Objective
Experience can be the key factor in any business. I have undergone many business deals and I know how to crack the various deals. I have the various skills which are essential for this field. I can convince my client as well as win his/her trust which is the major factor of having success in this field. I know why I am in this field and what I should do for the growth of this field.
Experience
• IIT Insurance Broking and Risk Management Pvt. Ltd.
Designation: Relationship Executive
Duration: Sept., 2010 to till date
Location: Jharkhand & Orissa
Job Profile:
? Responsible for generating more business or revenue from the Branches of Agents selling Insurance and analyze training needs and trends.
? Responsible for the Units target achievement against pre-decided goals through Agents productivity.
? Responsible for quality of business acquired by the unit.
? Providing advice to clients on risk management and assist them to develop new ways to minimize risks.
? Managing a team of 5 Operations Executive, 16 Team Leaders and 100+ Estate Executives/ Financial Counsellors– directly and indirectly.
? Provide training, motivation and evaluation of a sales team of 2000 peoples on selling and product strategies.
? Maintaining a long term relationship with the existing and new customers through the post sale services.
? Visits all the FIVE Branches of my location of East Zone frequently to motivate the concerned agents (Discussions and Problem Solving) and for Business Development.
? My job duties also included recruiting, hiring, training, and performance planning each of the sales and operations people on my team.
Achievements:
? Nominated by Company for 100 hours program for Insurance Brokers training and Examination.
? To Handling and Manage the branches of East Zone is Ranchi, Dhanbad, Bhubneshwar, Talcher and Brahmapur (Orissa).
? To Led and monitored a team of 100 agents and 4000+ sub-agents which led to high volume sales.
? Participated in various training program organized by Insurance Company of Max New York Life, Birla Sun life, ICICI Lombard and Royal Sundaram Alliance.
? Exposed to Traditional products Life and Non-Life Insurance.
? Excellent Relationship with Customers and field Associates of Jharkhand and Orissa.
? Developing long relationship with customer, Advisors, by offering they perfect solution and effective after sales service.
? Delegated suggestions and duties to Field Associate and other team members regarding opportunities for improvement in Insurance Business.
• Da Vision Portfolio Management Services Pvt. Ltd.
Designation: Business Development Officer
Duration: Mar., 2010 to Sept. 2010.
Location: Jharkhand
Job Profile:
? Dealing in Life Insurance Products of Kotak and AEGON Religare.
? Generate and handling leads by making both inbound and outbound calls.
? Marketing the products to the customers through the phone and direct Visit.
? Generating business through Leads from Head office and Co-Ordinate to telesales team.
? Resolving Customer queries and maintaining a healthy relationship with the existing and new customers through the post sale services.
? Drove sales efforts involving effective promotional activities, product awareness with high potential clients for growth and profitability.
? Giving data’s to the Tele Sales executives and coordinating with them.
Achievements:
? Excellent healthy relationship with the customers of Jamshedpur, Dhanbad and Ranchi.
? Exposed to ULIP and Traditional products Life Insurance of Kotak and AEGON Religare.
? Converting market leads into prospect.
? Developing long relationship with customer by offering they perfect solution and effective after sales service.
? Participated in various training program organized by Kotak and AEGON Religare Life Insurance Co. Ltd.
• Arcadia Insurance Broking Sol. Pvt. Ltd.
Designation: Relationship Officer
Duration: Nov., 2009 to Mar. 2010.
Location: Ranchi
Job Profile:
? Dealing in General Insurance and Life Insurance.
? Generating business through footfalls in the mall.
? Motivate VISHAL Mega mart staffs to refer customers to the Kiosk.
? Implementation of the new innovative business strategies for increment in business.
? Maintaining a healthy and long term relationship with the existing and new customers through the post sale services.
Achievements:
? Experience in Client Relationship Management including implementation of marketing promotion plans for business generation in region.
? Developed the skills of training and developing the FC (Financial Consultants) through leading from the front.
? Planned & organized different kind of marketing campaigns like morning walkers, hot spotting & putting up the canopies at the prominent places of the city.
? Exposed to almost all the third party products like liability Life Insurance of Max New York, DLF Pramerica, General Insurance of ICICI Lombard & Reliance.
? Converting market leads into prospect. Developing long relationship with customer by offering they perfect solution and effective after sales service.
• Dalmia Securities Pvt. Ltd.
Designation: Executive- Marketing and Sales
Duration: Dec., 2008 to Nov., 2009
Location: Ranchi
Job Profile:
? Experience in Client Relationship Management including implementation of marketing promotion plans for business generation in branch.
? Proficient at analyzing market trends to provide critical inputs & formulating selling and marketing strategies.
? Excellent communicator with strong negotiation skills having leadership qualities & analytical power.
? Recruitment of Sub-brokers and promoting to generate business in the branch.
? Dealt with diverse products like, Mutual Funds, IPOs, Broking, Life Insurance and other fixed income investment products.
? Organized conferences for customers and Training & developing selling skill of the Sub-brokers.
? Implementation of the new innovative business strategies for increment in business.
? Kept detailed records of all contacts, which involved database management.
? Planned work, schedules and weekly and monthly timetables.
Achievements:
? Excellent Relationship with Customers of Ranchi & Bokaro.
? Understanding Stock Markets.
? Single-handedly set up and directed entire with Sub- Brokers.
? Managed the operations related to insurance, investments, financial planning, etc.
? Participated in various training program organized by SBI Life Insurance and Kotak Mutual Fund.
? Known about NFO, IPO, Stocks, PMS, Fixed deposit, Ongoing funds of Mutual Funds and Insurance (Life and Non- Life).
? Excellent relationship with Banks and Institutional Client regard Investments.
• Prime Investment (M/s Birendra Kumar Singh)
Designation: Sales Executive
Duration: Aug., 2006 to Nov., 2008
Location: Ranchi
Job Profile:
? Ensured smooth and effective relationship with individual and institutional investors for business generation in the region by rendering to services and solving complains.
Achievements:
? I have learnt nature of job on the basics of the industry, nature and function. Participated in various training program organized by various Mutual Funds & Insurance Company.
Education
? Bachelor in Commerce (Accounts Hons.) Ranchi University in 2010 from Yogada Satsang Mahavidyalaya, Ranchi.
? Intermediate in Commerce (JAC) in 2007 from Yogada Satsang Mahavidyalaya, Ranchi.
? Matriculation (C.B.S.E.) in 2005 from Kendriya Vidyalaya, Ranchi.
Certification
? Insurance Broker- Direct (IRDA) NIA, Pune in June 2011 from RNIS College of Insurance, New Delhi.
? Preparing for “Licentiate Examination” Controlled by “National Insurance Academy, Pune”.
Skils
? Computer Skills: MS Office like MS Word, Excel, PowerPoint & Access and Internet.
? Managerial Skills: Initiator, Team work, Interpersonal skills, Communication skills, Problem solving skill.
? Personal Skills: Punctuality, Passion to learn, Trustworthy, Perseverance, Flexible.