Shah Ritesh Bharatkumar
Rajkot
Summary
Highly-motivated employee with a strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
Work History
Associate Circle Head
HDFC Life Insurance Company Limited
Rajkot
02.2019 - Current
- Sales Planning: Creating and implementing a sales plan to help the team meet targets and grow their distribution network.
- Revenue Management: Planning and managing the revenue goals of the branch.
- Team Guidance: Reviewing the team's progress and guiding them to succeed.
- Quality Assurance: Ensuring the quality and persistence of the business.
- Customer Service: Ensuring that quality customer service is delivered.
- KYC Compliance: Adhering to and maintaining KYC norms compliance.
- Policy Acquisition: Acquiring life insurance policies for both resident and non-resident Indians.
- New Customer Sourcing: Ensuring the quality sourcing of new customers to sell life insurance products.
- Team Handling: Handling the sales managers and advisors.
- Productivity Norms: Meeting productivity norms, as defined through support of channels and own effort.
Unit Manager
Karvy Stock Broking Limited
Ahmedabad
10.2013 - 02.2019
- Ensure handling a team of 8 to 10 Relationship officers.
- Create an inspiring team environment with an open communication culture.
- Set clear team goals.
- Delegate tasks and set deadlines.
- Oversee day-to-day operation.
- Monitor team performance and report on metrics.
- Motivate team members.
- Discover training needs and provide coaching.
- Listen to team members’ feedback and resolve any issues or conflicts.
- Recognize high performance and reward accomplishments.
- Encourage creativity and risk-taking.
- Suggest and organize team building activities.
Sales Executive
India Infoline Limited (IIFL)
Ahmedabad
05.2011 - 09.2013
- Organising sales visits.
- Demonstrating and presenting products.
- Establishing new business.
- Maintaining accurate records.
- Attending trade exhibitions, conferences and meetings.
- Reviewing sales performance.
- Negotiating contracts and packages.
- Aiming to achieve monthly or annual targets.
Education
Bachelor of Commerce - Commerce
Gujarat University
Ahmedabad06-2011
H S C - Commerce
Gujarat Secondary & Higher Secondary Edu. Board
Ahmedabad05-2008
Skills
- Effective Multitasking
- Collaborative Relationship Management
- Data Analysis
- Collaborative Team Development
- Strategic Planning
- Collaborative Communication
- Data-Driven Analysis
- Network Development
- Professional Development
Languages
Gujarati
First Language
Hindi
Proficient (C2)
C2
English
Proficient (C2)
C2
Marathi
Beginner (A1)
A1
Bengali
Beginner
A1
References
References available upon request.
Timeline
Associate Circle Head
HDFC Life Insurance Company Limited
02.2019 - Current
Unit Manager
Karvy Stock Broking Limited
10.2013 - 02.2019
Sales Executive
India Infoline Limited (IIFL)
05.2011 - 09.2013
Bachelor of Commerce - Commerce
Gujarat University
H S C - Commerce
Gujarat Secondary & Higher Secondary Edu. Board
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