Kanchan Mishra

• Engineered diverse insurance and investment plans aligned with client objectives.
• Cultivated trust with cooperative banks, enhancing internal communication efficiency.
• Monitored target metrics and team performance, swiftly resolving sales personnel issues.
• Identified underperforming regions, boosting partner engagement to drive growth.
• Facilitated regular communication with zonal heads and stakeholders to optimize operations.
• Managed relationships with multiple banks, including Bharat Bank and Lokmanya Multipurpose Society.
• Conducted visits to partner branches for staff engagement and product briefings.
• Prepared progress reports and forecasts utilizing key account metrics for stakeholders.
• Qualified for Barcelona, Spain, in February-March 2024 Contest drive by achieving target.
• Qualified for the Baku contest in AMJ 2025.

• Managed relationships with 65 brands while overseeing nine associates.
• Handled Bank Partners and Bank Head Office operations efficiently.
• Developed Bank Management Information System and organized Contest Drive initiatives.
• Maintained existing customer base for Bajaj Allianz Life Insurance.
• Trained branch staff on life insurance products and concepts.

• Drove growth by supporting sales team members in achieving revenue targets.
• Coached and motivated team to exceed sales performance metrics.
• Gained market share through rigorous training initiatives for team members.
• Managed operations of 20 branches with seven staff, ensuring optimal performance.
• Led and developed bankers, personal bankers, and customer service officials.
• Trained branch staff on product knowledge and life insurance concepts.
• Handled client renewals and addressed queries to maintain satisfaction.
• Prepared weekly reports on prospects and branch updates for senior management.

• Oversaw operations of INDUSIND BANK branches to optimize service delivery.

Led team of sales and relationship managers to drive performance improvements.

Trained staff on upselling and cross-selling techniques, enhancing revenue generation.

Managed customer portfolio for AVIVA Life Insurance, ensuring high satisfaction levels.

Provided training on product offerings and life insurance concepts to branch personnel.

Facilitated client renewals and resolved inquiries, boosting retention rates.

Compiled weekly reports on prospects and branch performance metrics.

• Resolved customer complaints effectively, improving overall service quality.

Managed existing customer base for Max Life Insurance, focusing on client retention and satisfaction.

Trained branch staff on LIFE Insurance products and concepts to enhance service delivery.

Acquired new clients through targeted marketing of liability products.

Handled client queries and processed renewals to ensure seamless service.

Prepared weekly reports on prospects and branch updates for managers.

Developed strong relationships with existing clients to foster loyalty.

Motivated and assisted leadership groups and branch managers in achieving operational goals.

Conducted training sessions for colleagues on industry best practices.

• Cultivated strong relationships with suppliers and key clients to drive business development.
• Achieved market share growth through aggressive training of sales teams.
• Resolved customer complaints related to sales and service effectively.
• Maintained a professional network to identify potential clients and business opportunities.
• Trained advisors in IRDA compliance, enhancing service quality and field performance.
• Consistently met monthly and annual targets across all sales initiatives.