ABHISHEK SINGH

Analyzed customer requirements to recommend suitable banking and insurance products.

• Explained financial offerings clearly to enhance customer understanding.
• Built strong customer relationships through effective communication and follow-up support.
• Achieved sales targets while enhancing overall customer satisfaction.
• Leveraged market knowledge to remain informed on banking and insurance products.
• Understood customer financial needs to suggest optimal solutions.

• Established strong relationships with bank staff and management to drive business growth.
• Engaged with bank customers to assess insurance needs and offer tailored solutions.
• Conducted comprehensive needs assessments to identify suitable life insurance products.
• Explained benefits of life insurance offerings to enhance customer understanding.

• Getting or generate leads from allotted Bank/Securities companies
• Responsible for establishing and strengthening relationship with customers in Bank /securities companies
• Following-up on leads of high net worth individuals

• Recruiting, screening, and training new Advisors
• Supervise and coordinate all aspects of an agency
• Identifying weaknesses and drawing up improvement plans
• To inspire and motivate team while maintaining a good image of the agency's brand

• Recruiting, screening, and training new Advisors
• Analyzing performance and drawing up action plans
• Establishing strong relationships with staff and clients
• Ensure that all employees manage their time effectively
• Obeying agency regulations, guidelines, and policies, and ensuring staff does the same
• Researching current industry/market trends and using knowledge for business improvement

Generated leads through outbound calls, emails, and social media to drive sales growth.
Identified customer needs and delivered tailored insurance solutions.
Achieved daily and weekly targets while ensuring high customer satisfaction.
Collaborated with internal teams to efficiently resolve customer queries and issues.
Monitored market trends, competitor activity, and industry developments to refine sales strategies.