Branch Manager
Standard Chartered - India
Total years of experience :16 years, 6 Months
Developed the Branch considerably in CASA front.
Steering entire array of business development operations for high focusing on Fee Collection/ Life Insurance /Mutual Fund business and others third party products.
Government banking synergy worked.
Reviewing Branch Operations and Compliance Reports.
Others roles of the Branch Manager by owning the Branch.
Role:
Developed the Branch considerably in CASA front.
Steering entire array of business development operations for high focusing on Fee Collection/ Life Insurance /Health Insurance/ General Insurance business and others third party products.
Responsible for HNI/ Super HNI Clients Acquisitions & servicing through Team
Reviewing Branch Operations and Compliance Reports.
Increasing the Branch GL size with Huge FD Float
Portfolio Manage through AUM ( Asset Under Management)
Managing the Premier Level Portfolio with HNI/NRE/NRO /Expat/ Block Customers
Handle a Portfolio of above 250 cr..
Year 2018(Nov’17 to March 18):-Qualified Bali (Indonesia) Convention with 2.09cr LI, 8.5 Lakh HI & 14 lakhs of GI.
Year 2019(Nov ’18 to March ’19):-Qualified Europe Convention with 2.5 cr LI, 13 Lakh HI & 18 lakhs of GI.
Year 2020(Jan’20to March’20):- Qualified Kho Samui Convention with Li- 92 Lakhs, HI-8 L & GI-7.5 L
Developed the Branch considerably in CASA front.
Steering entire array of business development operations for high focusing on Fee Collection/ Life Insurance business and others third party products.
Government banking synergy worked.
Reviewing Branch Operations and Compliance Reports.
Others roles of the Branch Manager by owning the Branch.
Heading 4 states in India (Orissa, Chhattisgarh, Bihar & Jharkhand) for “Bank Relationship” in Max Life Insurance based out of Patna, India.
Steering entire array of business development operations for promoting Life Insurance business through Yes Bank Relationship.
Heading a team of 7 Managers+RA.
Responsible for achieving the sales target through Team Members productivity.
Trained and motivate bank staff to sell Life Insurance products through “Bank Relationship” in 4 states (2 cluster)-Bihar, Jharkhand, Odisha & Chhattisgarh. Planning & driving life insurance business across all branches of clusters.
Ensuring issuance of policies, including providing daily and other MIS reports as required.
Strategize company policies to “Yes Bank” Partner for more business volume for organization.
Ensuring timely collection of renewals.
Steering entire array of business development operations for promoting Life Insurance business through 3rd Party distribution channel.
Heading a team of 5 Payroll employees as well as 1 Skip Level for achieving business through 3rd party (Corporate Agent/Broker Channel).
Responsible for achieving the sales target through Team Membars productivity.
Handling complete documentation process for recruitment of candidates/Brokers/Channel Partners and ensuring issuance of policies, including providing daily and other MIS reports as required.
Strategize company policies to Channel Partner for more business volume for organization.
Ensuring timely collection of renewals.
Supervised a Team and Business Partner. Get the Business Drive for company through Business Partner and get business for achieve the assigned target. Also looking after the entire cost center part and compliance part for company.
Job Role:
1.)Prospecting & recruiting Life Insurance Advisor
2.)Training, Coaching & developing my team of Advisor.
3.)Generating business through my team of Advisers to achieve my assigned sales targets.
4.)Attending product and process training’s.
5.)Completing documentation for recruitment of candidates and also ensuring issuance of policies, including providing daily and other MIS reports as required.