Senior Area Manager - RBL Bank Branch Banking - BAJAJ life insurance
(2024-11)
Team Handling
- Handling a team of 6 FLS and generating business through channel partner.
- Driving business through 14 Bank Branches in South Gujarat (RBL BANK).
- Responsible for targets allocated to 14 Bank Branches.
- Driving and motivating the branch staff along with the Team to generate leads and log in prospective applications.
- Conduct regular team meetings and motivate the Team members to achieve their targets.
- Educate and motivate the team on the contest roll out and update on the new products launched in the market.
- Build relationship with the business partners and address their queries.
- Maintaining the desired Productivity.
Territory Sales Manager - Hdfc Bank Branch Banking - TATA AIA life insurance
(2023-09 - 2024-10)
Team Handling
- Built and maintained business relationships with bank branches managers as well as upper management and the Bancassurance unit and also all other units in the company.
- Handling a team of 4 FLS and generating business through channel partner.
- Driving business through 11 Hdfc Bank Branches in vadodara.
- Responsible for targets allocated to 11 Hdfc Bank Branches.
- Control and enhance the sales activity in the field, had an active role in prospecting. Ensured a high motivation level in the bank branch team through contests, championship, gatherings, etc.
- Driving and motivating the branch staff along with the Team to generate leads and log in prospective applications.
- Conduct regular team meetings and motivate the Team members to achieve their targets.
- Educate and motivate the team on the contest roll out and update on the new products launched in the market.
- Acting as a mentor, coach & trainer for my team and drive them to meet their monthly targets.
- Build relationship with the business partners and address their queries.
- Maintaining the desired Productivity.
- Branch Acitivisation.
Bancassurance Manager - Bancassurance - Hdfc life insurance
(2017-06 - 2023-08)
Bancassurance and Team Handling
- Built and maintained business relationships with bank branches managers as well as upper management and the bancassurance unit and also all other units in the company.
- Developed the sales team, sales specialist in terms of training, coaching, etc and make sure they are to achieve, monitor.
- Control and enhance the sales activity in the field, had an active role in prospecting. Ensured a high motivation level in the bank branch team through contests, championship, gatherings, etc.
- Monitored the activities of the sales staff to ensure that all formal processes are adhered to bancassurance standards and expectations and all kpis are within acceptable levels.
- Assisted the sales force by undertaking regular field visits to the branches. Established good cooperation spirit with all other departments in the company. Achieved quantity and quality productivity targets and ratios on a monthly, quarterly and annually basis.
- Handling a team of 8 FLS and generating business through channel partner.
- Driving business through 11 Bank Branches in South Gujarat (RBL BANK).
- Responsible for targets allocated to 11 Bank Branches.
- Driving and motivating the branch staff along with the Team to generate leads and log in prospective applications.
- Conduct regular team meetings and motivate the Team members to achieve their targets.
- Educate and motivate the team on the contest roll out and update on the new products launched in the market.
- Build relationship with the business partners and address their queries.
- Maintaining the desired Productivity.
Corporate Agency Manager - Bancassurance - Aviva life insurance
(2014-01 - 2017-05)
Team Handling
- Sales call planning - Analysis of territory opportunities, strategies for effective territory coverage, customer research, identifying, prospecting and dealing with diverse customer profiles.
- Achieving sales targets as per budget.
- Acting as a mentor, coach & trainer for my team and drive them to meet their monthly targets.
- Development of professional standards in the team by regularly training them on product and sales processes.
- Coordinate, monitor and review the sales efforts of the team.
- Distribution of responsibility pertaining to the clients & prospective clients between the team.
- Comprehensive knowledge of the company's and competitor's products.
- Counseling and motivating the team.
- Implementation of Strategies designed by the Management team.
- Enhancing and maintaining the quality standards of business.
Asst. Financial Service Manager -Bancassurance (CABR) - ICICI Prudential Life Insurance Co Ltd.
(2011-06 - 2014-01)
- Managing the sales and distribution at corporate business associate of ICICI Prudential Life Insurance co.
- Heading sales & operation of all products of ICICI Prudential Life Insurance Co.
- Making new liaisons with various Corporate Partners and National Distributor in Baroda and surrounding area and maintaining effective relationships with existing Clients for increasing the depth and width of market coverage.
- Launch of new products and subsequent training to the Corporate Partners and National Distributor Employees
- Ensure target achievement, productivity norms are achieved with Corporate Partners and National Distributor employees.
- Smooth relationship between the Corporate Partners and National Distributor Clients.
RAJ ENTREPRISE BIDC BARODA
- Sales: Sales distribution category wise, Sales co operation & implementation etc.
- HR Function: Muster Completion, Grooming Standard Checking, Attitude, & Behavior, Customer Relation etc.
- Accounts: Cash Handling & submission, Vouchers Checking, Expenses Controls. Experience 2years, Salary packed: 120000 fixed
