Santosh Kori

• Managed team performance by communicating regular feedback and improvements required through appraisals.
• Mentored colleagues to drive performance improvements against team objectives.
• Produced weekly performance reports to assess progress and identify areas of concern.
• Responsible for ensuring target achievement through the assigned front line rookies/ non-rookies
• To provide a One-stop Sales & Service support to customers.
• Resolve queries product and sales related queries.
• Maintained friendly and professional customer interactions.
• Created professional sales presentations to creatively communicate product quality and market comparisons.

• Supported the Branch Manager with daily tasks, ensuring smooth sales functioning and effective communication amongst team members.
• Played a key role in growing the branch''s loan portfolio through proactive client outreach and relationship management efforts.
• Trained and developed new team members in alignment with branch service standards and objectives.
• Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
• Assisted in achieving topline number of Rs. 3,500,000/- individually by identifying potential cross-selling opportunities and promoting insurance sales and services.

• Convert leads and generate business through leads shared by the organization
• Visit potential customers for new business acquisition
• Upselling new products to existing client base in order to meet sales and profitability goals establish by the Direct-Sales Management
• Keep database current and accurate with: target customer, current customer and future customer
• Ensuring that business targets are met month on month
• Acquiring new business on pre-fixed appointments
• Reported sales data to upper management for review.

Achievements -

• Qualified as MDRT-2023 for an overall business of 37 Lakh
• Qualified as MDRT-2022 for an overall business of 42 Lakh.
• Awarded dual promotion in a tenure of three months.

• Drive sales and achieve targets through the bank branches of HDFC Bank
• Support the Relationship Manager from all verticals of Bank in his sales effort, in terms of generating benefit illustrations, accompanying on client calls
• Engage the employees of bank branches in regular discussions to transfer knowledge about insurance, company's product offerings and understand their issues/ concerns about selling insurance
• Ensure that all service requirements are met and customers are satisfied
• Spearhead all lead generation initiative from bank – whether through walk in, data-mining, referrals and others
• Arranging training programs for bank staff on products and selling skills, which can be helpful in increasing productivity of the respective branch
• To maintain relations with HDFC Bank employee's and coach them to sell BAGIC products.

• Handling relationship between distributors (Deutsche Bank & RBL Bank) and MBHI.
• Responsible for ensuring target achievement through the assigned partner/geographies.
• Spearheading the cause of Health Insurance penetration amongst the partner employees bouquet of Third Party products.
• To provide a One-stop Sales & Service support to partner employees and their hierarchy.
• To enable partner sales staff to promote and secure sales of MBHI products to their customers by providing real-time product, marketing and technical support before, after or during the sales.
• To maintain relation with the partner’s team and coach them to sell MBHI's products. Resolve queries product and sales related queries.
• Create the excitement for Health Insurance within the partner organization through various engagement and R&R initiatives.
• Identify the execution gaps in selling Health Insurance through the partner teams and work with the MBHI sales hierarchy to ensure filling of the gaps for a more efficient & effective sales execution

• Handling mortgage queries from US/UK on calls
• Resolution of client escalations and maintaining quality standard to ensure complete customer centricity
• Query resolution of corporate & individual customers
• Helping the new members joining the team.
• Established strong and successful policies for employee actions and customer interactions.
• Managed development of multi-channel solutions including phone, web chat, social media and CRM functionality, enhancing customer experience.
• Researched opportunities and resources to provide customers more information of products and services.