Senior Territory Manager
Reliance Life Insurance Company Limited
Total years of experience :22 years, 1 month
•Leading a team of Sales Managers, Trainee Sales Managers, Branch Operations Executives and Sales Support Executive
•Responsible for achieving Branch sales target of 1 Crore
•Handling the networking for business relations development and endorsing the sale of Insurance Products by attracting corporate & individual customers
•Supervising the preparation of monthly financial and branch progress reports
•Conducting the recruitment for sales profile and identifying their training needs
•Managing a team of 10 members
•Managed a team of Agency Managers, Business Development Managers, Branch Operations Executives and Sales Support Executive
•Ensured the profitability through branch operations by doing cost benefit analysis.
•Functioned in accordance with compliance of institution's policies and procedures and established guidelines & made recommendations for improvement
•Handled interview procedure for corporate & individual customers and responded to customer enquiries
•Conducted recruitment for creating team of Area Sales Managers, Team Leaders and Account Managers for Portal Sales
•Handled the Zonal Corporate Sales of Kolkata, Orissa, Bihar and Jharkhand
•Developed new customers and renewed the existing client’s agreements
•Extended the existing customers agreements for new products
•Co-ordinated with Marketing, Pre-Sales and Technical Teams for discussing the issues and ensured delivery of best service to the customer
•Ascertained the needs of client and created solutions to address client business problems
Recruited and developed team of Sales Manger, Team Leaders and Sales Executives for liability in division sales developed and implemented different promotional activities
Handled the direct sales for corporate and other institutional clients
Recognized potential Corporate Accounts
Managed the profiling of all key corporate salary accounts, current accounts and savings accounts
Conducted troubleshooting for anything related to existing accounts
Organized customer service camps for high net worth accounts
Provided information to customers regarding value added services
•Handled the recruitment and developed a team of Insurance Advisors
•Gave exhaustive Product and Sales training to Advisors
•Encouraged and headed advisors to achieve sales targets
•Managed a team of 13 members
•Successfully managing a team of Field Officers engaged in recovery, specifically handling strategic customers and achieving target portfolio wise
•Supervising insurance business through Union Bank of India, Durgapur
•Pro-actively qualified for FLASH- the first productivity test in the organization and acknowledged HOWZZAT Award as the top performer in the relationship
•Retailing Insurance products through Banc assurance model
•Supervising insurance business through ICICI Bank, Jamshedpur prior to those Bank Of India branches of Kolkata
•Played a key role in initiation of two-wheeler loan operations in Siliguri
•Successfully achieved 100% collections month-on-month