Territory manager
Bajaj Allianz Life Insurance
Total years of experience :5 years, 8 Months
• Identify and pursue new business opportunities to generate leads and drive revenue growth.
• Conduct market research to stay updated on industry trends competitors activities and potential clients.
• Develop and implement eective sales strategies to meet and exceed sales targets.
• Recruiting top HNI nancial partners ( Charted accountants, Mutual fund advisors ) with the ability to forecast stang needs.
• Build and maintain strong relationship with clients, understanding their PR and media needs.
• CreateCompellingproposalsandpitchestailoredtoclientrequirements.
• Collaborate with internal team, including PR, marketing and creative to
deliver integrated solutions for the clients.
• Attend industry events, conferences and networking opportunities to
expand the company's research
• Ensuringthatcustomersareextremelysatisedwitheveryinteraction
Developandexecutethecompany'sstrategy, aligningwithoverallbusiness objectives.
• Overseatheacquisition, dispositionandmanagementoftheportfolio, ensuring optimal performance and returns.
• Assistswithpreparingannualnancialrecords, includingmeetingdeadlines and ensuring all nancial practices and records comply with accepted companies standards.
• DriveHNIpartnersbyimplementingdevelopmentalandmotivational activity to increase productivity and competence.
• Utilizedmetricstomodifylow-performingsalesandmarketingprograms and plans to increase eectiveness.
• Formulatingsolesstrategiesathigherlevelfordierentproductand strategies, targeted and prospected for new business through HNI segment.
• Maintainandupdatesworkingknowledgeforinsurancesectorincluding new ling practices deadlines and any company-specic information.
• Recruitmentandmanagementofnancialpartnerstopromotebusiness.
• Developmentandimplementedcomprehensivebusinessstrategiesand
marketing plans that complemented overall corporate operating plan
through partners.
• Trainingmotivatinganddevelopmentofallnancialpartners.
• Promotedcontinuingeducationopportunitiesforsalesteamtoboostskills
and value to department.
• Maintainmarketplacevisibilitybyparticipatinginindustry-relatedand
community activities.
• Evaluateperformanceagainstgoalsandimplementedappropriate
development plans.
