ARVIND YADAV

• Identified and addressed customer needs to enhance satisfaction and drive results.
• Collaborated with cross-functional teams to meet organizational objectives.
• Conducted detailed research and data analysis for strategic planning.
• Applied advanced technical skills to troubleshoot complex issues efficiently.
• Proposed innovative solutions to improve team performance and outcomes.

Executed 117-term policy for BOSCH company in 2021.

Facilitated NPS annuity business partnerships with HPCL, Ultra Tec, and RCF Ltd in 2021-2022.

• Directed induction and training programs, enhancing team capabilities and performance.
• Managed lead funnel through tracking and maintaining comprehensive MIS for optimal efficiency.
• Motivated team members, reducing attrition rates below established channel benchmarks.
• Ensured compliance with mandatory company regulations and activities to uphold standards.
• Achieved month-over-month binder targets and facilitated RM promotions successfully.

• Executed recruitment of FLS to optimize capacity utilization within manpower budget.
• Achieved business development targets by effectively managing lead allocation and closure.
• Tracked and maintained daily business reporting, including sales calls and lead conversion.
• Facilitated regular training sessions for team members to improve performance.
• Achieved promotions for three new FLS within six months of tenure.

• Managed high net worth customer relationships, addressing service requirements for accounts and loans.
• Achieved sales targets for banking products, including life insurance and mutual funds.
• Enhanced customer value through effective cross-selling of asset products.
• Acquired new customers through referrals, significantly expanding client base.
• Resolved grievances promptly to uphold strong client relationships.
• Facilitated sales of liability products to meet diverse customer needs.

• Supervised Personal Banker desks to enhance operational efficiency.
• Developed High Net Worth customer relationships by sourcing new clients.
• Proactively sourced banking customers through individual efforts and acquisition channels.
• Authorized signatory for CASA checking accounts, ensuring compliance with TAT requirements.
• Oversaw cash transactions including transfers, RTGS, NEFT, and ATM operations for accuracy.
• Cross-sold banking products to existing branch customers to elevate portfolio value.

• Acquisition: To tie up with the major investment houses like corp. world, broking firms etc.
• Recruitment: To recruit quality agents for handling the business.
• Training: Regular training sessions for advisors for Product & Sales Skill.
• Oct 2008 Trophy for maximum License in Pan india
• Created the 4 club Members and 2 MDRT as on JUNE 2009.
• PROMOTED DESIGNATION: BUSINESS DEVELOPMENT MANAGER (SEP 2010)
• Created the 6 new club Members and 2 MDRT as on JUNE 2011.
• PROMOTED DESIGNATION: ASSISTANT SALES MANAGER (SEP 2012)
• Qualify multiple International trips.