Sam Pathak Email & Phone Number

To ensure quality and timelines for Financial Inclusion project as per defined SLA with coordination and backup support from respective team like Application, Infrastructure and Accounts team.Effective client interaction for gathering feedback and problems for future directions.Overall team management and planning/scheduling of work.Cost optimization and Resource management.Project Planning/Monitoring/Closure, Installation and Delivery, Customer Complaints, Billing, Revenue Recognition, Collection, Inventory Management and Capital Deployment.Appointment and Management of Vendors.Adherence to IQMS and ensuring audit completion.Preparation of review reports and presentation.Follow up with customer’s to ensure payment on timeManage the gamut of tasks including manpower planning, induction and training of Sales Teams.Create an environment that sustains and encourage high performance, motivate teams to increase their contribution levels. Coordinating for implementing best practices in line with business goals

Implementation of promotions customer service.Team Development and monitoring store activities.Responsible for sales and operation of stores.Ensuring daily reconciliation on money, stock, data and e top.Stock optimization- Ensure availability of correct stock.Ensuring a high rate of Conversions.Inventory and spares management.MIS reporting Administrative responsibilities.Store operations monitoring drive sales Input in bottom-up planning quality assurance.Facilitating a pleasant and hassle free experience for every customer.Cash management and ensuring that cash remittances are done as per norms and all relevant records are maintained.Resolving every customer complaint effectively within the specified time frames.Ensuring that customers feed back is actively solicited recorded and appropriately acted upon.Maintain base stock of all products at all points of time.Raise timely orders and track fulfillment of orders.Ensure accurate and timely documentation of stock movement into and out of the store and from / to the warehouse.

Sales through channel, Third Party Distribution (TPD).Working as a Channel Sales Manager of life insurance products .On the basis of huge volumes of business, I delivered form my territory within a very short time the area of my operations has been increased. Now I have been assigned a totally virgin territory for Future Generali India Life Insurance. be sides the previous territory I have and I will be developing this virgin territory from scratch.Looking for out and out processes from sales to issuance of the business .Appointing Insurance consultants and Corporate agents based on their Marketing skills, financial administrative and management abilitiesDeveloping and implementing procedures, control systems for maintaining high energy .Leading efforts for streamlining processes and generating cost savings in operations. Managing the employees with constant tie-ups with major corporate and implementing sales promotional strategies. Co-ordinate time to time with operating staff for perfect working order

Maintain relationship with customers, service their needs and increase Bank profitability, book new corporate relationship. Monitor market trends and cross sell Bank’s products namely Mutual Funds, Insurance, Maintain follow-up. Ensure excellent customer service.Recruitment of Branch Managers & Asst Branch Manager.Allocating targets to Sales Development Mangers for:NEP (Net effective Premium) and NOP (No. of Proposals)Guiding them on Product knowledge and Team Management.Appointing Branch Managers and Asst Branch MangersProponent for new business through various marketing campaigns including Telemarketing, direct mail and targeted seminars

Awarded for 100% activisation of my total Advisor’s Team in the month of May’07Through the Pinnacle program I have given five Unit Mangers to the company from my advisor team in the month of Mar’07 Allocating targets to Sales Development Mangers for Recruitment of Financial Consultants.Atomization of Financial Consultants.NEP (Net effective Premium) and NOP (No. of Proposals)Guiding them on Product knowledge and Team Management.Appointing Insurance consultants and Corporate agents based on their Marketing skills, financial administrative and management abilitiesProponent for new business through various marketing campaigns including Telemarketing, direct mail and targeted seminars.- Putting the company and its products in true perspective towards the prospective customers.Sales support to the agents in the form of presentations in educational and industrial institutions and imparting information on competitor activities.Training and development of the agents on ongoing basis for prospecting opening calls, need analysis, closing sale and after sale service to the Financial consultants.Presenting marketing and financial report to the management as regards sales, competitor activities in retaining and expanding company’s market share.Responsible for market research, its analysis and relay of relevant information for suitable product development. Based at Lucknow and looking after insurance and investment for Lucknow Branch with a team of Financial Consultants.Given highest recruitment & activisation of Financial Consultants.Ranked 9th pan India in Fixed deposit contest (Single Premium) in Sep’06.Received the Letter of Appreciation from Zonal Manager for logging in 18 policies in one day.Training & development of financial consultant with the coordination of branch Trainers for cross selling of products.

M.B.A

Diploma; Ms, Computer Applications; Office And Internet Applications

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