of HNI Clients and NRI Clients.-Profile Includes Training and Development of Branch Staffs(Branch Relationship Officers and Relationship Managers) about Financial products. -
Senior Business Sales ManagerBajaj Allianz Life May 2022 - Nov 2022Greater Kolkata AreaPromoted to Senior Business Sales Manager-Working for Axis Bank Branch with RMs in Customer Service and Client Relationship.-Checking of KYC Documentation as per regulatory requirements and processes which are in-house and Specific for each product.-Ensure due diligence of documents is done as per firm's KYC Requirements and completing Documentation which includes Customer Identification Program (CIP) , Minimum Due Diligence (MDD), Enhanced Due Diligence (EDD) , Local Due Diligence (LDD) , Specialized Due Diligence (SpDD) and Product Due Diligence (PDD)-Conducting KYC formality report on questionable accounts and transaction. Analysed client data , Documentation and news in order to determine client risk profile -Strongly Business Oriented Mindset to Drive Life Insurance and Investment Option open to all the Customers of the Branches Including Profiles of HNI Clients and NRI Clients.-Profile Includes Training and Development of Branch Staffs(Branch Relationship Officers and Relationship Managers) about Financial products. -
Business Sales ManagerBajaj Allianz Life Sep 2021 - May 2022Kolkata, West Bengal, India-Working for Axis Bank Branch with RMs and CSOs in Customer Service and Client Relationship.-Strongly Business Oriented Mindset to Drive Life Insurance and Investment Option open to all the Customers of the Branches Including Profiles of HNI Clients and NRI Clients.-Profile Includes Training and Development of Branch Staffs(Branch Relationship Officers and Relationship Managers) about Financial products. -
Relationship OfficerCanara Hsbc Life Insurance Oct 2020 - Sep 2021Kolkata, West Bengal, India-Working with Punjab National Bank (e-OBC) Branches with People Management , Customer Service and Client Relationship. -Strongly Business Oriented Mindset to Drive Life Insurance and Investment Option open to all the Customers of the Branches Including 100+ Profiles of HNI Customers. -Profile Includes Training and Development of Branch Staffs about Financial products. -
Agency ManagerAditya Birla Sun Life Insurance Oct 2019 - Oct 2020Durgapur, West Bengal-Recruitment of Freelance Agents or Advisors in a assigned geographical area.-Training and Development of Advisors like Financial Product Training and Sales Training.-Making PPT for Quality Training materials.-Development Quality Check of Advisors and Commence Joint Sales Call.-Calculation of Human Life Value and generate financial analysis.
Amit Kumar Thakur Education Details
-
Bidyanidhi Institute Of Science And Technology72.33%
Frequently Asked Questions about Amit Kumar Thakur
What company does Amit Kumar Thakur work for?
Amit Kumar Thakur works for Bajaj Allianz Life Insurance
What is Amit Kumar Thakur's role at the current company?
Amit Kumar Thakur's current role is Senior Cluster Manager.
What schools did Amit Kumar Thakur attend?
Amit Kumar Thakur attended St. Xavier's College (Autonomous), Kolkata, Bidyanidhi Institute Of Science And Technology.
Who are Amit Kumar Thakur's colleagues?
Amit Kumar Thakur's colleagues are Mitali Das, Himanshu Tripathi, Prashant Sahani, K Dharani, Pallavi Priya, Sounika Paul, Bibhas Bhattacharyya.
Not the Amit Kumar Thakur you were looking for?
-
-
Amit Kumar Thakur
Bengaluru -
Amit Kumar Thakur
Tata Power | Ex - Cesc | Operations Mgmt. | Rpsg -Ym Under 30 | Expertise - Distribution, Solar, Wind, Bess | Examiner (Gold) - Safety Excellence | Business Excellence Champion | Lead Auditor-Ims | Gold@Slaaqp-IcqccOdisha, India1rp-sg.in -
Amit Kumar Thakur
Bengaluru -
Kumar Amit Thakur
Chief Manager - Wholesale Banking Group At Icici Bank L Trade Finance Specialist L Investment Consultant L Credit ConsultantDelhi, India
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial