Surender Kumar Email & Phone Number

Shimla Area, India

Project Implementation in the sphere of rural development, team building, liaising with general public, vendors and government agencies/departments.

Kullu Himachal Pradesh

Customer Acquisition & relationship building in Real Estate, Portfolio Management byassociating with Property Dealers, Banking, Health Insurance, Life Insurance & Brokingcompanies. Helping customers in claim filing & settlement of health & Life insurance.• Monitoring and maintaining compliance of IRDA, SEBI & DP Guidelines with respect toInsurance, D-mat & Trading accounts their documentation and trading.

Chamba, Himachal Pradesh

Talent acquisition, Marketing Planning, Training Sales Team, Vendor Development

Job Profile:• Training sales managers & 100+ sales force of Insurance / Investment advisors.• Training teams on AML, KYC, operation & sales compliance.• Developing, training & educational material as per requirements of the teams• Leading, motivating & accompanying team for sales & marketing activities.• Carrying out Brand Building exercises by indulging into charitable activities.• Keep liaison with general public, Govt. officials, media… Show more Job Profile:• Training sales managers & 100+ sales force of Insurance / Investment advisors.• Training teams on AML, KYC, operation & sales compliance.• Developing, training & educational material as per requirements of the teams• Leading, motivating & accompanying team for sales & marketing activities.• Carrying out Brand Building exercises by indulging into charitable activities.• Keep liaison with general public, Govt. officials, media, suppliers & vendors.• Responsible for keeping check on attrition & labor turn over ratio.• Achieving sales, budgetary & training targets.• Planning & assigning sales targets to sales managers & insurance advisors.Achievements as Branch Manager in Bharti-AXA:• Remained in Top 3 BSM of cluster in Insurance Advisor activation.• Highest percentage of contest winning Insurance Advisors in the cluster. Show less

Job Profile:• Building Agency Network by Recruiting, Motivating, & Training quality Advisers.• Training, motivating, sharpening sales skills of advisors for Selling Insurance.• Accompanying & leading Advisor team on sales call and promotion campaign.• Checking for the KYC & AML compliance in ULIP as well as in traditional plans.• Primary Underwriting, risk profiling & moral hazard check of the HNI Clients.Achievements in ING Vysya Life:• Only… Show more Job Profile:• Building Agency Network by Recruiting, Motivating, & Training quality Advisers.• Training, motivating, sharpening sales skills of advisors for Selling Insurance.• Accompanying & leading Advisor team on sales call and promotion campaign.• Checking for the KYC & AML compliance in ULIP as well as in traditional plans.• Primary Underwriting, risk profiling & moral hazard check of the HNI Clients.Achievements in ING Vysya Life:• Only Sales Manager in the Branch who have achieved “Star of the Month” Twice in an agency year.• 3rd Highest activation in the branch (21 Active Advisors out of a team of 34)• Developed 2 Club qualifiers out of six in the branch, & 3 Lakhpati Advisors. Show less

Job Profile:• New Customer Acquisition in CASA as well as group assets products, Mutual Funds and Life Insurance (ICICI-Pru)• New Customer Acquisition & Sales Promotional Campaign for Acquiring New Corporate Salary Relationship.• Leading a team of ten Marketing Research Executives for New Customer Acquisition and enhancing existing Relationship value.• Training, motivating and leading team for achieving sales target• Checking for and confirming the KYC /AML guidelines.

Mba (Ib), International Business & Marketing

Bachelor Of Business Administration (Bba), Business Administration And Management, General