Wilfred George Email and Phone Number

-Responsible for sales, Relationships Management, Training, Business Support and QualityManagement.-Reported by all Kerala Regional Head Sales (4 Managers), 11 Sales Managers, 25 Sales Executives.-Developed new operating model to include workflow automation, Capacity Management, OperatingBudget, Standard operating procedures and system business requirements.-Worked Directly with corporate vendor management, Legal and compliance to onboard andcontract 16 new vendor relationships.-Implemented new process for employee evaluation which resulted in marked performanceimprovements. Measures referrals per mortgage consultant, dispositions per relationship manager,client experience, Financial advisor experience, Private banker experience and overall qualitymetrics

-Managed a team of 5 BSMs and 3 Home loan Experts for Sales performance, acquisition ofmortgage business and relationship management in assigned area-Conducted weekly performance review and planning for managers.-Responsible for obtaining profitable results through the sales team by developing the team throughmotivation, counseling, skills development and product knowledge development-Managed the sales administration function, operational performance reporting, streamliningprocesses and systems wherever possible-Advised senior management on maximizing business relationships and creating an environmentwhere customer service can flourish

-Managing a team of TSMs, Home loan Experts and SEs for Sales performance, acquisition ofmortgage business and relationship management in assigned area-Building and Maintaining Relationships with Branches and Connectors-Organizing sales promotion activities in corporates for the promotion of HL and LAP-Trained and developed a high level national sales team motivated to overachieve on the highestvolume targets in the Brach City and Outer City

-Handled HDFC Bank Dip Unit, WBO, RA Operations and Phone Banking, of Cochin & Calicut for HL&LAP Sale-Managed 6 Contract Executives and developed business. Prepared channel MIS on weekly basis.-Handled 4 Processors and ensured the transparency and Accuracy of the PL & BL Files-Cross-checked all the personnel loan and business loan files from different channels like branch,DSA, Alternate and BEU and also ensured the files has to reach the credit department on time

-Attained existing client financial targets and generated new client base.-Provide appropriate guidance and motivation to sales team members as needed.-Establish training programs, set goals, and conduct performance reviews of banking staff.-Reviewed target vs. achievement of the branches with the Branch Managers and Cluster Heads.-Prepared channel MIS on weekly basis. Increasing visibility of the product in the branch and openmarket- Managing Gold Loan Operations of every customer for availing new gold Loan, renewal of existing gold Loan, Gold Loan Closure (complete / Partial).-Responsible for complete audit parameters associated with Gold Loan during Internal/ External Audit

-Handle all HR related matters for agency such as create job posting, recruit, interview, Hire andtrain staff; Create and distribute offer letters, Agency Handbook, and commission and payschedules for employees.-Call potential Clients & handle heavy inbound calls; service existing client inquiries & identify cross -selling opportunities.-Resolve escalations and customer complaints.-Prospect new clients ad develop client relationships through networking, direct referrals, lead database.

-Managed the daily administrative operations of the agency.-Checked payroll, vendor payments, Commissions and other accounting disbursement for accuracy andcompliance.- Provided front line inquiry research an response by phone, in written or in person to the public & internal team members.- Worked without supervision exercising independent judgment to manage time, organize and prioritize work, Handling multiple tasks simultaneously.- Assisted in monitoring property and liability claims; working with customers and adjustors.

-Called 75 warm leads each week to expand client bas-Prepared necessary paperwork to process insurance sales and renewals-Managed team of 4 agents-Managed over 60 policies renewals in one year.-Presented and clearly explained insurance policy options to clients base on their needs and goals

• Exceeded individual sales targets by 15% for two consecutives years through effective client relationshipmanagement and targeted sales strategies.• Introduced a new patient assistance program that increased product accessibility for over 300 patients, enhancing brand loyalty.• Conducted competitive analysis reports on a quarterly basis, Providing key insights that led in to increase in sales.

• Increased territory sales by 10% through strategic planning and execution of targeted sales initiatives.• Developed a training program for new sales representatives, improving team performance and product knowledge.• Established and maintained productive relationships with key stakeholders, resulting in enhanced brand recognition.