MOHINESH SONAWANE

*Managing 4 branches with 10 front line Managers.

*Successfully driving BCSS channel Business Mumbai 2 region.

*Closely work with sales and operation team.

*Attending HNI and SHNI calls .

*Closely monitoring SMP( JC,JM,Team calling and meeting )

• Joined as Key Relationship Manager in S2S-PSF channel in year2016 (Customer services and upsell.)
• Team handling since year 2020 as SM and currently as Area Manager for Mumbai North location {3 Branches (Borivali,Malad Boisar) and 11 team members (5-wintage ,6-Yuwa)}
• JFW with FL on NRI, SHNI issues and manage their portfolio.
• Giving Regular services to High value customers.
• Maintain persistency i.e 13th ,25th,37th ,49th and 56th th month(got awarded for persistency.
• Continuesly Motivate and upgraded product training to branch ops team and sales team for achieving their KPI and also product mixed sales for more revenue generation.

Achivements =

• In managerial role I have qualified for 2 international trips,11 local trips.3 head to head contest, 25 plus monthly tgt achievement trophies with ownership of 10% plus mumbai tgt...

• Company Overview: (Banca Assurance channel Mogaveera co-op-bank partner)
• Handling Team of 6 sales associate
• Preparing the day to day reports about the business and followups of team
• Give training to Sales associate, and bank staff
• Attending HNI clients
• Acquisitions of new channel partners
• (Banca Assurance channel Mogaveera co-op-bank partner)

• Company Overview: (Banca Assurance Bank Of India Channel)
• Providing service to bank customer in their existing insurance policy and Help them in bank works
• Give proper and simple insurance products knowledge and training to bank Marketing staff
• Generate leads, Attending calls, Follow-up renewal policy business
• Rewarding bank staff for insurance business achievement
• (Banca Assurance Bank Of India Channel)

• Company Overview: (Direct Marketing Channel West)
• Planning, scheduling, fieldwork and reporting on assignments relating to LIFE INSURANCE and INVESTMENT
• Extensive meeting with various clients through prefixed appointments by me
• To do the financial planning and need analysis to sell them the best suited product
• Managing and expanding customer for further penetration
• Preparing the day to day reports about the business meetings and follow-ups
• (Direct Marketing Channel West)
• Got certificate of excellence for achieving the given target exceptionally well
• Got flash certificate for completing the first target
• Recently promoted as a 'Gold' Associate Financial Manager with the salary hike of Rs.50,000

• To assist new joiners on joint calls and provide product refreshment training
• To attend HNI class customers
• To do the financial planning and need analysis to sell them the best suited products
• Managing and expanding customer for further penetration

Achivements -

• Logged in total 76 number of policies amount worth Rs15,00,000/- in JFM 2006
• Opened the highest number of E-broking accounts and appreciated and awarded for the same