Ashly Johnson
Ernakulam
Summary
Proven leader in relationship management and financial planning, excelling at Maxlife Insurance with a 500% YTD target achievement in FY 2023-2024. Awarded for exceptional performance and skill in team collaboration and new business generation, securing a top 4 position in Pan-India sales and surpassing goals with strategic solution management.
Overview
4
4
years of professional experience
Work History
Affluent Relationship Manager
Maxlife insurance Co Ltd
Ernakulam
12.2023 - Current
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Achieved PAN India No. 2 position by doing 1.25 crore in March 2024.
- Meeting month-to-month targets and contributing to the branch to achieve internal campaigns.
- Ranked Top 4 Position in Pan-India with 95 Lakhs in premium sales for August 2024.
- Exceeded WPC plan targets by 200% ,earning Eligibility for Promotion.
- Successfully qualified RM's in all contests, and MDRT experience.
- YTD target exceeded with 4.5 crores premium as of November.
Executive Relationship Officer
Canara HSBC Life Insurance
Ernakulam
02.2021 - 11.2023
- Provided financial advice to clients based on their needs and goals
- Drafted proposals for potential new business opportunities, providing clear explanations of the benefits offered by each product or service
- Achieved two promotions in 2 consecutive years
- Awarded Badge of Honor super star award in July 2021.
- Achieved five international conference trips (DUBAI, THAILAND, MALAYSIA, AZERBAIJAN,SERBIA and CHINA) through Canara HSBC Life Insurance company contests
- Awarded CEO CLUB contest Oct 2021 to March 2022
- Analyzed client data to identify opportunities for cross-selling products and services.
- Awarded CEO CLUB contest Oct 2022 to March 2023
- Awarded Top performer in Canara HSBC GALLANTARY awards 2021.
- Awarded all KERALA RANK 2nd in Mamangam Contest 2021.
- Achieved 502% of the MTD Target in March 2023 with 1.2Cr.
- achieved Award of Honour in excellence on March 2023
Unit Relationship Manager
Care Insurance Co.Ltd
Ernakulam
- Prospecting and meeting walk-in customers of the bank and generating business from them
- Increasing bank employees' awareness about Health insurance products and achieve the target penetration on cross-sell within the branch's customer base
- Award for Kochi toper for target achievement of Care Insurance 2020.
Education
Commerce - With Co.Operation.
MAR SLEEVA COLLEGE OF ARTS AND SCIENCE
Commerce -
ST.GEORGE H.S.S
S.S.L.C -
ST.GEORGE H.S
Skills
- Relationship Building
- Financial Planning
- Team Collaboration
- Problem Solving
- Overcoming Objections
- New business generation
- Solution management
- Relationship building and management
Timeline
Affluent Relationship Manager
Maxlife insurance Co Ltd
12.2023 - Current
Executive Relationship Officer
Canara HSBC Life Insurance
02.2021 - 11.2023
Unit Relationship Manager
Care Insurance Co.Ltd
Commerce - With Co.Operation.
MAR SLEEVA COLLEGE OF ARTS AND SCIENCE
Commerce -
ST.GEORGE H.S.S
S.S.L.C -
ST.GEORGE H.S
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