Kunal Wagh Email & Phone Number

Pune, Maharashtra, India

Pune, Maharashtra, India

Pune, Maharashtra, India

• Knowledge in life insurance end to end direct channel sales process, lead management, policy login process and operational work.• Lead management of unqualified data, Maturity data, unclaimed data, discontinue data and positive and negative data fund value data. • Understanding client’s requirements and doing need analysis for optimum client satisfaction.• Collaborating with Senior Executives to establish and execute goals for the region.• Providing training and mentorship to 7 Relationship Manager by supervising their tasks to convert new customers for taking insurance policy• Reviewing administrative processes, elaborating all the necessary documents for KYC and AML. • To conduct regular activities within team like fun do Friday, observation activity, creating focus group, doing mock call and joint field work. • Conduct morning huddle meeting every day, grooming sessions every week, review meetings after every 2nd week and month planning meeting every 1st week of the month.

Pune/Pimpri-Chinchwad Area

My responsibilities comprise the following: ● Managing a team of 8 relationship managers and 1 ABM UNIT with 2 Branches in Pune ● Taking morning meetings for an increase in business standard ● Training and developing team for data calling, sales, filed activities, product training and verify KYC AND AML documents. ● Calling Clients for feedback calls, welcome calls and verification calls. ● Allocating leads and data of existing clients to the team for calling and generating appointments. ● Doing Joint Field Work on out station and within city clients.

Pune, Maharashtra, India

• Knowledge in life insurance end to end direct channel process, branch sales and operations. • Database management of existing customer and allocating them to RM.• Provide mentorship and training to 5 Relationship manager for client analysis, product knowledge and help in maximize life insurance sales• Conduct morning huddle meeting and training team for SAMS, pragati and other financial tools.• Doing Joint field work and helping RM in meeting and login process. • Recommending solutions to clients for issues and complaints

Pune Area, India

• Manage a sales team of 7 Relationship Managers to maximize sales revenue and meet or exceed corporate-set goals.• Training and developing team for FTR (first time right) process, AML, and KYC for customer login life insurance policies. • Have daily morning huddle meeting, objection handling session and product training. • Planning for the month with Senior Executives to establish and execute a sales goal for the region. • Doing Joint field work with team and identifying client’s requirements. • Doing Mock calls, Callathon activity for generating customers appointments.

Pune, Maharashtra, India

• Managing 10 Branch Relationship managers of Deutsche Bank • Maintaining business Standards and Client relationship • Training branch RM on life insurance products and doing Joint field work with them• Conducting meetings and review meetings with Branch team to generate life insurance business. • Conducting weekly and 15 days meeting with Branch Head on growth and business plan update as per planned. • Identifying opportunities, performance improvements areas and report to the management team.• Educated the sales team with presentations of strategies, seminars and regular meetings.

Pune, Maharashtra, India

• Managing Team of 5 Relationship managers and 20 Tele callers.• Generating appointments for tele callers and allocating to Relationship Managers. • Training tele callers and sales team for products and financial planning. • Doing Joint field work with sales team. • Verifying generating appointments and do calling with tele callers.

Pune, Maharashtra, India

● New Customer acquisition by different types of activity in residential and commercial complex, ● Promoting all product of ICICI Mutual Fund, ● Generate Leads through different activities in residential societies and companies ● Working on Leads, DND data and existing database, activity leads. ● Achieving the business targets through effective field campaigning, group presentations ● Profiling customers and providing investment plans and financial advice to clients in terms of ICICI Mutual Fund.

Pune, Maharashtra, India

• New customers acquisition. • Calling clients and generating appointments of existing customers. • Doing need analysis and financial planning and cross sale and up sale life insurance. • Maintaining good relationship with client.