Akhtarali Safdarali Shaikh
Mumbai
Summary
Customer-oriented sales management professional with a proven track record in cultivating partnerships and retaining key accounts. Expertise in strategic thinking and multi-tasking, leading to significant profit growth. Strong ability to expand network connections and effectively introduce products to diverse markets.
Overview
8
8
years of professional experience
Work History
Bancassurance Manager (Banka Channel)
HDFC Life Insurance Company
09.2024 - Current
- I worked in HDFC bank in Versova branch in the Banka channel where I need to maintain good relationship with bank Relationship Managers and Personal Banker. I have managed A category branch with 32 staff and achieve my targets.
- I need to pitch insurance product to the bank customer as per their age and requirement and close the sale. In this duration I have completed my star goal sheet.
Premier Relationship Manager (Direct Channel)
Max Life Insurance Company
08.2022 - 09.2024
- Joined in Direct Sales Channel (DSF) Elite team where we get the only existing Term plan customer data for servicing and cross selling.
- We need to fix the F2F call with the customer and explain them about the existing policy and suggest them another plan and do the login.
- It was good experience to work with the HNI Customer and selling the term plan and Endowment plan.
- I went to Haryana Delhi for 3 business training from max life company.
- I was qualified for champion of champion contest in JFM with blazer of honors and dinner with family in 3-star hotel.
Unit Manager Sales (Agency)
ICICI Prudential Life Insurance Company
11.2020 - 07.2022
- I have joined as a Unit Manager in Agency Sales of Ipru life my roles and responsibility were to recruit financial advisor like CA, Tax Consultant, MF Agents from the financial field providing product training motivate them to do the business to achieve the sales. I have 28 self-recruited advisors.
- I have completed the Star program goal sheet within 3 months and I got incentives for the same.
- I have learned about the agency business about recruitment process, people management and customer services.
- This includes cold calling personal face to face meeting with the advisor and the customer for sales closure and complete login.
Business Development Executive (International Sales)
Tendernews.com
02.2018 - 03.2020
- Company Overview: Tendernews.com is one of the leading Company in the E-Tendering sectors which collects tenders' information from worldwide sources and publishes the details in their website and sells this information to foreign clients on a yearly subscription basis.
- It was a B2C Client Servicing profile where I was generating leads through cold calling, social media, emailing, skype calls and WhatsApp chat, I was focusing on the client requirement by visiting their company's website and then sending email accordingly.
- Tendernews.com is one of the leading Company in the E-Tendering sectors which collects tenders' information from worldwide sources and publishes the details in their website and sells this information to foreign clients on a yearly subscription basis.
Education
Information Technology
Smt K.G. Mittal Institute of Management, Information Technology And Research
Mumbai05-2016
Skills
- Cold calling and telephonic sales
- Insurance sales and customer servicing
- Business development and client onboarding
- Policy issuance management
Favorite Food
- Punjabi lunch
- Mutton korma
Favorite Place
- Beach side
- Resorts
- Museum
Languages
- English
- Hindi
- Marathi
Extracurricular Activities
Played Cricket Tournament in the College Event held in Abhinav College Bhayander. Played cricket with friends on Sundays. Reading books and newspapers to learn about new technology.
Sales Skills
- Cold Calling & Telephonic Sales
- Insurance Sales
- Customer Servicing
- Business login and issuance
Personal Information
- Age: 31
- Date of Birth: 02/05/94
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Affiliations
- Achieved star program goal sheet in Ipru agency sales
Languages
Hindi
First Language
English
Proficient (C2)
C2
Marathi
Upper Intermediate (B2)
B2
Accomplishments
- Achieved Star program goal sheet in 3 months, awarded with a cash bonus bonus
- Achieved Blazer of Honor Contest in JFM in Max Life Insurance
- Earning incentive in hdfc life
References
References available upon request.
Timeline
Bancassurance Manager (Banka Channel)
HDFC Life Insurance Company
09.2024 - Current
Premier Relationship Manager (Direct Channel)
Max Life Insurance Company
08.2022 - 09.2024
Unit Manager Sales (Agency)
ICICI Prudential Life Insurance Company
11.2020 - 07.2022
Business Development Executive (International Sales)
Tendernews.com
02.2018 - 03.2020
Information Technology
Smt K.G. Mittal Institute of Management, Information Technology And Research
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