Robin T Alex
Territory Manager- Banca & Affinity
74 Mount Road, Braintree, England
Summary
Successful Territory Manager bringing strong history of exceeding product revenue and customer targets. Versed in General&Life Insurance, Banking, Pharma products and current market trends. Over 17 years of sales and business development success.
Overview
17
17
years of professional experience
8
8
years of post-secondary education
1
1
Language
Work History
Territory Manager- Banca & Affinity
Liberty General Insurance Ltd
Cochin,Kerala,India
11.2015 - 06.2023
- General Insurance Industry
- Roles and Responsibilities- Bancassurance & Affinity and Motor Dealership Channels.
- Driven Business portfolio of 20-30 Million per Month.
- Managed team of two Sales Managers and 8 Executives.
- Responsible for sales and services of Broking/NBFC channels.
- New NBFC/Co Operative bank channel acquisitions and sales.
- New product implementation in existing NBFC channels.
- Did corrective measurements to control Technical Surplus.
- Driven contest and campaigns in channels for sales development.
- Activated and driven Two-Wheeler dealerships business across the state.
- Driven non- Motor Product in Motor channel.
- Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Handled Objections and grievances and providing timely solutions to channels
- Coordinating with different stake holders to book Business on right time
- Maintaining & strengthening good relationship with channel partners and sales staffs
- Achieved highest Renewal Business across PAN India
- Lead product training classes instructing distributors and end users on all features and benefits as well as key selling points
- Established and targeted team goals, motivating team to achieve and exceed 30% over required goals
- Created marketing plan to meet goals; conducted weekly team meeting; Prepared daily reports
- Communicated regularly with territory, regional, and strategic managers for daily support and strategic planning for accounts.
- Sales Trip Award Winner for 2016, 2017, 2018 and 2019 and awarded to top tier sales performers.
Unit Sales Manager
ICICI Lombard General Insurance
Cochin,Kerala,India
08.2012 - 11.2015
- General Insurance Industry
- Roles and Responsibilities-Bank Assurance channel of ICICI Bank Home Loan Department and Private Cars Motor Dealership Channel.
- Managed Home Finance Department of ICICI Bank and Cross sell the Insurance.
- Exploring prospective markets of home loans and implementing sales tactics
- Ensuring compliance with all documentation requirements pertaining to sanction of loans and Disbursement of loan amount with Insurance
- Co-ordination with different departments
- Cross selling of other products like Fire, GMC and PA.
- Prepared monthly project status reports for management
- Constant touch with compliance department to avoid risk issues
- Managed Motor Private cars dealership channels
- Activated New Channel Dealerships
- Handled Customer and Dealership Complaints.
- Maintained marketplace visibility marketplace by participating in industry-related and community activities.
- Resolved customer issues quickly to close deals and boost client satisfaction.
Sales and Administration Manager
Innova Med, Al Khobar
Al Khobar,Saudi Arabia
06.2010 - 06.2012
- Medical Equipment Trading Company
- Roles and Responsibilities-Sales and General Administration.
- Building relationship with Hospitals and Corporates to generate the Business.
- Responsible for achieving targets.
- Collaborated with leaders from other departments to achieve consistent processes and maximize efficiency of resources.
- Prepare quotations as per sales conditions.
- Register customer orders and apply defined sales clauses.
- Communicate order status to customer and handle customer accounts efficiently
- Calculate discounts and special discounts as per limitations
- Communicating with internal and overseas manufactures to meet customers' requirements
- Prepare documents for delivery such as Letter of Credit, Bill of Lading, Invoicing
- Arrange for most economically efficient mode of transportation
- Coordinate with Freight Forwarders
- Ensure that sales process is completed
- Knowledge of customs procedures and chamber of commerce documentation
- Organize their activity with customers and optimize available resources in order to complete Assigned missions
- Transmit messages outside company which are consistent with Group's policy
- Develop and maintain their network of internal and external customers
- Maintaining records systematically for clients and suppliers.
- Supervised hiring processes and vendor relationships to maintain smooth operations for company
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills
Senior Relationship Officer
RAK BANK
Dubai,UAE
03.2008 - 09.2009
- Banking industry
- Roles and Responsibilities-Sales of Business Loans to SME Clients
- Lead Generation from potential Loan market by using in-house and outdoor sales methods
- Giving product training to team mate
- Providing financial advisory services to Bank Clients
- Interacting with prospective clients over phone or by direct visits
- Sourced Business from prospective clients
- Follow-ups on submissions for necessary approval from processing dept, give feed backs to Clients and disbursal of approved amount to Customer account
- Achieve Monthly targets by giving quality business to Bank and quality services to Customers
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Maintained regular contact with clients to inform about transactions and performance.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Financial Service Consultant
ICICI Prudential Life Insurance Company
Bangalore,Karnataka, India
09.2007 - 02.2008
- Life Insurance industry
- Roles and Responsibilities-Sales of Health Insurance to Corporate Clients
- Lead identification and key account management
- Business planning for Health Insurance marketing
- Giving first level conceptual presentation to customers
- Identifying and forming strategies tie up, partnership and alliances for various prospects
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Awarded Tele express Certificate for best Telemarketing Consultant.
- Awarded “Flash Certificate” for best performance from ICICI Prudential, Bangalore.
Business Development Officer/Medical Representative
Unique Pharmaceuticals Co Ltd
Bangalore,Karnataka,India
06.2006 - 09.2007
- Pharmaceutical Industry
- Roles and Responsibilities-Marketing and Promotions of Pharmaceutical products
- Responsible for sales and promotional activities of Pharmacy products developed by Unique Pharmaceuticals
- Interacting with Doctors for Business development
- Meeting Chemists to understand business and developing strategies tie up with Institutions
- Generated new business with marketing initiatives and strategic plans
- Collaborated with sales and marketing departments to support project rollout.
- Developed and maintained strong working relationships with professionals within assigned territory
- Achievement:-Awarded “Star Award Certificate” for Outstanding performance in year 2006-2007.
Education
MBA - Marketing & HR
ICFAI BUISNESS SCHOOL
Kottayam,Kerala,India 06.2004 - 05.2006
Bachelor of Science - Chemistry
ST Berchmans College
Kottayam,Kerala,India 06.2001 - 05.2004
Pre-Degree - Mathematics
NSS COLLEGE
Cherthala, Kerala, India 05.1999 - 05.2001
High School Diploma -
Holy Family HSS
Cherthala, Kerala, India 06.1998 - 05.1999
Skills
Achieved 4 Consecutive years Outstanding Performance Award from Liberty General Insurance
Achieved Best performance Award from Unique Pharmaceuticals
Achieved Star Award from ICICI Prudential
Awarded Tele express Certificate for best Telemarketing Consultant
Consistent record of success in management of top-priority objectivesExcellent analytical and leadership skills with proven ability to meet targetsExpertise in product & Risk Management and Business generation withBusiness development and planningStaff ManagementProficient in developing effective strategies to enhance brand promotion
Timeline
Territory Manager- Banca & Affinity
Liberty General Insurance Ltd
11.2015 - 06.2023
Unit Sales Manager
ICICI Lombard General Insurance
08.2012 - 11.2015
Sales and Administration Manager
Innova Med, Al Khobar
06.2010 - 06.2012
Senior Relationship Officer
RAK BANK
03.2008 - 09.2009
Financial Service Consultant
ICICI Prudential Life Insurance Company
09.2007 - 02.2008
Business Development Officer/Medical Representative
Unique Pharmaceuticals Co Ltd
06.2006 - 09.2007
MBA - Marketing & HR
ICFAI BUISNESS SCHOOL
06.2004 - 05.2006
Bachelor of Science - Chemistry
ST Berchmans College
06.2001 - 05.2004
Pre-Degree - Mathematics
NSS COLLEGE
05.1999 - 05.2001
High School Diploma -
Holy Family HSS
06.1998 - 05.1999