Agency Sales

Agency Sales

Agency Sales

Business Associate Channel

Assistant Manager - Agency Sales

Worked for Kotak APC channel. Handling set of 9 Agency Partners and 90 life Advisors. Conducting a Regular Partners Unit meeting and Core Life Advisors unit Meet. Main focus area is Recruiting, Activating and Developing the Partners who are recruited from the Other Insurance Company.Roles and Responsibilities 1. Recruiting, Activating and Developing the Partners.2. Understanding the Insurance market and Recruiting the top MDRTs, COTs and TOTs from the Market. 3. Educating the Partners in terms of model, building Distribution and PHF proposal Logins. Rewards and Recognition 1. Recognized as Crorepathi MP for the Financial Year 2017-18. 2. Qualified for APC summit 2018.

Handling Federal Bank. Worked for IDBI Federal Life Insurance. Handling all Insurance Related Queries and After sales service for Federal Bank Clients. Training Federal Bank Sales and Clerical staffs about Insurance products. On regular basis updating federal bank Sales Mangers and Clerical Staffs on a regular basis.

Handling Yes bank Business partner, Providing Insurance services to yes bank customer. Guiding the banking customers about tax plans, Saving plans, retirement plans and Unit Linked Plans Etc. Providing Financial services to Yes Bank customers based on their requirement.Training Yes bank staffs about MaxLife Insurance products, being a dedicative resource from MaxLife updating all the Compliance and AML issues to the Banking Staffs.Doing a joint calls with a banking staff and closing the leads.

Attending a Training program on Equity and other Financial Products.Acquisition of new Clients in Open market and Managing the client portfolio.Completing the revenue generation target.