Senior Business Development Manager - SBI GENERAL INSURANCE Co LTD. - Ghatkopar, MH
(2022-09)
- Handling a Branches of SBI Bank for General Insurance Business for Ghatkopar (10 Branches).
- Reviewing and updating management at regular intervals.
- Visiting respective branches and review them with Branch manager at regular intervals.
- Monthly Meeting with Regional Manager at (RBO Office) and DGM at (Zonal Office) for discussing the strategy to increase the Business over the Month and budget and pushing for the Business.
- Mentoring and coordinating with Non-Life Executives to improve branch business.
- Responsible to quote for various lines of business such as GMC, GPA, Fire Insurance, Motor, Health, Liability Insurance etc.
- Meeting and understanding requirements of HNI Clients.
- Achieving persistency target on Monthly Basis.
- Providing After Sales Service to existing clients.
Unit Sales Manager - ICICI LTD
(2020-02 - 2022-01)
- Develop the partner channel for General Insurance cross-sell at the assigned ICICI Bank branches to increase the penetration of GI business.
- Regular training of ICICI Bank Branch staff and Wealth RMs on cross sell of insurance products like Health, Motor, Marine, Fire, liability insurance etc.
- Regular Coordination with Regional Head and Regional Head Sales to drive GI business.
- Maintaining Daily Sales Report & reporting to Sr. Manager.
- Meeting Regional Head and Regional Sales Heads for discussing the strategy to increase the Business over the Month and budget and pushing for the Business.
- Managing branches of ICICI Bank Ltd (Channel partner) for sourcing Health Insurance, Motor Insurance and SME cases and etc.
- Maintaining daily sale report & reporting to Sr. Manager.
Deputy Manager - Kotak securities Ltd
(2014-06 - 2020-01)
- Managing branches of Kotak Mahindra Bank(channel partner) for sourcing online trading and D-mat account from their Branch Banking and Sales team in order to achieve their monthly budgets.
- Acquisition of HNI plus RETAIL clients in Equity and Mutual fund.
- To activate clients account and give them trading platform knowledge.
- Analyzing current market trends and competitor information to help in strategizing the future sales plan.
- Achievement of monthly sales and revenue target.
- Taking part in sales training programs to increase performance.
Sales Executive - ICICI Securities Ltd
(2013-11 - 2014-05)
- Acquisition of HNI plus RETAIL clients in Equity and Mutual fund.
- To activate clients account and give them trading platform knowledge.
- Analyzing current market trends and competitor information to help in strategizing the future sales plan.
- Achievement of monthly sales and revenue target.
