Bancassurance

 Member of the Executive Decision Making team involved in formulating long/short term business development and sustenance strategies and action plans in alignment with the overall corporate vision and goals. Maintaining and nurturing relationships with partnership senior leadership teams to capitalize on potential business opportunities. Responsible to manage the below 4 verticals’ of prominent Bancassurance Relationship.1. Salary Account Channel.2. Telephony Channel… Show more  Member of the Executive Decision Making team involved in formulating long/short term business development and sustenance strategies and action plans in alignment with the overall corporate vision and goals. Maintaining and nurturing relationships with partnership senior leadership teams to capitalize on potential business opportunities. Responsible to manage the below 4 verticals’ of prominent Bancassurance Relationship.1. Salary Account Channel.2. Telephony Channel (Tele-sales).3. Renewal / Retention.4. Digital Sales Initiatives. Organized sales and business development drives for the various channels in consultation with top and mid-level management teams; directed sales focus on telephony insurance sales. Provides sales support in the form of trainings, sales pitch content, sales script and more Engaging in sales planning and forecasting activities for all key partnership portfolios; devising and implementing varied sales/business plans and incentive structures for the different client channels. Recruitment, training and monitoring the performance of team member to ensure efficiency in sales, audit and operation in order to achieve the individual target. Ensuring quality and compliance to be the best while driving sales. Conducting Rewards & Recognition programs for the team.  Ensuring the leads/sales generated through the channel are dully processed. Responsible for customer’s complaints on Sales/Communications by Channel. Show less

Channel Acquisition Manager for CASA, Customer Life Cycle Management for Current account holders and Virtual Relationships Manager For Savings and Current account Customers. Manage Sales team for acquisition of CASA for the bank, processing leads for Personal Loan, Credit Card, Demat Account, POS products and service delivery. Managed outsourced contact center with a view to save cost and optimize productivity.

 Handled a team of 25 Tele-sales executive, 2 Team Leaders and 10 Field Executive.  Responsible for hiring a team, Motivating, encouraging and training the team to boost up performance. Responsible for Managing a portfolio of Existing Credit card Customer through Service Management and up sell. Responsible to manage the data for welcome calls and ensuring to maintain the TAT for the same. Maintained a portfolio through Never used card activation, Active customer retention… Show more  Handled a team of 25 Tele-sales executive, 2 Team Leaders and 10 Field Executive.  Responsible for hiring a team, Motivating, encouraging and training the team to boost up performance. Responsible for Managing a portfolio of Existing Credit card Customer through Service Management and up sell. Responsible to manage the data for welcome calls and ensuring to maintain the TAT for the same. Maintained a portfolio through Never used card activation, Active customer retention, Dormant activation and increasing a spend on cards, By offer communication, Relationship Management, Bill registration, Helps in building a ENR for Bank. Involved in sales of various upsell Product ranging from Cash on call, PLCC, Dial an EMI, and various Third party products to generate revenue for Channel. Involved in Meeting with Corporates and decision Makers for sales of various cross sell products. Monitor and drive critical measurement parameters of the channel (call productivity, call flow , cross-sell, products, complaints etc) Supported and co-ordinated with Channel partners and all the key stake holders in cards products and portfolio team. Show less

 Handling HDFC credit Cards Verticals - Pan India for Branch & Tele-sales.  Developed new channel (Sales Quality) for HDFC Bank and headed the channel. Additionally Handled Pan India Call centre Operations for Mumbai, Chennai and Delhi sourcing Renewal Business. Analysis of the Leads given by the Bank through various MIS and improvement of conversion ratio. Recruitment, training and monitoring the performance of team member to ensure efficiency in sales, audit and operation… Show more  Handling HDFC credit Cards Verticals - Pan India for Branch & Tele-sales.  Developed new channel (Sales Quality) for HDFC Bank and headed the channel. Additionally Handled Pan India Call centre Operations for Mumbai, Chennai and Delhi sourcing Renewal Business. Analysis of the Leads given by the Bank through various MIS and improvement of conversion ratio. Recruitment, training and monitoring the performance of team member to ensure efficiency in sales, audit and operation in order to achieve the individual target. Conducting meeting for setting up sales target, designing and streamlining processes to ensure smooth functioning of sales operations. Engaging with Banks team at Mumbai, Chennai and Delhi calling unit and solving glitches. Maintaining strong relationship with the HDFC Bank: Product Team, NSM, ZSM, ASM, SM and team Members. Ensuring high level of customer service from lead generation till policy issuance. Show less

- Handled a team of 25 counsellors for cross-selling Term Life & Loan Protection Insurance for Home Loan Customers of ICICI Bank- Developed and maintained strong business relationships with Branch Managers & Credit Managers of the Bank.- Planned and executed sales promotional activities to enhance loan penetration.- Ensured high level of customer service from application to policy issue