Hitesh Jain

• Heading Banca Vertical with 4 Major Cooperative Banks in Himachal Pradesh and Haryana
← Team of 3 Front Line Leaders and 30 Relationship Managers in Cooperative Bank Branches for
← Life Insurance Business.
• Maintaining relationships with channel partner by meeting General Managers and MDs of the
Banks.
• Planning and Implementing Strategies to achieve Life Insurance Plans for the Channel Partner.
• Designing Contests and ensuring to get the high success rate by creating visibility and hype for
the contest in field by our Team.
• Organizing Training programs for Bank Branch Staff for current updates in Insurance industry and
Product Refreshers
• Organizing various BTL activities for brand promotion with Banks.

Handling team size of 155 Front line Managers with 15 territory Managers and 5 Circle Managers

• Heading Banca Vertical with 4 Major Cooperative Banks in Himachal Pradesh, Punjab and
← Haryana
• Having Reporting of 3 Sr. CSMs who are handling 5 CSMs and 42 Relationship Managers deputed
in Cooperative Bank Branches for Life Insurance Business.
• Maintaining relationships with channel partner by meeting General Managers and MDs of the
Banks.
• Planning and Implementing Strategies to achieve Life Insurance Plans for the Channel Partner.
• Designing Contests and ensuring to get the high success rate by creating visibility and hype for
the contest in field by our Team.
• Organizing Training programs for Bank Branch Staff for current updates in Insurance industry and
Product Refreshers
• Organizing various BTL activities for brand promotion with Banks.
• Tracking Persistency for the Banks and taking every step to improve it to the best with the

• Responsible for Handling Bancassurance Vertical with annual Plan of 9.70 Crores.
• Maintaining relationships with channel partner by meeting Cluster head and update on Plan vs.
Achievement.
• Designing Strategies and Contests to achieve Life Insurance Plans for the Bank and geting it
Implemented within the cluster.
• Overachieved the annual plan every financial year.
• Recognized as best performer in Every Financial Year in all parameters.
• Got Employee of the Quarter Award twice in same financial year
• Sourced Indias Ever Highest Ticket in Single Premium of 5 Crores.
• Maintained 85% in Persistency throughout my Career with the organization
• Maintained 94% of market Share throughout my tenure with the Organization
• Zero Atrition during the tenure in the organization

• Handling Corporate clients for Loyalty Programs and Merchant Services
• Approaching new clients for Loyalty Programs and POS Terminals.
• Giving presentations about the product to key decision makers of respective corporate like CEOs,
Directors, CFOs.
• Service existing clients in case of any issues Occurred.
• Handling portfolio of AED 20 Million in Merchant services
• Negotiation on rates with new and existing clients.

• Handling Circle Offices of PNB Bank in Punjab and generating creditors Insurance business from
RABs and Individual branches of that respective Circle.
• Marketing, Presentations and training the bank staff on Product.
• Handling a team of 5 RMs and motivating them for acquiring new business.
• Responsible for Branding of the product across assigned area.
• Organizing marketing activities, training of the staff.
• Sourcing business to customers who are taking Loans from PNB Bank.

• Acquiring new customers to increase the revenue for company.
• Servicing the existing clients and make them use their cards
• Lead generation by organizing campaigns in different corporate
• Taking an appointment with decision maker of the organization
• Explaining him/her about the product and what would their employees get benefit out of it.
• Also take references from existing customers for sourcing new cards
• Service existing customers by solving their queries / problems
• Also Handled 5 Indian Overseas Bank Branches and selling cards to their customers
• Maintaining relationship with the Branch managers to get more references.

• Seting up business targets for the DSM team to drive sales
• Sales plan with week wise activity planner and execution of the same
• Lead generation management and conversion to closure through effective sales pitch
• Achieved the given monthly targets i.e., 300 vehicles per month.