Rajesh Kumar Pandey

• Have 168 IRDA-licensed advisors.
• 24-28 Advisors get active month-on-month.
• Regular training, mentorship, joint business calls with advisors, and closing HNI sales proposals.
• Handling the Premiere Channel and HNI Advisors.
• Achieving the renewal targets with more than 80% persistency.

Achievements

• Qualified for the Dalhousie trip in the months of September 2023.
• Qualified for Jim Corbett Conclave in December 2023
• Month-on-month Reward and Recognition at the Branch Level.

• Have 200+ IRDA-licensed advisors.
• Monthly activation of 20 to 25 advisors.
• Business achievement of 6-7 lakh per month (goal sheet 72 lakh).
• I joined as an executive based on performance and got promoted to senior. Branch Manager.

Achievements

• Joined as Unit Manager promoted to Agency Manager then Business Manager then Branch Manager- Direct & then Promoted to Sr. Branch Manager-Direct in Aug'22
• Month-on-month achievement of certification and trophy at the local branch level, i.e. Verticle Contest-2,4,5,7 Won Platinum Title, Monsoon Retreat, Won the contest on CEO's Birthday, Emerging Star, March Mania'22,
• Won Quarterly Award Night- Apr-May- Jun'22,

• Joined in DSF Vertical (Motor Segment)- Where we have to source the business Directly for 2 Years
• Then Joined in Retention Vertical (Motor Vertical) as a Retention Manager
• Retention Persistency- 70%
• Achievement Targets on monthly basis
• Rewards & Recognition

• Into the Direct Sales
• DSA of Loan, Motor Insurance
• Visits on the Generated Sales Call

• Into the Direct Sales
• Generate the Leads & Converts to Closure of Orders of Surgical Equipments
• Build the relation with Whole Sale shops & Local Clinics

• Into the Local business in Uttrakhand
• Some time on Contract Basis
• Crack the Deals with the Local Contractors