Rajeev Tripathi Email and Phone Number

Operations ( Insurance ) Customer Service & RetentionSales ( Insurance ) People ManagementBusiness Analytical Skills Crisis Management Training & DevelopmentEmployee Retention Skill SummaryTeam Development– To Recruit, Train, Lead and Manage a dedicated team for persistency. MIS– To analyze the daily MIS sent by HO and give direction to Each Employee based on their Targets vs. Achievements in those particular segments. Communication and Presentation Skills - Presentation on various Schemes and Persistency Ratios of BALIC to various Major Relations based on their need and requirement.Training & Development –With BALIC, I Imparted training to 6 CSE and 1 Retention executive’s on operation, customer service, Tele Calling Skills and Products; Maintaining office operations for smooth disposal of the functions of all branch office

Key Responsibilities:Team Size of 6 CSE 2 Retention Executives( Tele Callers) and 1 Retention Officers( Field Officers ) Monitoring Collection to dispatch TAT for entire DO.Take care of all operational activity for REWA DOProposal issuance within TAT, all customers related issues resolve asap within 7 days. All surrender payouts sanction within TATAll pendency Resolve within TAT Like Medicals & non medicals For New Business.Renewal persistencies for entire DO.All Docs scanning on same dayCompletion ratio on amountRecruitment and Training on products and Tele Calling skills of the Renewal executives and Retention Officers. Regular Business Reviews, Meetings with Renewal Teams to discuss the concerns and to find out ways to enhance the persistency ratios.Analyze Product Mix and Product wise Conversions and their by design Physical Office wise and Division wise strategies to improve Target Visa-Vis achievement.To Ensure Co-operation and Support from sales force by recognizing their efforts to Improve Persistency of their respective Units.Quality Analysis of all the Executives by going through their recording calls and giving them feedback and areas of improvement and regularly monitoring the progress made on weak area’s highlighted.

operation management

manager sales

sales devlopment manager

Training of sales team according to the policy. Set Targets for Insurance Advisor, review these & consistently raise them. Achievements:; of the year consecutively two year 2008 and 2009 awarded by Rajesh sud (M.D. &CEO)Recruitment achiever for 2009. Awarded by Rajesh sud (M.D. &CEO)3 HDFCSL as a sales development manager from 2nd July2007 till joining in MNYL; Prospecting & Recruitment of Good Quality Agency Sales force (Financial Consultants). ● Coaching & Guidance to the Financial consultants to enhance the selling skills andEffectiveness of doing business.

Here my work nature is trading in share market behalf of my client & they are connect to me through my executive● Generating the business in securities market for Madhya Pradesh and Chhattisgarh.● Recruiting sales executive for the company● Handling the team of 35 sales executive 5 Medical representative in Iven healthcare