• Building relationships with target list of NBFCs, HFCs, MFIs and Banks (Coops & RRBs) in the assigned zone • Pro-actively engage with target organizations to identify partnership opportunities for Corporate Agency• Lead engagement activity for opportunities in the open architecture framework with competition Corporate Agents• Market scanning, competition tracking, understanding of regulatory landscape• Designing acquisition pitches, responding to Bank/NBFC RFP and RFQ documents, commercial structuring, compensation design, legal agreements etc.• Coordinating with internal teams for Partner on-boarding.• Design SLA with Business Partners and ensure adherence for new accounts.• Adherence to internal policies and procedures.• Tracking competition strategies Understanding competition sales & acquisition strategies – type of sales models, compensation structure, support structure etc. in rural space • Publishing periodic reports on the channel Suggest improvements, if any Collate competition information on their fulfilment strategies for key accounts and help create Niva Bupa counter strategies• Ensure Compliance with IRDAI guidelines on new account acquisition

Maintained knowledge on financial investment products and distribution to provide optimal service support.Coordinated with teams and assisted clients in providing optimal financial advice on various investment products. Monitored client requirements, identified prospective opportunities and assisted in increasing revenue.Analyzed financial investment products and recommended appropriate products to clients.Developed and maintained organization revenue goals.Managed all product inquiries for clients and provided direct and indirect solutions.Designed strategies to retain present businesses and for acquiring prospective clients.

• Astutely generated business for Permanent staffing from new & existing clients• Instrumental for expanding corporate sales network• Efficiently developed & maintained relationship with the corporate clients• Gained sound understanding business of client’s company and negotiated in terms of business• Made tailor made presentation to corporate & prepared proposal in accordance with the capability & client’s requirement

Responsible to generate business for SMB vertical from new clients and existing client, reporting to Zonal Manager. Generating new clients through cold calls, database, references and so on Responsible for expanding the corporate sales network, and responsible for developing and maintaining relationship with the corporate clients. Understanding business of the client’s company and negotiation in terms of business. Making tailor made presentation to the corporate and making proposal in accordance with our capability and client’s requirement. Revenue generation in terms of volume business.

 Responsible to generate business for Branch team for Savings account, Current account etc., reporting to Branch Sales Manager. Responsible to generate business for cross-selling team for, General Insurance, Life Insurance, Mutual Fund Product & Gold etc.

 Responsible to generate business for Branch team for Savings account, Current account, Salary account n Demat account etc., reporting to Branch Head.. Responsible to generate business for cross-selling team for, General Insurance, Life Insurance, Mutual Fund Product Credit Cards & Gold etc.