Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
CustomerServiceRepresentative
MOHAMMAD KALIM

MOHAMMAD KALIM

Shahjahanpur

Summary

To lead a challenging role in a reputed organization and contribute my best for the growth of the organization and to achieve organizational goal within stipulated time, which is necessary for the development of my career and organizational prospects. Enthusiastic, highly motivated professional with excellent sales skills. Consistently recognized with promotions of increasing responsibility for outstanding results and work ethics. Strong communicator with dynamic training and management abilities. Team player who establishes goals and motivates employees to achieve objectives. Consistent contributor to corporate sales and success.

Overview

18
18
years of professional experience

Work History

Business Development Manager

NIVA Bupa Health Insurance Co.Ltd
09.2020 - Current
  • Handling a team of 52 ADOs & AAMs to achieve the targets
  • Responsible for recruitment and management of ADOs & AAMs Identify, recruit and manage agents from the respective region
  • Train and motivate to ADO & AAMs to provide a better understanding of market/products
  • Monitor and review of ADOs & AAMs
  • Help them achieve maximum business.

Deputy Territory Manager

Bajaj Allianz Life Insurance Co
05.2022 - 02.2025
  • Organized regular training sessions for team members to enhance their product knowledge and overall sales skills.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Researched competitor activity and used findings to develop sales growth strategies.
  • Cultivated relationships with key accounts in territory and provided support to drive customer satisfaction.

Cluster Manager

ShriramLife Insurance Co.Ltd
09.2018 - 12.2020
  • Handling a team of Six Sales Managers for Six locations of
  • Shahjahanpur Territory
  • Handling a team of Deso to achieve the targets
  • Responsible for recruitment and management of Sales Managers and Deso
  • Identify, recruit and manage agents from the respective region
  • Train and motivate to Sales Managers & as well Deso to provide a better understanding of market/products
  • Monitor and review of Sales Managers performance
  • Help them achieve maximum business
  • Meet HNI customers on a regular basis for achieving standards.

Sales Manager

Met Life India Insurance Co.Ltd
01.2012 - 08.2012
  • Execution of sales strategy - Increase market reach and penetration through market segmentation
  • Seek new customers and increase business
  • Handling a team of Financial Advisor and Consultant Business Associates (CBA) to achieve the targets
  • Responsible for recruitment and management of Financial Advisor &
  • Consultant Business Associates (CBA) Identify, recruit and manage agents from the respective region
  • Train and motivate agents to provide a better understanding of market/ products
  • Monitor and review agents performance
  • Help them achieve maximum business
  • Meet customer on a regular basis for achieving standards.

Agency Manager

SBI Life Insurance Co.Ltd
09.2012 - 10.2018
  • Execution of sales strategy - Increase market reach and penetration through market segmentation
  • Seek new customers and increase business
  • Handling a team of Financial Advisor and Consultant Business Associates (CBA) to achieve the targets
  • Responsible for recruitment and management of Financial Advisor &
  • Consultant Business Associates (CBA) Identify, recruit and manage agents from the respective region
  • Train and motivate agents to provide a better understanding of market/ products
  • Monitor and review agents performance
  • Help them achieve maximum business
  • Meet customer on a regular basis for achieving standards.

Agency Manager

Birla Sun Life Insurance Co.Ltd
02.2007 - 12.2009
  • Execution of sales strategy - Increase market reach and penetration through market segmentation
  • Seek new customers and increase business
  • Handling a team of Insurance Advisors to achieve the targets
  • Responsible for recruitment and management of Insurance Advisors-
  • Identify, recruit and manage agents from the respective region
  • Train and motivate agents to provide a better understanding of market/ products
  • Monitor and review Insurance Advisors performance
  • Help them achieve maximum business
  • Meet customer on a regular basis for achieving standards.

Sales Development Manager

HDFC Standard Life Insurance Co.Ltd
01.2010 - 01.2012
  • Execution of sales strategy - Increase market reach and penetration through market segmentation
  • Seek new customers and increase business
  • Handling a team of Financial Consultant (FC) to achieve the targets
  • Responsible for recruitment and management of FC Identify, recruit and manage agents from the respective region. : Train and motivate agents to provide a better understanding of market/ products
  • Monitor and review agents performance
  • Help them achieve maximum business
  • Meet customer on a regular basis for achieving standards.

Education

Having NCC “ B” Certificate from 25 -

UP

Post Graduate Diploma - Internet Programming

RCSM
New, Delhi
2001

B.Com - Office Management & Secretarial Practice

M.J.P. Rohilkhand University
Bareilly
2000

Intermediate -

U.P. Board, U. P. Board
Allahabad
1997

Skills

  • Time management
  • Multitasking and organization
  • Staff evaluation
  • Territory expansion

Affiliations

  • PGDBA from SYMBIOSIS (DLP) Pune in the year 2008.

Timeline

Deputy Territory Manager

Bajaj Allianz Life Insurance Co
05.2022 - 02.2025

Business Development Manager

NIVA Bupa Health Insurance Co.Ltd
09.2020 - Current

Cluster Manager

ShriramLife Insurance Co.Ltd
09.2018 - 12.2020

Agency Manager

SBI Life Insurance Co.Ltd
09.2012 - 10.2018

Sales Manager

Met Life India Insurance Co.Ltd
01.2012 - 08.2012

Sales Development Manager

HDFC Standard Life Insurance Co.Ltd
01.2010 - 01.2012

Agency Manager

Birla Sun Life Insurance Co.Ltd
02.2007 - 12.2009

Having NCC “ B” Certificate from 25 -

UP

Post Graduate Diploma - Internet Programming

RCSM

B.Com - Office Management & Secretarial Practice

M.J.P. Rohilkhand University

Intermediate -

U.P. Board, U. P. Board
MOHAMMAD KALIM