Pritam Rawat

Handling the Branch, responsible for recruitment Front Lines Sales Manager who recruited Financial Consultant (Agent) and trained them motivate them to generate Life Insurance Policies.

• Responsible for recruiting and managing a team of SM, SSM, ABM, DBM (On-roll
Employee) and help them to recruit Insurance Agent - from preferred profile under them
and help both of them to source direct business.
• Currently handling a Team of 4 Managers.

• Responsible for recruiting and managing a team of Agency Manager (On-roll Employee)
and help them to recruit Insurance Partner - from preferred profile under them and help
both of them to source direct business.
• Currently handling a Team of 6 Agency Managers.
• Design and deliver e-learning courses, workshops and other trainings.
• Training and Developing to Agency Managers.
• Supervise the activity plan of Insurance Partners.
• Conducted monthly Income Review Planning (IRP) with Agency Managers and Insurance
Partners and update sales.
• Achieved 2 Foreign Tour in a very first month of joining with the BranchBusiness
Achievement of 52.72 lac WFYP.

• Responsible for recruiting and managing a team of Business Associates (Leader) and help
them to recruit Insurance Advisor under them and help both of them to source direct
business.
• Got Fast Track promotion in 11 month with total 20 recruitment of Business Associates
and 50 recruitment of Insurance Advisor.
• Got G1-V2 Rating for the Fin year 2022-2023.
• Design and deliver e-learning courses, workshops and other trainings.
• Training and Developing agents on commission basis.
• Supervise the activity plan of all Business Associates and Insurance Advisor.
• Conducted monthly Income Review Planning (IRP) with Business Associates and Insurance
Advisor and update sales.

• Create and execute learning strategies and programs.
• Evaluate individual and organizational development needs.
• Implement various learning methods companywide.
• Design and deliver e-learning courses, workshops and other trainings.
• Assess the success of development plans and help employees make the most of learning
opportunities.
• Help distributors develop their team member through career pathing.
• Hire and oversee training and L&D specialties.

• Recruitments of insurance advisor, who work in incentive basis, motivate them, trained
them and manage the activations ratio of advisor and generate the productivity.
• Create and modify procedures and documents related to policies.
• Setting and monitoring sales objectives.
• Providing sales strategies, feedback and marketing plans.
• Contributing to meeting sales targets.
• Keeping up-to-date industry developments.
• Answering customer query.
• Mediating disputes with customers.

• Develop and implement effective sales strategies.
• Lead nationwide sales team members & franchisee to achieve sales targets.
• Establish productive and professional relationship with key personal in assigned customer
accounts.
• Negotiate and close agreements with large customers.
• Monitor and analyze performance metrics and suggest improvements.
• Prepare monthly, quarterly and annually sales forecasts.
• Perform research and identify new potential customers and new market opportunities.
• Provide timely and effective solutions aligned with clients needs.
• Liaise with marketing and product development departments to ensure brand
consistency.