My job profile is to coordinate with Agents and focus on closure of Group insurance.

I am entrusted with the responsibility to drive sales through Agency, Bancassurance and Corporate Agents for Group Insurance Business. Based on analysis of market trends and competitors’ activities I devise and implement strategies ensuring achievement of business targets. I provide assistance in the development of the annual marketing plan, specifically advising on: realistic forecasts for each product and territory (based on historical data, market trends, competitive activity… Show more I am entrusted with the responsibility to drive sales through Agency, Bancassurance and Corporate Agents for Group Insurance Business. Based on analysis of market trends and competitors’ activities I devise and implement strategies ensuring achievement of business targets. I provide assistance in the development of the annual marketing plan, specifically advising on: realistic forecasts for each product and territory (based on historical data, market trends, competitive activity, promotional strategy and sales effort), realistic costs of operating the sales force and sales promotion programme plans. With focus on client retention I ensure provision of highest level of services to clients.Strategizing for new product launch, product positioning and brand management; planning & implementing various sales promotion strategies and incentive plans with channel partners to increase market share; implementing cost control measure for maintaining operational cost of business within prescribed budge, are also part of my job roles. Show less

I handled portfolio size of around 7 crores for 400 customers and was responsible for business development, sales & marketing and customer servicing. I focused on building the CASA value, IPH ratio and monthly revenue score card; maintained strong business relationship with existing customers and generated references through them for NTB acquisition. Based on client requirements I was cross selling bank products and services. I mentored the staff and ensured achievement of business targets… Show more I handled portfolio size of around 7 crores for 400 customers and was responsible for business development, sales & marketing and customer servicing. I focused on building the CASA value, IPH ratio and monthly revenue score card; maintained strong business relationship with existing customers and generated references through them for NTB acquisition. Based on client requirements I was cross selling bank products and services. I mentored the staff and ensured achievement of business targets along with provision of highest level of services to customers. Show less

I was leading a team of Agents and Brokers to generate new business and achieve defined targets in terms of no. of customers, volumes and revenue. I interacted with clients to understand their requirements and accordingly cross sell customized products. I managed credit opportunities within assigned portfolio and provided support to branches on sizeable credit deals as needed. With my consistent efforts I protected the firm by following sound risk management protocols and adhering to… Show more I was leading a team of Agents and Brokers to generate new business and achieve defined targets in terms of no. of customers, volumes and revenue. I interacted with clients to understand their requirements and accordingly cross sell customized products. I managed credit opportunities within assigned portfolio and provided support to branches on sizeable credit deals as needed. With my consistent efforts I protected the firm by following sound risk management protocols and adhering to regulatory requirement; reviewed financial data and strategies, detailed company & sector analysis. I significantly contributed in maximizing market penetration and in maintained good business relationships with distributor banks, IFAs and Corporate houses. Also I successfully created HNI portfolio of investors from major corporate houses leading to significant increase in business volume; generated INR 38,400,000 in one year in pan India contest and secured second position. I acquired significant knowledge on AMC business like Client services, regulations as per SEBI and AMFI.Sep’05-Nov’07; Shriram Commercial Vehicle Finance Ltd. as Product Executive Show less