KARAN KIRAN HIRALAL JAISWAR
Kalyan
Summary
To built a solid professional challenging career & work for an organization that progress dynamically & give me a chance to update my knowledge & enhance my skill to establish a long term strong relationship with my sincere & best effort.
Proficient Branch Sales Manager with many years of experience building and leading high-performance teams. Known for consistently exceeding sales goals to drive increases in revenue. Seeking to leverage to maximize revenue in an opportunity with a growing organization.
Industrious Branch Sales Manager with many years of focused experience managing highest-profit sales branch for mid-sized corporation. Seasoned and inspiring salesperson with proven and quantified success at coaching teams to achieve outstanding sales results. Dedicated to focused customer contact and relentless customer service for maximum loyalty.
Overview
7
7
years of professional experience
Work History
Senior Branch Sales Manager
Bajaj Allianz Life Insurance (Axis bank-VRM) & IDFC BANCA
NAVI MUMBAI
03.2023 - Current
- Sale Guaranteed Returns Investment Plans, ULIP Plans, Pension Plans & Term Plans.
- Portfolio Management.
- Explain to clients the importance of investment into share market as well as investment into guaranteed returns.
- Help clients to earn good profits from their Investment.
- Understand client requirements.
- Verify client history as financially and medically.
- Help clients to achieve their Short term & Long term goals.
- Schedule a meeting & visit client communication address to help them for Investment.
- Convince clients to start investment with Axis bank.
- Do coding client details and documents into system, verify them with client and convert it for issuance.
- Issue policy and deliver it to client residential address and as well as on their registered email id.
Sales Manager
Adtiya Birla Sunlife Insurance(HDFC Bank -VRM)
02.2022 - 03.2023
- Provide a variety of investment plans, such as Guaranteed Returns, ULIP, Pension, and Term Plans.
- Manage client investment portfolios effectively.
- Educate clients on the importance of diversifying their investments between the stock market and those with guaranteed returns.
- Assist clients in optimizing their investment returns.
- Tailor services to meet individual client needs.
- Verify clients' financial and medical backgrounds.
- Support clients in setting and reaching their financial objectives.
- Arrange meetings and personally visit clients to guide investment decisions.
- Promote the initiation of investments with HDFC Bank.
- Enter and validate client details and documents in our system.
- Issue policies and ensure prompt delivery to clients' residential addresses and registered email accounts.
CSR
Teleperformance
11.2020 - 11.2021
- Assisted customers with inquiries and resolved issues via multiple communication channels.
- Managed customer accounts and updated information in internal systems efficiently.
- Collaborated with team members to improve service delivery and customer satisfaction.
- Educated customers on products, services, and policies to enhance understanding.
- Recorded detailed call notes to maintain accurate customer interaction records.
- Followed up with customers to ensure their satisfaction.
- Provided customer service support to customers over the phone and by email.
- Participated in team meetings or training sessions when necessary.
- Updated job knowledge by participating in educational opportunities.
Digital Officer
ICICI Lombard
10.2018 - 10.2020
- Developed digital marketing strategies to enhance brand visibility and engagement.
- Collaborated with cross-functional teams to align digital initiatives with business goals.
- Trained team members on digital tools and platforms to enhance operational efficiency.
- Coordinated online customer feedback initiatives to gather insights for product improvement.
- Provided technical support to users regarding digital products or services via phone, email or chat systems.
Education
ICWA - Inter-level
ICAI Institute
ULHASNAGAR01.2019
BBA - BCOM
University of Mumbai
Mumbai04-2019
H.S.C -
CBSE Board
01.2016
S.S.C -
CBSE Board
01.2014
Skills
- Excellent Communication
- Interpersonal Skill
- Leadership
- Management
- Ability to adjust
- Strong will power
- Positive attitude
- Result oriented
- Hard working
- Quest to learn new things
- Zeal to undertake challenging tasks
- Investment planning
- Client relationship management
- Sales strategy development
- Policy issuance
- Customer service
- Sales reporting
Accomplishments
- Awarded with 'Spot Reward'
- Awarded with 'Analyst of the year'
- GOT PROMOTED FROM BSM TO SBSM
- ATTEND INTERNATIONAL QQUALIFICATION
- QUALIFIED FOR MDRT CONTEST
Hobbies and Interests
Traveling & Football
Disclaimer
I hereby acknowledge and authenticate, every bit of information mentioned in this resume is correct by all means.
Languages
- English
- Hindi
- Marathi
Personal Information
- Date of Birth: 09/13/98
- Nationality: Indian
Timeline
Senior Branch Sales Manager
Bajaj Allianz Life Insurance (Axis bank-VRM) & IDFC BANCA
03.2023 - Current
Sales Manager
Adtiya Birla Sunlife Insurance(HDFC Bank -VRM)
02.2022 - 03.2023
CSR
Teleperformance
11.2020 - 11.2021
Digital Officer
ICICI Lombard
10.2018 - 10.2020
ICWA - Inter-level
ICAI Institute
BBA - BCOM
University of Mumbai
H.S.C -
CBSE Board
S.S.C -
CBSE Board
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