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
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
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