PRIYANKA BHATTAD

• Joined may 2019 as a Assistant executive in bancassurance and promoted as a senior executive in june 2021.
• Qualified 4 domestic and 1 international trip by achieving 300% of targets.
• Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
• Enabled revenue generation by pursuing partnerships, sourcing funding and capitalizing on market opportunities.
• Resolved issues and recommended actions based on production and compliance reports.
• Managing a portfolio of 15+ products while mentoring the new joiners to achieve sales goals
• Leading operations and sales excellence of 5+ bank of baroda branches through effective implementation of strategic plans
• Providing training,mentoring and immediate trouble shooting support tp trainees and LG's
• Consolidating the team performance ,data,persistency and sharing it with the team members
• Visiting bank of baroda branches and scheduling meeting with the stakeholders
• Maintaining YoY growth of 4.5% to 8%
• Identified issues with production, workforce and material sourcing and implemented successful solutions.
• Maximum qualifiers from my team and individual in MDRT, international trips, half yearly and yearly contest

• Associated with FGI Assigned position, with Bajaj finserve ltd
• Working as a SM with team of 15 people
• Extracting business through the team and self as well
• Preparing proposal for completion of the documentation suggested and convinced portfolio
• Identifying opportunities to refer customers or potential customers to other references to provide services that meet their needs
• Evaluating customers records and recommend financial plans based on gross income and saving data
• Consulting with customers to resolve complaints and queries.

JUNE 15 2015 Joined as a Business Associate and achieved fourth level of promotion as a assistant manager on 10 march 2017

• Handling clients portfolio and extend business retention
• June 15, 2015 joined as a Business Associate and achieved all the time more than sales targets and also achieved promotion as a team leader within 3 month, handling team of 4 people, Training them and developing them to pull out Business from direct marketing and also achieved promotion as ASSISTANT MANAGER, Handling team of 17 people
• Functioning as project manager in general insurance of Future Generali Insurance
• Train people according to training module included hierarchy, product training, company details, objection handling , SEE principle, GIFTS factor,5 steps for sales
• Taking care of new recruitment by giving them need basis training
• Conducting different training programs for old employees and new employees according to their knowledge
• Take one-on-one of each employee in 2-3 days to understand where they are facing problems