INDIAN BANK RELATIONSHIP - DELHI & PATNA

Banca(HDFC Bank Relationship)

Managing Bank of India & union Bank of India Relationship For Kanpur region

The Accountabilities: Responsible for Developing the Direct Marketing For delhi and UP Managing 5 unit of BM with 30 FOS for Delhi and UP Manage, train, mentor and evaluate our Direct sales team Responsible to identify sales lead sources and allocate to the FLSThe Attainments: Hired 3 BM with 21 FLS in record 1 Month time. Was able to get Lucknow and Kanpur market to end at 30%(50 Lac) Contribution in FY14-15  One FLS got promoted to BM in Six month.

 The Accountabilities: Managing PNB Bank Relationship for Agra Circle Coordination with CH / CMH Branch Level working with Training & Support. Tracking Login, Issuance, Physical Files Dispatch Branch Visits The Attainments: OND’11 Qualified for Christmas Delight  (Red carpet- Italy), Pan India in Top 2 (2012) (Red carpet Germany), Pan India in Top 2 (2013) Grade Promotion in 2014 promoted as Chief Manager to Muzaffarnagar AMJ’11 Qualified for Trip to Pattaya,  Qualified for trip to Dubail-2013 Qualified for trip to Goa-2013

 Supervising a team of Manager, Financial Service Consultant & officer of Alternate Distribution Vertical in UP  Training & empanelment of Partner. Responsible for developing the entire Broker network in UP Interaction with the national manager of brokers for sharing MIS to drive the focused Business for LI. Responsible for managing the relationship with Ops & Project for entire UP. (MIS & Data Management)  Other than the responsibilities given above started a new Site Office at Lucknow. I was instrumental in finalizing space for Site Office, Marketing, and Service. Appointment of Broker and corporate Agent within the company norms.

 Supervising a team of Manager, Financial Service Consultant & officer of Alternate Distribution Vertical in UP  Training & empanelment of Partner. Responsible for developing the entire Broker network in UP Interaction with the national manager of brokers for sharing MIS to drive the focused Business for LI. Responsible for managing the relationship with Ops & Project for entire UP. (MIS & Data Management)  Other than the responsibilities given above started a new Site Office at Lucknow. I was instrumental in finalizing space for Site Office, Marketing, and Service. Appointment of Broker and corporate Agent within the company norms.

 The Accountabilities: Working as an Territory Manager, (July'07-Dec'07)-Punjab(Chandigarh) Responsible for developing the entire Broker network & PNB Channel in Haryana, Himachal, Chandigarh, Patiala and Ludhiana  Supervising a team of Sales manager (6) & Sales Officer (50) Of Banc assurance & CA/BRK vertical at different location. Appointment of Broker and corporate Agent within the company norms Other than the responsibilities given above, I have given a national project of Paul Merchant.  I was handling relationship Like PNB Principal (Punjab National Bank 90 branches),Paul merchant, Religare, RR Investor, Karvy, Bajaj Capital &Blue chip The Attainments: Paul Merchant was successful The Accountabilities: Working as an Sales Manager, (Jan'06-June'07)-Delhi I Was Coordinating, Training and motivating the sales team of Corporate Agent and Broker in Delhi and NCR and Tie-up with the new broker and corporate agent like Grazia (Corporate Agent) and summon insurance broking. Leading Team of Ten Sales officer For PNB Channel. Coordinating with Karvy, Bajaj Capital, Anand Rathi, PNB Principal, Punjab National Bank, Vijaya bank, RR Investor, JK Insurance, Zuari Insurance, Grazia, investcare in Delhi NCRThe Attainments: Promoted As a territory manager and transfer to Chandigarh Develop JK Insurance broking team and doing average business of 2 Lac per month. Karvy NCR collected 14 Lac of Premium in the month of July august’06 & September’06.  Developed RR Insurance Broking now this channel is doing average business of 4 Lac. New Business Finance Year Premium Collection is- 1Cr till date.The Accountabilities: Working as an Asst Sales Manager, (Oct'04-Dec'05)-Meerut  Promoted from Asst sales Manager to Sales Manager - Delhi with the higher responsibility The Accountabilities: Worked as a Financial Planning Consultant (Banc-assurance).(Feb'04-Sept'04)-Delhi