Amit Talwar

• Acquisition of premium & high quality business to increase NAV, liabilities & numbers, over-achieved quarterly NAV targets by 125%
• Analyze competitive threats & identify new business opportunities through references, networking, marketing & prospective databases
• Regular interaction with the KO/KI/KDMs, cementing relationships through value added offerings & engagement activities at corporates to improve wallet share
• Consultative selling, effective customer solutions & promoting compelling business propositions, manifesting in positive portfolio growth
• Migrated 80% assets business, 30% fresh liabilities and 50% cross sell products sourcing to digital platforms
• Felicitated on regional, zonal and national platforms for exceptional performance across various business parameters.

• Responsible for managing 10 branches across Delhi – NCR for service to sales channel for NOPs, IFYP and new agent contracting
• Achieved 100% assigned targets and was felicitated on regional platforms
• Mentor the team on product & process updates, sales & soft skills, client engagement, closing techniques & transform underperforming team members into productive & profitable resources

Operations Head with the Distribution Arm of Max Life Insurance Co.

Sept 2013 till Sept 2016

• Effectively executed strategies to ensure retention, brand loyalty and created 25% incremental income for Max Life agents & provided them with multi-product distribution platform under same roof
• Rolled-out distribution products, mutual funds, motor & health insurance PAN India, ramped up agent recruitment across cities
• Scaled up to 2500 agents across 35 locations PAN India, conduct business orientation workshops, recruitment seminars, investor meets & training sessions, ensure timely commission payouts

• Recruited & mentored 8 new agent-associates for Max Life Insurance Co. Ltd. and managed an equity portfolio of 40 clients as a sub-broker, won various contests and earned accolades for high performance
• Educated and facilitated HNI clients on various financial matters and provide goal based professional recommendations on investment opportunities and wealth management services

• Ensured and fortified smooth operational sailing of critical business functions for North India, improved overall process efficiency by 30%
• Facilitated new franchisees and healthy relationship management with existing business partners, HNIs and set up new branches
• Established dedicated team to reach out to existing/prospective customers & source incremental business, increased revenues by 20% through consultative selling and customer centric approach

• Played and instrumental and vital role in setting up the 1st contact center for India Bulls encompassing technology, Telephony, CRM integration, UAT / API testing, recruitment of associates and ensure smooth floor operations & adherence to SLAs / SOPs
• Re-engineered different departments entailing centralization & automation of functions, implemented CRM across all departments and functions
• Successfully onboarded and trained pilot batch of OBST and ensured their productivity benchmark was always met

• Lead a team for retail banking products to objectively meet liabilities, CASA & assets targets
• Delivered customized solutions, ensured exceptional experience and maintained productive relationships customers, explored partnership opportunities and established favorable business connections.
• Achieved PAN India No. 3 position in CASA contest

• Started off the journey as customer service executive for a US based MNC and was elevated first as a subject matter expert and then as a quality analyst
• Ensure compliance of SLAs & CTQ matrix, internal and external call calibrations with off-shore clients
• Training and mentoring of new batches/underperforming teams & regulating team huddles and performance reviews

Started off my career with direct selling of water purifiers & vacuum cleaners at Eureka Forbes Ltd and then worked with a DSA for various banks and retail banking products as team leader.