Aashish Shukla

As a founder member of direct channel , taking care of UP & UK and setup entry region and recruit

cluster mangers and relationship managers. Managing 5 Cluster Managers with a Team Size Of 28

RMs.

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Managing sells of multi products sales like Life Insurance ,Health insurance ,& Mutual funds from the

existing clients of Bajaj capital with support of Cluster managers.

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Make sure quality business with disciplined work ethic, it’s shows in persistency also in every year.

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Maximise sales with good practices and make sure performance of every cluster manger to achieve

his basic targets .

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Review every week to cluster manger with new ideas and enhancement of business.Also appreciate

and motivate RM’s for incentive with the help of cluster mangers.

Achievements :

• As per costing Vs expense most profitable regional manger in entire channel every year.

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2 cluster mangers promoted as a senior cluster manager.

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2 relationship manager promoted as cluster manager.

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Set Up Entire New Direct Channel In Bajaj Capital.

Core Job Responsibilities: The designation requires responsibilities pertaining to:

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Recruit, develop and manage ten on-roll relationship managers

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Work on assigned leads and generate referrals from every visit. Overall, build a pipeline of prospects using

Direct Sales channel.

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Cross sell and up sell Life Insurance products based on the life cycle needs of the Customers and as defined

by the organization.

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Maximize sales productivity of the team and achieve sales targets

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Provide on-the-field support to direct reports by joining them on calls and providing coaching and feedback

based on performance.

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To periodically review the progress of direct reports and suggest corrective measures, if any

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Provides accurate forecasts, updates and requested reports to reporting manager

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Adhere to a proper business work ethic and create a similar expectation of direct reports/peers

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Ensure high quality and high persistency of business generated to support long-term

Core Job Responsibilities: The designation requires responsibilities pertaining to:

•

Recruit, develop and manage seven on-roll relationship managers

•

Work on assigned leads and generate referrals from every visit. Overall, build a pipeline of prospects using

Direct Sales channel.

•

Cross sell and up sell Life Insurance products based on the life cycle needs of the Customers and as defined

by the organization.

•

Maximize sales productivity of the team and achieve sales targets

•

Provide on-the-field support to direct reports by joining them on calls and providing coaching and feedback

based on performance.

•

To periodically review the progress of direct reports and suggest corrective measures, if any

•

Provides accurate forecasts, updates and requested reports to reporting manager

•

Adhere to a proper business work ethic and create a similar expectation of direct reports/peers

•

Ensure high quality and high persist-ency of business generated to support long-term

Core Job Responsibilities: The designation requires responsibilities pertaining to:

• Accountable for annual business targets of Renewal (Persistency) , Cross-sell from existing

customers of the company.

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Develop Strategies, Plans and activities to enhance the renewal and cross-sell ratios.

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Design Reward & Recognition schemes to incentivize the team members to improve renewals and

cross-sell

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Building & maintain relations with existing customers.

• To evangelize the usage of CRM system amongst the local and H.O teams for tracking and closing

renewal and generating leads for cross-sell.

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Handling two or more producers and develop himAchievements:-

Constantly retain G2M2 rating from last 3 years

Consecutive qualify for National & International Trips (Singapore, Goa, Dubai, Hongkong, Macau)

My two producers out of three take promotions within a year

Core Job Responsibilities: The designation requires responsibilities pertaining to:

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Identify and recruiting and trained the team of franchisee /new business partners and gave

responsibility to generate business and recruit the team of advisors. The basic responsibility of CDA

manger is recruiting the channel development associates.

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Motivate the associates to build his team of advisors and managing the business through the

advisors.

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Responsibility of CDA and advisors training and organized the IRDA exams for the advisors.

Core Job Resposibilities : The designation requires responsibilities pertaining to:

.

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Compliance of sales Management Process, to impart best in class customer servicing for all clients, to

retain and expand existing client relationship and develop new opportunities for selling insurance

products

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Promoting the organization through the medium of corporate presentations, generating and converting

leads – outcome of the corporate presentations.

• Analyze financial needs of the customers and offer appropriate product with utmost transparency.

Achieving sales target for the month, quarter and the year to maximise the revenue.