Deputy Chief Manager - Managing Partner
Kotak Mahindra Old Mutual Life Insurance Company Limited
مجموع سنوات الخبرة :25 years, 2 أشهر
Hiring & Mentoring of AP's with prime focus on their earnings & team building
Training AP's for Recruitment / Development
Engage the team through Career Opportunity Program Activities for Recruitment of Advisors
Creating Internal Agency Partners/Associate Agency Partners
Achieve Business plans through Agency Partner's / Advisors
Cross selling to existing Clients
Maintaining Persistency
Recruit and develop Financial Advisors
Ensure Product mix sales ratio and adhere to business norms
Periodical customer visits to understand pulse & need
Ensure Customer Queries are responded to satisfactorily as per Company standard
Focus on SME Customers for Enterprise Business Solutions
Understand client requirements and design solutions
Products handled - Data / Voice
Retention of Existing SME Base, Churn Competition Accounts
New customer Acquisition
Increase Revenue from the Existing Customers
Driving the DST and ensure their productivity is achieved
Coordinate with Delivery & Planning teams and ensure delivery is done on time
Use Existing base on High Ticket Customers to pitch in for Mortgage
Training the DST / DSA channels on their respective products
Meet SME’s in neighbourhood and make presentation of our insurance product suite and Mortgage Product
To procure good base through neighbourhood activities and Corporate Events to promote Mortgage & Investment Plans
Ensure Branch Targets are met on Mortgages & Insurance
Tieing up Alliance Partners for the Branch location and driving them to focus on the Mortgage
Recruitment of Direct Sales Partners in the market
Implementing strategies with a view to expand existing accounts, meeting pre-determined business objectives.
Mapping client’s requirements and providing them with best home loan solutions to suit their needs.
Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms.
Leading, training and motivating DMA/DST team ensuring optimum performance.
Supervised the entire operations and anticipating business (incoming and shipment) for allocating work to team members including 10 in-house and 12 Vendor supervisors
Managed the ramp-up process and coordinated with the Training, Vendor and Technical team ensuring smooth operations.
Entrusted with the additional responsibility of maintaining and updating the library of software licenses and installing Software’s/Applications at Production sites.
Ensured adherence to the quality standards and training team members on quality parameters.
ALLOCATION OF JOBS TO THE EMPLOYEES
INCHARGE OF DELIVERY OF JOBS AT CUSTOMER SITE
COORDINATE WITH PURCHASE TEAM FOR MATERIAL INVENTORY
MBA - OPERATIONS MANAGEMENT