AVNISH TYAGI
Sr.Branch Manager
Delhi
Summary
MARKETING & SALES PROFESSIONAL Seeking a position in an organization that provides me ample opportunity to explore & explore & excel while carving out the niche for personal, professional as well as organizational goals. PROFILE Seasoned Professional offering 11 years’ experience with motivational management style. Solution oriented approach with excellent relationship skills, successfully and consistently delivering the responsibilities of Data Presentation, Profitability, Increasing Market Share, Business development, and Relationship management, Client Retention, Territory Mapping and new Business Development. Possess problem solving skills and keen interest& drive to develop business plans and implementation in real time sales environments.
Overview
16
16
years of professional experience
3
3
years of post-secondary education
7
7
Certifications
Work History
Sr. Branch Manager
Future Generali India Life Insurance
Delhi
04.2023 - Current
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Created new revenue streams and recruited talented staff for branch offices.
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Engaged employees in business processes with positive motivational techniques.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Complied with regulatory guidelines and requirements.
- Boosted sales and customer loyalty through incentive programs.
- Resolved various issues impacting sales management and business operations.
- Consulted customers to boost product sales and services.
Branch Manager
Future Generali India Life Insurance
Delhi
10.2021 - 03.2023
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Maintained friendly and professional customer interactions.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Launched new training program to boost employee skills and staff retention rate.
- Boosted sales and customer loyalty through incentive programs.
Branch Manager
SBI Life Insurance
Delhi
08.2021 - 09.2021
Associates Circle Head
HDFC Life Insurance Company Ltd
12.2019 - 07.2021
- Financial planning & investment Analysis of HNI Clients-
- Need analysis for newly acquired clients to understand risk appetite and investment goals, Use of risk score and growth score to Provide investment solutions, Projecting ROI and ROA using what-if analysis and addressing client meetings, fund management support by switching funds as per equity forecasts to maximize NAV
- Clients Relationship Management-
- Analysis of client behavior for cross sell/up sell opportunities, client segmentation and profiling using CRM database, analyzing effect on discontent on revenue, service and process optimization to enhance retention rate, addressing client queries for abnormal portfolio returns
- Team Support-
- Supporting sales team by advising optimal product mix for investment portfolio for their newly sourced clients, outlining KPIs of solutions for sales managers to assist in pre-sales presentations, training sales team for query handling tor educe TT, addressing client queries beyond the scope of sales staff
- Top ACH PAN India For Licensing in March 2020
- Top ACH PAN India For Activation in May and June 2020
- Achieved of YTD Login Binder 2019-20 and 2020-21
- Highest Probation Confirmation FLS from Our Team
- Highest Qualification of Star Rating and Promotion from Our Team
Dy Branch Manager
Aviva Life Insurance
Delhi
02.2018 - 12.2019
- Strengthened communication skills through regular interactions with others.
- Organized and detail-oriented with a strong work ethic.
- Delivered services to customer locations within specific timeframes.
- Worked effectively in fast-paced environments.
- Gained extensive knowledge in data entry, analysis and reporting.
- Resolved problems, improved operations and provided exceptional service.
Deputy Branch Manager
Future Generali Insurance Co Ltd
06.2017 - 02.2018
- Responsible for the recruitment and training of manners of insurance mangers
- Organize promotional events to promote business and hire freelance associates
- Associates with present clients using company products to create strong relationships and carry out growth in business from these accounts
- Keep track of performance on key deliverables through MIS
- Track, Monitor, and evaluate sales data for ensuring satisfaction of sales objectives
- Create and carry out action plans for increased market share and profitability.
Sr. Sales Manager
Aviva India Life Insurance Co India Ltd
02.2009 - 05.2017
- Financial planning & investment Analysis of HNI Clients-
- Need analysis for newly acquired clients to understand risk appetite and investment goals, Use of risk score and growth score to Provide investment solutions, Projecting ROI and ROA using what-if analysis and addressing client meetings, fund management support by switching funds as per equity forecasts to maximize NAV
- Clients Relationship Management-
- Analysis of client behavior for cross sell/up sell opportunities, client segmentation and profiling using CRM database, analyzing effect on discontent on revenue, service and process optimization to enhance retention rate, addressing client queries for abnormal portfolio returns
- Team Support-
- Supporting sales team by advising optimal product mix for investment portfolio for their newly sourced clients, outlining KPIs of solutions for sales managers to assist in pre-sales presentations, training sales team for query handling to reduce TT, addressing client queries beyond the scope of sales staff
- Achievements:
- Awarded North India Star Achiever in Recruitment
- Over Achievement of the Sales Target in every Goal Sheet
- Already achieved the goal sheet of Sr
- Sales Manager by 10% overachievement
- Created 3 Million Rupee Advisor (MRM)
- Focus with Quality Business with 100% of Persistency till date (Renewal Premiums).
Sales Manager
- 01.2011
Asst Sales Manager
Aviva India Life Insurance Co India Ltd
01.2009 - 01.2010
Education
Graduate - undefined
Delhi University
01.2006 - 04.2009
Skills
Sales Events
Accomplishments
- Promoted to Sr. Branch Manager after One and Month successful years in the sales department.
- Named "Manager of the Year" in 2023.
Certification
Pan India 3th Rank in APE
Timeline
Sr. Branch Manager
Future Generali India Life Insurance
04.2023 - Current
Promoted from Branch Head to Sr. Branch Head
04-2023
Become Top 5 Branch Manager
03-2023
Branch Manager
Future Generali India Life Insurance
10.2021 - 03.2023
Branch Manager
SBI Life Insurance
08.2021 - 09.2021
Associates Circle Head
HDFC Life Insurance Company Ltd
12.2019 - 07.2021
Qualified International Convention of Munich
08-2019
Pan India 3th Rank in APE
03-2019
Qualified International Convention Zurich
03-2019
Dy Branch Manager
Aviva Life Insurance
02.2018 - 12.2019
Qualified International Convention for Macau
08-2017
Deputy Branch Manager
Future Generali Insurance Co Ltd
06.2017 - 02.2018
Qualified for International Convention for Hongkong
03-2017
Sr. Sales Manager
Aviva India Life Insurance Co India Ltd
02.2009 - 05.2017
Asst Sales Manager
Aviva India Life Insurance Co India Ltd
01.2009 - 01.2010
Graduate - undefined
Delhi University
01.2006 - 04.2009
Sales Manager
- 01.2011
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