Wealth Management

Bancassurance Responsible for managing a team of 5 Sales Managers and 10 Unit Managers placed with CITIBANK branches.Responsible for alignment with the bank's product management team for timely issuance of the policies.Organizing timely training sessions for the Sales managers and Unit managers as well for the Bank Team, responsible for a premium income of 24 Crores INR from April 2009 - March 2010. Attainment of the same through Sales Managers as well as Unit Managers. Planning and organizing various sales promotion contests for the Branch RM's for their motivation so as to maximize the revenue for the Bank. Assisting the team against Sales resistance, streamlining process of Insurance, delivering superior delivery Standards from the operations team, designing of Sales Contests for the internal(SM's and UM's). Channel Management, Sales and Sales Support, Sales Contests, Preparation of Sales Reports for Senior Management, Maximize Sales.

Bancassurance since July 2007Responsible for managing a team of Sales Managers and Unit Managers placed with bank branchesResponsible for alignment of targets with the bank's product management team and distributing the same among the Sales Managers and Unit Managers.Organizing timely training sessions for the Sales managers and Unit managers as well for the Bank Team, responsible for a premium income of 11 Crores INR from April 2008 - March 2009. Attainment of the same through Sales Managers as well as Unit Managers. Assisting the team against Sales resistance, streamlining process of Insurance, delivering superior delivery Standards from the operations team, designing of Sales Contests for the internal(SM's and UM's) as well the external customers(Bank) Channel Management, Sales and Sales Support, Sales Contests, Preparation of Sales Reports for Senior Management, Maximize Sales.

Bancassurance since Nov 2005 Bancassurance- Became the youngest Sales Manager/ Cluster Head of the Company. Responsibility of Sales targets from Unit Managers placed in various branches of the bank, Training of Bank Relationship Managers on Insurance Product Sales and Account Management. Managing a team of 12 Unit Managers for Goa and Ratnagiri placed in the bank branches.Managing important relationships like HDFC Bank, IDBI Bank, Development Credit Bank leading to a premium income of 5 Crore INR from April 2006 - March 2007 .The key job responsibilities included attaining Sales targets through bank relationship managers and Unit Managers placed in the bank branches. Assisted the team against Sales resistance, streamlined process of Insurance, delivered superior delivery Standards from the operations team. Training on Insurance Selling, Product and Processes to the Sales teams of Bancassurance partners.Initiated Bancassurance referral tie ups, branch-wise activation and allocation of direct insurance Sales officers. Acquired expertise on Bancassurance Products - Unit Linked (Investment Oriented Insurance), Traditional products, bancassurance OTC products etc

Banc assurance Since August 2004 Responsible for Sales Targets of a Specific Bank in a specified area, taking care of their training requirements, to ensure the sales support, closure of sales calls, to address their sales and product queries. Managing important relationship HDFC Bank in a specific area leading to a premium income of 88 Lacs INR from August 2004-October 2005. The key job responsibilities included attaining Sales targets through bank relationship managers and the personal bankers of the branch.Won the ACER (Alternate Channels Employee Recognition) Award for registering the highest sales in India twice at the Unit Manager Level with the achievement of 386% vis-à-vis target. Project and Internship

Space Selling into a yellow pages Company

Direct Sales Force project. Actively contributed in the Direct Sales Force market analysis, processes for Direct Sales Force model, work flow management.Winter Project with Birla Sunlife Insurance on Product Comparison Study across insurance companies and finding key drivers of Sales in Direct Sales Force set up.