Senior Relationship Manager - Bandhan Life Insurance Co. Ltd. - Kolkata
(2024-05-15)
Bancassurance Channel, (Chanel Partner - Bandhan Bank Ltd.)
- Search, identify & conduct daily sales calls for financial planning sessions with clients
- Acquire customers and generate the targeted amount of premium
- Deliver Complete Product Information to Customers Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity Cross sell and upsell products to existing customers & build portfolios manage the relationship with customers to ensure persistency & renewals
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture Ensure the delivery of all S&D and financial KPI defined for the role
- Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company Report and highlight any violation of sales, compliance etc.
Branch Relationship Manager - Max Life Insurance Co. Ltd. - Kolkata
(2023-01-03 - 2023-09-15)
Bancassurance Channel, (Chanel Partner - Yes Bank Ltd.)
- Responsible for meeting sales target through branch.
- Responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch.
- Shall approach him/herself at least 5 new customers in the bank branch local to Kolkata each day.
- Increasing Yes bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall rain the bank staff regularly on concepts in life insurance and new product introductions.
Branch Sales Manager - Bajaj Allianz Life Insurance Co. Ltd. - Kolkata
(2020-03-02 - 2023-01-09)
- To plan and execute sales and marketing activities for meeting the assigned business target
- To establish a performance culture in the team, through regular performance evaluation / reviews and robust monitoring mechanisms
- To take initiative for teams development through productivity improvement drives and /or training programs to enable them to achieve / exceed their assigned business targets.
- To ensure compliance and implementation of desired business practice for quality business procurement.
- Training & Development Ensure the Product training to the part time employees and resolving the queries as when they need it.
- Helping with call demonstration to HNI clients with part time employees,
- Tracking the performance of part time sales force on regular basis.
Asst. Branch Manager - Future Generali India Life Insurance Co. Ltd. - Kolkata
(2019-11-25 - 2020-02-17)
- Recruiting agents and providing regular training for selling insurance policies
- Achieving the targets assigned and maintaining sound relations with the clients and agents
- Achieving assigned PMS target through intermediaries mapped
- Maintaining sound relationships with the agents and provide regular product and process training to them
- Playing the role of a problem solver and actively resolve issues and queries
- Hold regular meetings with agents, Lead Providers, intermediaries on a regular basis and maintaining records of the same in a planned and systematic manner.
Deputy Manager - Axis Bank Ltd. - Kolkata
(2011-05-19 - 2019-11-05)
- To sell banking products such as Savings Accounts, Savings Accounts, Fixed Deposits.
- To provide services & deepen the relationship with the existing customers (ETB) thereby increasing the products per customer
- Identify potential customers who can be sold tailored products to enhance product penetration.
- Acquire new customers by converting referral leads.
- Achieve targets as assigned by the organization on a monthly basis.
- Record and track all engagement activities through the CRM system.
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.
Agency Advisor - Birla Sunlife Insurance Co. Ltd. - Kolkata
(2007-05 - 2011-08)
- Responsible to meet the clients, offer financial guidance and advice, financial analysis, create and explain customized plans, accessing clients financial portfolios, and analysing clients' risk.
- Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs. Suggests modifications and updates to clients existing insurance policies. Builds customized insurance policies and packages to meet clients' needs
Business Development Executive - Axis Bank Ltd. - Kolkata
(2006-11 - 2007-05)
- Selling of bank's and third party products to new customers.
- Conducting marketing activities and travel locally to meet new customers as a daily activity.
- Contacting existing customers for more deposits and cross selling of more products.
- Achieve sales targets as assigned by the organization on a daily and monthly basis.
- Complete all mandatory certifications required for the role (AMFI, EUIN etc.).
- Complete all learning activities conducted by the bank from time to time.
- Daily entry of interaction with customers in bank's CRM system.
- Follow all compliance guidelines (regulatory & legislative) for each activity.
- Participate and follow all initiatives that are undertaken by the bank from time to time
