ALKESH N MISTRI
Insurance
Mehsana
Summary
Seeking challenging career in an organization and thereby facilities in achieving success and long term growth by applying my skills and knowledge.
Overview
20
20
years of professional experience
11
11
years of post-secondary education
1
1
Language English Hindi Gujarati
Work History
ASST. BRANCH MANAGER
SHRI RAM LIFEINSURANCE CO LTD. PATAN
Patan
10.2014 - 12.2016
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Developed sales strategy to meet established sales objectives.
- Directed promotion and brand loyalty efforts to build direct relationships with customers.
- Wrote and administered employee performance reviews to monitor customer service and personal sales of Number-member team.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Generated financial and operational reports to assist management with business strategy.
- Supervised team of Number branch employees and made recommendations regarding performance evaluations.
SBI Life Insurance Co Ltd
Agency Manager
Mehsana
12.2019 - Current
- Cultivated interpersonal skills by building positive relationships with others.
- Self-motivated, with a strong sense of personal responsibility.
- Resolved problems, improved operations and provided exceptional service.
- Organized and detail-oriented with a strong work ethic.
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Strengthened communication skills through regular interactions with others.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Sr.CSO (Ass. Manager)
EQUITAS SMALL FINANCE BANK LTD, PATAN
Patan
01.2017 - 08.2017
- At presently I am Working With Equitas Small Finance Bank As a Customer service Officer and my Designation is Assistant Manager here I am Taking care of Branch Customer Service and Audit and Cash and Day to Day non CTS Clearing .And Doing Sales for the Branch All TPP Product and CASA and Assets Product.
- Delivered services to customer locations within specific timeframes.
- Cultivated interpersonal skills by building positive relationships with others.
- Worked well in a team setting, providing support and guidance.
- Exercised leadership capabilities by successfully motivating and inspiring others.
Recruit of Sales officer
Doj
10.2014 - 12.2016
- Development of Sales officer though field observation & demonstration & performance review & planning,
- Achieving the business target by managing team of sales officer,
- Mentoring and motivating the sales officer, Distribution Leaders officer to generate more business
- Promoting Insurance Business Partners, Distribution Leaders Officer for earning good and Quality business in order to earn attractive commission
- Aggressively pushing the product and motivating the team to achieve the monthly target
- Branch opening I am producing 1 Bangkok qualifier from my branch,
- Myself helped the branch to achieve the rolling trophy and
- Top of the premium, TOP of the policy, TOP of the active so,
- Generate business for the company through effective sales and leadership skills,
- Opening the call and closing the call training to sales officer ,
- Monthly & weekly meeting at sales officer for target setting and analysis.
Advisor
SBI LIFE INSURANCE CO LTD, MEHSANA
Mehsana
08.2009 - 12.2019
- To give training on new changes in policy and new polices to other advisor &
- Solve their customer problems,
- Develop market & lead generation
- Generate business for the company through effective sales and leadership skills,
- Monthly & weekly meeting at advisor for target setting and analysis.
- Taught classes and presented self-help or information sessions on subjects related to education and career planning.
- Provided guidance on marketing and sales strategies to help clients reach new customers and increase revenue.
- Facilitated communication and collaboration between departments to help business function smoothly.
- Gathered and analyzed customer feedback to inform product and service improvements.
- Planned, developed, and implemented strategies to convey information with key decision makers.
Business Associate
TATA AIG LIFE INS CO LTD
Unjha
01.2006 - 01.2008
- Business Associates
- Location, Responsibility:-
- My role in to recruit advisor and giving them training (Classroom/field)
- Activating the licensed as well as per licensed advisor,
- Giving training to advisor about lead generation,
- Opening the call and closing the call training to advisor,
- Monthly &weekly meeting at advisor for target setting and analysis,
- Monthly R & R for all Advisors
- Achievement: -
- I have fetch more than 65 advisor recruit& 25 licensed advisor.
- Applied core knowledge to effectively communicate sensitive or technical information while adhering to regulatory guidelines.
- Developed knowledge of company products and services to make suggestions according to customer needs.
- Researched, analyzed, and projected market data for potential markets.
- Engaged with customers to build business relationships.
- Reviewed invoices, payment requests, advance requests, expense reimbursements, and proper coding, prior to approval.
- Developed effective improvement plans in alignment with goals and specifications.
- Evaluated customer needs and feedback to drive product and service improvements.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
Marketing Executive
ICICI BANK PERSONAL LOAN LTD
Patan
05.2003 - 01.2006
- Give training to 10-15 Executive about new personal loan policies,
- Ake them understand about policy wise document,
- File caking, examine document, check eligibility for loan,
- Handle customer problems and give satisfactory replay,
- To fulfil the target.
- Launched marketing activities for new product lines and market penetration.
- Researched industry and marketplace trends to develop marketing solutions and enhance business operations.
- Identified industry benchmarks to measure success of key digital strategy areas.
Education
H.N.G.U - Business Management
T.S.R Commerce College, Patan, North Gujarat University
Patan 04.2001 - 01.2012
Y B.COM - undefined
Skills
Hardworking and dedicated working style , Co operative nature to work with colleagues
310000
MS based Operating System and MS OfficeLife insurance
Life insurance
Life and health insurance products
Insurance policy coverage knowledge
Additional Information
- Alkesh Mistri
Timeline
SBI Life Insurance Co Ltd
Agency Manager
12.2019 - Current
Sr.CSO (Ass. Manager)
EQUITAS SMALL FINANCE BANK LTD, PATAN
01.2017 - 08.2017
Recruit of Sales officer
Doj
10.2014 - 12.2016
ASST. BRANCH MANAGER
SHRI RAM LIFEINSURANCE CO LTD. PATAN
10.2014 - 12.2016
Advisor
SBI LIFE INSURANCE CO LTD, MEHSANA
08.2009 - 12.2019
Business Associate
TATA AIG LIFE INS CO LTD
01.2006 - 01.2008
Marketing Executive
ICICI BANK PERSONAL LOAN LTD
05.2003 - 01.2006
H.N.G.U - Business Management
T.S.R Commerce College, Patan, North Gujarat University
04.2001 - 01.2012