POOJA MISHRA
SR CSM
Thane west
Summary
A dynamic professional with over 17.5 years of experience.
To achieve a challenging role in my work profile as this will empower me to further develop my strong technical, interpersonal communication, and creative skills and will also give me good opportunities for growth.
Overview
21
21
years of professional experience
1
1
Language
Work History
Sr. CSM
HDFC LIFE
04.2022 - Current
- Currently working with HDFC LIFE as a Sr. CSM
- Leading a team of 20 FLS.
- Managing 50 branches of Bharat bank. Location Central & Harbour Mumbai.
- Innovating new idea to generate new business and drive Branch level engagement activities to achieve the targets.
- YTD Achievements 300% consistent for 2023-24, 2024-25.
- Ranked Topped CSM category Pan India for 2023-24, 2024-25.
- Qualified for Spain 2024 (JFM), Baku 2024(AMJ), Switzerland 2025 (JFM).
Branch Manager
ACE CHEMISTRY PRIVATE TUITIONS
12.2020 - 04.2022
- ACE CHEMISTRY PRIVATE TUITIONS as a Branch Manager
- Ability to perform in a growing organization and the skill to work closely with Technical and Business team to meet business targets.
- Willing to work in a challenging environment, ability to work hard, be faithful and to achieve success as well as improve knowledge.
- An effective communicator with excellent relationship building & interpersonal skills. Strong analytical, problem solving & organizational abilities. Possess a flexible & detail-oriented attitude.
- Overall experience in Team Handling, Sales & Operations
Credit Life
SUD LIFE
12.2019 - 11.2020
- Leading Team of 15 Members as designation of Business Development Associate.
- Managing 130 PSU Bank Branches i.e., Bank of India, Union Bank of India.
- Focus on value penetration.
- Innovating new idea to generate new business and drive Branch level engagement activities to achieve the targets.
- Identify Potential Branch managers, Credit Managers to motivate them to qualify for ongoing campaigns.
BSM BANCA INSURANCE
Bajaj Allianz Life Insurance Co LTD
12.2016 - 12.2019
- Generating Business with the bankers
- Managing Branches of SVC Bank
- Leading & Managing BM and ABM
- Monitoring, Assisting & Training the Team for Update & Cross Sale
- Monitoring Customer Base of Bajaj Allianz
- Training Branch Staff for Product & Different Concepts of Life Insurance
- Preparing Weekly Reports of Prospects & Branch Staff updates on the Business & sharing the same with respective Branch Manager, Area Manager & Territory Manager.
Branch Manager
Platinum marine Academy
03.2013 - 12.2016
- Handling Branch & Staff
- Helping Branch People to Generate Business
- Monitoring Business Volume
- Maintaining Strong Relation with Students & Developing new Strategy
- Identifying Market Trends, Gaps & Niches
- Conducting Students Presentation & Negotiations with Parents.
ASM - BANCA INSURANCE
MAX LIFE
03.2011 - 02.2013
- Generating Business with the bankers
- Managing Branches of Axis Bank
- Leading & Managing team of CSM, RM & BD's
- Monitoring, Assisting & Training the Team for Update & Cross Sale
- Monitoring Customer Base of Max Life
- Training Branch Staff for Product & Different Concepts of Life Insurance
- Preparing Weekly Reports of Prospects & Branch Staff updates on the Business & sharing the same with respective Branch Manager, Area Manager & Territory Manager.
Team Leader
HDFC BANK LTD.
01.2005 - 12.2011
- Team handling & management
- Recruitment of Tele-callers and CSE, Training & Development for DMAT & Trading A/c
- Business Development & driving team on incentive & sales target on monthly basis.
- Tracking team members and business done by them on daily basis.
- Issuance of business & processing activities of the business done by the team
- Business target overachievement on monthly basis
Education
B.com - undefined
01-2005
H.S.C - undefined
01-2002
S.S.C - undefined
01-2000
Accomplishments
- Increased Student Base by 25%
- Maintained Discipline & Reduced Parents Complaints to Zero in my Tenure.
PERSONAL DETAILS
- Date of Birth : 18th September 1983
- Nationality : Indian
- Marital Status : Married
- Address : J/ 3602, Azziano. Rustomjee Urbania. Majiwada, Thane west. 400601.
Timeline
Sr. CSM
HDFC LIFE
04.2022 - Current
Branch Manager
ACE CHEMISTRY PRIVATE TUITIONS
12.2020 - 04.2022
Credit Life
SUD LIFE
12.2019 - 11.2020
BSM BANCA INSURANCE
Bajaj Allianz Life Insurance Co LTD
12.2016 - 12.2019
Branch Manager
Platinum marine Academy
03.2013 - 12.2016
ASM - BANCA INSURANCE
MAX LIFE
03.2011 - 02.2013
Team Leader
HDFC BANK LTD.
01.2005 - 12.2011