Karan Lad

• Opened savings and current accounts for clients.
• Facilitated banking products including fixed deposits, loans, and recurring deposits.
• Cross-sold life, health, and general insurance products to enhance client portfolios.

• Recruited and licensed new agents through referrals, lead generation, and local networking.
• Trained agents on health insurance products, covering benefits, policy terms, and claims processes.
• Activated agents by ensuring licensing, sales activity, and timely application submissions.
• Established monthly, quarterly, and yearly targets for gross written premium and active agents.

• Built and strengthened relationships with bank branch staff and key Relationship Managers at partner banks.
• Drove sales through branch networks by converting leads and ensuring partner engagement to achieve targets.
• Coached bank employees on insurance products, benefits, and cross-selling strategies to enhance performance.

Generated new business opportunities through cold calling, client meetings, and networking.

Presented and promoted company products to potential customers.

Established and maintained strong customer relationships to drive repeat business.

Achieved monthly and quarterly sales targets established by company.

Recorded sales activities, leads, and customer interactions accurately.

Coordinated with marketing and operations teams for efficient service delivery.