Financial Advisor
Ajman Bank
Total des années d'expérience :30 years, 4 Mois
• Developing existing and new dealers for Auto finance.
• Ensuring approval of Auto Finance with in stipulated time.
• Acting as an interface between Dealer, Customer and Bank to ensure maximum satisfaction.
• Ensuring long term relationship by relationship management.
• Excellent customer service to retain the customers.
• Financial planning of the clients
• Fact finding of the customers in terms of Financial goals
• Identifying and creating need for Life Insurance, Savings Plans, Whole of Life Plans Mutual Funds, Health Plan and General Insurance products both for Individual and Corporate, Personal Loans and Credit Cards.
• Suggesting plans to fulfil short and long term financial requirements of the customers
• Building long term relationship by relationship management
• Retention of clients through effective customer service
Bajaj Allianz Life Insurance Co Ltd; New Delhi, India;
Sr. Branch Manager Since 2005
The Group, is a joint venture between two leading conglomerates-Allianz AG, one of the world's largest insurance companies, and Bajaj Auto, one of the biggest 2 & 3 wheeler manufacturers in the world.
Key Responsibilities
• Recruiting, on the job training and motivating the team of 25 Sales Managers and 1200 insurance agents
• Personal selling of life and Health insurance policies to HNI Clients
• Joint calls with Sales Managers
• Building strong team of Sales Personnel for life and Health insurance business
• Organising Road shows / participating in Fairs and Exhibitions for extracting life and Health insurance business
• Implemented competent strategies to explore new markets and expanded the existing accounts for insurance services by 15%
• Act as an interface between clients and Sales Managers / Insurance Consultants to ensure maximum customer satisfaction
• Building strong long-term relationship with HNI clients
Achievements
• In 2012 achieved INR 80 Million Annualised Premium with a growth of 160% over 2011
• Collected the renewal premium of INR 200 Million with a growth of 125% over 2011
• Submitted and Issued 1600 policies
• Produced 8 MDRTs
• Licensing of 250 new Insurance Consultants
Shri Ram Group of Companies; New Delhi, India
Divisional Manager - 1998-2004
The Group, with 580 branches in India, is a leading name in diversified activities such as Truck Financing, Insurance Marketing and Online Trading.
Key Responsibilities
• Lead and motivated a team of Sales Personnel and brokers / agents and achieved the assigned targets for truck Financing and mobilisation of deposits with a 15% growth.
• Managed six Profit Centres and build the strong long-term relationship with high net worth clients
• Maintained the accounts and conducted regular internal audits for accurate and up-to-date record of all transactions.
• Recruited and inducted 60 sales and marketing personnel
Achievements
• Mobilized an investment worth INR 10 Million from a co-operative bank in 2000
Jul '96 to Oct '98 Asst. Sales Manager
Key Responsibilities
• Explored the potential business avenues and developed the existing clientele
• Implemented competent plans to generate the institutional sales
• Increased the dealer network to ensure timely delivery of products
• Managed the procurement of materials and executed the inventory control
• Monitored the sale processes to ensure timely receipt of payments
• Lead the team of 5 Sales Personnel and 30 dealers and achieved the pre-set targets
Achievements
• Generated business worth INR 500, 000 from Malvika Steels in 1995
• Awarded in 1995 exceeding the assigned targets by 50%
Key Responsibilities
• Explored the potential business avenues and developed the existing clientele
• Implemented competent plans to generate the institutional sales
• Increased the dealer network to ensure timely delivery of products
• Managed the procurement of materials and executed the inventory control
• Monitored the sale processes to ensure timely receipt of payments
• Lead the team of 5 Sales Personnel and 30 dealers and achieved the pre-set targets
Key Responsibilities
• Explored the potential business avenues and developed the existing clientele
• Implemented competent plans to generate the institutional sales
• Increased the dealer network to ensure timely delivery of products
• Managed the procurement of materials and executed the inventory control
• Monitored the sale processes to ensure timely receipt of payments
• Lead the team of 5 Sales Personnel and 30 dealers and achieved the pre-set targets
• M.B.A. (Marketing) from Ranchi University, India in 1993
• B.Com (Hons) from Aligarh Muslim University, India in 1988