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Azhar Jameel
Salaried
Mumbai
Summary
Highly motivated and results-driven Insurance Sales Manager with over 6 years of rich experience in Banking, Broking and insurance industry.Strong negotiation skills and the ability to build and maintain relationships with clients and underwriters. experienced with implementing various marketing and promotion strategy to increase market share and retain existing customers.Certified Investment and Insurance Sales Professional (CISP) with advanced knowledge of insurance and Finance products. Proven ability to develop and implement customer retention programs.
Overview
7
7
years of professional experience
4
4
Certifications
3
3
Languages
Work History
Associate Territory Manager
TATA AIA LIFE INSURANCE, Mumbai
Mumbai
01.2021 - Current
- Handled an Entire unit of HDFC Bank as an Associate Area Territory Manager.
- Interact with Bank cluster head & bank employees and manage them on daily basis teams directly mapped to me.
- Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner.
- Prepared and implemented a strategic gold plan for a strategic growth plan for territory based on the company goal and expectations.
- Monitored team performance, analyzed sales data and reported information to the Area Manager.
- Held one-on-one meeting with the teams to identify selling hurdles and offered insight, including how to close sale.
Sales Officer
Hdfc Bank Ltd
Mumbai
07.2018 - 01.2021
- Marketing Insurance products to new and existing clients within a defined geographical area.
- Building and maintaining ongoing relationships with client including scheduling meetings to understand the client's financial requirements.
- Telling customers about their options.
- Collecting and analyzing complex insurance and requests regarding insurance products.
- Providing Insurance and financial services to individuals, families and businesses
- Attending all sales meetings sales strategy sessions.Q
- quoting insurance rates.
Sales Executive
Angel Broking Pvt. Ltd.
Surat
08.2017 - 05.2018
- Promoted and sold stock brokering services and products to new and existing clients.
- Assisted customers in making profitable and safe investments.
- Sourcing Demat and Trading account and handle Corporate Clients for equity sales.
- Educated customers about trades risk and suitable investment prospects.
- Generate leads with the assistance of Third parties "Life Insurance, General Insurance and Mutual Fund, take care of investment prospect of the clients.
Sales Executive
Axis Direct
Mumbai
01.2017 - 08.2017
Education
Master Of Business Administration - Fianace And Information Technology.
Swami Vivekanand Subharti University.
Meerut Bachelor Of Commerce -
Sahu Jain Degree College
11.2016
Skills
Business Development
Key Account Management
People and Relationship Management
Target Oriented
Sales Goals Attainment
Certification
Sebi Certified Investment Adviser ( NISM)
Interests
Travel
Accomplishments
- Awarded with MDRT in 2022.
- Received Employee of the Month award on multiple occasions.
- Formally acknowledged and appreciated by channel partner.
- Customer retention award.
Timeline
Associate Territory Manager
TATA AIA LIFE INSURANCE, Mumbai
01.2021 - Current
Sales Officer
Hdfc Bank Ltd
07.2018 - 01.2021
Sales Executive
Angel Broking Pvt. Ltd.
08.2017 - 05.2018
Sales Executive
Axis Direct
01.2017 - 08.2017
Master Of Business Administration - Fianace And Information Technology.
Swami Vivekanand Subharti University.
Bachelor Of Commerce -
Sahu Jain Degree College
Sebi Certified Investment Adviser ( NISM)
Sebi Certified Equity and Derivatives Certificate (NISM)
Mutual Fund Distributors Certificate (NISM)
Six Sigma Green Belt Certificate
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