Assistant Manager
Gateway Insurance Brokers
Total des années d'expérience :22 years, 7 Mois
-Independently acquiring and handling client portfolios under Life and General Insurance departments.
-Risk profiling the clients exposure through a need based process and suggesting alternatives.
-Due diligence of documentation required and preparing a case history for insurable interest before submission
-Co-ordination with underwriters to negotiate the cover benefits and pricing
Managing partner relationships with various Insurance providers
-Drafting Policy wordings and co ordination with the under writer, Insurance company.
-Coordinating the claims process for general and life insurance between the client and the Insurance company
-Policy servicing and client retention
Started a dealership for used cars with Mahindra Firstchoice along with my partner
Managing end to end operations of the outlet, like procurement, refurbishment, sales of cars
Tracking manpower productivity, and sales follows through Lead Management System.
Monthly sales planning and goal setting of the sales team
Dealer Management System and online tracking of ageing of cars
Online lead generation, Branding and advertisement activities
Procurement tieups with dealerships.
Adjudged the best used car dealership in West for 2013-14
Expanded Business with a second operational outlet in 2013
As a Deputy Chief Manager- FIG
Acquire, liaise and maintain close relations with senior management of Banks and financial institutions
Analyze competitor’s product and devise business strategy to acquire key accounts
Training of staff to facilitate cross sell in the client Organization of Credit Life
As a Assistant Branch Manager- Pune
Managing retail sales for life insurance with team of sales managers and consultants
Preparing daily MIS and reporting of the team
Monthly training calendar for independent consultants
Running Reward and Recognition programs
Achievements:
Acquired a key national relationship within 3 months of getting the new responsibility
Promoted to next grade and new responsibility within 1 year of joining
Built from scratch a team of 10 sales managers and 120 financial consultants.
3rd highest Premium in Rest of Maharashtra with a total of 1.65 Cr.
Promoted twice from Relationship manager car loans to Branch Manager to District manager
As a District Manager (Aurangabad)
Achieving business objectives of all three branches
Devising the role, responsibilities and accountability of each
Branch Manager. (Aurangabad)
Preparing budgets and implementing cost control methods to maximize profits
Working closely with Collections & Credit to understand portfolio behavior.
Relationship Manager car and PL(Nasik)
Managed 3 DSA’s each for personal and auto loans. Led a team of 40 FOS.
Achievements:
Set up two branches in Aurangabad Region with a growth of 75% vis-à-vis previous
Best NCL and collection award for 2004-05 west
Adjudged the best upcoming location for car loans in 2002-2003 at the National convention held at Colombo, Srilanka
Qualified for the Personal loan target and travlled to Thailand on an incentive trip form the company
Managing a network of 40 dealers and stockiest and 2 salesmen.
Identifying prospective industrial projects
Negotiation for profitable rates
Project conceptualization
Highest ever order in Aurangabad region for Eternia roofing systems
First Class Post Graduate in Management from Pune University with specialization in marketing (Batch of 1999-2001).
Bachelor’s in Computer Science from Pune University (Batch of 1996-1999)
One year certificate course in software. Language studied Foxpro,C, C++
Completed schooling from St Xaviers High school