Kavitha Bai B

• Communicate, promote and support business managers with product and lead management training.
• Excellent communication skills, both verbal and written.
• Self-motivated, with a strong sense of personal responsibility.
• Cultivated interpersonal skills by building positive relationships with others.
• Identified issues, analyzed information and provided solutions to problems.
• Developed strong communication and organizational skills through working on group projects.
• Participated in team projects, demonstrating an ability to work collaboratively and effectively.
• Exercised leadership capabilities by successfully motivating and inspiring others.
• Demonstrated a high level of initiative and creativity while tackling difficult tasks.

● Responsible & Managing the Holistic End to End Advisor Agency Cycle (On boarding, Recruitment, Activation & Productivity Management) for assigned locations / branches

● Ensuring hiring, managing, retention & development of Consultant Trainers in all locations of the area for conducting IRDAI batches

● Overlooking the 25 hrs. Training Program for Advisors through Consultant Trainers

● Conducting/coordinating on other relative activities such as brand activations, BOPs etc. to help Sales on recruitment activities.

● Presenting & Evangelizing the Advisor Opportunity @ Exide Life to attract new advisors

● Once the advisor joins, passes the exam & is coded, do goal setting exercise with them.

● Joint field work (On Field Training) with Advisors

● House Visits, Goal Setting & Counseling advisors

● Own up & Deliver on Recruitment Targets, Activation (M1) targets & Club membership

● Induction of new joined Sales managers, training on Lead Management System.

Achievements:

· Consistently being a topper & achieving targets month on month

· Rank # 1 in KKG Zone & Rank # 3 Pan India for FY 2018-19

· Won the Q2 contest (Do the Double)

· Won the Q3 contest incentive (BOND

· Won the Q4 contest incentive (JFM Power play) ∙

·Achieved 100% of my coding target & M1 activation target & ADP club target

· Won ADP Club creation incentive

· Got many appreciations from National Head

● Recruit sales staff and financial advisors

● Plan and coordinate training programs for sales staff

● Planning and target setting for the agent sales team

● Recruitment and management of agency channel team members

● Training, motivating and development of team members

● Resolve customer complaints regarding sales and services

● Develop plans to acquire new customers or clients, through direct sales techniques, cold calling and business to business marketing visits, organize events

• Achieved project deadlines by coordinating with contractors to manage performance.
• Coordinated with cross-functional teams to resolve project issues and mitigate risks.
• Provided detailed project status updates to stakeholders and executive management.
• Planned, designed, and scheduled phases for large projects.
• Developed and initiated projects, managed costs, and monitored performance.

● Gathering the articles of crime related cases like Securities fraud, Money Laundering, Fraud, Tax Evasion, Embezzlement, Drug trafficking, etc.

● Gathering the information of the Politically Exposed Persons from various countries and creating profiles for the same.

● Creating and updating the profiles of Individuals and Government owned Companies.

● Providing accurate information to the Banking sector, Insurance sector, and Investment sector.

● Help banks prevent financial crime, mitigate risk and losses

● Maintain compliance with complex regulatory requirements

● Support industries and Government bodies in their efforts to confidently assess, predict and mitigate risks.