AMIT Shaw

• Interacted with high-profile NTB clients and various levels of management, as an integral part of engagement teams of Medium and Large enterprises credit facility like Working Capital and term loan for more then 100 Lakhs proposal in B2B Agriculture and allied businesses.
• Built relationships with ETB clients, referrals, and others that maximized business opportunities and increased loan originations.
• Exceeded team goals by partnering with staff to share and implement customer service initiatives.
• Streamlined service standers to consistently deliver on targets.
• Analyzed customer data to identify opportunities and improve cross sell and upsell.

• Incorporated with Critical Bank Relationship like Axis Bank, DCB Bank and Big NBFC houses like PNB Housing, Bajaj Capital, IndiaInfoline, Indiabulls and some more channel and Various verticals for entire Rajasthan Region for Group Credit insurance along Highly focused in cross sell for retail products as well.
• Monitored department operations to identify inefficiencies and process flaws, promptly managing challenges to improve better and prompt service to client and channel partners.
• Coordinated meetings with staff to delegate tasks, communicate targets and determine individual priorities.
• Ensured customers received excellent service by going the extra mile to assist with needs, requirements and requests.

• Handling Multiple regions and verticals for Axis Bank like Rural Landing, Education Loan, Tractor Loan, Gold and Auto loans for Entire North zone.
• Apart from Axis Some other Financial institutions like YES Bank, Toyota Financial, Syndicate Bank, Piramal Capital, Hinduja Leyland Finance for Delhi NCR and some other parts of north zone.

Key Deliverables

• Regular Branch visit and Area visit and Training Motivation to promote Insurance Business Managing sales and operational activity for the channels
• Spearheaded the corporate business of the company in the region with existing terms Design and Execute Rewards and recognitions, contests, campaigns etc for promoting sales and operational teams
• Regular manage and circulate MIS for record management and business information
• Establish excellent relationship with segment Heads, RSM's, RXM's, ASM'S, AOM's and Executive for sourcing life insurance business and processing
• Providing Training and Direction to channel partners for enduring quality performance
• Maintaining customer focus on all times and giving proper guidance using the standers guidelines. Primary Death Claim underwriting and service support

Achievements

• Awarded three times in International forum Moscow, Dubai and Baku
• 10 times received Quarterly achievement/performance award
• Second promotion within 4 years of span.

• Selection from Kolkata for handling Gurgaon Location
• In hand with big relationship like PNB Housing Finance, Indiabulls Housing Finance, Home First Housing Finance, Hinduja Leyland Finance, IndiaInfoline Housing Finance Dealing in Group Credit Protect.
• Maintaining key relationship with Branch Head, Sales Manager, Team Leader, Relationship Manager and ops staff for business development.
• Increased efficiency, effectiveness and profitability by managing team productivity, costs and budgets.

• Regional Sales Role, Managing Multiple Banks/NBFCs/Verticals/Location, Bancassurance for ICICI Bank Wealth and E bor branch handling in kolkata.
• Spearheaded the corporate business of the company in the region with existing client base
• Design and Execute Rewards and recognitions, contests, campaigns etc for sales teams
• Ensured client retention through speedy claim settlement and settle all service issues in time and Priority Customer Support
• Primary UNDERWRITER for all business process, Report and document preparation, Regular manage and circulate MIS for record management
• Increased insurance sales through branch banking, NRI segment, wealth management, personal loans and corporate accounts from branches administered of ICICI BANK relationship with zero attrition
• Established excellent relationship with segment Heads, RM's, Cluster Manager, BM, PB, V B and direct sales managers at branch for sourcing life insurance business
• Generate regular business through Cold Calling, up sell, Cross Sell and joint Calls

Achievements

• Successfully Achieved PATTAYA contest in 1st quarter of joining