SAMEER SHAIKH

• Achieved monthly and YTD branch plans for Life Insurance while driving SP activation at branch level.
• Managing high quality professional sales team of RA for effective branch banking business.
• Oversee Life Insurance business operations across Axis Bank branches, ensuring alignment with organizational goals.
• Product launch and training and coordinating sales for bank staff .
• Facilitated product launch and provided training to bank staff to improve sales performance.

• Developed and significantly grew assigned territory using strong engagement and marketing skills.
• Sourced GMC and OPD-based corporate plans and specialized loan protection plans (HL, PA, BL) to enhance client offerings.
• Conducted product training for partners, fostering strong relationships and ensuring consistent performance.
• Analyzed sales data to pinpoint improvement opportunities in sales processes for team members.
• Analyzed sales data to identify areas of improvement in the sales process of Team Members.

• Led team of Relationship Managers in managing PSU and NBFC channel partners, achieving consistent target attainment.
• Resolved customer complaints and claim issues, providing daily/monthly performance updates to Area Manager.
• Qualified for Thailand JAS 2022 contest (109% of target) and Netherlands High Flyer contest (104% of target), showcasing sales effectiveness.

• Led branch staff in achieving sales targets while ensuring high service quality at Customer Service Desk.
• Achieved 142% conversion for Champions of ULIP contest (2018) through targeted sales strategies.
• Managed corporate and bank partner relationships for IDBI Life Insurance policies.
• Coordinated policy servicing requests with operations, underwriting, and claims teams.
• Resolved customer grievances through clear follow-up and timely communication.

• Cross-sold mutual funds, credit cards, and other products while managing relationship portfolios for high-net-worth clients, enhancing client satisfaction and retention.
• Achieved 247.09% conversion rate, earning a Tata Nano car (Mission 510) and qualifying for prestigious conferences in Sri Lanka, Malaysia, and Hong Kong.
• Managed corporate agency partnerships for HDFC Life insurance business.
• Developed agency sales plans aligned with HDFC Life growth goals.
• Trained corporate agents on life insurance products and processes.

To achieve sales target month on month by selling life insurance products and services according to customer need.My responsibility involve keeping good relationship with banker and providing latest information of life insurance.

. My responsibility involve building and maintaing health business relationship with BM,RM,PB and customer