KAPIL VERMA
Lohian Khas
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
9
9
years of professional experience
Work History
ASM
Tata Aia Life Insurance ltd
08.2021 - Current
- Used change methodologies to increase sales and led projects for increased productivity
- Built sales forecasts and schedules to reflect desired productivity targets
- Negotiated customer contracts and maintained relationships with existing clients
- Processed renewal orders in a timely manner according to company standards
- Identified opportunities for customers to upgrade their products or services during the renewal process.
Sr. BDM
Sbi Life Insurance
11.2020 - 08.2021
- Identified, qualified, and developed new business opportunities with existing customers and prospects
- Cultivated relationships with key decision makers within target accounts to facilitate the sale of products and services
- Resolved customer complaints regarding sales and service
- Developed and implemented strategic sales plans to increase market penetration and customer base.
Sales officer
Canara Hebe life Insurance
07.2019 - 11.2020
- Responded to customer needs by answering questions and providing detailed information
- Recommended and implemented strategic initiatives targeting new business to increase sales
- Researched target market and identified customers' unique needs to suggest suitable products
- Achieved dramatic sales increase by skillfully managing relationships and proactive sales approaches.
Relationship Manager
Pnb Met life insurance
12.2018 - 05.2019
- Create and enforce plans that will help meet the needs of customers
- Build long-term relationships with clients and customers
- Work quickly to address and resolve customer issues
- Become familiar with the competition to stay ahead of them
- Encourage high-sales and good customer service practices.
Executive
Capital Small Finance Bank
07.2017 - 08.2018
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
- Identify and recommend products that meet the customer's needs and the organization's lending guidelines
- Review active loan files each day to determine if any documents are missing or what can be done to help the process along.
Field Sales Officer
HDFC Bank Ltd
06.2015 - 07.2017
- Responsible for achieving the business objectives of the Retail Asset Sales for the Branch and meet the Value, Volume, and channel Productivity metrics
- Organize various lead generation activities branch
- Go along with the other members on calls while meeting some important customers.
Education
Some College (No Degree) - 10th Punjab School Education Board March 2006
Bharti Bal Vidya Mandir High School
LudhianaSkills
- Sales Closing
- Post-Sales Support
- Policy updates
- Customer Retention
- Supervision and leadership
- Problem Resolution
- Teamwork and Collaboration
- Friendly, Positive Attitude
- Calm Under Pressure
Personal Information
- Father's Name: Mr. Boota Ram
- Mother's Name: Mrs. Rani Verma
- Date of Birth: 02/22/1990
- Marital status : Single
Sex
Male
Awards
- I joined Tata Aia Life Insurance as a Kam after I got two promotions Kam to Sr. kam, Sr. kam to Asm.
- I have qualified many contest and one tour.
Disclaimer
I hereby declare that the above information's are true to best of my knowledge.
Languages
Punjabi
First Language
English
Beginner
A1
Hindi
Beginner
A1
Timeline
ASM
Tata Aia Life Insurance ltd
08.2021 - Current
Sr. BDM
Sbi Life Insurance
11.2020 - 08.2021
Sales officer
Canara Hebe life Insurance
07.2019 - 11.2020
Relationship Manager
Pnb Met life insurance
12.2018 - 05.2019
Executive
Capital Small Finance Bank
07.2017 - 08.2018
Field Sales Officer
HDFC Bank Ltd
06.2015 - 07.2017
Some College (No Degree) - 10th Punjab School Education Board March 2006
Bharti Bal Vidya Mandir High School
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