Chirag Lamba
Branch Manager
Delhi
Summary
Results-driven Branch Manager with over 3.5 years of experience as a Field Executive in the life insurance, term insurance, mutual funds, and trading sectors. Promoted to Branch Manager, bringing a proven track record of exceptional client service, sales performance, and operational management. Demonstrated expertise in driving business growth, leading and motivating teams, and implementing strategic initiatives to achieve organizational objectives. Known for a strong work ethic, analytical skills, and a commitment to fostering a high-performance environment that delivers outstanding results.
Overview
3
3
years of professional experience
Work History
Branch Manager
Bluechip Corporate Investment Centre Private Limit
03.2024 - Current
- Maintained friendly and professional customer interactions.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Examined customer loan applications for loan approvals and denials.
Field Executive
Bluechip Corporate Investment Centre Private Limit
10.2021 - 03.2024
- Monitored market trends to provide informed guidance on investment strategies, maximizing returns for clients.
- Maintained thorough knowledge of mutual funds offerings, keeping clients informed on relevant updates and developments.
- Educated potential clients on the advantages of investing in mutual funds, converting prospects into loyal customers.
- Participated in ongoing professional development programs and obtained necessary certifications to maintain expertise in the field of mutual funds and investments.
- Collaborated with team members to create tailored investment portfolios that met clients'' financial goals.
- Communicated regularly with customers to build rapport and maintain customer satisfaction.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
- Marketed life insurance products to increase customer bases and revenue.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
Education
MBA - POST GRADUATION DIPLOMA IN BUSINESS ADMINISTRATION
SYMBIOSIS PUNE
PUNE 04.2001 -
B.A Programming - undefined
Delhi University- Open School of Learning
GRADE 12 - Humanities
CBSE-Faith Academy
One year diploma in Office Management - undefined
New Delhi YMCA
Data Entry and Office Automation Course - undefined
NIELIT
Skills
Customer Service
Branch Operations Management
Relationship Building
Relationship building and management
Languages
Hindi
English
Timeline
Branch Manager
Bluechip Corporate Investment Centre Private Limit
03.2024 - Current
Field Executive
Bluechip Corporate Investment Centre Private Limit
10.2021 - 03.2024
MBA - POST GRADUATION DIPLOMA IN BUSINESS ADMINISTRATION
SYMBIOSIS PUNE
04.2001 -
B.A Programming - undefined
Delhi University- Open School of Learning
GRADE 12 - Humanities
CBSE-Faith Academy
One year diploma in Office Management - undefined
New Delhi YMCA
Data Entry and Office Automation Course - undefined
NIELIT
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