Summary
Overview
Work History
Education
Skills
Additional Information
Timeline

ROHIT KUMAR JHA

BANCA INSURANCE
FARIDABAD SECTOR 91 HARYANA

Summary

Hardworking sales management professional bringing 7+ years of experience in BANCA LIFE INSURANCE industry environments combined with forward-thinking approach to developing territories, boosting efficiency and strengthening processes. Dedicated to enhancing customer retention with service-focused approaches. Demonstrated record of accomplishment in cultivating strong sales channels. Proactive dedicated to handling various tasks with skill and poise. Committed to building talented and successful sales teams through dynamic communication and positive reinforcement.

Overview

8
8
years of professional experience
3
3
Languages

Work History

Bancassurance ASSISTANT SALES MANAGER

MAX LIFE INSURANCE COMPANY LTD
SOUTH DELHI
08.2022 - 06.2023
  • Trained new associates in successful sales and performance strategies.
  • Coached sales associates in product specifications and selling techniques, significantly increasing customer satisfaction ratings.
  • Implemented systems and procedures to increase sales.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Built relationships with customers and community to establish long-term business growth.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.

Senior Sales Manager

AGEAS FEDERAL LIFE INSURANCE COMPANY LTD
SOUTH DELHI
10.2020 - 07.2022
  • Followed up with customers to check on changing needs and propose new offerings.
  • Kept thorough records of customer details and previous sales.
  • Evaluated customer desires and budgetary constraints to pick best policies.
  • Increased revenue by applying in-depth policy knowledge and persuasive communication skills to complete sales.
  • Reached out to potential clients to schedule appointments.
  • Upsold products to policyholders and potential new clients.
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
  • Exceeded company sales goals for new policies.
  • Offered policy guidance and management to promote asset protection.

RELATIONSHIP ASSOCIATE

MAX LIFE INSURANCE COMPANY LTD
NORTH DELHI
12.2017 - 10.2020
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Worked with AXIS BANK in Banca Channel and Operation departments to facilitate communication and deliver personalized solutions to customers.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Coordinated with teams and assisted clients in providing optimal financial advice on various insurance.
  • Conduct training through new material.
  • Designed strategies to retain present businesses and for acquiring prospective clients.
  • Maintained knowledge on Insurance & banking products and distribution to provide optimal service support

Intake Coordinator

UNITED HEALTH GROUP
GREATER NOIDA SECTOR 144
07.2016 - 05.2017
  • Completed intake assessment forms and filed clients' charts.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Enhanced office productivity by handling high volume of callers per day.
  • Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
  • Supported office staff and operational requirements with administrative tasks.
  • Built highly-efficient administrative team through ongoing coaching and professional development opportunities.

Customer Service Associate

CARETEL INFOTECH LTD
PUSA ROAD NEW DELHI
07.2015 - 06.2016
  • Informed customers about special promotions and provided detailed information for various products.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Developed and actualized customer service initiatives to decrease wait times.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Solved problems with products and services by providing customers with technical support.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.

Education

Bachelor of Arts - B.A PROGRAMME

SCHOOL OF OPEN LEARNING DELHI UNIVERSITY, NORTH DELHI
07.2011 - 2014.10

Skills

    Team building and development

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Additional Information

Father's Name : Late. Mr. KASHI NATH JHA

Date of Birth : 21 Oct 1992

Nationality : Indian

RELIGION : HINDU

GENDER : MALE

MARITAL STATUS : MARRIED

LIVING PLACE : FARIDABAD HARYANA


Timeline

Bancassurance ASSISTANT SALES MANAGER - MAX LIFE INSURANCE COMPANY LTD
08.2022 - 06.2023
Senior Sales Manager - AGEAS FEDERAL LIFE INSURANCE COMPANY LTD
10.2020 - 07.2022
RELATIONSHIP ASSOCIATE - MAX LIFE INSURANCE COMPANY LTD
12.2017 - 10.2020
Intake Coordinator - UNITED HEALTH GROUP
07.2016 - 05.2017
Customer Service Associate - CARETEL INFOTECH LTD
07.2015 - 06.2016
SCHOOL OF OPEN LEARNING DELHI UNIVERSITY - Bachelor of Arts, B.A PROGRAMME
07.2011 - 2014.10
ROHIT KUMAR JHABANCA INSURANCE