Driven financial and investment professional confident in handling wide range of financial needs, from retirement planning to insurance decisions. Decisive planner and problem-solver with understanding of marketing and sales strategies enabling sustained growth. 10-year track record working with financial products.
Handling agent recruitment and induction into the sales prospect.
Coordinatingwithadvisersfortrainingonnewproductsandensuringthattheyareproperly equipped to sell these products.
Responsible for renewal premiums
Review of team members.
Managing Policy Acknowledgement receipt from agents.
Agency development , recruitment, coordination, Service to Sales and Retention .
Generating new business leads from existing in axis bank customer
Prospective and followup for closure with bank customer
Attending to walking bank customer .
Engage with customers for retaining premature surrender of policies .
Handling agent recruitment and induction into the sales prospect.
Coordinating with advisers for training on new products and ensuring that they are properly equipped to sell these products.
Responsible for renewal premiums.
Review of team members.
Managing Policy Acknowledgement receipt from customers and Agents.
Awarded for best agency leader in max life insurance company.
Promoted as senior senior leader in max life insurance company.
Date of Birth : 01/06/1989
Martial Status : Married