Business Manager
Morgan International
Total years of experience :17 years, 9 Months
SUMMARY
The Business Manager’s pprimary responsibilities are to ensure sales growth, meet sales budgets, create new corporate clients, and maintain existing corporate relationships. Moreover, the Business Manager is responsible to ensure Program Specialists’ optimum performance and indoor sales activities.
Other responsibilities include: suggesting goals, monitoring statistics, developing work plans, managing facilities, and supervising on a day-to-day basis the overall performance of the office. Serves as liaison with outside agencies, government agencies, community organizations, and the Regional Office. Leads and initiates sales and marketing activities. Participates in the overall administrative management of the operation, manages specifically designated service operations, as appropriate.
Directs the overall operations of office including academic curriculum and instruction, facilities, human resource administration, sales, marketing and administrative tasks.
Handling a team of Associate Business Managers-2; Team Leads (Tele Sales)-2
Recruit, train & drive a work force of Insurance Executives towards achieving the targeted business.
Relation management with Future Group formats through which we operate.
Ensure Future Generali visibility, infrastructure & presence within stores.
Act as a coach for insurance executives to ensure direction and support required is delivered.
Handling Malls consisting of Customer Service Associates for Lead Generation and selling small ticket.
Lead Management, Met%, Conversion% and revenue generation through Leads.
Productivities of ABMs; FPAs; CSOs & Tele sales Executives.
Controlling attrition.
Costing VS Revenue concept.
Worksite Marketing, Corporate Presentations, Employer - Employee, MWP Act.
Responsible to take different initiatives, contests, games to maintain Motivation levels.
Maintaining Quality of Business - Reducing CDAs, FLKs & Resolving Customer Complaints.
Selling bundled products, (Attaching a Life Insurance with Health Insurance & Motor Insurance).
Maintaining customers Investment Portfolios, So as to maximize customer’s returns.
Key Achievements
1. 50% of FPAs qualified for fabulous 4 contests month on month.
2. Consistently was Number 1 team in the region - SOUTH1.
3. 70% of FPAs earned incentives.
4. Highest premium collected from tele calling lead PAN India
5. One of my FPAs was number 1 in the region for Jan ka Jalwa contest.
6. Had always contributed maximum of FPAs in each and every contest.
7. My store “LB Nagar Big Bazaar” was No.2 PAN India and N0.1 in the region for SS4D.
8. Contributed maximum premium toppers every month.
9. Won many gifts in contest like Alivisation, Monsoon Magic, Jan Ka Jalwa and Fabulous February.
10. Was always in top 5 PAN India in terms of a FPA productivity.
Handled a team of Team Leads, Financial Advisors, Telemarketing executives and spearheaded the lead generation of the Relationship centre.
Trained the team through equal product mix, rolling internal contests, frequent demonstrations and field observation calls.
Skilled at relationship management with other departments and follow up
Key Achievements
Recognized by ARSM for quality business (lowest free look cancellations and lowest cheque dishonors).
Airtel Relationship Centre and DSA won the best quality lead contests.
Won contests and gifts like Mobile Phone, Wrist Watch, Fridge, TV, and Oven.
Successfully achieved all KPI and selected for promotion as Associate Area Manager.
One of my FAs had qualified for all 4 International Conventions and the only qualifier PAN INDIA in a calendar year.
Awarded by CFO for the “Best Innovative Idea for Expense Management” Contest.
• Instrumental in launching a branch, target setting and achieving the same.
• Recruitment of Sales Managers; Financial Officers; Financial Executives; Sales Support Executive.
• Training; Motivating and Micro Management for Business targets achieving.
• Lead Generation & Management; Third party relationship with ARCs; AEOs; DSAs & BTTL
Key Achievements
• Active member of Field Advisory Council Meet; Product Advisory Council Meet.
• Number 1 branch PAN India for 3 months.
• Number 2 branch for 4 Months.
• Qualified for Aspire & Dream Contest; Holi Dhamaka; LEAP Certification.
• Produced maximum contributors for Turkey and Mauritius conventions.
Ensured maximum customer satisfaction by re fixing lead appointments and following FNA.
Provided customer solutions of medical cases and even took customers for medical checkup.
Ensured post sales service
Key Achievements
Awarded “Value Champion” one the most prestigious awards in AXA, it is a recognition for value addition to the team.
Selected as one of the top 10 FAs Pan India and won a trip to UAE in December ’07.
Achieved a target of 120% in the month of April’07 and was promoted to Gold Membership and retained throughout.
Awarded as Airtel Lead Converter, Star of the Month (Feb.’07), and Star of the week for consecutive three weeks.
Nominated as the Best Financial Advisor in Sales Takeoff Training in Mumbai.