KEDAR SALVEKAR

• Branch Network- 89 branches
• IRDA Certification of Staff
• NISM Certification of Staff
• Activation of Branches on TPP Product
• Activation of Staff on TPP Products
• Query handling of Staff on TPP Products
• Tracking of Target V/s achievement for Circle and required course correction
• Day to Day basis Liaison with Partners
• Persistency of Branches in Insurance and SIP
• Top-line growth of Income for Branches
• Training of Staff on various products

Cluster had 11 Districts of Vidharbha, (Nagpur, Bhandara, Akola, Amravati, Washim, Buldhana Chandrapur, Gadchiroli, Wardha, Yavatmal & Gondia)

• Team :- 2 Sr.Branch Managers, 8 RM & 4 Operation Team Members
• Responsible for product placement, new business development, key negotiations
• Marketing campaign to promote schemes to the premiere segment – Banks & NDs & IFA
• Ensuring adequate mix across all products and meeting set sales targets
• Developing markets and enhancing market share using relationships to mobilize funds under various schemes through Banks, NDs & IFA
• Sales paperwork, data collation and reporting
• Co-ordination with the respective departments to ensure a smooth redressal of the post sales requirements
• Training to Partners / Banking RM
• Empanelment of new RD / ND / IFA
• Training of Team Members
• Conducting IAPs
• Adding Direct Clients

• Locations under branch-Kolhapur, Satara, Sangli,Ichalkaranji, Ratnagiri)
• Team :- 6 RM & 4 Operation Team Members

• Marketing campaign to promote schemes to the premiere segment – Banks & NDs in Pune District
• Developing markets and enhancing market share
• Using relationships to mobilize funds under various schemes through Banks, NDs
• Training to Partners / Banking RM
• Empanelment of new RD / ND

• Locations under a branch- Aurangabad- Ahmednagar, Jalna, Nanded, Latur, Beed, Parbhani
• Team:- 2 RM & 1 Operation Team Member

• Locations under branch-Jalgaon, Dhule & Nandurbar)
• Team:- 1 Offrole Sales RM

• Recruited a team of 21 Life Advisors in a very short span of time
• Two 51 club members - A prestigious program for Life Advisors
• 1 Mega Star member
• 1st member of orbit club for the branch through countdown program for Life Advisors,
• Total 3 Orbit members.

• Sale of CASA Products via the Promotional Executive team
• Lead Generation for Life Insurance, Credit Cards, Trading Accounts,

• Sale of CASA Products of HDFC Bank

• Sale of Life Insurance products on commission basis for LIC of India

• Correspondence with internal customers,
• Correspondence with suppliers
• Project file Management for department