DEEPAK P

• Conducted regular reviews of clients'' financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.
• Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
• Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
• Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.

Highlights

Qualification for the Million Dollar Round Table (MDRT) consecutively in 2021 at Australia and 2022 at London, showcasing consistent excellence in the field.

Received the Guild of Excellence award in 2022 for Life Insurance, conferred during the event held in Kathmandu, Nepal.

Attainment of the Achievers Club for Life Insurance for the past six months, highlighting sustained performance and dedication.

Disbursed assets totaling 4 Crore in the last two years,

demonstrating effective management and successful outcomes.

• Cultivated strong relationships with clients, resulting in improved customer loyalty and retention rates.
• Assisted Branch Manager in budget preparation, monitoring expenses closely to prevent cost overruns or wasteful spending.
• Fostered a positive work environment, leading to increased employee morale and productivity.
• Conducted regular audits of branch operations to identify areas for improvement and implement corrective actions.
• Developed and executed marketing plans for product promotion, resulting in an increase in sales revenue.

Highlights

Consistently achieved All rounder Performer status for six consecutive months in FY 2018.Consistently achieved All rounder Performer status for six consecutive months in FY 2018.

Consistently achieved All rounder Performer status for six consecutive months in FY 2018.Consistently achieved All rounder Performer status for six consecutive months in FY 2018.Won the Taj Bakel Contest in Life Insurers during FY 2018.

Disbursed 1 crore worth of GOLD LOAN in FY 2018-19.

Qualified for the Bangalore Day contest in Life Insurance for FY 2019

Successfully qualified for the Rock on Contest in Life Insurance during FY 2019

Achieved victory in the Kuttanam FD contest during FY 2019.

Attained CORPATHI status in the Life Insurance Business for FY 2019-20.

Disbursed assets worth 3.5 crore in FY 2019-20.

Disbursed assets worth 3.5 crore in FY 2019-20. 2019-20.

Disbursed 1 crore worth of Business Loans in FY 2019-20.chieved the prestigious GO GOA Target in January 2020.

• Exceeded productivity goals through consistent attention to detail and organization during busy shifts.
• Adapted quickly to new technologies implemented at POS systems, ensuring seamless transition periods for both staff and customers.
• Resolved customer complaints professionally, leading to improved customer relations and loyalty.
• Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment.
• Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.