JESWIN A JOHN
executive relationship officer
Bangalore,Karnataka
Summary
Results-driven professional with over 7.5 years of expertise in business operations, key account management, business development, and client relationship management. Proven track record in forecasting revenue and sales, identifying new markets and customer segments, and crafting effective sales strategies to capitalize on emerging opportunities. Skilled in analyzing competitor data to inform business investment strategies that drive growth and enhance market positioning. Adept at overseeing advisor prospecting and sales activities to ensure the achievement of sales goals through targeted support and performance monitoring.
Overview
7
7
years of professional experience
4
4
Languages
Work History
Executive Relationship Officer
CANARA HSBC LIFE INSURANCE
Bangalore
11.2023 - 04.2025
- As an Experienced insurance employee with a background of sales and policy management, adept at understanding client insurance needs and providing tailored solutions.
- Leverage partnership bank staff to generate leads and convert into insurance sales.
- Conducting a regular product presentations and training sessions for bank staff to enhance their understating insurance product, resulting increase in the cross-selling.
- Prospected and acquired new clients through various channels like referrals, cold calling and networking events.
- Taking an advantage of bancassurance channel to generate high quality leads and maintain detailed records of client's interaction to follow up the customer to convert them prospect to policy holder.
- Provided good customer service to bank clients by addressing their enquires and resolving issues promptly and effectively.
- Participated in promotional events and campaign to increase the visibility of bancassurance product offerings.
Senior Business Development Executive
SBI LIFE
08.2022 - 09.2023
- Manage and drive the turnaround time in terms of targets for life, investment and short terms insurance to ensure high sales performance within the region.
- Establishing programs designed to retain existing customer, trigger advance follow-up periods and regaining business that has lapsed.
- Handling inbound/outbound calls and answering questions from members interested in life insurance and financial product.
- Identify, develop and evaluate the market strategies based on company objectives and also with current market trends.
- Developing new strategies to Promote the new investment scheme and developing with the collaboration of branch manager and cif to maximize the sales.
- Update the staff member about current financial market condition and also current month contest lunch by the company, and also drive advisor to archive.
- Researching, planning and implementing new target market initiatives.
- Developing long term source of clients so that revenue can be maximized.
Associate Agency Development Manager
MAX LIFE INSURANCE CO.LTD.
Bangalore
10.2021 - 08.2022
- Advisor Prospect For The Role Of Insurance Advisor, Conducting And Selecting The Those Who Look Like Potential Good Fit.
- Training and developing advisor to promote next level.
- Provide New Hire Training (With The Help Of MLD) To Clear IRDIA Exam And To Become Advisor.
- Developing The Advisor by Providing Relevant Product Knowledge and demonstrating who to conduct customer sales call (FODs) to make the independent.
- Goal setting- setting the goals with the advisor either it may be short term or long term and help the advisor to achieve the desired goal by implementing various activities.
- Update the advisor about current financial market condition and also current moth contest lunch by the company, and also drive advisor to archive.
- Identifying New methods to recruit new advisor.
- Premium Topper for The Month of January and February.
- Urn Champion for The Month of April.
Assistant Sales Manager
S P K GROUP OF COMPANIES
06.2018 - 09.2021
- Heading sales operations thereby achieving increased sales and maximizing profit in assigned area.
- Tracking competitor activities & strategies, providing valuable inputs & new features addition for fine tuning of company sales.
- Supervising complete business operations in the assigned region with answerability for profitability, forecasting monthly/ annual sales targets.
- Implementing regional strategies for the promotion of products.
- Tapping new markets and coordinating with channel partners to penetrate these segments, thereby expanding business & generating income.
- Developing new business partners to expand product reach in the market and coordinating with the dealers to assist them to promote the product.
- Mapping customer requirements, providing customized products and delivering technical presentations finally close the deal.
Education
M.B.A - Finance and Marketing
R V INSTITUTE OF MANAGEMENT
Bengaluru, India01.2017
B.E - Civil
GOVT. ENGINEERING COLLEGE
Chamarajnagar01.2015
Skills
Customer relations
Timeline
Executive Relationship Officer
CANARA HSBC LIFE INSURANCE
11.2023 - 04.2025
Senior Business Development Executive
SBI LIFE
08.2022 - 09.2023
Associate Agency Development Manager
MAX LIFE INSURANCE CO.LTD.
10.2021 - 08.2022
Assistant Sales Manager
S P K GROUP OF COMPANIES
06.2018 - 09.2021
M.B.A - Finance and Marketing
R V INSTITUTE OF MANAGEMENT
B.E - Civil
GOVT. ENGINEERING COLLEGE
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