Bhavesh Lakhani

• I have Joined HDFC Bank in the Year Dec-2020 as a, Personal Banker – Sales.
• I have Promoted as a Relation Manager – Preferred Baking in April – 2022.
• I Got Promoted as a Branch Manager – RBB in July – 2023, And working as a Branch Manager at Amroli, HDFC Bank.

Achievements:

• I have taken my portfolio as a PB Sales in April 2021 and Secure 2nd Position in Cluster with 257% Achievement.
• Qualified Domestic contest of Goa for Exemplary performance in Life Insurance Business.
• I have achieved 380% T vs A, and Secured 1st Position in Cluster and 3rdPosition in Zone as a Preferred RM.
• I have Qualified for MDGH Contest in the Month of June – 2023 for Life Insurance Business.
• I have Qualified MDRT Jan – 2023 South Korea for Life Insurance Business.
• I have Qualified for BBH Inner Circle Goa in the month of March – 2023 for Life Insurance Business.

• Worked with Yes Bank customers to understand requirements and provide exceptional Solution for Life Insurance & Investment Plans
• Take time to time training of Yes Bank Staff for Insurance Sales Pitch as well as do Joint Call to Increase sales

Achievements:

• Qualify for CEO Summit - Istanbul 2019 in JFM'19
• Achieved Highest Slab in Applied vs Paid Business in Q3 & Q4 of F.Y
• 2018-19 in Gujarat.

• I Completed my RCM Target in Top Slab in very 1st month of joining
• Qualify in CDO Honors Meet (Istanbul) in Q4 F.Y
• 2017-18
• I got promotion on 1st April 2018 as a Deputy Sales Manager.

• I Completed my Swabhimani & 9/90 within 1 month of joining
• Qualify in Domestic trip in month of March - 2017 with 156% Achievement in T v/s A
• In Every Quarter I complete my monthly target with G1 Band.

• Enhanced Lead Conversation and managing relationship with Online Marketing Campaign team to sell Online term Plan.

• Conducted training and Educate team in terms of Insurance Product, Login processes to improve Sales Target

Achievements:

• I got promotion on 1st April 2014 with 149% Goal Sheet Achievement and Promoted to SFSM
• Qualify in Dinner with VP in month of Dec-2013 with 112 % Achievement in T v/s A
• Qualify in Udaipur Summit on 2nd Position PAN INDIA.