executive territory management
Reliance Life Insurance
Total years of experience :18 years, 8 Months
Sales & Marketing Operations (Insurance)
Managing claims, agency operations and general administration activities related to accounts i.e. bank operations and bank reconciliation, administrative tasks, including facility management and branch profitability.
Managing marketing operations for various insurance products thereby achieving increased sales / maximizing profit.
Identifying prospective clients, generating business from new accounts and developing them to achieve consistent profitability; conducting risk & compliance audits at different branches across zone & ensuring branches compliance with regulatory norms.
Customer Relationship Management:
Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms. Maintaining cordial relations with customers to sustain the profitability of the business.
Attending to investors/ clients (individuals/corporate clients) concerns & complaints and undertaking steps for effectively resolving them.
Interacting with the customers to gather their feedback regarding the products’ utilities.
Training & Development:
Identifying training needs across levels through mapping of skills required for particular positions and analysis of the existing level of competencies.
Incorporating bonded teamwork and managing healthy environment.
Managing & motivating workforces to attain assigned targets & maximize customer delight.
Overseeing growth of Managers, business and profitability MOM and YOY & reporting directly to Senior Regional Manager.
Meeting prospective Retail & HNI clients for investment and insurance products along with Heads of various organizations regarding insurance cum investment products.
Designing of Contest for Managers and Advisors at branch level.
Organizing declamation and drawing competition in various schools of district in order to generate prospective leads.
Conducting weekly training to Sales Managers and to Advisors.
assurance managing 4 bdes
Bachelor in Business administration