Sandip Kar

1) Identify and recruit IM, IMF , Broker & Corporate Agent

2) Generate business through IM/IMF, provide training, hand holding, MIS and other ancillary supports on day to day business.

Major Achievements:
1) Certificate of Excellence,2022 for over achieving the target of H1.
2) Achieved the Prestigious ZVP Warrior, 2022, 2023,2024 & 2025.
3) Won the Contest to Participate in National Conclave for business
volume with limited seat options, 2023
4) Achieved the Contest of New Product Launch for Health Product and
Pension Product in the year 2023 & 2024.
5) Achieved the Prestigious ZVP Warrior, 2023 & 2024.
6) Qualified for the DSF National Conclave, 2024 at Turkey.
7) Achieved March To Conquer,2025.

PAST EXPERIENCES:

Manager – Group Insurance – Aviva Life Insurance Co. India Ltd. (May, 2021 to May,2022)

1) Responsible for Group Credit Term Life Insurance with Bank of Maharashtra Channel in East & South India.

2) Responsible to handle 8 Zones with 328 branches of Bank Of Maharashtra – maintain relationship with ZM,DZM,CPP Head and Branch Managers.

1) Drive the Business for Credit Card, Personal/Business/Home/Mortgage Loans in Eastern India.

2) Handle the Three Verticals – Tele Calling, DST and Business Associates

3) Maintain the relationship with all Banks and Financial institutes

4) Maintain the MIS, Quality and Integrity of the business.

1) Establish the DSA vertical for Personal Loan & Credit Card in East Region and worked as a Location Head.

2) Recruitment of DSAs with the guidelines of RBI, Recruitment of team of Sales and Back office Management, formulate the strategy, Infrastructure in different locations.

3) Design and Publish the MIS, Payout to DSAs and handling the Risk/Complaint or Grievances of the customer for Eastern Zone.

1) PAN India No.1 0r No.2 in terms of business month on month.

2) Promoted from Manager to Chief Manager in first assessment.

3) Zero compliance business.

1) Handled 3 major branches of HSBC – Shakespeare, Ultadanga and Salt Lake

2) Responsible for business drive to issuance, MIS and customer services.

Major Achievements:

1) PAN India No.1 in terms of issuance business

2) Activated all Branch Managers, Wealth Managers, Relationship Managers and Over achieved the targets.

1) Dedicated Trainer for IIFL – Induction and Routine.

2) Motivate, Activate and maintain the persistency of the business.

3) Worked as a coordinator between Sales Team and Channel Partner.

1) Responsible for Procurement of materials, General Administration, Legal and Bank dealings.

2) Responsible for Manufacturing, Sales and Relationship with Corporate Clients.

1) First 9 months I was responsible for Health Insurance business through Corporate Agency & Broking houses at West Bengal, Orissa, Assam region based out of Kolkata.

2) From May,2008 I was responsible for Life & Health Insurance Business of CA&BR Channel for South Bengal Cluster( 6 Districts & 32 Branches) and part of Kolkata, based out of Durgapur & Kolkata.

3) I was promoted as Sales Manager and based out of Ahmedabad to take care off 3 Cluster of ICICI Bank with a team of AFSMs and Sr.FSMs.

1) Responsible for Life Insurance business for 18 different branches of Union Bank of India Ltd.

2) Team Handling – Team of Insurance Associates

3) Maintain the relationship with all branch and Regional office officials.

4) Drive contest, Circulation of MIS, Training of Branch staff.

1) Credit Card, Charge Card, US$ Corporate Card.

2) Meet the HNI Clients, Corporates and give presentation of AMEX products.

3) Coordinate with FI, CPA and Credit. Check the quality of the business.

1) Confirmed within 6 months.

2) Target achieved 150%

3) Selected and Retained only among the 10% of employees when AMEX minimised the Operation at East.

1) Cater Life Insurance and Pension plans to customers.

2) Maintain Daily Sales Report.

3) Provide after sales service.

1) Accounts Preparation, Auditing & Taxation.

2) Auditing of PSUs, Banks and Private sectors.

3) Preparations of Project Reports.

4) Handling ROC related works.