Insurance Specialist
Mashreqbank
Total years of experience :9 years, 9 Months
•Reporting directly to the Head of Sales - Retail Banking Group.
•Provided support in the development of a new business model as an Investment & Insurance Specialist.
•Coached the mortgage team on products and effective selling techniques for achieving their monthly targets.
•Coached junior colleagues on how to sell Insurance products in UAE.
•Carried out due diligence and KYC for all Investment products for HNI customers.
•Imparted various methods of up-selling Insurance products by different vendors to our mortgage team.
•Hands on experience in relationship management with HNI clients to carry out their need analysis for successful closure on
policies.
•Recognition by Head of Sales - RBG & VP - Bancassurance for achieving 202% of monthly sales target in May 2014.
•Managed social media marketing project for multiple clients - Jabra, Marks & Spencer, etc.
•Conducted marketing & communication trainings to develop the in house sales team.
•Co - organized VIP events with other channel partners.
•Focused on brand positioning for new clients.
•Cross selling and up-selling of PR & Marketing services.
•Maintained & serviced existing brands for their continuous marketing needs.
•Managing the internal & external marketing account for Multinational vendors such as Microsoft, Dell & Symantec for GCC.
•Microsoft Event Claims Settlement.
•Event planning and execution for Microsoft, Dell & Symantec.
•Internal & External Promotions planning Microsoft, Dell & Symantec.
•Launching and tracking activity performance.
•Working closely with the product managers to plan activities in the allotted budget.
•Getting the required approvals for launching a promotion or planning an event.
•Getting the Invitation mailers designed.
•Achieve the desired Marketing goals through the activity carried out.
•Event/Promotion analysis and improvisation.
•Managing 150 priority accounts.
•Client profiling.
•Portfolio Management.
•Prepare investment strategy to meet client’s financial goal.
•Sourcing NTB business client relationships.
•Generate revenue for the bank.
•Won various certificates & cash rewards for business achievement.
•Managing Premier 150 - 200 client relationships.
•Client profiling.
•Portfolio Management.
•Prepare investment strategy to meet client’s financial goals.
•Achievement of sales targets and key performance indicators on activity, sales & persistency.
•Cross-selling Term Deposits (TMDs), Home Loans (HML), Loan against property (LAP) and Premier Credit Cards to the existing Premier customer base.
•Sourcing of quality “New to Bank” Premier Relationship Account and Corporate Salary accounts with the help of the direct sales channel.
•Closely focusing on meeting all financial and non-financial goals set out in the gold sheet.
•Regularly updating my knowledge on products n processes that are relevant to my current role in comparison to the products offered by other banks.
•Strategized marketing plan for the year.
•Conducted Inter recruitment seminars at educational institutes.
•Recruited & trained interns within the recruitment process for strategic initiatives.
•Been continuously in the top performers list in the company.
•Team Building & mentoring the team with strong leadership qualities.
•Conducted outdoor activities for channel development.
•Monitored & encouraged team performance.
•Provided training to the team on using need analysis tools, different product and their sales pitch,
•Helped the team for goal setting & strategized its achievement..
•Encouraged need based selling of products provided by the bank.
•Used different tools & softwares for conducting a Personal Financial Review (PFR).
•Been in the top 5 list- Pan India on gold sheet performance & achievement.
•Won various certificates & awards for my achievements at Pan India level..
•Created history at office level by winning a rotating trophy in Sales Manager Category for 3 consecutive months & thus retaining it for good.
•Qualifier of Pan India Champions Meet Award 2010.
•Created a quality marketing and sales force under my leadership.
•Strategized recruitment plan for the year.
•Conducted Intern recruitment seminars at educational institutes.
•Recruited & trained interns within the recruitment process for strategic initiatives.
•Team Building & mentoring the team with strong leadership qualities.
•Conducted entire recruitment process from interviewing and on boarding.
•Design and develop training programs based on training need analysis in line with the brand guidelines
•Establishes and maintains comprehensive information system on all educational materials relating to product knowledge, display concepts, sales techniques, promotion programs and system / procedural requirements
•Market Research to gain consumer insights on product preferences among consumers. Also to analyze and understand consumer attitudes and behavior towards competitive product and marketing initiatives.
•Promotional planning for various events.
•Develop strong relationship with old & new clients.
•Organize exhibitions & events to make new clients.
•Product launch to match market segment.
•Designed and Set up the entire work place.
•Conducted Interviews to select admin, teaching and other staff.
•Staff Induction and on boarding.
•Trained teachers for sales, marketing, annual planning, parent counseling.
•Structured Marketing and Promotional campaigns for the entire year.
•Market Research to gain consumer insights on product preferences among consumers. Also to analyze and understand consumer attitudes and behavior towards competitive product and marketing initiatives.
•Tie-ups & Co-branding: Identifying & negotiating with alliance partners for joint promotions cross tie-ups and associations for various events and promotion with other brands.
•Ensuring content development and updates.
•Ensuring consistency in branding across all touch point
•Along with teaching carried various tasks to meet the marketing and promotional need of the teaching program.
•Curriculum Planning.
•Organized educational trips.
•Training & Development of teachers and Parents to use different teaching method.