Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on services and products and recommending best options to meet long- and short-term needs. Strategic financial professional actively pursuing an Assistant Branch Manager role to utilize of successful performance in related roles.
PROFESSIONAL ACHIEVEMENTS:
Ø April 2010, May 2010 & June 2010: Best Sales Associate in Retail Sales of Bhopal.
Ø MDRT & Top RDM of the Branch (2018-2019) & Club 90 (Persistency)
Malaysia Trip Achiever (2019)
NOTABLE ACHIEVEMENTS
➢ Took 2 Promotions
➢ MDRT & Top RDM of the Branch (2018-2019)
➢ Achieved Conference Club 2022
➢ 1 Agent qualified for National Trip in July 2022
➢ 3 Agent have completed their criteria for National Trip in Dec 2022
➢ Achieved Appreciation Certificate for AA Activisation M-O-M.
➢ 1 Agent qualified for Foreign Trip
➢ 4 Agents qualified for National Trip
➢ 1 Agent promoted as an Agency Associate.
➢ 2 times Awarded as “Recruitment Champion” for highest PHF in branch
➢ Achieved Long service Award.
Relationship building and management
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